Ratings by Morgan Stanley (Joseph Moore)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/6/2026 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/2/2026 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/2/2026 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/2/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/26/2026 | IonQ, Inc. | IONQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2026 | IonQ, Inc. | IONQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2026 | Allegro MicroSystems | ALGM | Upgrade | Overweight (Equalweight) |
42.81 (31.93) |
-25.41% | Details | |
| 2/11/2026 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2026 | Amkor Technology | AMKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/10/2026 | Qualcomm | QCOM | New Coverage | Underweight (N/A) |
137.34 (135.69) |
-1.2% | Details | |
| 2/9/2026 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2026 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2026 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/2/2026 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2026 | Allegro MicroSystems | ALGM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2026 | SanDisk | SNDK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/28/2026 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/26/2026 | SanDisk | SNDK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/22/2026 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/16/2026 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 1/6/2026 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/15/2025 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/3/2025 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2025 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 11/26/2025 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2025 | Semtech Corp. | SMTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/24/2025 | SanDisk | SNDK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2025 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/24/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/14/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/13/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/12/2025 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/10/2025 | SanDisk | SNDK | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2025 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2025 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2025 | Navitas Semiconductor | NVTS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/4/2025 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2025 | IonQ, Inc. | IONQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2025 | SanDisk | SNDK | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/29/2025 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2025 | Qorvo Inc | QRVO | Downgrade | Equalweight (Overweight) |
92.13 (77.64) |
-15.73% | Details | |
| 10/27/2025 | Amkor Technology | AMKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/24/2025 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/20/2025 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/14/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2025 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2025 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2025 | Micron Technology | MU | Upgrade | Overweight (Equalweight) |
183.75 (370.30) |
101.52% | Details | |
| 9/22/2025 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/12/2025 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 9/11/2025 | SanDisk | SNDK | Maintain | Overweight (N/A) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/2/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/29/2025 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/21/2025 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2025 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/7/2025 | IonQ, Inc. | IONQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2025 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2025 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2025 | Navitas Semiconductor | NVTS | Maintain | Underweight (N/A) |
|
Details | ||
| 8/4/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2025 | Allegro MicroSystems | ALGM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2025 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2025 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2025 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | Navitas Semiconductor | NVTS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/30/2025 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2025 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2025 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2025 | Amkor Technology | AMKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2025 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/22/2025 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2025 | Semtech Corp. | SMTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2025 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2025 | NXP Semiconductors NV | NXPI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2025 | Navitas Semiconductor | NVTS | Maintain | Underweight (N/A) |
|
Details | ||
| 7/22/2025 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2025 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2025 | Allegro MicroSystems | ALGM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/21/2025 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 7/9/2025 | Teradyne | TER | Maintain | Underweight (N/A) |
|
Details | ||
| 7/1/2025 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/1/2025 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/9/2025 | Allegro MicroSystems | ALGM | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2025 | Applied Materials | AMAT | Upgrade | Equalweight (Underweight) |
161.93 (324.74) |
100.54% | Details | |
| 5/30/2025 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2025 | Semtech Corp. | SMTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/19/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Applied Materials | AMAT | Maintain | Underweight (N/A) |
|
Details | ||
| 5/12/2025 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/12/2025 | Astera Labs | ALAB | Upgrade | Overweight (Equalweight) |
71.64 (119.20) |
66.39% | Details | |
| 5/12/2025 | ON Semiconductor | ON | New Coverage | Equalweight (N/A) |
39.77 (56.87) |
43% | Details | |
| 5/9/2025 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2025 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2025 | IonQ, Inc. | IONQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2025 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2025 | SanDisk | SNDK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2025 | Astera Labs | ALAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2025 | Teradyne | ter | Maintain | Underweight (N/A) |
|
Details | ||
| 4/16/2025 | Teradyne | TER | Maintain | Underweight (N/A) |
|
Details | ||
| 4/7/2025 | Semtech Corp. | SMTC | New Coverage | Equalweight (N/A) |
