Ratings by Morgan Stanley (Joseph Moore)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/22/2022 | AMD | AMD | New Coverage | Overweight (N/A) |
81.57 (76.47) |
-6.25% | 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 (151.59) |
-18.27% | 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 (89.55) |
-21.83% | Details | |
| 3/3/2022 | Qorvo Inc | QRVO | Downgrade | Equalweight (Overweight) |
132.61 (94.32) |
-28.87% | Details | |
| 3/3/2022 | GlobalFoundries Inc. | GFS | Upgrade | Overweight (Equalweight) |
58.22 (40.34) |
-30.71% | Details | |
| 3/3/2022 | Intel | INTC | Downgrade | Underweight (Equalweight) |
46.82 (37.41) |
-20.1% | 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 (40.34) |
-37.23% | 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 (37.41) |
-32.44% | 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 (146.22) |
-13.38% | 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 (55.28) |
-27.18% | Details | |
| 8/4/2021 | NXP Semiconductors NV | NXPI | Maintain | Equalweight (N/A) |
|
Details | ||
| 8/3/2021 | ON Semiconductor | ON | Upgrade | Equalweight (Underweight) |
39.06 (50.31) |
28.8% | Details | |
| 8/2/2021 | Microchip Technology | MCHP | New Coverage | Overweight (N/A) |
143.14 (58.08) |
-59.42% | 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 (3.13) |
-67.86% | 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 (37.41) |
-29.73% | 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 (426.15) |
49.78% | Details | |
| 6/16/2020 | NVIDIA | NVDA | Downgrade | Equalweight (Overweight) |
357.30 (151.59) |
-57.57% | 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 (153.90) |
39.69% | 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 (319.08) |
116.66% | 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 (44.83) |
-34.83% | Details | |
| 1/23/2020 | Micron Technology | MU | Upgrade | Overweight (Equalweight) |
58.97 (55.28) |
-6.26% | 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 (151.59) |
-27.88% | 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 (55.28) |
16.4% | 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 (76.47) |
158.61% | 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 (426.15) |
138.31% | Details | |
| 2/22/2019 | Intel | INTC | Upgrade | Overweight (Equalweight) |
51.41 (37.41) |
-27.23% | 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 (151.59) |
9.84% | 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 |
