Single Stock Analysis

Model Portfolio Update

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Initiating Coverage Of Skyworks At Accumulate

Remember, Analog Is Different DISCLAIMER: This note is intended for

Initiating Coverage Of Broadcom At Hold

Not Your Grandparents’ Chip Business DISCLAIMER: This note is intended

Initiating Coverage Of Synopsys At Hold

Like Cadence, But Better DISCLAIMER: This note is intended for

Micron Q2 FY8/24 Earnings Review

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Cadence, Increasing. (No Paywall).

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We Initiate Coverage Of Micron At Hold

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PagerDuty Q4 FY1/24

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Has Adobe Run Out Of Lives?

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SentinelOne Q4 FY1/24 Earnings Review

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