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John Vinh's Stock Ratings
Keybanc Analyst
John Vinh is an analyst at Keybanc. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 05/04/2025
Overall Average Return
12.7%
Smart Score
Overall Average Return Percentile
70th
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 05/02/2025 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | 28.33% | John Vinh70% | $850 → $820 | Maintains | Overweight | Get Alert |
| 04/08/2025 | AMD | Buy Now | Advanced Micro Devices | $99.08 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 04/08/2025 | ON | Buy Now | ON Semiconductor | $41.96 | 31.08% | John Vinh70% | $60 → $55 | Maintains | Overweight | Get Alert |
| 03/19/2025 | NVDA | Buy Now | NVIDIA | $114.22 | — | John Vinh70% | — | Reiterates | Overweight → Overweight | Get Alert |
| 03/07/2025 | AVGO | Buy Now | Broadcom | $203.60 | 35.07% | John Vinh70% | $260 → $275 | Maintains | Overweight | Get Alert |
| 03/06/2025 | MRVL | Buy Now | Marvell Tech | $62.74 | 83.3% | John Vinh70% | $135 → $115 | Maintains | Overweight | Get Alert |
| 02/27/2025 | SNOW | Buy Now | Snowflake | $167.66 | 31.22% | John Vinh70% | $210 → $220 | Maintains | Overweight | Get Alert |
| 02/27/2025 | AI | Buy Now | C3.ai | $22.55 | -6.87% | John Vinh70% | $29 → $21 | Maintains | Underweight | Get Alert |
| 02/21/2025 | WMT | Buy Now | Walmart | $98.58 | 6.51% | John Vinh70% | $100 → $105 | Maintains | Overweight | Get Alert |
| 02/21/2025 | INDI | Buy Now | Indie Semiconductor | $2.03 | 244.95% | John Vinh70% | $8 → $7 | Maintains | Overweight | Get Alert |
| 02/11/2025 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 44.82% | John Vinh70% | $70 → $75 | Maintains | Overweight | Get Alert |
| 02/07/2025 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | 33.02% | John Vinh70% | $700 → $850 | Maintains | Overweight | Get Alert |
| 02/07/2025 | MCHP | Buy Now | Microchip Technology | $47.91 | 25.23% | John Vinh70% | $70 → $60 | Maintains | Overweight | Get Alert |
| 02/06/2025 | TECH | Buy Now | Bio-Techne | $50.49 | 78.25% | John Vinh70% | $80 → $90 | Maintains | Overweight | Get Alert |
| 02/06/2025 | PTC | Buy Now | PTC | $160.09 | 31.8% | John Vinh70% | $205 → $211 | Maintains | Overweight | Get Alert |
| 02/05/2025 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 41.3% | John Vinh70% | $150 → $140 | Maintains | Overweight | Get Alert |
| 01/22/2025 | MRVL | Buy Now | Marvell Tech | $62.74 | 115.18% | John Vinh70% | $125 → $135 | Maintains | Overweight | Get Alert |
| 01/22/2025 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 35.16% | John Vinh70% | $54 → $70 | Maintains | Overweight | Get Alert |
| 01/14/2025 | ON | Buy Now | ON Semiconductor | $41.96 | 66.83% | John Vinh70% | $90 → $70 | Maintains | Overweight | Get Alert |
| 01/14/2025 | MCHP | Buy Now | Microchip Technology | $47.91 | 46.11% | John Vinh70% | $90 → $70 | Maintains | Overweight | Get Alert |
| 01/14/2025 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 51.39% | John Vinh70% | $220 → $150 | Maintains | Overweight | Get Alert |
| 12/04/2024 | MRVL | Buy Now | Marvell Tech | $62.74 | 99.24% | John Vinh70% | $95 → $125 | Maintains | Overweight | Get Alert |
