Ratings by Mizuho (Vijay Rakesh)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/29/2026 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 6/29/2026 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/29/2026 | Quantinuum Inc | QNT | New Coverage | Outperform (N/A) |
75.57 (72.84) |
-3.61% | Details | |
| 6/26/2026 | ON Semiconductor | ON | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/25/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2026 | Cerebras Systems | CBRS | Maintain | Outperform (Outperform) |
|
Details | ||
| 6/15/2026 | D-Wave Quantum Inc. | QBTS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/8/2026 | Cerebras Systems | CBRS | New Coverage | Outperform (N/A) |
215.40 (216.16) |
0.35% | Details | |
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2026 | STMicroelectronics | STM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/1/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | Credo Tech | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/19/2026 | STMicroelectronics | STM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/13/2026 | D-Wave Quantum Inc. | QBTS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2026 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/12/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2026 | Rigetti Computing Inc. | RGTI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2026 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2026 | Skyworks Solutions | SWKS | Maintain | Underperform (N/A) |
|
Details | ||
| 5/6/2026 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2026 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | Rivian Automotive Inc | RIVN | Maintain | Underperform (N/A) |
|
Details | ||
| 5/1/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2026 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Underperform (N/A) |
|
Details | ||
| 4/29/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2026 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2026 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2026 | STMicroelectronics | STM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2026 | Skyworks Solutions | SWKS | Downgrade | Underperform (Neutral) |
58.99 (67.71) |
14.78% | Details | |
| 4/20/2026 | Qorvo Inc | QRVO | Downgrade | Underperform (Neutral) |
81.90 (93.54) |
14.21% | Details | |
| 4/17/2026 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/16/2026 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2026 | NXP Semiconductors NV | NXPI | Downgrade | Underperform (Outperform) |
209.39 (278.37) |
32.94% | Details | |
| 4/16/2026 | STMicroelectronics | STM | Upgrade | Outperform (Neutral) |
40.68 (74.79) |
83.85% | Details | |
| 4/16/2026 | Texas Instruments | TXN | Upgrade | Neutral (Underperform) |
216.29 (285.48) |
31.99% | Details | |
| 4/15/2026 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2026 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2026 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2026 | Rigetti Computing Inc. | RGTI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2026 | IonQ, Inc. | IONQ | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2026 | D-Wave Quantum Inc. | QBTS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/6/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 4/6/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2026 | Arm Holdings | ARM | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/12/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2026 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 3/5/2026 | Rigetti Computing Inc. | RGTI | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2026 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/27/2026 | D-Wave Quantum Inc. | QBTS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | IonQ, Inc. | IONQ | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2026 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2026 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2026 | Rivian Automotive Inc | RIVN | Maintain | Underperform (N/A) |
|
Details | ||
| 2/13/2026 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2026 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2026 | STMicroelectronics | STM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2026 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2026 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2026 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2026 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | STMicroelectronics | STM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2026 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2026 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2026 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2026 | Texas Instruments | TXN | Maintain | Underperform (N/A) |
|
Details | ||
| 1/28/2026 | Applied Materials | AMAT | Upgrade | Outperform (Neutral) |
319.46 (694.64) |
117.44% | Details | |
| 1/27/2026 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2026 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2026 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2026 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2026 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2026 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2026 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2026 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/9/2026 | Qualcomm | QCOM | Downgrade | Neutral (Outperform) |
180.19 (188.72) |
4.73% | Details | |
| 12/30/2025 | NVIDIA | NVDA | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2025 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2025 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2025 | STMicroelectronics | STM | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2025 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/16/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2025 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2025 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2025 | Rigetti Computing Inc. | RGTI | New Coverage | Outperform (N/A) |
28.22 (19.44) |
-31.11% | Details | |
| 12/11/2025 | IonQ, Inc. | IONQ | New Coverage | Outperform (N/A) |
54.44 (53.88) |
-1.03% | Details | |
| 12/11/2025 | D-Wave Quantum Inc. | QBTS | New Coverage | Outperform (N/A) |
28.33 (23.83) |
-15.88% | Details | |
| 12/4/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/26/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Lumentum | LITE | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2025 | STMicroelectronics | STM | New Coverage | Neutral (N/A) |
21.97 (74.79) |
240.42% | Details | |
| 11/21/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2025 | Texas Instruments | TXN | Maintain | Underperform (N/A) |
|
Details | ||
| 11/19/2025 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2025 | Lumentum | LITE | New Coverage | Outperform (N/A) |
232.15 (851.40) |
266.75% | Details | |
| 11/14/2025 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2025 | Qorvo Inc | QRVO | Upgrade | Neutral (Underperform) |
85.90 (81.90) |
-4.66% | Details | |
| 11/11/2025 | Skyworks Solutions | SWKS | Upgrade | Neutral (Underperform) |
69.58 (58.99) |
-15.22% | Details | |
| 11/7/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/7/2025 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2025 | Skyworks Solutions | SWKS | Maintain | Underperform (N/A) |
