Nuova Analisi ST Microelectronics di Evaluation.it evaluation.it/rubriche/anali… via @Evaluation_it #stm #stmicroelectronics

maybe buying shares from companies that spacex depend on to survive this way you wont be buying at the top Gilat Satellite Networks - GILT STMicroelectronics - STM Iridium Communications - IRDM Intuitive Machines - LUNR Archer Aviation - ACHR Destiny Tech100 - DXYZ Alphabet -

The clearest one I found is STMicroelectronics. The connection isn't some complicated investment theory. SpaceX and STMicro have been working together for more than 11 years, and STMicro has already supplied billions of chips for Starlink while helping develop key components. A more speculative name is Gilat Satellite Networks. The link is far less direct, but if Starlink continues expanding and the satellite economy keeps growing, Gilat could end up benefiting from those second-order effects as well.

En Europe on a ASML, ARM, NXP, STMicroelectronics, Soitec, SiPearl,... Si ils s'y mettent tous on peut créer des GPU européens

Voici mes analyses et opportunités pour la semaine du 15 au 19 juin 2026 youtu.be/-9ysdCDKOxQ Je passe en revue : LES ANNONCES ÉCONOMIQUES DE LA SEMAINE EURUSD NASDAQ CAC OR PÉTROLE BRUT BITCOIN DES VALEURS CAC dont (ABIVAX, SOITEC, LVMH, BNP, NANOBIOTIX, STMICROELECTRONICS, MEDINCELL, ALSTOM, VINCI, VALLOUREC, etc) DES SECTEURS DU STOXX 600 DES VALEURS STOXX 600 dont (ARGENX, ROLLS-ROYCE, ASML, NOKIA, DELIVERY HERO, PORSCHE, ADIDAS, etc) N’hésitez pas à commenter. Très bonne semaine à tous

4. STMicroelectronics (STM) — Key chip supplier Supplies billions of chips for Starlink user terminals/antennas. Direct revenue play — benefits strongly from Starlink growth and expansion.

AI & Space Weekly Analyst Moves Key analyst actions this week across AI, semiconductors, and space: Goldman Sachs Raised Micron $MU price target from $400 to $900 Strong confidence in continued AI memory demand and tight supply conditions. Wolfe Research Initiated coverage on SpaceX $SPCX Outperform rating $175 price target Bullish on Starship, Starlink, and AI growth opportunities. Bank of America Upgraded Intel $INTC from Underperform to Buy Cites growing server CPU opportunities and foundry business potential. Bank of America Upgraded STMicroelectronics $STM to Buy Highlights silicon photonics, optical connectivity, and Low Earth Orbit (LEO) satellite opportunities. ❌ Adobe $ADBE Multiple analyst downgrades following reduced ARR outlook and leadership uncertainty. For space investors, one key takeaway stands out: 🚀 Starship 📡 Satellite Communications 🛰️ LEO Infrastructure 🌍 Earth Observation continue to attract long-term investment interest as the space economy expands. $SPCX $ASTS $PL $RKLB $BKSY $SATL $STM $INTC $MU #AI #SpaceX #Starship #ASTS #PlanetLabs #Satellite #LEO finance.yahoo.com/sectors/te…

🔴 STMicroelectronics : encore du potentiel ⤵️ valeursactuelles.com/clubval…

(For the people from many countries who follow me, here is the English version of the post below.) WHILE EVERYONE IS CHASING SPACEX STOCK, SMART MONEY IS ACCUMULATING THE ROCKET FUELERS! While Elon Musk conquers the skies and orbits, there is a hidden space empire in the stock market experiencing hyper-growth under the radar. SpaceX does not fly alone. The massive supply chain behind it is fueling the growth engines of publicly traded companies. (Just look at their 1-year returns) Here are the hidden giants multiplying their revenues as Musk cranks up the gears: Linde Plc ($LIN): One of the most critical background players in the SpaceX ecosystem. It is the primary supplier of industrial gases like liquid oxygen and liquid nitrogen used in rocket launches. According to Morningstar analysis, Linde directly supports roughly 70% of SpaceX launches and has established dedicated facilities near launch sites for Starship operations. Moog Inc. ($MOG.A): Producing precision control systems for the aerospace and defense industries, Moog provides critical electromechanical components for satellites and spacecraft. It is among the suppliers benefiting directly from SpaceX's increasing launch volume. Intel ($INTC): Acts as a technology partner in Elon Musk’s ecosystem (Tesla and SpaceX), collaborating on advanced semiconductor architectures and co-production initiatives like Terafab. Alphabet Inc. ($GOOGL): Google’s parent company, Alphabet, not only provides cloud data infrastructure to SpaceX but also made an early-stage investment of $900 million in the company back in 2015. Kratos Defense & Security Solutions ($KTOS): Providing satellite ground systems architecture (OpenSpace) both directly and indirectly, this company is one of the background actors benefiting the most from the commercial growth of Starlink and similar massive satellite constellations. Carpenter Technology Corp. ($CRS): This 135-year-old metal company is one of SpaceX's most vital suppliers. It supplies the specialized aerospace alloys and stainless steel derivatives used in Starship rockets and Raptor engines to withstand extreme temperatures and pressure. Materion Corp. ($MTRN): Produces beryllium alloys, advanced coating materials, and optical components that are critical for the space industry. These high-performance materials are heavily utilized in SpaceX's satellite systems and launch vehicles. Hexcel Corporation ($HXL): Supplies carbon fiber and advanced composite materials to aerospace giants, which are essential for making rockets lightweight yet durable. STMicroelectronics ($STM): This Geneva-based semiconductor giant has been working with SpaceX for nearly a decade. The radio frequency (RF) antenna chips, microcontrollers, and security elements inside the millions of Starlink terminals (satellite dishes) on rooftops are largely manufactured by STM. Broadcom Inc. ($AVGO): Supplies specialized networking chips and switching hardware that enable high-speed data communication for Starlink satellites' ground stations and global network infrastructure. Trimble Inc. ($TRMB): Offers advanced positioning technologies and software for millimeter-precision positioning of SpaceX vehicles, autonomous rocket landings, and orbit tracking of Starlink satellites. Garmin Ltd. ($GRMN): Manufacturing aviation-grade navigation systems, sensors, and flight deck components, the company plays a key role in commercial spaceflights and capsule integrations. EchoStar / Dish Network ($SATS): A highly critical partner for the realization of Starlink's direct-to-cell satellite internet project. SpaceX signed a multi-billion-dollar frequency band agreement with EchoStar and provided SpaceX shares in return.

