Beat EPS estimates but faces pressure from Auto sector weakness despite doubling Data Center revenue.

Receives a bullish read-through from the strong performance and recovery signals of Texas Instruments.

Accelerating revenue growth and active share buyback program.

Reported weak Q1 guidance (38 cents vs 58 cents expected) and a miss on gross margins, causing the stock to drop 5-7% after-hours. The long-term bull case is intact but facing near-term pain.

Described as a core holding for one speaker, with an investment thesis based on re-accelerating revenue growth and expanding profit margins.