Ratings by UBS (Timothy Arcuri)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 3/6/2026 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2026 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2026 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 2/24/2026 | Broadcom Limited | AVGO | Maintain | Buy (Buy) |
|
Details | ||
| 2/23/2026 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Buy (Buy) |
|
Details | ||
| 2/12/2026 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/11/2026 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 2/10/2026 | Broadcom Limited | AVGO | Maintain | Buy (Buy) |
|
Details | ||
| 2/10/2026 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 2/9/2026 | Seagate Technology | STX | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/9/2026 | Analog Devices | ADI | Maintain | Buy (Buy) |
|
Details | ||
| 2/6/2026 | Impinj Inc | PI | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/6/2026 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Buy (Buy) |
|
Details | ||
| 2/5/2026 | SiTime Corp. | SITM | Maintain | Buy (Buy) |
|
Details | ||
| 2/4/2026 | Skyworks Solutions | SWKS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/4/2026 | Teradyne | TER | Maintain | Buy (Buy) |
|
Details | ||
| 2/3/2026 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 2/2/2026 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/2/2026 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/2/2026 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/2/2026 | Entegris Inc | ENTG | Maintain | Buy (Buy) |
|
Details | ||
| 2/2/2026 | Applied Materials | AMAT | Maintain | Buy (Buy) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Buy (Buy) |
|
Details | ||
| 1/28/2026 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2026 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/20/2026 | Skyworks Solutions | SWKS | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/20/2026 | Qorvo Inc | QRVO | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/20/2026 | Seagate Technology | STX | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/20/2026 | KLA Corporation | KLAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/20/2026 | Lam Research | LRCX | Maintain | Buy (Buy) |
|
Details | ||
| 1/15/2026 | Entegris Inc | ENTG | Upgrade | Buy (Neutral) |
102.07 (112.44) |
10.16% | Details | |
| 1/14/2026 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/7/2026 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2026 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 12/29/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Buy (Buy) |
|
Details | ||
| 12/11/2025 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 12/9/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 12/8/2025 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 12/8/2025 | Analog Devices | ADI | Maintain | Buy (Buy) |
|
Details | ||
| 12/1/2025 | Broadcom Limited | AVGO | Maintain | Buy (Buy) |
|
Details | ||
| 11/25/2025 | Semtech Corp. | SMTC | Maintain | Buy (Buy) |
|
Details | ||
| 11/25/2025 | Lam Research | LRCX | Maintain | Buy (Buy) |
|
Details | ||
| 11/25/2025 | Applied Materials | AMAT | Upgrade | Buy (Neutral) |
224.00 (324.74) |
44.97% | Details | |
| 11/24/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 11/20/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2025 | Applied Materials | AMAT | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/7/2025 | Impinj Inc | PI | New Coverage | Neutral (N/A) |
180.21 (94.29) |
-47.68% | Details | |
| 11/6/2025 | SiTime Corp. | SITM | Maintain | Buy (Buy) |
|
Details | ||
| 11/6/2025 | Qualcomm | QCOM | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (Buy) |
|
Details | ||
| 10/30/2025 | Teradyne | TER | Maintain | Buy (Buy) |
|
Details | ||
| 10/30/2025 | Teradyne | TER | Maintain | Buy (Buy) |
|
Details | ||
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/29/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/29/2025 | Qorvo Inc | QRVO | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/29/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 10/29/2025 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2025 | Ambiq Micro Inc | AMBQ | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/27/2025 | Semtech Corp. | SMTC | Maintain | Buy (Buy) |
|
Details | ||
| 10/27/2025 | Qualcomm | QCOM | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/27/2025 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/27/2025 | Arm Holdings | ARM | Maintain | Buy (Buy) |
|
Details | ||
| 10/23/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Buy (Buy) |
|
Details | ||
| 10/20/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (Buy) |
|
Details | ||
| 10/20/2025 | Teradyne | TER | Maintain | Buy (Buy) |
|
Details | ||
| 10/20/2025 | Seagate Technology | STX | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/20/2025 | KLA Corporation | KLAC | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/16/2025 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 10/14/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2025 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 10/10/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/8/2025 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 10/6/2025 | SiTime Corp. | SITM | Maintain | Buy (Buy) |
|
Details | ||
| 10/6/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 9/23/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 9/19/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 9/15/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 8/26/2025 | Semtech Corp. | SMTC | Maintain | Buy (Buy) |
|
Details | ||
| 8/25/2025 | Broadcom Limited | AVGO | Maintain | Buy (Buy) |
|
Details | ||
| 8/25/2025 | Ambiq Micro Inc | AMBQ | New Coverage | Neutral (N/A) |
37.01 (28.39) |
-23.29% | Details | |
| 8/21/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 8/19/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/15/2025 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2025 | SiTime Corp. | SITM | New Coverage | Buy (N/A) |
216.66 (327.35) |
51.09% | Details | |
| 8/12/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2025 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/5/2025 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/4/2025 | Applied Materials | AMAT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Entegris Inc | ENTG | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/31/2025 | Arm Holdings | ARM | Maintain | Buy (Buy) |
|
Details | ||
| 7/31/2025 | Teradyne | TER | Maintain | Buy (Buy) |
|
Details | ||
| 7/30/2025 | Qorvo Inc | QRVO | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/28/2025 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/24/2025 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2025 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2025 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2025 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2025 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/21/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2025 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 7/21/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/14/2025 | Texas Instruments | TXN | Maintain | Buy (Buy) |
|
Details | ||
| 7/14/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/7/2025 | Analog Devices | ADI | Maintain | Buy (Buy) |
|
Details | ||
| 7/7/2025 | Texas Instruments | TXN | Maintain | Buy (Buy) |
|
Details | ||
| 7/7/2025 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/7/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (Buy) |
|
Details | ||
| 7/3/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2025 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 6/16/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (Buy) |
|
Details | ||
| 6/12/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2025 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 6/3/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 5/30/2025 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 5/23/2025 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2025 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 5/12/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 5/9/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 5/9/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (Buy) |
|
Details | ||
| 5/8/2025 | Entegris Inc | ENTG | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/6/2025 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/5/2025 | Semtech Corp. | SMTC | Maintain | Buy (Buy) |
|
Details | ||
| 4/30/2025 | Seagate Technology | STX | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2025 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2025 | Entegris Inc | ENTG | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2025 | Arm Holdings | ARM | Maintain | Buy (Buy) |
|
Details | ||
| 4/29/2025 | Allegro MicroSystems | ALGM | Maintain | Buy (Buy) |
|
Details | ||
