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Tomer Avraham
@TOMER_AVRAHAM · JOINED 2026
1.7K FOLLOWERS
Israeli small and mid caps.
The names no sell-side analyst covers. High variance, deep work.
LATEST
0:17
CALLTSEM.TAShortVIDEO · CALL
Tower Semiconductor: channel inventory is doing the work the demand is not
Revenue is being recognised into a channel that is not clearing it. The correction lands in the quarter after the one currently guided.
AUG 16, 2026 · 5,198 VIEWS
Everything
CALLWIX.TAHold
WIX: right thesis, wrong price
The operational story is intact. The entry is not, after a move that already discounts two years of the plan.
AUG 19, 2026 · 9,803 VIEWS
CALLWIX.TAShort
WIX: the top-line beat came entirely from price, not volume
Volumes declined again while realized pricing carried the quarter. Price-led beats in this end market have historically preceded share loss.
AUG 18, 2026 · 7,893 VIEWS
0:17
CALLTSEM.TAShortVIDEO · CALL
Tower Semiconductor: channel inventory is doing the work the demand is not
AUG 16, 2026 · 5,198 VIEWS
0:22
RESEARCHISRAELVIDEO · THESIS
Check Point: nothing wrong with it except the price
AUG 13, 2026 · 13,236 VIEWS
0:22
CALLAVGOShortVIDEO · CALL · CARDS
Broadcom: sell-in and sell-through have separated again
AUG 6, 2026 · 1,259 VIEWS
RESEARCHINTCLongCALL · THESIS
Intel: being the alternative is worth more than the benchmark suggests
Large buyers are writing second-source clauses into every accelerator contract. In a supply-constrained market the alternative prices far closer to the incumbent than the model assumes.
JUL 27, 2026 · 8,917 VIEWS · 22.14 → 23.86 · +7.8%
NOTEMEMORYCARDS
Micron: being the alternative is worth more than the benchmark suggests
Large buyers are writing second-source clauses into every accelerator contract. In a supply-constrained market the alternative prices far closer to the incumbent than the model assumes.
JUL 22, 2026 · 1,809 VIEWS
CALLARMShortCALL · CARDS
Arm: the hardware wins the benchmark and loses the deployment
Framework parity is still a year and a half out for the workloads that actually pay. Hardware wins the evaluation and loses the rollout, and that shows up in guided revenue first.
JUL 19, 2026 · 7,591 VIEWS · 131.62 → 120.94 · +8.1%
RESEARCHISRAELTHESIS
Check Point: strong attach on a base that is not growing
Attach on the new modules is genuinely strong. Underlying seats are flat, and seats are the denominator the entire model runs on.
JUN 21, 2026 · 615 VIEWS
CALLTSEM.TAShort
Tower Semiconductor: the software stack is the gap nobody prices
Framework parity is still a year and a half out for the workloads that actually pay. Hardware wins the evaluation and loses the rollout, and that shows up in guided revenue first.
JUN 11, 2026 · 2,617 VIEWS · 9173.97 → 10236.99 · -11.6%
RESEARCHISRAELTHESIS · CARDS
Check Point: the AI story is real and the denominator is flat
Both things are true: the new product works, and there are no more people to sell it to at the current rate.
JUN 4, 2026 · 5,577 VIEWS