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AAPL , QCOM , QRVO , SWKS

+33 pts



$AAPL, $QCOM, $QRVO, $SWKS - Raymond James bullish on handsets due to strong demand and low inventory

By labjordan on July 19, 2021, 10:44 a.m.
Tagged topics: valuations , inventory , strong demand , handset shipments

Views: 229, Votes: 2, Responses: 0, Attachments: 12
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: 123, Votes: 3, Responses: 0, Attachments: 30
MU , AAPL , QCOM , SWKS , QRVO

+35 pts



Raymond James bullish on handset supply chain names after meeting with Samsung citing low inventory and solid demand

By labjordan on June 29, 2021, 10:59 a.m.
Tagged topics: analyst checks , non deal roadshow , supply chain data , Raymond James , strong demand , Samsung

Views: 245, Votes: 2, Responses: 0, Attachments: 2
CRUS , SWKS , AAPL , QRVO

+33 pts



Barclays recommends buying $CRUS and $SWKS as Apple supply chain chatter picks up and builds expected to be up this year

By labjordan on June 29, 2021, 10:48 a.m.
Tagged topics: analyst checks , supply chain data , Barclays , upside to estimates , handset shipments

Views: 135, Votes: 2, Responses: 0, Attachments: 8
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: 125, Votes: 3, Responses: 0, Attachments: 10
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: 188, Votes: 3, Responses: 0, Attachments: 38