|
Details | ||
| 11/5/2025 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2025 | Super Micro Computer | SMCI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/24/2025 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2025 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Underperform (N/A) |
|
Details | ||
| 10/21/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2025 | Autoliv, Inc. | ALV | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/20/2025 | Rivian Automotive Inc | RIVN | Downgrade | Underperform (Neutral) |
12.91 (16.81) |
30.21% | Details | |
| 10/20/2025 | Texas Instruments | TXN | Downgrade | Underperform (Neutral) |
175.48 (285.48) |
62.69% | Details | |
| 10/20/2025 | Qorvo Inc | QRVO | Downgrade | Underperform (Neutral) |
91.67 (85.90) |
-6.29% | Details | |
| 10/20/2025 | Skyworks Solutions | SWKS | Downgrade | Underperform (Neutral) |
74.47 (69.58) |
-6.57% | Details | |
| 10/17/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/15/2025 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 10/13/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/13/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/7/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/6/2025 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/6/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2025 | NVIDIA | NVDA | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2025 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/22/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2025 | NIO | NIO | Maintain | Neutral (N/A) |
|
Details | ||
| 9/22/2025 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/22/2025 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2025 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/12/2025 | Applied Materials | AMAT | Downgrade | Neutral (Outperform) |
163.42 (319.46) |
95.48% | Details | |
| 9/11/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2025 | NIO | NIO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/13/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/11/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2025 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2025 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2025 | Seagate Technology | STX | Maintain | (N/A) |
|
Details | ||
| 7/30/2025 | Qorvo Inc | QRVO | Maintain | (N/A) |
|
Details | ||
| 7/24/2025 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2025 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2025 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2025 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/11/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/10/2025 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 7/9/2025 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 7/7/2025 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 7/7/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 7/7/2025 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/2/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/2/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 6/27/2025 | Rivian Automotive Inc | RIVN | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/25/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/3/2025 | NIO | NIO | Maintain | Neutral (N/A) |
|
Details | ||
| 6/3/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2025 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/19/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/19/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2025 | NIO | NIO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2025 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/16/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2025 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/7/2025 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2025 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 5/6/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2025 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2025 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2025 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2025 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2025 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | SanDisk | SNDK | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2025 | NIO | NIO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2025 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/10/2025 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/3/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2025 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2025 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2025 | NIO | NIO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/21/2025 | NIO | NIO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/21/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2025 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/16/2025 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 3/16/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2025 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2025 | SanDisk | SNDK | New Coverage | Outperform (N/A) |
46.50 (2050.39) |
4309.44% | Details | |
| 3/7/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2025 | Super Micro Computer | SMCI | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/28/2025 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2025 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/24/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2025 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 2/20/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2025 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2025 | MKS Instruments | MKSI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2025 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/6/2025 | Skyworks Solutions | SWKS | Downgrade | Neutral (Outperform) |
86.37 (67.71) |
-21.6% | Details | |
| 2/5/2025 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2025 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2025 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2025 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 1/30/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2025 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2025 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2025 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2025 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/10/2025 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/7/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/7/2025 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/2/2025 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/19/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2024 | Arm Holdings | ARM | Maintain | Outperform (Outperform) |
|
Details | ||
| 12/18/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 12/18/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2024 | Tesla | TSLA | Upgrade | Outperform (Neutral) |
436.23 (411.84) |
-5.59% | Details | |