29.71 (82.02) |
176.07% | Details | |
| 4/7/2025 | Navitas Semiconductor | NVTS | Downgrade | Underweight (Equalweight) |
1.61 (8.21) |
409.94% | Details | |
| 3/21/2025 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/20/2025 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/14/2025 | Teradyne | TER | Maintain | Underweight (N/A) |
|
Details | ||
| 3/7/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2025 | IonQ, Inc. | IONQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/3/2025 | SanDisk | SNDK | New Coverage | Overweight (N/A) |
45.16 (527.33) |
1067.69% | Details | |
| 2/27/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/25/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/19/2025 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2025 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2025 | NXP Semiconductors NV | NXPI | Upgrade | Overweight (Equalweight) |
210.97 (201.74) |
-4.38% | Details | |
| 2/11/2025 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 2/7/2025 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/6/2025 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2025 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2025 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 2/4/2025 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/4/2025 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2025 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2025 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/3/2025 | Allegro MicroSystems | ALGM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2025 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2025 | Teradyne | TER | Maintain | Underweight (N/A) |
|
Details | ||
| 1/24/2025 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/21/2025 | Astera Labs | ALAB | Downgrade | Equalweight (Overweight) |
127.90 (71.64) |
-43.99% | Details | |
| 1/21/2025 | Qorvo Inc | QRVO | Upgrade | Overweight (Equalweight) |
73.59 (77.64) |
5.5% | Details | |
| 1/20/2025 | Teradyne | TER | Downgrade | Underweight (Equalweight) |
137.57 (90.55) |
-34.18% | Details | |
| 12/20/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2024 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/20/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2024 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 12/20/2024 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2024 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/5/2024 | Applied Materials | AMAT | Downgrade | Underweight (Equalweight) |
183.16 (161.93) |
-11.59% | Details | |
| 12/5/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/5/2024 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/18/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/15/2024 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/11/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2024 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2024 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2024 | IonQ, Inc. | IONQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2024 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/7/2024 | Allegro MicroSystems | ALGM | New Coverage | Equalweight (N/A) |
22.01 (42.81) |
94.5% | Details | |
| 11/6/2024 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2024 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2024 | Navitas Semiconductor | NVTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/5/2024 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/29/2024 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 10/29/2024 | Amkor Technology | AMKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2024 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2024 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2024 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2024 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2024 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2024 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2024 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2024 | Navitas Semiconductor | NVTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2024 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2024 | Qorvo Inc | QRVO | Downgrade | Equalweight (Overweight) |
102.16 (77.64) |
-24% | Details | |
| 10/10/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2024 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/8/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/3/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/3/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/26/2024 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/17/2024 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/6/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/3/2024 | Astera Labs | ALAB | Upgrade | Overweight (Equalweight) |
43.06 (119.20) |
176.82% | Details | |
| 8/29/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2024 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2024 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2024 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/15/2024 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2024 | MKS Instruments | MKSI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | Astera Labs | ALAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2024 | Navitas Semiconductor | NVTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/5/2024 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2024 | MKS Instruments | MKSI | New Coverage | Overweight (N/A) |
114.75 (210.00) |
83.01% | Details | |
| 8/2/2024 | Microchip Technology | MCHP | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/2/2024 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2024 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2024 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2024 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | ON Semiconductor | ON | Maintain | Underweight (N/A) |
|
Details | ||
| 7/30/2024 | Amkor Technology | AMKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2024 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2024 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2024 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/24/2024 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2024 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2024 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/15/2024 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/10/2024 | ON Semiconductor | ON | Downgrade | Underweight (Equalweight) |
73.48 (39.77) |
-45.88% | Details | |
| 7/10/2024 | Microchip Technology | MCHP | Downgrade | Equalweight (Overweight) |
92.34 (64.77) |
-29.86% | Details | |
| 7/2/2024 | Amkor Technology | AMKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/1/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/25/2024 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/24/2024 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2024 | Broadcom Limited | AVGO | New Coverage | Overweight (N/A) |
1401.27 (330.48) |
-76.42% | Details | |
