Ratings by Cantor Fitzgerald (C.J. Muse)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/10/2026 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/10/2026 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/10/2026 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/28/2026 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/28/2026 | Marvell | MRVL | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/26/2026 | Marvell | MRVL | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2026 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/14/2026 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/11/2026 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/8/2026 | GlobalFoundries Inc. | GFS | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/4/2026 | GlobalFoundries Inc. | GFS | Upgrade | Overweight (Neutral) |
64.91 (85.83) |
32.23% | Details | |
| 5/1/2026 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2026 | SanDisk | SNDK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/30/2026 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2026 | Seagate Technology | STX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2026 | SanDisk | SNDK | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2026 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/27/2026 | Seagate Technology | STX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/23/2026 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/1/2026 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/23/2026 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/17/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/13/2026 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/12/2026 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/9/2026 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/5/2026 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2026 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/23/2026 | Texas Instruments | TXN | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/17/2026 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/4/2026 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | Seagate Technology | STX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/3/2026 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2026 | Microchip Technology | MCHP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2026 | Qualcomm | QCOM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2026 | FormFactor | FORM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2026 | AMD | AMD | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/2/2026 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/28/2026 | Seagate Technology | STX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/14/2026 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/6/2026 | KLA Corporation | KLAC | Upgrade | Overweight (Neutral) |
1274.47 (259.56) |
-79.63% | Details | |
| 1/6/2026 | Microchip Technology | MCHP | Upgrade | Overweight (Neutral) |
65.03 (99.77) |
53.42% | Details | |
| 12/18/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/16/2025 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Marvell | MRVL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2025 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Camtek | CAMT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2025 | AMD | Amd | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2025 | Microchip Technology | MCHP | Upgrade | Overweight (Neutral) |
67.18 (99.77) |
48.51% | Details | |
| 12/16/2025 | KLA Corporation | KLAC | Upgrade | Overweight (Neutral) |
1225.11 (259.56) |
-78.81% | Details | |
| 12/16/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/17/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/14/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/7/2025 | SanDisk | SNDK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/6/2025 | Seagate Technology | STX | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/31/2025 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/29/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | Seagate Technology | STX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/28/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/24/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/23/2025 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/9/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/6/2025 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/3/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/2/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/25/2025 | SanDisk | SNDK | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/25/2025 | Seagate Technology | STX | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/25/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/25/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/25/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/25/2025 | Analog Devices | ADI | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/25/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/21/2025 | Lam Research | LRCX | Maintain | Buy (Buy) |
|
Details | ||
| 8/15/2025 | SanDisk | SNDK | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/12/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/1/2025 | KLA Corporation | KLAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Qualcomm | QCOM | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/30/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/30/2025 | Seagate Technology | STX | Upgrade | Overweight (Neutral) |
152.68 (1070.23) |
600.96% | Details | |
| 7/28/2025 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2025 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/23/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/23/2025 | Texas Instruments | TXN | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/22/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/1/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/1/2025 | Texas Instruments | TXN | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/1/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/1/2025 | Analog Devices | ADI | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/24/2025 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/24/2025 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/24/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/18/2025 | Marvell | MRVL | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/18/2025 | Analog Devices | ADI | Upgrade | Overweight (Neutral) |
227.44 (434.46) |