| 4/24/2025 | Texas Instruments | TXN | Maintain | Buy (Buy) |
|
Details | ||
| 4/24/2025 | Lam Research | LRCX | Maintain | Buy (Buy) |
|
Details | ||
| 4/16/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 4/14/2025 | Texas Instruments | TXN | Maintain | Buy (Buy) |
|
Details | ||
| 4/14/2025 | Lam Research | LRCX | Maintain | Buy (Buy) |
|
Details | ||
| 4/14/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/11/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 4/4/2025 | Intel | INTC | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/21/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 3/20/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 3/19/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 3/17/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 3/14/2025 | Semtech Corp. | SMTC | Maintain | Buy (Buy) |
|
Details | ||
| 3/12/2025 | Teradyne | TER | Maintain | Buy (Buy) |
|
Details | ||
| 3/6/2025 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 2/27/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2025 | Marvell | MRVL | Maintain | Buy (Buy) |
|
Details | ||
| 2/19/2025 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 2/12/2025 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/6/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2025 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2025 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2025 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/21/2025 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/17/2025 | Semtech Corp. | SMTC | New Coverage | Buy (N/A) |
72.51 (82.02) |
13.12% | Details | |
| 1/13/2025 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/23/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 11/25/2024 | Arm Holdings | ARM | New Coverage | Buy (N/A) |
133.14 (114.38) |
-14.09% | Details | |
| 11/20/2024 | GlobalFoundries Inc. | GFS | New Coverage | Neutral (N/A) |
42.41 (46.88) |
10.54% | Details | |
| 11/19/2024 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2024 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2024 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Allegro MicroSystems | ALGM | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2024 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/17/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 9/12/2024 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/12/2024 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/6/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2024 | Allegro MicroSystems | ALGM | New Coverage | Buy (N/A) |
24.42 (31.93) |
30.75% | Details | |
| 8/29/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2024 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2024 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 8/2/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2024 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2024 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2024 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2024 | Texas Instruments | TXN | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2024 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/8/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | mu | Maintain | Buy (N/A) |
|
Details | ||
| 6/18/2024 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2024 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/15/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/22/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2024 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2024 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/5/2024 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/26/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2024 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/15/2024 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2024 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2024 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/22/2024 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2024 | Texas Instruments | TXN | Upgrade | Buy (Neutral) |
162.42 (193.23) |
18.97% | Details | |
| 12/21/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/8/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2023 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2023 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 9/27/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/15/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2023 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2023 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/27/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2023 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 6/26/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2023 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 5/31/2023 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2023 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 5/9/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2023 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2023 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2023 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2023 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2023 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2023 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2023 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 12/22/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2022 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 12/9/2022 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2022 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2022 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/17/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2022 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2022 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2022 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2022 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 9/27/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/8/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 8/10/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/3/2022 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2022 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2022 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 6/28/2022 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 6/28/2022 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/13/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2022 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2022 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/4/2022 | SkyWest | SKYW | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2022 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/28/2022 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2022 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/27/2022 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/21/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 3/30/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2022 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2022 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2022 | Entegris Inc | ENTG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2022 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2022 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2022 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2022 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/6/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2021 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2021 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 11/18/2021 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2021 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2021 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2021 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | Teradyne | TER | Upgrade | Buy (Sell) |
115.15 (273.05) |
137.13% | Details | |
| 10/22/2021 | Intel | INTC | Downgrade | Neutral (Buy) |
55.37 (43.42) |
-21.58% | Details | |
| 10/21/2021 | Lam Research | LRCX | Maintain | Neutral (N/A) |
|
Details | ||
| 9/29/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/21/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/21/2021 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2021 | Broadcom Limited | AVGO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/27/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/12/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2021 | Marvell | MRVL | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2021 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/10/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 6/4/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2021 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/27/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/21/2021 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2021 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2021 | Teradyne | TER | Maintain | Sell (N/A) |
