Close

Ratings by Morgan Stanley (Joseph Moore)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. 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
(928.50)
33.62% Details
12/8/2023 Qualcomm QCOM Downgrade Equalweight
(Overweight)
129.96
(154.91)
19.2% Details
12/8/2023 Qorvo Inc QRVO Upgrade Overweight
(Equalweight)
97.51
(112.80)
15.68% 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
(190.11)
5.16% 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
(30.59)
30.78% 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
(5.70)
-32.86% 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)
242.28
(788.17)
225.31% 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
(42.99)
64.97% 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 Applied Materials AMAT Maintain Equalweight
(N/A)
 
 
  Details
7/25/2022 KLA Corporation KLAC 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
(86.00)
35.86% Details
6/22/2022 AMD AMD New Coverage Overweight
(N/A)
81.57
(176.52)
116.4% 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)
185.47
(242.28)
30.63% 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 Silicon Labs SLAB Maintain Equalweight
(N/A)
 
 
  Details
4/25/2022 KLA Corporation KLAC 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
(100.14)
-12.59% Details
3/3/2022 Qorvo Inc QRVO Downgrade Equalweight
(Overweight)
132.61
(112.80)
-14.94% Details
3/3/2022 GlobalFoundries Inc. GFS Upgrade Overweight
(Equalweight)
58.22
(53.15)
-8.71% Details
3/3/2022 Intel INTC Downgrade Underweight
(Equalweight)
46.82
(42.99)
-8.18% 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
(53.15)
-17.3% 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
(42.99)
-22.36% 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
(190.11)
12.62% 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
(86.00)
13.29% Details
8/4/2021 NXP Semiconductors NV NXPI Maintain Equalweight
(N/A)
 
 
  Details
8/3/2021 ON Semiconductor ON Upgrade Equalweight
(Underweight)
39.06
(76.19)
95.06% Details
8/2/2021 Microchip Technology MCHP New Coverage Overweight
(N/A)
143.14
(82.84)
-42.13% 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
(0.95)
-90.25% 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
(42.99)
-19.25% 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
(928.50)
226.34% Details
6/16/2020 NVIDIA NVDA Downgrade Equalweight
(Overweight)
357.30
(788.17)
120.59% 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
(163.69)
48.58% 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
(668.82)
354.15% 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
(56.06)
-18.51% Details
1/23/2020 Micron Technology MU Upgrade Overweight
(Equalweight)
58.97
(86.00)
45.84% 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)
210.18
(788.17)
275% 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
(86.00)
81.09% 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
(176.52)
496.96% 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
(928.50)
419.24% Details
2/22/2019 Intel INTC Upgrade Overweight
(Equalweight)
51.41
(42.99)
-16.38% 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)
138.01
(788.17)
471.1% 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