Applied Materials (AMAT) – Maintain SELL
When the Music’s Over Turn Out the Lights……
Hari Polavarapu
GlobalFoundries (GFS) – Maintain SELL
Praying for Inventory Correction To Get Out of the Way
NXP Semiconductors (NXPI) – SELL
Despite Self-serving Narrative……No Better Than Peers
Microchip Technology (MCHP) – Maintain SELL
Clueless on Visibility
Apple (AAPL) – Maintain SELL
Running to Stand Still
Qualcomm (QCOM) – Maintain SELL
Plenty to be Excited, Plenty to be Worried
Advanced Micro Devices (AMD) – Maintain SELL
Not Impressed; Staring at an Empty Middle Future?
Intel (INTC) – Maintain SELL
Getting Its Mojo Back Despite the Snickering
Amazon (AMZN) – Maintain SELL
Promising Improvement For a Privately-run Social Welfare Agency
STMicroelectronics (STM) – Maintain SELL
Cloudy With a Chance of More Pain