Ratings by Deutsche Bank (Sidney Ho)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/15/2025 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | Western Digital Corp. | WDC | Upgrade | Buy (Hold) |
50.60 (462.09) |
813.22% | Details | |
| 12/21/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2023 | Lam Research | LRCX | Downgrade | Hold (Buy) |
703.17 (307.17) |
-56.32% | Details | |
| 12/1/2023 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2023 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 10/25/2023 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2023 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2023 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 9/18/2023 | Micron Technology | MU | Upgrade | Buy (Hold) |
71.79 (124.42) |
73.31% | Details | |
| 9/1/2023 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 8/18/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/17/2023 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2023 | Teradyne | TER | Maintain | Hold (N/A) |
|
Details | ||
| 8/4/2023 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 8/3/2023 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | Western Digital Corp. | WDC | Maintain | Hold (N/A) |
|
Details | ||
| 8/1/2023 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 7/27/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2023 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2023 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2023 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2023 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2023 | HP Enterprise | HPE | Maintain | Hold (N/A) |
|
Details | ||
| 6/13/2023 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2023 | Micron Technology | MU | Maintain | Hold (N/A) |
|
Details | ||
| 6/2/2023 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2023 | Dell | DELL | Maintain | (N/A) |
|
Details | ||
| 6/1/2023 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 5/31/2023 | HP Enterprise | HPE | Maintain | Hold (N/A) |
|
Details | ||
| 5/22/2023 | Micron Technology | MU | Maintain | Hold (N/A) |
|
Details | ||
| 5/15/2023 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2023 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2023 | Western Digital Corp. | WDC | Maintain | Hold (N/A) |
|
Details | ||
| 5/8/2023 | Coherent | COHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2023 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/26/2023 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2023 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 3/28/2023 | Rigetti Computing Inc. | RGTI | Maintain | Hold (N/A) |
|
Details | ||
| 3/14/2023 | Micron Technology | MU | Maintain | Hold (N/A) |
|
Details | ||
| 3/13/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2023 | SmartRent | SMRT | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2023 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 3/2/2023 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 2/21/2023 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2023 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2023 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2023 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2023 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | Teradyne | TER | Maintain | Hold (N/A) |
|
Details | ||
| 1/26/2023 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 1/22/2023 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2023 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 12/12/2022 | Lam Research | LRCX | Upgrade | Buy (Hold) |
455.00 (703.17) |
54.54% | Details | |
| 12/12/2022 | KLA Corporation | KLAC | Downgrade | Hold (Buy) |
395.92 (187.27) |
-52.7% | Details | |
| 12/12/2022 | Micron Technology | MU | Downgrade | Hold (Buy) |
55.20 (937.11) |
1597.66% | Details | |
| 12/8/2022 | Rigetti Computing Inc. | RGTI | Maintain | Hold (N/A) |
|
Details | ||
| 12/5/2022 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 11/28/2022 | Coherent | COHR | Upgrade | Buy (Hold) |
37.08 (287.47) |
675.27% | Details | |
| 11/22/2022 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/10/2022 | Rigetti Computing Inc. | RGTI | Downgrade | Hold (Buy) |
1.57 (17.00) |
982.8% | Details | |
| 11/4/2022 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 11/2/2022 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2022 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2022 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 10/17/2022 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 10/13/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2022 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 10/13/2022 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2022 | Teradyne | TER | Maintain | Hold (N/A) |
|
Details | ||
| 10/13/2022 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/5/2022 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 9/30/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/29/2022 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 9/26/2022 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2022 | Western Digital Corp. | WDC | Downgrade | Hold (Buy) |
37.22 (462.09) |
1141.51% | Details | |
| 9/1/2022 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 8/26/2022 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2022 | II-VI, Inc. | IIVI | Maintain | Hold (N/A) |
|
Details | ||
| 8/12/2022 | SmartRent | SMRT | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/9/2022 | Rigetti Computing Inc. | RGTI | New Coverage | Buy (N/A) |
4.45 (1.57) |
-64.72% | Details | |
| 8/8/2022 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2022 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2022 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2022 | Teradyne | TER | Maintain | Hold (N/A) |
|
Details | ||
| 7/22/2022 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 7/18/2022 | Teradyne | TER | Maintain | Hold (N/A) |
|
Details | ||
| 7/18/2022 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2022 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 7/18/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2022 | Entegris Inc | ENTG | Maintain | Buy (Buy) |
|
Details | ||