| 12/13/2024 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2024 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 12/9/2024 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/5/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/2/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/27/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/25/2024 | Micron Technology | MU | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/20/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/19/2024 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 11/18/2024 | Mobileye N.V | MBLY | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2024 | Dell | DELL | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2024 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/11/2024 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2024 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 11/6/2024 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2024 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2024 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | Super Micro Computer | SMCI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/24/2024 | Tesla | TSLA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/21/2024 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 10/21/2024 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/18/2024 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2024 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2024 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2024 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2024 | Wolfspeed | WOLF | Maintain | Underperform (N/A) |
|
Details | ||
| 10/15/2024 | General Motors | GM | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/14/2024 | Tesla | TSLA | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/14/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/14/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/11/2024 | Mobileye N.V | MBLY | Downgrade | Neutral (Outperform) |
12.07 (8.30) |
-31.23% | Details | |
| 10/7/2024 | Tesla | TSLA | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/7/2024 | MKS Instruments | MKSI | New Coverage | Outperform (N/A) |
104.89 (416.00) |
296.61% | Details | |
| 10/3/2024 | Wolfspeed | WOLF | Downgrade | Underperform (Neutral) |
8.89 (44.24) |
397.64% | Details | |
| 9/26/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2024 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2024 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/17/2024 | Super Micro Computer | SMCI | New Coverage | Neutral (N/A) |
457.16 (28.15) |
-93.84% | Details | |
| 9/17/2024 | Dell | DELL | New Coverage | Outperform (N/A) |
114.30 (414.61) |
262.74% | Details | |
| 9/12/2024 | Lam Research | LRCX | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/6/2024 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 9/5/2024 | NIO | NIO | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/27/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/22/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2024 | Intel | INTC | Downgrade | Neutral (Outperform) |
19.83 (131.72) |
564.25% | Details | |
| 8/2/2024 | Mobileye N.V | MBLY | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/2/2024 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/1/2024 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2024 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2024 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2024 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2024 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/12/2024 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/12/2024 | Tesla | TSLA | Maintain | Neutral (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/18/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/31/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/28/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/28/2024 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/24/2024 | Microchip Technology | MCHP | Upgrade | Outperform (Neutral) |
99.49 (89.06) |
-10.48% | Details | |
| 5/24/2024 | NXP Semiconductors NV | NXPI | Upgrade | Outperform (Neutral) |
278.83 (278.37) |
-0.16% | Details | |
| 5/23/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/16/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2024 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/8/2024 | Rivian Automotive Inc | RIVN | Maintain | Neutral (N/A) |
|
Details | ||
| 5/7/2024 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | Wolfspeed | WOLF | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2024 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2024 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 4/25/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2024 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/24/2024 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2024 | Tesla | TSLA | Maintain | Neutral (N/A) |
|
Details | ||
| 4/9/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/4/2024 | Wolfspeed | WOLF | New Coverage | Neutral (N/A) |
27.02 (8.89) |
-67.1% | Details | |
| 3/25/2024 | Micron Technology | MU | Maintain | Outperform (Outperform) |
|
Details | ||
| 3/25/2024 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2024 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2024 | NIO | NIO | Downgrade | Neutral (Outperform) |
5.00 (4.95) |
-1% | Details | |
| 3/25/2024 | Rivian Automotive Inc | RIVN | Downgrade | Neutral (Outperform) |
11.17 (12.91) |
15.58% | Details | |
| 3/25/2024 | Tesla | TSLA | Downgrade | Neutral () |
172.82 (436.23) |
152.42% | Details | |
| 3/21/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/19/2024 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2024 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/28/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/9/2024 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2024 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2024 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2024 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2024 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2024 | General Motors | GM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Mobileye N.V | MBLY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2024 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2024 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2024 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2024 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2024 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Mobileye N.V | MBLY | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2024 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/5/2024 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2024 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/21/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/13/2023 | Arm Holdings | ARM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2023 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2023 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/4/2023 | General Motors | GM | Upgrade | Outperform (Neutral) |
31.60 (77.34) |
144.75% | Details | |
| 11/30/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2023 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2023 | Intel | INTC | Upgrade | Outperform (Neutral) |
39.41 (19.83) |
-49.68% | Details | |
| 11/10/2023 | Synaptics | SYNA | Maintain | (N/A) |
|
Details | ||
