Tower Semiconductor Ltd. (TSEM) — closed signal from September 22, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on December 21, 2025 — +72% at the close.
Predicted vs. what happened
What happened
Reached its target in 37 days.
The thesis — published September 22, 2025
Shares look to be healing after earlier weakness. On 9/08, the stock rose 7.5% after the company showed a new laser built into a chip for AI data centers, tying it to strong computing demand. The recent average price is drifting higher and investor mood is upbeat, even if one momentum sign is a bit soft. Best approach: buy on dips, then add only if the price proves strength, aiming for a 0-3 month move as more buyers engage.
Primary drivers
- New on-chip laser for AI data centers boosts interest in the stock
- Recent average price is rising, hinting the trend is getting healthier
- Investor mood is strong even if one momentum signal looks a bit weak
- Makes varied chip types, lowering reliance on any single market
How it played out
TSEM: target reached in 37 days
Lyra published TSEM at 69.27 on 2025-09-22 with a short-term thesis for 22% growth. The thesis pointed to healing after earlier weakness, a 7.5% rise on 9/08 after an on-chip laser for artificial intelligence data centers, a rising recent average price, strong investor mood, and a varied chip business. The stated target was 84.5.
Inside the window, the stock reached the target in 37 days. It later peaked at 129.58 on 2025-12-11, with a peak gain of 87.1%. It ended the window at 119.16. The thesis played out, and the move went well beyond the target.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.