| 7/18/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2022 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2022 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 7/1/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/30/2022 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 6/14/2022 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 5/27/2022 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2022 | SmartRent | SMRT | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2022 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2022 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2022 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2022 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 4/19/2022 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2022 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2022 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 4/13/2022 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/13/2022 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 3/25/2022 | SmartRent | SMRT | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2022 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2022 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2022 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2022 | Teradyne | TER | Downgrade | Hold (Buy) |
143.37 (379.65) |
164.8% | Details | |
| 1/27/2022 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 1/27/2022 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 1/19/2022 | Entegris Inc | ENTG | Upgrade | Buy (Hold) |
133.62 (144.28) |
7.98% | Details | |
| 1/18/2022 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2022 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 1/14/2022 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 12/21/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2021 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 12/15/2021 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2021 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2021 | Entegris Inc | ENTG | Maintain | Hold (N/A) |
|
Details | ||
| 11/24/2021 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/5/2021 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2021 | Dell | DELL | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2021 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2021 | Entegris Inc | ENTG | Maintain | Hold (N/A) |
|
Details | ||
| 10/25/2021 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 10/21/2021 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 10/13/2021 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 9/29/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/29/2021 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 9/2/2021 | II-VI, Inc. | IIVI | New Coverage | Hold (N/A) |
62.98 (41.95) |
-33.39% | Details | |
| 8/30/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/26/2021 | Pure Storage | PSTG | Maintain | Buy (N/A) |
|
Details | ||
| 8/3/2021 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2021 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2021 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2021 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 7/22/2021 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 7/19/2021 | Apple | AAPL | Maintain | Buy (N/A) |
|
Details | ||
| 7/7/2021 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2021 | MKS Instruments | MKSI | New Coverage | Buy (N/A) |
168.52 (281.60) |
67.1% | Details | |
| 6/9/2021 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 6/9/2021 | KLA Corporation | KLAC | Upgrade | Buy (Hold) |
313.80 (187.27) |
-40.32% | Details | |
| 5/18/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2021 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2021 | trivago N.V. | TRVG | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2021 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 4/30/2021 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2021 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2021 | Apple | AAPL | Maintain | Buy (Buy) |
|
Details | ||
| 4/28/2021 | Entegris Inc | ENTG | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2021 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 4/22/2021 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 4/16/2021 | Lam Research | LRCX | Maintain | Hold (Hold) |
|
Details | ||
| 4/16/2021 | KLA Corporation | KLAC | Maintain | Hold (Hold) |
|
Details | ||
| 4/16/2021 | Entegris Inc | ENTG | Maintain | Hold (Hold) |
|
Details | ||
| 4/16/2021 | Applied Materials | AMAT | Maintain | Buy (Buy) |
|
Details | ||
| 4/14/2021 | Dell | DELL | Maintain | Buy (Buy) |
|
Details | ||
| 4/7/2021 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 4/6/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 3/9/2021 | Pure Storage | PSTG | Upgrade | Buy (Hold) |
20.67 (67.80) |
228.01% | Details | |
| 2/25/2021 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2021 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 2/19/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2021 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2021 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2021 | Amkor Technology | AMKR | Maintain | Hold (N/A) |
|
Details | ||
| 2/5/2021 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 2/1/2021 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 1/26/2021 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2021 | Cree | CREE | Maintain | Hold (N/A) |
|
Details | ||
| 1/25/2021 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 1/25/2021 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 1/22/2021 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 1/19/2021 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 1/13/2021 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2021 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2021 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2020 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2020 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2020 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 12/17/2020 | Lam Research | LRCX | Downgrade | Hold (Buy) |
495.33 (307.17) |
-37.99% | Details | |
| 12/14/2020 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2020 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2020 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/23/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2020 | Entegris Inc | ENTG | Maintain | Hold (N/A) |
|
Details | ||
| 11/12/2020 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2020 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 11/6/2020 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 11/3/2020 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2020 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 10/27/2020 | Amkor Technology | AMKR | Maintain | Hold (N/A) |
|
Details | ||
| 10/23/2020 | Entegris Inc | ENTG | Maintain | Hold (N/A) |
|
Details | ||
| 10/22/2020 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 10/13/2020 | Micron Technology | MU | Upgrade | Buy (Hold) |
49.89 (937.11) |
1778.35% | Details | |
| 9/30/2020 | Micron Technology | MU | Maintain | Hold (N/A) |
|
Details | ||
| 8/17/2020 | Cree | CREE | Maintain | Hold (N/A) |