| 11/8/2023 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2023 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2023 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2023 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2023 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2023 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2023 | General Motors | GM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2023 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2023 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2023 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Outperform (N/A) |
52.51 (343.58) |
554.31% | Details | |
| 9/21/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/1/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/29/2023 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2023 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/18/2023 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/9/2023 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2023 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/27/2023 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2023 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/24/2023 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2023 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2023 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2023 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/20/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2023 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/20/2023 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/18/2023 | General Motors | GM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2023 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 7/17/2023 | Mobileye N.V | MBLY | Maintain | Outperform (N/A) |
|
Details | ||
| 7/6/2023 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2023 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/20/2023 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2023 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/12/2023 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/2/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/1/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/17/2023 | ON Semiconductor | ON | Maintain | (N/A) |
|
Details | ||
| 5/12/2023 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2023 | Mobileye N.V | MBLY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2023 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/4/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/2/2023 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Mobileye N.V | MBLY | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2023 | General Motors | GM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/21/2023 | Seagate Technology | STX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2023 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2023 | General Motors | GM | New Coverage | Neutral (N/A) |
35.41 (77.34) |
118.41% | Details | |
| 3/31/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2023 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2023 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/9/2023 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/3/2023 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/1/2023 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2023 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2023 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/10/2023 | Western Digital Corp. | WDC | Upgrade | (Neutral) |
42.74 (651.88) |
1425.22% | Details | |
| 2/10/2023 | Seagate Technology | STX | Upgrade | (Neutral) |
71.08 (968.53) |
1262.59% | Details | |
| 2/10/2023 | Micron Technology | MU | Upgrade | (Neutral) |
60.25 (1145.28) |
1800.88% | Details | |
| 2/7/2023 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2023 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2023 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2023 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2023 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2023 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2023 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 1/5/2023 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/22/2022 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/20/2022 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2022 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 12/20/2022 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2022 | Mobileye N.V | MBLY | Maintain | Outperform (N/A) |
|
Details | ||
| 12/9/2022 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/29/2022 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/29/2022 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/22/2022 | Intel | INTC | New Coverage | Neutral (N/A) |
28.94 (131.72) |
355.15% | Details | |
| 11/21/2022 | Mobileye N.V | MBLY | New Coverage | Outperform (N/A) |
29.01 (12.07) |
-58.39% | Details | |
| 11/18/2022 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/17/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2022 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/2/2022 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/31/2022 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2022 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/26/2022 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2022 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2022 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2022 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/18/2022 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 10/10/2022 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 10/7/2022 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/5/2022 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2022 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/21/2022 | Western Digital Corp. | WDC | Downgrade | Neutral (Outperform) |
36.62 (651.88) |
1680.12% | Details | |
| 9/21/2022 | Micron Technology | MU | Downgrade | Neutral (Outperform) |
52.10 (1145.28) |
2098.23% | Details | |
| 9/15/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/15/2022 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 9/7/2022 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/31/2022 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/25/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/19/2022 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/15/2022 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 8/10/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/8/2022 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2022 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2022 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2022 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2022 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2022 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2022 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2022 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2022 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2022 | Tesla | TSLA | Maintain | (N/A) |
|
Details | ||
| 7/1/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2022 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2022 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/27/2022 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2022 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2022 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 6/24/2022 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 6/21/2022 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2022 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 6/10/2022 | NIO | NIO | Maintain | Neutral (N/A) |