|
Details | ||
| 4/29/2021 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2021 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2021 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2021 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2021 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2021 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2021 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 4/21/2021 | Entegris Inc | ENTG | New Coverage | Neutral (N/A) |
110.72 (102.07) |
-7.81% | Details | |
| 4/5/2021 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/25/2021 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 3/24/2021 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 3/23/2021 | Teradyne | TER | Maintain | Sell (N/A) |
|
Details | ||
| 3/16/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2021 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 3/15/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2021 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/1/2021 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2021 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/19/2021 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/17/2021 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2021 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2021 | Qorvo Inc | QRVO | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/4/2021 | Qualcomm | QCOM | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/25/2021 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2021 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 1/8/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/10/2020 | Teradyne | TER | Maintain | Sell (N/A) |
|
Details | ||
| 12/7/2020 | Apple | AAPL | Maintain | Neutral (N/A) |
|
Details | ||
| 12/4/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/1/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2020 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2020 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2020 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2020 | Teradyne | TER | Maintain | Sell (N/A) |
|
Details | ||
| 10/21/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 10/14/2020 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 10/6/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2020 | Apple | AAPL | New Coverage | Neutral (N/A) |
110.08 (257.46) |
133.88% | Details | |
| 9/22/2020 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/9/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2020 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2020 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/23/2020 | Teradyne | TER | Maintain | Sell (N/A) |
|
Details | ||
| 7/22/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2020 | Teradyne | TER | Maintain | Sell (N/A) |
|
Details | ||
| 7/17/2020 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/17/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2020 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/29/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2020 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 6/23/2020 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/29/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/15/2020 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/8/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2020 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2020 | Teradyne | TER | Downgrade | Sell (Neutral) |
60.93 (273.05) |
348.14% | Details | |
| 4/22/2020 | Texas Instruments | TXN | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2020 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/27/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/27/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2020 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/27/2020 | Texas Instruments | TXN | Upgrade | Neutral (Sell) |
107.76 (193.23) |
79.32% | Details | |
| 3/27/2020 | Applied Materials | AMAT | Upgrade | Neutral (Sell) |
49.20 (224.00) |
355.28% | Details | |
| 3/26/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2020 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2020 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2020 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/14/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2020 | Applied Materials | AMAT | Maintain | Sell (N/A) |
|
Details | ||
| 2/13/2020 | Applied Materials | AMAT | Maintain | Sell (N/A) |
|
Details | ||
| 2/12/2020 | Micron Technology | MU | Upgrade | Buy (Neutral) |
57.33 (370.30) |
545.91% | Details | |
| 1/30/2020 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/24/2020 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/23/2020 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 1/14/2020 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/9/2020 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2019 | Applied Materials | AMAT | Downgrade | Sell (Neutral) |
59.65 (324.74) |
444.41% | Details | |
| 11/13/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/13/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/11/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/1/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2019 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2019 | Lam Research | LRCX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/24/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2019 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 10/14/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 9/9/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/23/2019 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/22/2019 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 8/13/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 8/2/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/29/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2019 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 7/16/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/20/2019 | Apple | AAPL | Maintain | Buy (Buy) |
|
Details | ||
| 6/17/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/17/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2019 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/22/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2019 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 5/14/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/23/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2019 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 3/20/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/15/2019 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/13/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2019 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2019 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2019 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2019 | Marvell | MRVL | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2019 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2019 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2019 | NVIDIA | NVDA | Upgrade | Buy (Neutral) |
13.80 (177.82) |
1188.55% | Details | |
| 1/25/2019 | Intel | INTC | Maintain | Buy (N/A) |
|
Details | ||
| 1/3/2019 | Apple | AAPL | Maintain | Buy (Buy) |
|
Details | ||
| 12/19/2018 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 12/17/2018 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/17/2018 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/12/2018 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 12/7/2018 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2018 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2018 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 12/6/2018 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/27/2018 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 11/16/2018 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 11/16/2018 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 11/15/2018 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 11/14/2018 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/14/2018 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 11/9/2018 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2018 | Qualcomm | QCOM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2018 | KLA-Tencor | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/24/2018 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 10/23/2018 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 10/17/2018 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2018 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/24/2018 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 9/11/2018 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2018 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details |
