Analog Devices (ADI) – Maintain SELL
Update on Price Target
Hari Polavarapu
Advanced Micro Devices (AMD) – Maintain SELL
Update on Price Target
Amazon (AMZN) – Maintain SELL
Update on Price Target
Alphabet (GOOGL) – Maintain SELL
Update on Price Target
Micron Technology (MU) – Maintain SELL
Finding the Bandwidth to Grow Again
Broadcom (AVGO) – Maintain SELL
AI (Silicon, Networking) and VMware Offer Growth Offsets, But Euphoria Unwarranted
Marvell Technology (MRVL) – Maintain SELL
Flogging the AI Horse to Race on Thin Gruel
Micron Technology (MU) – Maintain SELL
Slightly Better Guidance on F1Q24 Does Not Change the Bigger Picture
Nvidia (NVDA) – Maintain SELL
Watch Out for Slippery ICE (Inference, China, Ethernet)!
Analog Devices (ADI) – Maintain SELL
Annoyingly Pompous Amidst Cyclical Rumpus