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Research

  • By Published On: March 21, 2025

    Sell AEHR Test Systems

  • By Published On: December 1, 2024

    ASML Deep Dive: December 2024

    ASML Recommendation December 2024

  • By Published On: December 1, 2024

    December 2024 Stock Rec #1

  • By Published On: August 9, 2024

    Synopsys Deep Dive: August 2024

  • By Published On: August 1, 2024

    August 2024 Stock Rec #1

  • By Published On: July 22, 2024

    What’s NVIDIA’s Stock Really Worth? Now’s the Right Time to Find Out.

    There's no question in anyone's mind that NVIDIA (Nasdaq: NVDA) has become the [...]

  • By Published On: July 2, 2024

    ASML is About to Have a Monster Year; Upgrading Our Conviction Rating

    ASML (Nasdaq: ASML), the Dutch lithography equipment maker, has had a rough start [...]

  • By Published On: April 1, 2024

    Onsemi Deep Dive: April 2024

  • By Published On: April 1, 2024

    April 2024 Stock Rec #1

  • By Published On: March 28, 2024

    Contest Matchup #5: Intel vs Super Micro Computer

    Two computing leaders who are benefiting from the semiconductor renaissance. Which chip pick [...]

  • By Published On: February 5, 2024

    The Winners and Losers of Chipmaking Innovation

    When it comes to semiconductor manufacturing, the Top Dog takes the spoils. The [...]

  • By Published On: February 2, 2024

    Wolfspeed’s Stock is Worth $68 and Has 160% Upside. Here’s Why.

    Wolfspeed (NYSE: WOLF) is one company who's running far ahead of the pack. [...]

  • By Published On: December 8, 2023

    Axcelis Technologies Deep Dive: December 2023

  • By Published On: December 1, 2023

    December 2023 Stock Rec #1

  • By Published On: October 18, 2023

    ASML’s Weak Bookings Are Spooking Investors. Is This a Buying Opportunity?

    Dutch semiconductor equipment giant ASML (Nasdaq: ASML) reported third quarter results that largely [...]

  • By Published On: June 1, 2023

    Wolfspeed Deep Dive: June 2023