Chipping Away at China
New U.S. Technology Export Controls and Their Impact
Hari Polavarapu
ASML Holding (ASML) – Maintain SELL rating
Cannon Ball competition from Canon?
Microsoft (MSFT) – Activision Deal Done; Maintain SELL rating
Activision – A NOTHING burger deal!
Intel: PSG separation – Getting Distracted?
Leave unlocking value to the market
Tesla: 3Q23 Vehicle Production & Deliveries
TSLA 3Q23 Vehicle Deliveries Below Expectations; 2023 Target of 1.8M Stays Intact
Taiwan Semiconductor (TSM) – SELL
Initiating Coverage with a SELL Rating
Tesla (TSLA) – SELL
Initiating Coverage with a SELL Rating
Texas Instruments (TXN) – SELL
Initiating Coverage with a SELL Rating
STMicroelectronics (STM) – SELL
Initiating Coverage with a SELL Rating
Qualcomm (QCOM) – SELL
Initiating Coverage with a SELL Rating