L'Europe : A un cadre politique quasi communiste. (impôts et taxes confiscatoires) N'a pas accès à une énergie bon marché (sauf le nucléaire français). N'a pas accès à des investissements souverains à la hauteur des enjeux. A pléthore de règlements, lois, normes qui tuent toute initiative en relevant le seuil minimal d'investissement pour démarrer un projet. N'a pas de souveraineté sur les matières premières, la chaîne logistique, la fabrication, la R&D, les puces, les logiciels de conception, les compilateurs, les hyperscalers, ... sans parler de l'infrastructure : DNS, PKI, Dépôts de données, liens, etc. Nos atouts : la compétence, pourvu qu'on accepte de la rémunérer afin qu'elle ne parte pas aux US... et deux "champions" européens sur lesquels on pourrait s'appuyer : STMicroelectronics et ASML. Sinon, oui, du point de vue des "nouvelles technologies" l'UE est sortie de l'Histoire ou presque.

🏅 Tops & Flops 🗓️ Semaine 24 - 2026 🇫🇷 #CAC40 1,61% 🟠 🟢🟢🟢 🥇 STMicroelectronics $STMPA 7,85% 🥈 Kering $KER 7,58% 🥉 LVMH $MC 6,59% 🔴🔴🔴 🔻 Stellantis $STLAP -5,30% 🔻 Legrand $LR -7,26% 🔻 Dassault Systèmes $DSY -12,73% ---------- 🏆 Récapitulatif de la semaine 🟢 30 actions en positif ↗️ 🔴 4 actions à -3% ↘️ 📈 23 actions qui font mieux que l'indice

