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AVGO , MRVL , KLAC , ADI , ON , NXPI , AMD , MCHP , NVDA

+56 pts



Semiconductors - inventory levels likely lower than reported numbers suggest, strong cyclical momentum into 2022

By bbern3 on Nov. 22, 2021, 10:38 a.m.
Tagged topics: semiconductors

Views: 201, Votes: 10, Responses: 2, Attachments: 1
AMD , AMAT , ADI , LRCX , MU , TSM , NXPI

+47 pts



Semiconductors's weighting in ESG funds should increase as its role as a green enabler is better understood

By bbern3 on Nov. 11, 2021, 11:43 a.m.
Tagged topics: buying opportunity , deep dive , semiconductors , ESG investors

Views: 172, Votes: 9, Responses: 0, Attachments: 2
AMD , ADI , ON , AVGO , WDC

+44 pts



3Q21 EPS preview: Results/guidance to be more mixed this quarter; $AVGO up to Buy and $WDC down to Neutral

By bbern3 on Oct. 17, 2021, 11:56 a.m.
Tagged topics: earnings preview , analyst downgrade , analyst upgrade , Goldman Sachs , semiconductors

Views: 61, Votes: 6, Responses: 0, Attachments: 2
APTV , NXPI , ON , ADI , MCHP

+34 pts



Piper Sandler says $APTV guidance cut should caution investors on exposure to the auto market such as $NXP $ON $ADI and $MCHP

By bbern3 on Oct. 12, 2021, 11:49 a.m.
Tagged topics: supply constrained , Piper Sandler , risk to estimates , semiconductors

Views: 107, Votes: 2, Responses: 0, Attachments: 2
ADI , MCHP , ON

+35 pts



Goldman says we are in the middle of the auto #semiconductor upturn, bullish on $ADI $MCHP and $ON

By cassie on Sept. 29, 2021, 10:01 a.m.
Tagged topics: electric vehicles , Goldman Sachs , semiconductors , auto semi

Views: 143, Votes: 1, Responses: 0, Attachments: 2
AMD , ADI , MCHP , ON , PI

+36 pts



Goldman believes semiconductor suppliers well positioned to pass through cost inflation from $TSMC wafer price hikes

By bbern3 on Sept. 22, 2021, 11 a.m.
Tagged topics: price increase , supply constrained , Goldman Sachs , semiconductors

Views: 372, Votes: 3, Responses: 0, Attachments: 2
AVGO , MRVL , MU , NVDA , INTC , AMD , WDC , TXN , MCHP , ADI , KLAC , LRCX , AMAT

+47 pts



JP Morgan sees upside to semiconductor 2H estimates driven by strong cyclical backdrop and secular demand trends

By bbern3 on Sept. 20, 2021, 11:37 a.m.
Tagged topics: JP Morgan , semiconductors , upside to estimates

Views: 439, Votes: 6, Responses: 1, Attachments: 2
ADI

+33 pts



$ADI - Goldman believes the Maxim acquisition positions ADI well to outgrow the #semiconductors industry

By rIsILAwr on Sept. 10, 2021, 11:11 a.m.
Tagged topics: Goldman Sachs , semiconductors , Maxim acquisition

Views: 111, Votes: 2, Responses: 0, Attachments: 2
ADI , MRVL , NXPI , XLNX , ON , TXN , MCHP

+46 pts



Goldman expects tight semi supply to extend to at least 2022, recommends owning stocks in the sector

By bbern3 on Sept. 3, 2021, 9:35 a.m.
Tagged topics: buying opportunity , supply constrained , Goldman Sachs , strong demand , semiconductors

Views: 187, Votes: 5, Responses: 1, Attachments: 2
MPWR , MRVL , NVDA , AVGO , NXPI , QRVO , SMTC , TXN , VECO , ADI , AKTS

+35 pts



Oppenheimer expects a beat-and-raise earnings season for semis, see larger companies better positioned for prioritized supply and share gains

By rIsILAwr on July 8, 2021, 1:14 p.m.
Tagged topics: earnings preview , supply constrained , beat and raise , Oppenheimer , semiconductors

Views: 147, Votes: 3, Responses: 0, Attachments: 30
ADI

+31 pts



$ADI - Goldman reiterates Buy recommendation on stock following meeting with management, sees healthy demand across all segments

By bbern3 on June 25, 2021, 2:43 p.m.
Tagged topics: management commentary , non deal roadshow , Goldman Sachs , strong demand , semiconductors

Views: 140, Votes: 1, Responses: 0, Attachments: 4
MRVL , INTC , ADI

+31 pts



JP Morgan says $MRVL, $INTC and $ADI are best positioned to benefit from Open/Virtual RAN deployments growing at 70% CAGR through 2025 (deep dive)

By bbern3 on June 17, 2021, 11:02 a.m.
Tagged topics: deep dive , JP Morgan , semiconductors , Virtual RAN , Open RAN

Views: 178, Votes: 1, Responses: 0, Attachments: 10
AMD , MRVL , NVDA , INTC , MU , AVGO , TXN , ADI , XLNX , MXIM , SWKS , QRVO , MCHP , NXPI

+36 pts



$AMD, $INTC, $MRVL, $NVDA - BMO says inflation typically hurts semis, estimates every 100bps increase in rates decrease semis valuation by 13%

By bbern3 on May 17, 2021, 11:18 a.m.
Tagged topics: valuations , interest rates , BMO , semiconductors , inflation fears

Views: 141, Votes: 3, Responses: 0, Attachments: 10
NVDA , MCHP , ADI , MRVL

+69 pts



$NVDA - Jefferies says the mid-cycle correction has largely played out and it's time to add semis again

By bbern3 on March 14, 2021, 12:44 a.m.
Tagged topics: analyst top pick , Jefferies , semiconductors , buy the dip , mid-cycle correction

Views: 187, Votes: 4, Responses: 2, Attachments: 16
QRVO , SWKS , ADI , MU , AMAT , LRCX , TER , ENTG , Semiconductors , Autos

+72 pts



Goldman says current semi shortage span across wide range of devices, but most severe for automotive MCU

By mooreideas on Feb. 16, 2021, 12:21 p.m.
Tagged topics: China , electric vehicles , supply constrained , Goldman Sachs , semi shortage , worse than expected

Views: 205, Votes: 3, Responses: 0, Attachments: 38