Meta (META) – Maintain SELL
Riding on Efficiency Now, Will Reality (Labs) Come Back to Bite Later?
Hari Polavarapu
ON Semiconductor (ON) – Maintain SELL
ON the Road to Reality With Glorified LTSA Agreements
KLA Corp. (KLAC) – Maintain SELL
AI Delusions Dashed; Bouncing at the Bottom, Awaiting a Ramp
Texas Instruments (TXN) – Maintain SELL
Taking/Trading Short-term Pain for Long-term Gain, Texas Style!
Alphabet (GOOGL) – Maintain SELL
Cool as a Cucumber Because AI Chops are Deep and the Stakes are Huge
Microsoft (MSFT) – Maintain SELL
Underlying Business Strength Gives a License to Beat the Drum on AI
Taiwan Semiconductor (TSM) – Maintain SELL
Seasonal Strength With a Side Dish of Hope!
Tesla (TSLA) – Maintain SELL
Price Cuts Hit a Road Bump; “Cost Attack” Falls Short; What is Elon Smoking?
Lam Research (LRCX) – Maintain SELL
F1Q24 was……meh. Cyclical Weakness and Rich Valuation Cannot be Wished Away
ASML Holding (ASML) – Maintain SELL
3Q23 Insipid; Outlook: 2025 May Give Hope, But 2024 is a Rope to Hang Flat