Texas Instruments is a hold. The stock has rallied over 60% from its 52-week low, reaching an overbought RSI of 77 and trading above its 200-day moving average, which limits upside after the AI-related analog recovery narrative lifted shares. Although data-center revenue jumped nearly 90% YoY and Seaport Research upgraded the stock, the recovery remains tentative: FY2025 revenue of $17.7B is still below the 2022 peak, and heavy capex of $4.55B continues to suppress free cash flow to $2.6B. With insiders selling into strength near $308 and the stock priced at a full 52x trailing earnings, the risk/reward is balanced for now.