91.02% | Details | |
| 6/13/2025 | AMD | AMD | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/9/2025 | AMD | AMD | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2025 | Marvell | MRVL | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/27/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/23/2025 | Seagate Technology | STX | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/23/2025 | Analog Devices | ADI | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/21/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2025 | Marvell | MRVL | Downgrade | Neutral (Overweight) |
61.22 (310.58) |
407.32% | Details | |
| 5/2/2025 | KLA Corporation | KLAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/30/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/30/2025 | Seagate Technology | STX | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | Seagate Technology | STX | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/28/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/28/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2025 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2025 | Texas Instruments | TXN | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/21/2025 | Texas Instruments | TXN | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/21/2025 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/21/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/10/2025 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/8/2025 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/21/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/19/2025 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 3/13/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/12/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/7/2025 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/7/2025 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/7/2025 | SanDisk | SNDK | New Coverage | Overweight (N/A) |
46.50 (2184.75) |
4598.39% | Details | |
| 3/6/2025 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/3/2025 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/3/2025 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/26/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/24/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2025 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/18/2025 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/18/2025 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2025 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/10/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/10/2025 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/10/2025 | Western Digital Corp. | WDC | Upgrade | Overweight (Overweight) |
64.46 (746.23) |
1057.66% | Details | |
| 2/5/2025 | AMD | AMD | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/31/2025 | KLA Corporation | KLAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/31/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/30/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2025 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2025 | Lam Research | LRCX | Upgrade | Overweight (Neutral) |
75.15 (389.04) |
417.68% | Details | |
| 1/27/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/27/2025 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/27/2025 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/27/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/27/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/24/2025 | Texas Instruments | TXN | Maintain | Neutral (Neutral) |
|
Details | ||
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2024 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/11/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/1/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Teradyne | TER | Upgrade | Overweight (Neutral) |
131.73 (437.92) |
232.44% | Details | |
| 8/12/2024 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2024 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2024 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2024 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2024 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2024 | Analog Devices | ADI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2024 | Applied Materials | AMAT | Upgrade | Overweight (Neutral) |
207.85 (617.11) |
196.9% | Details | |
| 4/8/2024 | GlobalFoundries Inc. | GFS | Downgrade | Neutral (Overweight) |
50.55 (64.91) |
28.41% | Details | |
| 3/21/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/18/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/11/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/16/2024 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2024 | Western Digital Corp. | WDC | New Coverage | Overweight (N/A) |
54.77 (64.46) |
17.69% | Details | |
| 1/23/2024 | Teradyne | TER | New Coverage | Neutral (N/A) |
108.72 (437.92) |
302.8% | Details | |
| 1/23/2024 | Seagate Technology | STX | New Coverage | Neutral (N/A) |
85.42 (152.68) |
78.74% | Details | |
| 1/23/2024 | Lam Research | LRCX | New Coverage | Neutral (N/A) |
826.32 (389.04) |
-52.92% | Details | |
| 1/23/2024 | KLA Corporation | KLAC | New Coverage | Neutral (N/A) |
612.99 (259.56) |
-57.66% | Details | |
| 1/23/2024 | Broadcom Limited | AVGO | New Coverage | Overweight (N/A) |
1211.20 (411.35) |
-66.04% | Details | |
| 1/23/2024 | Applied Materials | AMAT | New Coverage | Neutral (N/A) |
167.94 (617.11) |
267.46% | Details | |
| 1/23/2024 | Analog Devices | ADI | New Coverage | Neutral (N/A) |
194.77 (227.44) |
16.77% | Details | |
| 1/23/2024 | GlobalFoundries Inc. | GFS | New Coverage | Overweight (N/A) |
59.17 (85.83) |
45.06% | Details | |
| 1/23/2024 | NXP Semiconductors NV | NXPI | New Coverage | Overweight (N/A) |
218.36 (313.27) |
43.46% | Details | |
| 1/23/2024 | Texas Instruments | TXN | New Coverage | Neutral (N/A) |
173.65 (322.86) |
85.93% | Details | |
| 1/23/2024 | Micron Technology | MU | New Coverage | Overweight (N/A) |
87.51 (1133.99) |
1195.84% | Details | |
| 1/23/2024 | Qualcomm | QCOM | New Coverage | Neutral (N/A) |
151.96 (226.11) |
48.8% | Details | |
| 1/23/2024 | NVIDIA | NVDA | New Coverage | Overweight (N/A) |
59.49 (210.69) |
254.16% | Details | |
| 1/23/2024 | Intel | INTC | New Coverage | Neutral (N/A) |
48.15 (133.99) |
178.28% | Details | |
| 1/23/2024 | Marvell | MRVL | New Coverage | Overweight (N/A) |
71.08 (61.22) |
-13.87% | Details | |
| 1/23/2024 | AMD | AMD | New Coverage | Overweight (N/A) |
174.23 (537.37) |
208.43% | Details |
