| Date | Stock | Action | From | To |
|---|---|---|---|---|
| May 29, 2026 |
Ambarella Inc
AMBA
|
Downgrade | Buy | Outperform |
| May 01, 2026 |
Tronox Holdings plc - Ordinary Shares - Class A
TROX
|
Upgrade | Buy | |
| Apr 30, 2026 |
Qualcomm, Inc.
QCOM
|
Upgrade | Buy | |
| Feb 13, 2026 |
Applied Materials Inc.
AMAT
|
Upgrade | Hold | Buy |
| Jan 29, 2026 |
Lam Research Corp.
LRCX
|
Upgrade | Hold | Buy |
| Dec 03, 2025 |
Marvell Technology Inc
MRVL
|
Upgrade | Hold | Buy |
| Nov 25, 2025 |
Semtech Corp.
SMTC
|
Upgrade | Hold | Buy |
| Aug 29, 2025 |
Ambarella Inc
AMBA
|
Upgrade | Buy | |
| Aug 14, 2025 |
Applied Materials Inc.
AMAT
|
Downgrade | Buy | Hold |
| Jul 30, 2025 |
Lam Research Corp.
LRCX
|
Downgrade | Buy | Hold |
| Apr 30, 2025 |
Western Digital Corp.
WDC
|
Upgrade | Hold | Buy |
| Apr 23, 2025 |
Texas Instruments Inc.
TXN
|
Downgrade | Buy | Hold |
| Mar 06, 2025 |
Marvell Technology Inc
MRVL
|
Downgrade | Hold | Hold |
| Oct 22, 2024 |
Texas Instruments Inc.
TXN
|
Upgrade | Buy | |
| Aug 27, 2024 |
Semtech Corp.
SMTC
|
Downgrade | Buy | Hold |
| Aug 01, 2024 |
Western Digital Corp.
WDC
|
Downgrade | Buy | Hold |
| Apr 24, 2024 |
Silicon Laboratories Inc
SLAB
|
Downgrade | Buy | Hold |
| Dec 08, 2023 |
Broadcom Inc
AVGO
|
Upgrade | Buy | |
| Oct 30, 2023 |
Western Digital Corp.
WDC
|
Upgrade | Buy | |
| Oct 26, 2023 |
Seagate Technology Holdings Plc
STX
|
Upgrade | Hold | |
| Sep 14, 2023 |
Semtech Corp.
SMTC
|
Upgrade | Buy | |
| Sep 14, 2023 |
Oracle Corp.
ORCL
|
Upgrade | Buy | |
| Feb 06, 2023 |
Splunk Inc
SPLK
|
Upgrade | Buy | |
| Feb 02, 2023 |
McGrath Rentcorp
MGRC
|
Upgrade | Buy | |
| Feb 02, 2023 |
Silicon Laboratories Inc
SLAB
|
Upgrade | Hold | Buy |
| Nov 18, 2022 |
Applied Materials Inc.
AMAT
|
Upgrade | Buy | |
| Nov 17, 2022 |
Matson Inc
MATX
|
Upgrade | Buy | |
| Nov 16, 2022 |
NVIDIA Corp
NVDA
|
Upgrade | Hold | Buy |
| Nov 03, 2022 |
Skyworks Solutions, Inc.
SWKS
|
Upgrade | Buy | |
| Oct 28, 2022 |
Intel Corp.
INTC
|
Upgrade | Buy | |
| Oct 20, 2022 |
Lam Research Corp.
LRCX
|
Upgrade | Buy | |
| Aug 08, 2022 |
NVIDIA Corp
NVDA
|
Hold | Hold | Hold |
| Aug 08, 2022 |
Qualys Inc
QLYS
|
Hold | Buy | Buy |
| Jul 27, 2022 |
Silicon Laboratories Inc
SLAB
|
Downgrade | Hold | |
| Jun 12, 2022 |
Micron Technology Inc.
MU
|
Downgrade | Buy | |
| Apr 26, 2022 |
Marvell Technology Inc
MRVL
|
Downgrade | Hold |