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AVGO , MRVL , KLAC , INTC , NVDA , MU , GFS , MCHP , ADI , LRCX , AMZN

+36 pts



Semis fundamental set up remains strong for 2022

By bbern3 on Jan. 20, 2022, 4:44 p.m.
Tagged topics: semiconductors

Views: 129, Votes: 4, Responses: 0, Attachments: 1
TSM , AMD , MRVL , AVGO , NVDA

+43 pts



$TSM results indicate HPC will outperform, which is constructive on $AMD $MRVL $AVGO & $NVDA

By ethonomics on Jan. 13, 2022, 3:53 p.m.
Tagged topics: structural growth

Views: 199, Votes: 5, Responses: 1, Attachments: 1
NVDA , MRVL , AVGO , MPWR , INTC , AMD , NXPI , ADI , QRVO

+45 pts



2022 Semiconductor Preview

By junkfoodlover on Jan. 13, 2022, 2:14 p.m.
Tagged topics: 2022 outlook

Views: 50, Votes: 3, Responses: 0, Attachments: 1
ADI , GFS , INTC , MRVL , MU , NVDA , ON , SWKS , SYNA , BB , IIVI , VIAV

+39 pts



Semis - strength across end markets and tight supply sets up for another growth year in 2022

By bbern3 on Jan. 6, 2022, 3:19 p.m.
Tagged topics: 2022 outlook

Views: 32, Votes: 5, Responses: 0, Attachments: 1
AMD , AKTS , ADI , AAPL , AVGO , DGII , IIVI , PI , KN , MTSI , MRVL , MCHP , MU , NPTN , NVDA , NXPI , ON , QRVO , QCOM , SMTC , SKYT , SWKS , WOLF

+65 pts



2022 to favor larger more profitable cash generating names in semi

By bbern3 on Jan. 4, 2022, 10:17 a.m.
Tagged topics: semiconductors

Views: 47, Votes: 4, Responses: 0, Attachments: 1
AMD , MRVL , TER , PI , MU , ADI , ON , QRVO

+49 pts



Semiconductor EPS revisions likely to moderate & relative valuation multiples to stabilize in 2022

By ethonomics on Jan. 3, 2022, 1:22 p.m.
Tagged topics: semiconductors

Views: 162, Votes: 6, Responses: 2, Attachments: 1
AMBA , ADI , ARBE , ALGM , CDNS , DIOD , MRVL , MXL , MCHP , NXPI , QCOM , QRVO , RMBS , SMTC , SLAB , SWKS , SNPS , WOLF , ON

+62 pts



2022 Automotive, Mobile & IoT Semiconductor/EDA Outlook

By JH on Dec. 28, 2021, 11:08 a.m.
Tagged topics: analyst checks , semiconductors , IoT , mobile , 2022 outlook , wells-fargo

Views: 206, Votes: 10, Responses: 1, Attachments: 1
AVGO , MRVL , KLAC , NVDA , INTC , MU , ADI , MCHP , GFS

+47 pts



strong industry fundamentals & tight supply should drive further upside in semis for 2022, $AVGO $MRVL & KLAC among Top Picks

By bbern3 on Dec. 16, 2021, 12:06 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 156, Votes: 7, Responses: 1, Attachments: 1
AVGO , HPE , OMC , LRCX , MRVL , QCOM , VOD , DELL , FOXA , VMW , CDW , WDC , MCHP

+49 pts



22 Themes and 46 Trades for 2022 in Investment Grade TMT across US and EU

By mooreideas on Dec. 13, 2021, 12:32 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 67, Votes: 6, Responses: 0, Attachments: 1
QCOM , QRVO , SLAB , STX , CRUS , MRVL

+78 pts



$QCOM - Takeaways from Day 2 of Global TMT Conference (as requested)

By bbern3 on Dec. 9, 2021, 2:12 p.m.
Tagged topics: non deal roadshow

Views: 52, Votes: 7, Responses: 1, Attachments: 1
MRVL

+39 pts



$MRVL : F3Q/F4Q Earnings – Expect Modest Upside; 2HCY22 Structural Growth Acceleration

By KHUN on Nov. 29, 2021, 5:35 p.m.
Tagged topics: valuations , analyst checks , analyst raises target

Views: 36, Votes: 6, Responses: 0, Attachments: 1
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: 222, Votes: 10, Responses: 2, Attachments: 1
MRVL

+0 pts



Stock has a lot of chatter and I am thinking of making a purchase.

By Bluefox on Nov. 17, 2021, 9:08 p.m.
Tagged topics:

Views: 7, Votes: 1, Responses: 0, Attachments: 0
AVGO , MRVL

+39 pts



The cloud networking upgrade cycle to 200G/400G is a tailwind that will likely extend to 2022 for $AVGO and $MRVL

By bbern3 on Nov. 10, 2021, 10:56 a.m.
Tagged topics: strong demand , semiconductors , networking spend

Views: 148, Votes: 4, Responses: 0, Attachments: 1
MRVL

+34 pts



Barclays says $MRVL has reshaped its portfolio to leverage growth in cloud and infrastructure markets

By bbern3 on Oct. 7, 2021, 10:24 a.m.
Tagged topics: investor day , Barclays , cloud , raised guidance

Views: 154, Votes: 2, Responses: 0, Attachments: 2
AVGO , MRVL , INTC , AMD , NVDA , MU

+34 pts



JP Morgan says recent strong cloud spending should continue to benefit $AVGO and $MRVL

By bbern3 on Oct. 1, 2021, 4:34 p.m.
Tagged topics: analyst checks , JP Morgan , semiconductors , datacenter , cloud spending

Views: 178, Votes: 1, Responses: 0, Attachments: 2
INTC , DELL , AMD , NVDA , TSM , AVGO , MRVL , AMAT

+36 pts



RayJay sees upside to estimates for semis through year-end given strong demand, increasing supply, and low inventory

By bbern3 on Sept. 21, 2021, 11:47 a.m.
Tagged topics: supply constrained , Raymond James , strong demand , semiconductors , inventory levels

Views: 133, Votes: 2, 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: 454, Votes: 6, Responses: 1, 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: 194, Votes: 5, Responses: 1, Attachments: 2
MPWR , MRVL , NVDA , AVGO , NXPI , QRVO , SMTC , TXN , VECO , ADI , AKTS

+38 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: 160, Votes: 3, Responses: 1, Attachments: 30