|
Details | ||
| 8/13/2020 | Micron Technology | MU | Downgrade | Hold (Buy) |
47.76 (49.89) |
4.46% | Details | |
| 8/11/2020 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2020 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2020 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2020 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2020 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 8/4/2020 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 7/28/2020 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2020 | Amkor Technology | AMKR | Maintain | Hold (N/A) |
|
Details | ||
| 7/24/2020 | Entegris Inc | ENTG | Maintain | Hold (N/A) |
|
Details | ||
| 7/23/2020 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2020 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 7/13/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2020 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2020 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 5/21/2020 | trivago N.V. | TRVG | Maintain | Hold (N/A) |
|
Details | ||
| 5/12/2020 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2020 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2020 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2020 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2020 | Amkor Technology | AMKR | Maintain | Hold (N/A) |
|
Details | ||
| 3/27/2020 | Teradyne | TER | Upgrade | Buy (Hold) |
54.24 (379.65) |
599.94% | Details | |
| 3/27/2020 | Lam Research | LRCX | Upgrade | Buy (Hold) |
233.55 (307.17) |
31.52% | Details | |
| 3/26/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/27/2020 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2020 | Applied Materials | AMAT | Upgrade | Buy (Hold) |
60.25 (496.17) |
723.52% | Details | |
| 1/31/2020 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2020 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/28/2020 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 1/27/2020 | KLA Corporation | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 1/27/2020 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 1/27/2020 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 1/21/2020 | Teradyne | TER | Maintain | Hold (N/A) |
|
Details | ||
| 1/20/2020 | Teradyne | TER | Maintain | Hold (N/A) |
|
Details | ||
| 1/14/2020 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2020 | Cohu | COHU | New Coverage | Buy (N/A) |
23.26 (55.19) |
137.27% | Details | |
| 12/19/2019 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2019 | Shinhan Fin | SHG | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2019 | Applied Materials | AMAT | Maintain | Hold (N/A) |
|
Details | ||
| 11/13/2019 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2019 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2019 | trivago N.V. | TRVG | Maintain | Hold (N/A) |
|
Details | ||
| 11/4/2019 | Booking Holdings | BKNG | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2019 | Seagate Technology | STX | Maintain | Hold (N/A) |
|
Details | ||
| 11/1/2019 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2019 | Cree | CREE | Maintain | Hold (N/A) |
|
Details | ||
| 10/29/2019 | Amkor Technology | AMKR | Maintain | Hold (N/A) |
|
Details | ||
| 10/7/2019 | Entegris Inc | ENTG | Downgrade | Hold (Buy) |
46.87 (144.28) |
207.83% | Details | |
| 9/4/2019 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2019 | Cree | CREE | Maintain | Hold (N/A) |
|
Details | ||
| 8/8/2019 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2019 | KLA-Tencor | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 7/24/2019 | Western Digital Corp. | WDC | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2019 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 7/23/2019 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 5/20/2019 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 5/9/2019 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2019 | Universal Display | OLED | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2019 | A-Mark Precious Metals | AMRK | Maintain | Hold (N/A) |
|
Details | ||
| 5/2/2019 | Cree | CREE | Maintain | Hold (N/A) |
|
Details | ||
| 4/23/2019 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2019 | MKS Instruments | MKSI | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2019 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2019 | Western Digital Corp. | WDC | Upgrade | Buy (Hold) |
51.86 (37.22) |
-28.23% | Details | |
| 3/29/2019 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 2/25/2019 | KLA-Tencor | KLAC | Maintain | Hold (N/A) |
|
Details | ||
| 2/25/2019 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 2/13/2019 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2019 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2019 | Cree | CREE | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2019 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 1/15/2019 | Lam Research | LRCX | Maintain | Hold (N/A) |
|
Details | ||
| 1/9/2019 | SMART Global Holdings | SGH | Maintain | Buy (N/A) |
|
Details | ||
| 12/19/2018 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/13/2018 | Western Digital Corp. | WDC | New Coverage | Hold (N/A) |
40.97 (51.86) |
26.58% | Details | |
| 12/13/2018 | Seagate Technology | STX | New Coverage | Hold (N/A) |
40.00 (832.56) |
1981.4% | Details | |
| 11/16/2018 | Applied Materials | AMAT | Maintain | Hold (N/A) |
|
Details | ||
| 11/12/2018 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2018 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2018 | II-VI, Inc. | IIVI | Maintain | Buy (N/A) |
|
Details | ||
| 10/30/2018 | Amkor Technology | AMKR | Maintain | Hold (Hold) |
|
Details | ||
| 10/30/2018 | KLA-Tencor | KLAC | Maintain | Hold (Hold) |
|
Details | ||
| 10/30/2018 | Rambus Inc. | RMBS | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2018 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2018 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2018 | Teradyne | TER | Maintain | Hold (N/A) |
|
Details | ||
| 10/17/2018 | Cree | CREE | Maintain | Hold (N/A) |
|
Details | ||
| 10/1/2018 | Entegris Inc | ENTG | Upgrade | Buy (Hold) |
28.70 (46.87) |
63.31% | Details | |
| 10/1/2018 | Lam Research | LRCX | Downgrade | Hold (Buy) |
151.70 (307.17) |
102.49% | Details | |
| 10/1/2018 | Applied Materials | AMAT | Downgrade | Hold (Buy) |
38.65 (60.25) |
55.89% | Details | |
| 9/17/2018 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 8/28/2018 | II-VI, Inc. | IIVI | New Coverage | Buy (N/A) |
47.80 (41.95) |
-12.24% | Details | |
| 8/28/2018 | Cree | CREE | New Coverage | Hold (N/A) |
46.69 (79.12) |
69.46% | Details | |
| 8/17/2018 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details |

