Since my July 24 note , Texas Instruments Incorporated (NASDAQ: TXN ) is down 8.3 percent and has lagged the S&P 500 ( SP500 ) over the same stretch. My prior thesis was straightforward: I wantedI'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 Brazilian Securities Commission (CVM) as both a portfolio mana ...