Theme · Robotics Layer 6 Bucket B · Tier B Conviction · PENDING

Lattice Semiconductor

NASDAQ:LSCC

Structural picks-and-shovel position in the Physical AI supply chain, Layer 6. Tier B conviction with research from Robotics.

★ Open deep dive View in TradingView ↗ ← Back to Robotics

Today's technical signal Scan · 24 May · NASDAQ

Extended

RSI 1471.3

MACD Hist+1.10

Vol Ratio—

2×ATR Stop—

EMA Cloud—

$143.22 +2.78% Last scan 24 May

Two-Layer Verdict

Structural

BUY · structural picks-and-shovel position in the AI / Physical AI supply chain.

Tactical

EXTENDED.

→ EXTENDED BUT FUNDAMENTALLY JUSTIFIED. Hold core, trim 10-15% only as risk hygiene.

Live price

$143.22

+2.78%

Theme

Robotics

Layer 6

Conviction

PENDING

Tier B

RSI 14

71.3

—

% return

—

Not held

2×ATR stop

—

Tactical stop

52-WEEK RANGE +0.0% from high

$44.86

$143.22

Fwd P/E62.0

Trail P/E1023.0

EV/EBITDA278.3

Mkt Cap$19.62B

Beta1.75

★ Deep dive · Robotics · Tier B

The full 6-section lighter on Lattice Semiconductor.

What it physically does · the financial print · customer mix · competitive context · terminal risk · bull case · gap/bear case · optionality · the trade. ~3,213 words. Source: Robotics.

3,213 words Tier B Robotics

★ Read full deep dive ⌥ Download institutional PDF

— Live chart · TradingView · Candlestick · 50/200 EMA + Volume —

● Live · NASDAQ:LSCC

03 · 04—Top-level analysis

What LSCC physically does — preview.

One-paragraph version of the Photoncap deep dive. Read the full essay for the complete treatment.

From Robotics

The thesis — preview.

**The low-power FPGA as the robot's sensor-fusion glue layer — explicit robotics design-ins via the NVIDIA Halos and TI partnerships — and unlike the mega-caps, robotics is a real growth vector, not a rounding error.** *Investment Research · Photoncap-style deep dive · v1 of "Lattice Semiconductor" · May 14, 2026*…

Read the full essay →

★ Tier

Tier B. High conviction — add on pullback.

Source attribution

Robotics · 3,213 words. Institutional PDF available.

Peers in Layer 6

8 names

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