| 6/10/2024 | AMD | AMD | Downgrade | Equalweight (Overweight) |
166.78 (192.43) |
15.38% | Details | |
| 5/23/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/20/2024 | Micron Technology | MU | Upgrade | Equalweight (Underweight) |
127.89 (183.75) |
43.68% | Details | |
| 5/10/2024 | Navitas Semiconductor | NVTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/8/2024 | Astera Labs | ALAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2024 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/6/2024 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/2/2024 | Qorvo Inc | QRVO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/2/2024 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/30/2024 | Amkor Technology | AMKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/29/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2024 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2024 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2024 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/24/2024 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/23/2024 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2024 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2024 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/18/2024 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2024 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2024 | Astera Labs | ALAB | New Coverage | Equalweight (N/A) |
75.59 (43.06) |
-43.03% | Details | |
| 4/12/2024 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/10/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/9/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/9/2024 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/8/2024 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/21/2024 | Micron Technology | MU | Maintain | Underweight (N/A) |
|
Details | ||
| 3/19/2024 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/8/2024 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/6/2024 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/5/2024 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2024 | Navitas Semiconductor | NVTS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2024 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/12/2024 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2024 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2024 | Amkor Technology | AMKR | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | Qualcomm | QCOM | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2024 | AMD | AMD | Maintain | (N/A) |
|
Details | ||
| 1/29/2024 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2024 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/26/2024 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/25/2024 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2024 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 1/22/2024 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2023 | Micron Technology | MU | Maintain | Underweight (N/A) |
|
Details | ||
| 12/8/2023 | Lam Research | LRCX | Downgrade | Equalweight (Overweight) |
694.87 (104.09) |
-85.02% | Details | |
| 12/8/2023 | Qualcomm | QCOM | Downgrade | Equalweight (Overweight) |
129.96 (137.34) |
5.68% | Details | |
| 12/8/2023 | Qorvo Inc | QRVO | Upgrade | Overweight (Equalweight) |
97.51 (102.16) |
4.77% | Details | |
| 12/1/2023 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2023 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/27/2023 | Micron Technology | MU | Maintain | Underweight (N/A) |
|
Details | ||
| 11/22/2023 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/17/2023 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/16/2023 | Analog Devices | ADI | Upgrade | Overweight (Equalweight) |
180.78 (315.81) |
74.69% | Details | |
| 11/10/2023 | Navitas Semiconductor | NVTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/9/2023 | Amkor Technology | AMKR | New Coverage | Equalweight (N/A) |
23.39 (41.61) |
77.9% | Details | |
| 11/8/2023 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/8/2023 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2023 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/3/2023 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2023 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2023 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2023 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/31/2023 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2023 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2023 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2023 | Navitas Semiconductor | NVTS | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2023 | IonQ, Inc. | IONQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2023 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/30/2023 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2023 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2023 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2023 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2023 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/18/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 10/11/2023 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2023 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/11/2023 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 10/11/2023 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/25/2023 | Micron Technology | MU | Maintain | Underweight (N/A) |
|
Details | ||
| 9/18/2023 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/31/2023 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2023 | Navitas Semiconductor | NVTS | New Coverage | Equalweight (N/A) |
8.49 (1.61) |
-81.04% | Details | |
| 8/25/2023 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/24/2023 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/18/2023 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/17/2023 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/14/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/11/2023 | IonQ, Inc. | IONQ | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/9/2023 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/9/2023 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/8/2023 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/4/2023 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/4/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2023 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2023 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2023 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2023 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/27/2023 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2023 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 7/26/2023 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2023 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2023 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 6/1/2023 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2023 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/24/2023 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2023 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/5/2023 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/4/2023 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/3/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2023 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/1/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2023 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/28/2023 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2023 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2023 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/27/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/27/2023 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2023 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/3/2023 | Micron Technology | MU | Maintain | Underweight (N/A) |