|
Details | ||
| 6/9/2022 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/26/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/20/2022 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/12/2022 | Rivian Automotive Inc | RIVN | Maintain | (N/A) |
|
Details | ||
| 5/11/2022 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2022 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/6/2022 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2022 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2022 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2022 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2022 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2022 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/21/2022 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2022 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/20/2022 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/20/2022 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2022 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2022 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/18/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/18/2022 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/30/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2022 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/22/2022 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 3/14/2022 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/10/2022 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/7/2022 | Rivian Automotive Inc | RIVN | Maintain | Outperform (N/A) |
|
Details | ||
| 3/4/2022 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2022 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Outperform (N/A) |
15.20 (245.68) |
1516.32% | Details | |
| 2/17/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2022 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2022 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2022 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2022 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2022 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2022 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2022 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2022 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2022 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2022 | Western Digital Corp. | WDC | Maintain | (N/A) |
|
Details | ||
| 1/13/2022 | Synaptics | SYNA | Maintain | (N/A) |
|
Details | ||
| 1/13/2022 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2022 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 1/13/2022 | Micron Technology | MU | Maintain | (N/A) |
|
Details | ||
| 1/13/2022 | Lam Research | LRCX | Maintain | (N/A) |
|
Details | ||
| 1/13/2022 | AMD | AMD | Maintain | (N/A) |
|
Details | ||
| 1/13/2022 | Applied Materials | AMAT | Maintain | (N/A) |
|
Details | ||
| 1/6/2022 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/6/2022 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 1/4/2022 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/21/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2021 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/15/2021 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/6/2021 | Rivian Automotive Inc | RIVN | New Coverage | Outperform (N/A) |
110.77 (16.81) |
-84.82% | Details | |
| 11/23/2021 | Western Digital Corp. | WDC | Upgrade | Outperform (Neutral) |
56.02 (36.62) |
-34.63% | Details | |
| 11/23/2021 | Micron Technology | MU | Upgrade | Outperform (Neutral) |
83.03 (52.10) |
-37.25% | Details | |
| 11/18/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2021 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2021 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/10/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2021 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2021 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/4/2021 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2021 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2021 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2021 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/28/2021 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2021 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/22/2021 | Intel | INTC | Downgrade | Neutral (Outperform) |
55.37 (28.94) |
-47.73% | Details | |
| 10/21/2021 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2021 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 10/20/2021 | Qorvo Inc | QRVO | Downgrade | Neutral (Outperform) |
165.30 (93.54) |
-43.41% | Details | |
| 10/20/2021 | Western Digital Corp. | WDC | Downgrade | Neutral (Outperform) |
55.40 (651.88) |
1076.68% | Details | |
| 10/20/2021 | Micron Technology | MU | Downgrade | Neutral (Outperform) |
67.26 (1145.28) |
1602.77% | Details | |
| 10/19/2021 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 9/29/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/24/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/16/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 9/3/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/23/2021 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2021 | Veoneer | VNE | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2021 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2021 | Veoneer | VNE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2021 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2021 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2021 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2021 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2021 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2021 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2021 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2021 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2021 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2021 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2021 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/26/2021 | Veoneer | VNE | Downgrade | Neutral (Outperform) |
19.93 (36.95) |
85.4% | Details | |
| 7/23/2021 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2021 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2021 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2021 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2021 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/15/2021 | NXP Semiconductors NV | NXPI | Downgrade | Neutral (Outperform) |
203.64 (278.83) |
36.92% | Details | |
| 7/15/2021 | Microchip Technology | MCHP | Downgrade | Neutral (Outperform) |
143.54 (99.49) |
-30.69% | Details | |