| 12/03/2024 | MCHP | Buy Now | Microchip Technology | $47.91 | 87.85% | John Vinh70% | $95 → $90 | Maintains | Overweight | Get Alert |
| 11/18/2024 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | 9.55% | John Vinh70% | $1075 → $700 | Maintains | Overweight | Get Alert |
| 11/05/2024 | SLAB | Buy Now | Silicon Laboratories | $107.26 | 7.22% | John Vinh70% | $150 → $115 | Maintains | Overweight | Get Alert |
| 11/05/2024 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 4.27% | John Vinh70% | $60 → $54 | Maintains | Overweight | Get Alert |
| 10/08/2024 | MU | Buy Now | Micron Technology | $80.91 | 66.85% | John Vinh70% | $145 → $135 | Maintains | Overweight | Get Alert |
| 10/08/2024 | ON | Buy Now | ON Semiconductor | $41.96 | 114.49% | John Vinh70% | $95 → $90 | Maintains | Overweight | Get Alert |
| 10/08/2024 | SYNA | Buy Now | Synaptics | $58.62 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/08/2024 | QCOM | Buy Now | Qualcomm | $139.53 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 08/09/2024 | SYNA | Buy Now | Synaptics | $58.62 | 70.59% | John Vinh70% | $115 → $100 | Maintains | Overweight | Get Alert |
| 08/07/2024 | CRUS | Buy Now | Cirrus Logic | $98.20 | 68.02% | John Vinh70% | $155 → $165 | Maintains | Overweight | Get Alert |
| 08/06/2024 | MU | Buy Now | Micron Technology | $80.91 | 79.21% | John Vinh70% | $165 → $145 | Maintains | Overweight | Get Alert |
| 08/02/2024 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | 68.24% | John Vinh70% | $975 → $1075 | Maintains | Overweight | Get Alert |
| 07/30/2024 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 15.85% | John Vinh70% | $85 → $60 | Maintains | Overweight | Get Alert |
| 07/24/2024 | TXN | Buy Now | Texas Instruments | $164.50 | 51.98% | John Vinh70% | $200 → $250 | Maintains | Overweight | Get Alert |
| 07/09/2024 | MU | Buy Now | Micron Technology | $80.91 | 103.93% | John Vinh70% | $160 → $165 | Maintains | Overweight | Get Alert |
| 07/09/2024 | CRUS | Buy Now | Cirrus Logic | $98.20 | 57.84% | John Vinh70% | $120 → $155 | Maintains | Overweight | Get Alert |
| 07/09/2024 | NVDA | Buy Now | NVIDIA | $114.22 | 57.59% | John Vinh70% | $130 → $180 | Maintains | Overweight | Get Alert |
| 07/09/2024 | ON | Buy Now | ON Semiconductor | $41.96 | 102.57% | John Vinh70% | $90 → $85 | Maintains | Overweight | Get Alert |
| 07/09/2024 | MRVL | Buy Now | Marvell Tech | $62.74 | 51.42% | John Vinh70% | $90 → $95 | Maintains | Overweight | Get Alert |
| 07/09/2024 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 122.04% | John Vinh70% | $230 → $220 | Maintains | Overweight | Get Alert |
| 07/09/2024 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | 52.59% | John Vinh70% | $850 → $975 | Maintains | Overweight | Get Alert |
| 07/09/2024 | QCOM | Buy Now | Qualcomm | $139.53 | 61.26% | John Vinh70% | $205 → $225 | Maintains | Overweight | Get Alert |
| 06/27/2024 | MU | Buy Now | Micron Technology | $80.91 | 97.75% | John Vinh70% | $150 → $160 | Maintains | Overweight | Get Alert |
| 05/23/2024 | NVDA | Buy Now | NVIDIA | $114.22 | 1038.15% | John Vinh70% | $120 → $130 | Maintains | Overweight | Get Alert |
