I’ve stayed on the sidelines with STMicroelectronics (NYSE: STM ) because early signs of recovery still look weaker than the structural challenges holding the company back. Q2 2025 underlined that: revenue of $2.77B edged past guidance, but the 33.5% grossI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the B ...