| 7/1/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/4/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/27/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/21/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 5/18/2021 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 5/18/2021 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2021 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 5/3/2021 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2021 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2021 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2021 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2021 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2021 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2021 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2021 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/26/2021 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2021 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/22/2021 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2021 | NIO | NIO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/19/2021 | Tesla | TSLA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/13/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2021 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2021 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 4/8/2021 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/7/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 4/1/2021 | Micron Technology | MU | Maintain | () |
|
Details | ||
| 3/24/2021 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2021 | NIO | NIO | New Coverage | Outperform (N/A) |
41.35 (4.95) |
-88.03% | Details | |
| 3/11/2021 | Tesla | TSLA | New Coverage | Outperform (N/A) |
224.53 (411.84) |
83.42% | Details | |
| 3/5/2021 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/26/2021 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/25/2021 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2021 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2021 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/24/2021 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/19/2021 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2021 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2021 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2021 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2021 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 2/3/2021 | Veoneer | VNE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2021 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/1/2021 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2021 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/29/2021 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2021 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2021 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2021 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2021 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 1/22/2021 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/28/2020 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/28/2020 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | Allegro MicroSystems | ALGM | Maintain | Outperform (N/A) |
|
Details | ||
| 12/28/2020 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 12/16/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 12/11/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 12/8/2020 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 12/3/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 12/1/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/30/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/23/2020 | Allegro MicroSystems | ALGM | New Coverage | Outperform (N/A) |
22.79 (66.37) |
191.22% | Details | |
| 11/19/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2020 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2020 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/6/2020 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2020 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2020 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/3/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2020 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/27/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/23/2020 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/21/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2020 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 10/19/2020 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2020 | Veoneer | VNE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/16/2020 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2020 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 10/16/2020 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/2/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/24/2020 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2020 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 8/6/2020 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2020 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/30/2020 | Lam Research | LRCX | Maintain | (N/A) |
|
Details | ||
| 7/30/2020 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/30/2020 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 7/29/2020 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2020 | Applied Materials | AMAT | Maintain | Outperform (N/A) |
|
Details | ||
| 7/22/2020 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 6/22/2020 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 5/22/2020 | NVIDIA | NVDA | Maintain | (N/A) |
|
Details | ||
| 5/11/2020 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 5/5/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2020 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/28/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 4/27/2020 | Veoneer | VNE | Maintain | (N/A) |
|
Details | ||
| 4/27/2020 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 4/23/2020 | Lam Research | LRCX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/22/2020 | Texas Instruments | TXN | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/26/2020 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2020 | Lam Research | LRCX | Upgrade | Outperform (Neutral) |
194.14 (410.91) |
111.66% | Details | |
| 3/20/2020 | Applied Materials | AMAT | New Coverage | Outperform (N/A) |
39.18 (694.64) |
1672.95% | Details | |
| 3/9/2020 | Cypress Semi | CY | Upgrade | Outperform (Neutral) |
19.18 (23.82) |
24.19% | Details | |
| 3/2/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 2/7/2020 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2020 | Veoneer | VNE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/5/2020 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2020 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 2/4/2020 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2020 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Qorvo Inc | QRVO | Maintain | Outperform (N/A) |
|
Details | ||
| 1/30/2020 | Lam Research | LRCX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2020 | Autoliv, Inc. | ALV | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/29/2020 | AMD | AMD | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/29/2020 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/27/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2020 | Skyworks Solutions | SWKS | Maintain | Outperform (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 1/23/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/16/2020 | Xilinx | XLNX | Downgrade | Neutral (Outperform) |
98.83 (194.92) |
97.23% | Details | |
| 1/16/2020 | Synaptics | SYNA | Upgrade | Outperform (Neutral) |