|
Details | ||
| 3/17/2023 | NVIDIA | NVDA | Upgrade | Overweight (Equalweight) |
24.23 (177.82) |
633.88% | Details | |
| 3/3/2023 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/1/2023 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/23/2023 | Intel | INTC | Upgrade | Equalweight (Underweight) |
26.06 (43.42) |
66.62% | Details | |
| 2/21/2023 | NVIDIA | NVDA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/17/2023 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/15/2023 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/7/2023 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/7/2023 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/1/2023 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2023 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/27/2023 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/22/2022 | Micron Technology | MU | Maintain | Underweight (N/A) |
|
Details | ||
| 12/2/2022 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2022 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/18/2022 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/17/2022 | NVIDIA | NVDA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/9/2022 | Aeva Technologies Inc. | AEVA | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2022 | Skyworks Solutions | SWKS | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/4/2022 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/3/2022 | Qorvo Inc | QRVO | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/2/2022 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/1/2022 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2022 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2022 | Teradyne | TER | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2022 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2022 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/13/2022 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/7/2022 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 9/30/2022 | Micron Technology | MU | Maintain | Underweight (N/A) |
|
Details | ||
| 9/23/2022 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 8/26/2022 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/18/2022 | Wolfspeed | WOLF | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/16/2022 | Teradyne | TER | Maintain | Underweight (N/A) |
|
Details | ||
| 8/8/2022 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2022 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2022 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/25/2022 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/22/2022 | Micron Technology | MU | Downgrade | Underweight (Equalweight) |
63.30 (127.89) |
102.04% | Details | |
| 6/22/2022 | AMD | AMD | New Coverage | Overweight (N/A) |
81.57 (166.78) |
104.46% | Details | |
| 6/10/2022 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2022 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2022 | Amphenol | APH | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2022 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2022 | Sensata Technologies | ST | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2022 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 6/10/2022 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2022 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2022 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/8/2022 | NVIDIA | NVDA | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/1/2022 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2022 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2022 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/26/2022 | NVIDIA | NVDA | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/20/2022 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/19/2022 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/11/2022 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/3/2022 | NVIDIA | NVDA | New Coverage | Equalweight (N/A) |
18.55 (24.23) |
30.62% | Details | |
| 4/29/2022 | KLA Corporation | KLAC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/28/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2022 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/25/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2022 | Silicon Labs | SLAB | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2022 | Amphenol | APH | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2022 | TE Connectivity | TEL | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/25/2022 | Sensata Technologies | ST | Maintain | Overweight (N/A) |
|
Details | ||
| 4/21/2022 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/18/2022 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/6/2022 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/29/2022 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/4/2022 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/4/2022 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2022 | Teradyne | TER | Downgrade | Equalweight (Overweight) |
114.56 (137.57) |
20.09% | Details | |
| 3/3/2022 | Qorvo Inc | QRVO | Downgrade | Equalweight (Overweight) |
132.61 (77.64) |
-41.45% | Details | |
| 3/3/2022 | GlobalFoundries Inc. | GFS | Upgrade | Overweight (Equalweight) |
58.22 (46.88) |
-19.48% | Details | |
| 3/3/2022 | Intel | INTC | Downgrade | Underweight (Equalweight) |
46.82 (43.42) |
-7.26% | Details | |
| 3/1/2022 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2022 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2022 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2022 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/17/2022 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/9/2022 | GlobalFoundries Inc. | GFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/8/2022 | ON Semiconductor | ON | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/3/2022 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/28/2022 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2022 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/5/2022 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2021 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/10/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/7/2021 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/3/2021 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2021 | GlobalFoundries Inc. | GFS | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/1/2021 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/29/2021 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2021 | Analog Devices | ADI | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/22/2021 | GlobalFoundries Inc. | GFS | New Coverage | Equalweight (N/A) |
