Buy STM by Sep 1, 2026.

This is a follow-up to my December 2023 DD, which you can find here: https://reddit.com/r/stocks/comments/189qrsw/stmicroelectronics_stm_is_one_of_the_best_and/ **My original thesis** Back in late 2023, STM had been trading at ~7-9x earnings despite 47% gross margins, $1B+ quarterly net income, and exposure to EVs, industrial automation, and edge AI. My view was that the market was treating it like a cyclical that would eventually revert back to its old low-margin business, whereas the new EV and renewable-powered world we were moving towards would …