| 05/23/2024 | ADI | Buy Now | Analog Devices | $198.59 | 43.51% | John Vinh70% | $230 → $285 | Maintains | Overweight | Get Alert |
| 05/10/2024 | SYNA | Buy Now | Synaptics | $58.62 | 96.18% | John Vinh70% | $135 → $115 | Maintains | Overweight | Get Alert |
| 05/10/2024 | INDI | Buy Now | Indie Semiconductor | $2.03 | 343.5% | John Vinh70% | $10 → $9 | Maintains | Overweight | Get Alert |
| 05/08/2024 | CRUS | Buy Now | Cirrus Logic | $98.20 | 22.2% | John Vinh70% | $100 → $120 | Maintains | Overweight | Get Alert |
| 05/01/2024 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 132.14% | John Vinh70% | $270 → $230 | Maintains | Overweight | Get Alert |
| 04/30/2024 | ON | Buy Now | ON Semiconductor | $41.96 | 114.49% | John Vinh70% | $100 → $90 | Maintains | Overweight | Get Alert |
| 04/08/2024 | SWKS | Buy Now | Skyworks Solutions | $66.06 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 04/08/2024 | QCOM | Buy Now | Qualcomm | $139.53 | 46.92% | John Vinh70% | $180 → $205 | Maintains | Overweight | Get Alert |
| 04/08/2024 | NVDA | Buy Now | NVIDIA | $114.22 | 950.6% | John Vinh70% | $110 → $120 | Maintains | Overweight | Get Alert |
| 04/08/2024 | MU | Buy Now | Micron Technology | $80.91 | 85.39% | John Vinh70% | $135 → $150 | Maintains | Overweight | Get Alert |
| 04/08/2024 | MRVL | Buy Now | Marvell Tech | $62.74 | 43.45% | John Vinh70% | $95 → $90 | Maintains | Overweight | Get Alert |
| 04/08/2024 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | 33.02% | John Vinh70% | $830 → $850 | Maintains | Overweight | Get Alert |
| 04/08/2024 | ARM | Buy Now | ARM Holdings | $123.31 | 9.48% | John Vinh70% | $120 → $135 | Maintains | Overweight | Get Alert |
| 03/21/2024 | MU | Buy Now | Micron Technology | $80.91 | 66.85% | John Vinh70% | $115 → $135 | Maintains | Overweight | Get Alert |
| 03/19/2024 | NVDA | Buy Now | NVIDIA | $114.22 | 863.05% | John Vinh70% | $110 → $110 | Maintains | Overweight | Get Alert |
| 03/08/2024 | MRVL | Buy Now | Marvell Tech | $62.74 | 51.42% | John Vinh70% | $70 → $95 | Maintains | Overweight | Get Alert |
| 02/23/2024 | INDI | Buy Now | Indie Semiconductor | $2.03 | 392.78% | John Vinh70% | $12 → $10 | Maintains | Overweight | Get Alert |
| 02/22/2024 | NVDA | Buy Now | NVIDIA | $114.22 | 863.05% | John Vinh70% | $74 → $110 | Maintains | Overweight | Get Alert |
| 02/22/2024 | ADI | Buy Now | Analog Devices | $198.59 | 15.82% | John Vinh70% | $220 → $230 | Maintains | Overweight | Get Alert |
| 02/13/2024 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 64.12% | John Vinh70% | $80 → $85 | Maintains | Overweight | Get Alert |
| 02/09/2024 | SYNA | Buy Now | Synaptics | $58.62 | 130.3% | John Vinh70% | $125 → $135 | Maintains | Overweight | Get Alert |
| 02/08/2024 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | 29.89% | John Vinh70% | $600 → $830 | Maintains | Overweight | Get Alert |
| 02/08/2024 | ARM | Buy Now | ARM Holdings | $123.31 | -2.68% | John Vinh70% | $75 → $120 | Maintains | Overweight | Get Alert |
| 02/06/2024 | ON | Buy Now | ON Semiconductor | $41.96 | 138.32% | John Vinh70% | $95 → $100 | Maintains | Overweight | Get Alert |
| 02/01/2024 | QCOM | Buy Now | Qualcomm | $139.53 | 29.01% | John Vinh70% | $165 → $180 | Maintains | Overweight | Get Alert |
