Posts on PI

Latest ideas and analyses related to Impinj Inc. Common Stock

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MRVL , ENTG , CRDO , PI , NXPI , MCHP , Semiconductors

+17 pts



What did we learn from last week's Communacopia + Technology conference?

By ethonomics on Sept. 19, 2022, 3:54 p.m.
Tagged topics: conference takeaways

Views: 13, Votes: 5, Responses: 0, Attachments: 1
ADI , AMD , CRDO , ENTG , MRVL , PI , INTC , TXN , AVT , COHU

+47 pts



Deeper cuts to estimates; introducing bull/bear framework and reinstating ENTG at Buy

By ethonomics on July 15, 2022, 3:51 p.m.
Tagged topics: analyst lowers estimates

Views: 53, Votes: 7, Responses: 1, Attachments: 1
ADI , AVGO , CRDO , MRVL , ON , PI , KLAC , MCHP , QRVO , TER , INTC , TXN , AVT , COHU , AMD

+52 pts



Analysts cut estimates across semiconductors on a more challenging macro backdrop

By ethonomics on March 28, 2022, 12:28 p.m.
Tagged topics: analyst lowers estimates , deep dive , analyst downgrade

Views: 228, 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

+67 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: 86, Votes: 4, Responses: 0, Attachments: 1
AMD , MRVL , TER , PI , MU , ADI , ON , QRVO

+50 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: 234, Votes: 6, Responses: 2, Attachments: 1
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: 426, Votes: 3, Responses: 0, Attachments: 2