64.27 (46.88) |
-27.06% | Details | |
| 11/5/2021 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/2/2021 | ON Semiconductor | ON | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2021 | Intel | INTC | Downgrade | Equalweight (Overweight) |
55.37 (43.42) |
-21.58% | Details | |
| 10/7/2021 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/6/2021 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/6/2021 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/29/2021 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/13/2021 | Analog Devices | ADI | New Coverage | Equalweight (N/A) |
168.81 (315.81) |
87.08% | Details | |
| 9/3/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/1/2021 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2021 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2021 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/23/2021 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/20/2021 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/18/2021 | Cree | CREE | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/12/2021 | Micron Technology | MU | Downgrade | Equalweight (Overweight) |
75.91 (370.30) |
387.81% | Details | |
| 8/4/2021 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2021 | ON Semiconductor | ON | Upgrade | Equalweight (Underweight) |
39.06 (56.87) |
45.6% | Details | |
| 8/2/2021 | Microchip Technology | MCHP | New Coverage | Overweight (N/A) |
143.14 (64.77) |
-54.75% | Details | |
| 7/29/2021 | Qualcomm | QCOM | Maintain | Overweight (N/A) |
|
Details | ||
| 7/26/2021 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/23/2021 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/19/2021 | Aeva Technologies Inc. | AEVA | New Coverage | Equalweight (N/A) |
9.74 (14.17) |
45.48% | Details | |
| 6/28/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/8/2021 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/1/2021 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/21/2021 | Applied Materials | AMAT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 5/17/2021 | Applied Materials | AMAT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/30/2021 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/30/2021 | KLA Corporation | KLAC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 4/29/2021 | Teradyne | TER | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/29/2021 | Qualcomm | QCOM | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/26/2021 | Teradyne | TER | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2021 | AMD | AMD | Maintain | Overweight (N/A) |
|
Details | ||
| 4/26/2021 | KLA Corporation | KLAC | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2021 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/7/2021 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/7/2021 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/29/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/1/2021 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/1/2021 | Marvell | MRVL | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 3/1/2021 | Ambarella | AMBA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/19/2021 | Applied Materials | AMAT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/16/2021 | Applied Materials | AMAT | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 2/11/2021 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 2/4/2021 | Qualcomm | QCOM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2021 | KLA Corporation | KLAC | Maintain | Equalweight (Equalweight) |
|
Details | ||
| 1/29/2021 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2021 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/22/2021 | Intel | INTC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/14/2021 | Intel | INTC | Upgrade | Overweight (Equalweight) |
53.24 (43.42) |
-18.44% | Details | |
| 1/4/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/30/2020 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 12/14/2020 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/14/2020 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Inphi Corp. | IPHI | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/14/2020 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2020 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/2/2020 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2020 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2020 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2020 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/30/2020 | Inphi Corp. | IPHI | Downgrade | Equalweight (Overweight) |
140.60 (172.27) |
22.52% | Details | |
| 10/30/2020 | Inphi Corp. | IPHI | Downgrade | Underweight (Overweight) |
110.97 (172.27) |
55.24% | Details | |
| 10/29/2020 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2020 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/22/2020 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/22/2020 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/20/2020 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/19/2020 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 8/28/2020 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/14/2020 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/6/2020 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2020 | Inphi Corp. | IPHI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2020 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/31/2020 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2020 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/29/2020 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/24/2020 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/22/2020 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 6/16/2020 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 6/16/2020 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Inphi Corp. | IPHI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 6/16/2020 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Inphi Corp. | IPHI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/16/2020 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/16/2020 | Lam Research | LRCX | Upgrade | Overweight (Equalweight) |
284.52 (199.33) |
-29.94% | Details | |
| 6/16/2020 | NVIDIA | NVDA | Downgrade | Equalweight (Overweight) |
35.73 (177.82) |
397.68% | Details | |
| 6/16/2020 | Intel | INTC | Downgrade | Equalweight (Overweight) |
59.33 (53.24) |
-10.26% | Details | |
