ON Semiconductor (ON) – Maintain SELL; $67 FV
Some More Pain To Go
Hari Polavarapu
Microchip Technology (MCHP) – Maintain SELL; $65 FV
Battening Down The Hatches
Intel (INTC) – Maintain SELL; $37 FV
Uneven in Progress But Frustratingly Hopeful!
Nvidia (NVDA) – Maintain SELL
Greatness Comes With a Price Too!
Analog Devices (ADI) – Maintain SELL; $160 FV
Cyclical Downturn Cuts Deep……Like it Did in 2001, 2009
Applied Materials (AMAT) – Maintain SELL
No Need for Overexcitement
Qualcomm (QCOM) – Maintain SELL; $133 FV
Risks Averted, Progress Noted……Looking for a Price Catalyst
Tesla (TSLA) – Upgrading to a BUY; $208 FV
Uncertainty Provides Opportunity – Multiple Transformative Inflections In The Pipeline
Amazon (AMZN) – Maintain SELL; $145 FV
Warming Up To The Progress……Will Shop When Price Is Right
Alphabet (GOOGL) – Maintain SELL; $130 FV
Keeping Up With AI Joneses……Retooling to Keep The Competitive Edge