HERKES SPACEX HİSSESİ PEŞİNDE KOŞARKEN AKILLI PARA ROKETE YAKIT TAŞIYANLARI TOPLUYOR! 🚀🔥 Elon Musk gökyüzünü ve yörüngeyi fethederken borsada sessiz sedasız hiper büyüme yaşayan gizli bir uzay imparatorluğu var. SpaceX tek başına uçmuyor. Arkasındaki devasa tedarik zinciri borsadaki şirketlerin büyüme motorlarını alevliyor. (1 yıllık getirilerine bakın) Musk vites artırdıkça cirosunu katlayan gizli devler⬇️ 🔵Linde Plc $LIN : SpaceX ekosistemindeki en kritik arka plan oyuncularından biridir. Şirketin roket fırlatmalarda kullandığı sıvı oksijen ve sıvı azot gibi endüstriyel gazların ana tedarikçisidir. Morningstar analizlerine göre Linde SpaceX fırlatmalarının yaklaşık p'ini doğrudan desteklemektedir ve Starship operasyonları için fırlatma alanlarının yakınında özel tesisler kurmuştur. 🔵Moog Inc. $MOG.A : Havacılık ve savunma sanayisine hassas kontrol sistemleri üreten Moog uydular ve uzay araçları için kritik elektromekanik bileşenler sağlamaktadır. SpaceX'in artan fırlatma hacminden doğrudan olumlu etkilenen tedarikçiler arasındadır. 🔵Intel $INTC : Elon Musk ekosisteminde (Tesla ve SpaceX) Terafab gibi ortak üretim ve gelişmiş yarı iletken mimarilerinde teknoloji ortağı olarak rol oynamaktadır. 🔵Alphabet Inc. $GOOG : Google'ın çatı şirketi Alphabet SpaceX'e sadece bulut-veri altyapısı sağlamakla kalmıyor aynı zamanda şirkete 2015 yılında 900 milyon dolarlık erken aşama bir yatırım yapmıştı. 🔵Kratos Defense & Security Solutions $KTOS : Doğrudan veya dolaylı olarak uydu yer sistemleri (OpenSpace) mimarisi sunan şirket Starlink ve benzeri devasa uydu takımyıldızlarının ticari olarak büyümesinden en çok fayda sağlayan arka plan aktörlerindendir. 🔵Carpenter Technology Corp. $CRS : 135 yıllık bu metal şirketi SpaceX'in en önemli tedarikçilerinden biridir. Starship roketlerinde ve Raptor motorlarında kullanılan aşırı sıcaklığa ve basınca dayanıklı özel havacılık alaşımlarını ve paslanmaz çelik türevlerini tedarik etmektedir. 🔵Materion Corp. $MTRN : Uzay endüstrisi için kritik öneme sahip olan berilyum alaşımları gelişmiş kaplama malzemeleri ve optik bileşenler üretir. SpaceX'in uydu sistemlerinde ve fırlatma araçlarında bu yüksek performanslı malzemeler yoğun olarak kullanılmaktadır. 🔵Hexcel Corporation $HXL : Roketlerin hafif ama dayanıklı olması için gereken karbon fiber ve gelişmiş kompozit malzemeleri havacılık devlerine sağlar. 🔵STMicroelectronics $STM : Cenevre merkezli bu yarı iletken devi yaklaşık on yıldır SpaceX ile çalışmaktadır. Milyonlarca evin çatısında bulunan Starlink terminallerinin (çanak antenlerin) içindeki radyo frekansı (RF) anten çipleri mikrodenetleyiciler ve güvenlik elemanları büyük oranda STM tarafından üretilmektedir. 🔵Broadcom Inc. $AVGO : Starlink uydularının yer istasyonları ve küresel ağ altyapısı için yüksek hızlı veri iletişimi sağlayan özel ağ yongaları ve anahtarlama donanımları tedarik eder. 🔵Trimble Inc. $TRMB : SpaceX araçlarının milimetrik hassasiyetle konumlandırılması, otonom roket inişleri ve Starlink uydularının yörünge takibi için gelişmiş konumlandırma teknolojileri ve yazılımları sunar. 🔵Garmin Ltd. $GRMN : Havacılık standartlarında navigasyon sistemleri, sensörler ve uçuş kontrol paneli bileşenleri üreten şirket ticari uzay uçuşları ve kapsül entegrasyonlarında rol oynamaktadır. 🔵EchoStar / Dish Network $SATS : Starlink'in uydudan doğrudan cep telefonuna internet projesinin hayata geçebilmesi için çok kritik bir ortaktır. SpaceX, EchoStar ile milyarlarca dolar değerinde bir frekans bandı anlaşması yapmış ve karşılığında bu şirkete SpaceX hissesi vermiştir. (Görsel Midas'tan alınmıştır)

STMicroelectronicsがStarlinkの主要なチップメーカーで これまでにSpaceXに50億個以上のRFアンテナチップを出荷していますよ 自社チップも作るでしょうが、しばらくはSTMのチップを採用するのでは？

I’m 58 years old and retired from JPMorgan. My monthly income is $85,000. My June advice: I’ll only say it once. This might be the fastest way to hit $1 million by the end of 2026: $MRVL (Marvell Technology) → $255 ust buy $MU (Micron Technologys) → $945 Must buy $INTC (Intel) → $118Must buy $TSLA (Tesla) → $378 Must buy $RKLB (Rocket Lab) → $98 Must buy $STM (STMicroelectronics) → $65 Must buy $LUNR (Intuitive Machines) → $25 Must buy I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free. NFA

$STM -Bank of America upgrades STMicroelectronics to Buy from Neutral $100 target -Deutsche Bank raises target to €75 from €52 Buy investing.com/news/stock-mar…

170% pour mes actions STMicroelectronics... bref réponse évidente.

Giusto per fare un esempio concreto e non la solita politica spicciola: nel 2000, TSMC sembrava un progetto impossibile. Oggi controlla una parte fondamentale della produzione mondiale di semiconduttori. L'Italia ha già STMicroelectronics, un'azienda competitiva a livello globale. Il salto non è tecnico. È strategico. Decidere che semiconduttori ed energia sono infrastrutture critiche, come autostrade, porti o reti elettriche. Chi lo capisce investe e costruisce. Chi continua a discutere se sia possibile, sta semplicemente perdendo tempo.

L'AT de @DCohendeLara : #STMICROELECTRONICS en D. Conso de la dernière impulsion sur le retracement 50% Fibo et reprise de la hausse. MMe13 support. Objectifs: sommet à 69.72€, puis extensions de Fibo à 72.54, 76.27 et 81.02€. Inv.<58.57€ = Kijun plate bit.ly/2kggYOV