| 5/29/2020 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/26/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2020 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/8/2020 | Inphi Corp. | IPHI | Maintain | Overweight (N/A) |
|
Details | ||
| 4/28/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 4/23/2020 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2020 | Texas Instruments | TXN | Maintain | Underweight (N/A) |
|
Details | ||
| 4/13/2020 | Inphi Corp. | IPHI | Upgrade | Overweight (Equalweight) |
86.20 (172.27) |
99.85% | Details | |
| 4/13/2020 | Texas Instruments | TXN | Downgrade | Underweight (Equalweight) |
110.17 (193.23) |
75.39% | Details | |
| 3/10/2020 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 3/10/2020 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/5/2020 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/5/2020 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/28/2020 | KLA Corporation | KLAC | New Coverage | Equalweight (N/A) |
147.27 (700.00) |
375.32% | Details | |
| 2/14/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2020 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/10/2020 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/5/2020 | Inphi Corp. | IPHI | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/31/2020 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/30/2020 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/30/2020 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2020 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/23/2020 | Western Digital Corp. | WDC | Upgrade | Overweight (Equalweight) |
68.79 (35.82) |
-47.93% | Details | |
| 1/23/2020 | Micron Technology | MU | Upgrade | Overweight (Equalweight) |
58.97 (370.30) |
527.95% | Details | |
| 12/18/2019 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2019 | Western Digital Corp. | WDC | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/18/2019 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 12/18/2019 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/16/2019 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/11/2019 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2019 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/26/2019 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/25/2019 | NVIDIA | NVDA | Upgrade | Overweight (Equalweight) |
21.02 (177.82) |
745.96% | Details | |
| 11/15/2019 | Applied Materials | AMAT | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/15/2019 | NVIDIA | NVDA | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/31/2019 | Western Digital Corp. | WDC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/28/2019 | Western Digital Corp. | WDC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2019 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2019 | Lam Research | LRCX | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/23/2019 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/21/2019 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/16/2019 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/23/2019 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/10/2019 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/30/2019 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/30/2019 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/16/2019 | NVIDIA | NVDA | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/1/2019 | Western Digital Corp. | WDC | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/31/2019 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 7/30/2019 | Micron Technology | MU | Upgrade | Equalweight (Underweight) |
47.49 (370.30) |
679.74% | Details | |
| 7/26/2019 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/25/2019 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/28/2019 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2019 | Micron Technology | MU | Maintain | Underweight (Underweight) |
|
Details | ||
| 6/26/2019 | Micron Technology | MU | Maintain | Underweight (N/A) |
|
Details | ||
| 6/11/2019 | AMD | AMD | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2019 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 6/10/2019 | Western Digital Corp. | WDC | Maintain | Equalweight (N/A) |
|
Details | ||
| 6/10/2019 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 6/6/2019 | AMD | AMD | Upgrade | Equalweight (Underweight) |
29.57 (192.43) |
550.76% | Details | |
| 5/31/2019 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 5/22/2019 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2019 | NVIDIA | NVDA | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/26/2019 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2019 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 4/22/2019 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/4/2019 | Micron Technology | MU | Downgrade | Underweight (Equalweight) |
42.44 (47.49) |
11.9% | Details | |
| 3/21/2019 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 3/12/2019 | NVIDIA | NVDA | Maintain | Equalweight (N/A) |
|
Details | ||
| 2/22/2019 | Lam Research | LRCX | Downgrade | Equalweight (Overweight) |
178.82 (199.33) |
11.47% | Details | |
| 2/22/2019 | Intel | INTC | Upgrade | Overweight (Equalweight) |
51.41 (43.42) |
-15.54% | Details | |
| 2/13/2019 | Aquantia | AQ | Downgrade | Equalweight (Overweight) |
9.56 (13.24) |
38.49% | Details | |
| 2/7/2019 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/29/2019 | NVIDIA | NVDA | Downgrade | Equalweight (Overweight) |
13.80 (177.82) |
1188.55% | Details | |
| 1/25/2019 | Western Digital Corp. | WDC | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/24/2019 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/14/2019 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 1/7/2019 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 12/26/2018 | Marvell | MRVL | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/19/2018 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 12/17/2018 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 11/26/2018 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2018 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2018 | Western Digital Corp. | WDC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/26/2018 | Aquantia | AQ | Maintain | Overweight (N/A) |
|
Details | ||
| 10/26/2018 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 10/25/2018 | Xilinx | XLNX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2018 | AMD | AMD | Maintain | Underweight (N/A) |
|
Details | ||
| 10/24/2018 | Texas Instruments | TXN | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/21/2018 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/20/2018 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/19/2018 | Intel | INTC | Maintain | Equalweight (N/A) |
|
Details | ||
| 9/19/2018 | AMD | AMD | Maintain | Underweight (N/A) |
|
Details | ||
| 9/10/2018 | Micron Technology | MU | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/31/2018 | Ambarella | AMBA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2018 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/27/2018 | AMD | AMD | Maintain | Underweight (N/A) |
|
Details |