69.10 (117.38) |
69.87% | Details | |
| 1/10/2020 | Qorvo Inc | QRVO | Upgrade | Outperform (Neutral) |
112.92 (165.30) |
46.39% | Details | |
| 1/10/2020 | Skyworks Solutions | SWKS | Upgrade | Outperform (Neutral) |
119.54 (86.37) |
-27.75% | Details | |
| 1/9/2020 | AMD | AMD | Upgrade | Outperform (Neutral) |
48.25 (539.49) |
1018.11% | Details | |
| 12/13/2019 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 11/18/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 11/15/2019 | Qualcomm | QCOM | Upgrade | Outperform (Neutral) |
90.47 (180.19) |
99.17% | Details | |
| 11/11/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/5/2019 | NXP Semiconductors NV | NXPI | Upgrade | Outperform (Neutral) |
118.00 (203.64) |
72.58% | Details | |
| 11/5/2019 | Autoliv, Inc. | ALV | Upgrade | Outperform (Neutral) |
79.42 (116.51) |
46.7% | Details | |
| 11/1/2019 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/29/2019 | ON Semiconductor | ON | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/23/2019 | Veoneer | VNE | Maintain | Outperform (N/A) |
|
Details | ||
| 9/20/2019 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2019 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2019 | Western Digital Corp. | WDC | Maintain | Outperform (N/A) |
|
Details | ||
| 9/4/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/26/2019 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 8/16/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 8/12/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2019 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2019 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 7/31/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/24/2019 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/18/2019 | AMD | AMD | Downgrade | Neutral (Outperform) |
33.85 (539.49) |
1493.77% | Details | |
| 7/12/2019 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/11/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/1/2019 | Western Digital Corp. | WDC | Upgrade | Outperform (Neutral) |
47.55 (55.40) |
16.51% | Details | |
| 6/24/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 6/5/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/4/2019 | Cypress Semi | CY | Downgrade | Neutral (Outperform) |
17.82 (23.82) |
33.67% | Details | |
| 5/29/2019 | Cypress Semi | CY | Maintain | Outperform (N/A) |
|
Details | ||
| 5/23/2019 | Qualcomm | QCOM | Downgrade | Neutral (Outperform) |
69.31 (188.72) |
172.28% | Details | |
| 5/22/2019 | Qorvo Inc | QRVO | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/17/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 5/15/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2019 | Intel | INTC | Maintain | Outperform (N/A) |
|
Details | ||
| 5/10/2019 | Synaptics | SYNA | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2019 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 5/2/2019 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 5/1/2019 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 4/30/2019 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2019 | Veoneer | VNE | Maintain | Outperform (N/A) |
|
Details | ||
| 4/29/2019 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 4/25/2019 | Lam Research | LRCX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/25/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 4/24/2019 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2019 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2019 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/21/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/18/2019 | Synaptics | SYNA | Downgrade | Neutral (Outperform) |
42.38 (117.38) |
176.97% | Details | |
| 3/15/2019 | Broadcom Limited | AVGO | Maintain | Outperform (N/A) |
|
Details | ||
| 3/14/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 3/13/2019 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/12/2019 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2019 | Veoneer | VNE | Maintain | Outperform (N/A) |
|
Details | ||
| 2/12/2019 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2019 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 2/8/2019 | NXP Semiconductors NV | NXPI | Downgrade | Neutral (Outperform) |
92.45 (118.00) |
27.64% | Details | |
| 2/6/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2019 | Microchip Technology | MCHP | Maintain | Outperform (N/A) |
|
Details | ||
| 1/31/2019 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/28/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/25/2019 | Intel | INTC | Maintain | Outperform (Outperform) |
|
Details | ||
| 1/25/2019 | Western Digital Corp. | WDC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/24/2019 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2019 | Lam Research | LRCX | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/24/2019 | Xilinx | XLNX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/17/2019 | Xilinx | XLNX | Upgrade | Outperform (Neutral) |
91.21 (194.92) |
113.7% | Details | |
| 1/17/2019 | Autoliv, Inc. | ALV | Downgrade | Neutral (Outperform) |
77.64 (79.42) |
2.29% | Details | |
| 1/10/2019 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/14/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 12/10/2018 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/29/2018 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 11/29/2018 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 11/28/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/16/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/13/2018 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2018 | Synaptics | SYNA | Maintain | Outperform (N/A) |
|
Details | ||
| 11/9/2018 | Skyworks Solutions | SWKS | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/8/2018 | Qualcomm | QCOM | Maintain | Outperform (N/A) |
|
Details | ||
| 11/8/2018 | Microchip Technology | MCHP | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/5/2018 | Seagate Technology | STX | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/2/2018 | NXP Semiconductors NV | NXPI | Maintain | Outperform (Outperform) |
|
Details | ||
| 11/1/2018 | NXP Semiconductors NV | NXPI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2018 | ON Semiconductor | ON | Maintain | Outperform (N/A) |
|
Details | ||
| 10/29/2018 | Autoliv, Inc. | ALV | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | Veoneer | VNE | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 10/25/2018 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2018 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/5/2018 | Broadcom Limited | AVGO | Maintain | Outperform (Outperform) |
|
Details | ||
| 10/1/2018 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 10/1/2018 | Western Digital Corp. | WDC | Downgrade | Neutral (Outperform) |
58.28 (47.55) |
-18.41% | Details | |
| 10/1/2018 | Lam Research | LRCX | Downgrade | Neutral (Outperform) |
150.57 (194.14) |
28.94% | Details | |
| 9/21/2018 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2018 | NVIDIA | NVDA | Maintain | Outperform (N/A) |
|
Details | ||
| 9/18/2018 | AMD | AMD | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2018 | Micron Technology | MU | Maintain | Outperform (N/A) |
|
Details | ||
| 8/14/2018 | ON Semiconductor | ON | Maintain | Outperform (Outperform) |
|
Details |