| 01/31/2024 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 172.51% | John Vinh70% | $195 → $270 | Maintains | Overweight | Get Alert |
| 01/31/2024 | MU | Buy Now | Micron Technology | $80.91 | — | John Vinh70% | — | Reiterates | → Overweight | Get Alert |
| 01/24/2024 | TXN | Buy Now | Texas Instruments | $164.50 | 21.58% | John Vinh70% | $180 → $200 | Maintains | Overweight | Get Alert |
| 01/16/2024 | QCOM | Buy Now | Qualcomm | $139.53 | 18.26% | John Vinh70% | $145 → $165 | Maintains | Overweight | Get Alert |
| 01/16/2024 | NVDA | Buy Now | NVIDIA | $114.22 | 547.87% | John Vinh70% | $65 → $74 | Maintains | Overweight | Get Alert |
| 01/16/2024 | MU | Buy Now | Micron Technology | $80.91 | 42.13% | John Vinh70% | $100 → $115 | Maintains | Overweight | Get Alert |
| 01/16/2024 | ARM | Buy Now | ARM Holdings | $123.31 | -39.18% | John Vinh70% | $65 → $75 | Maintains | Overweight | Get Alert |
| 01/16/2024 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 96.81% | John Vinh70% | $170 → $195 | Maintains | Overweight | Get Alert |
| 01/04/2024 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 71.58% | John Vinh70% | $140 → $170 | Maintains | Overweight | Get Alert |
| 12/21/2023 | MU | Buy Now | Micron Technology | $80.91 | 23.59% | John Vinh70% | $90 → $100 | Maintains | Overweight | Get Alert |
| 12/01/2023 | MRVL | Buy Now | Marvell Tech | $62.74 | 11.57% | John Vinh70% | $80 → $70 | Maintains | Overweight | Get Alert |
| 11/24/2023 | AVGO | Buy Now | Broadcom | $203.60 | 489.39% | John Vinh70% | $100 → $120 | Maintains | Overweight | Get Alert |
| 11/10/2023 | SYNA | Buy Now | Synaptics | $58.62 | 113.24% | John Vinh70% | $115 → $125 | Maintains | Overweight | Get Alert |
| 11/03/2023 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 81.65% | John Vinh70% | $130 → $120 | Maintains | Overweight | Get Alert |
| 11/03/2023 | CRUS | Buy Now | Cirrus Logic | $98.20 | 1.83% | John Vinh70% | $110 → $100 | Maintains | Overweight | Get Alert |
| 11/02/2023 | SLAB | Buy Now | Silicon Laboratories | $107.26 | 21.2% | John Vinh70% | $180 → $130 | Maintains | Overweight | Get Alert |
| 11/01/2023 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 41.3% | John Vinh70% | $160 → $140 | Maintains | Overweight | Get Alert |
| 10/31/2023 | ON | Buy Now | ON Semiconductor | $41.96 | 126.41% | John Vinh70% | $125 → $95 | Maintains | Overweight | Get Alert |
| 10/31/2023 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 54.47% | John Vinh70% | $110 → $80 | Maintains | Overweight | Get Alert |
| 10/25/2023 | TXN | Buy Now | Texas Instruments | $164.50 | 9.42% | John Vinh70% | $200 → $180 | Maintains | Overweight | Get Alert |
| 10/20/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 469.08% | John Vinh70% | $75 → $65 | Maintains | Overweight | Get Alert |
| 10/18/2023 | ARM | Buy Now | ARM Holdings | $123.31 | -47.29% | John Vinh70% | → $65 | Initiates | → Overweight | Get Alert |
| 10/03/2023 | SYNA | Buy Now | Synaptics | $58.62 | 96.18% | John Vinh70% | $100 → $115 | Maintains | Overweight | Get Alert |
| 10/03/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 556.63% | John Vinh70% | $67 → $75 | Maintains | Overweight | Get Alert |
| 09/14/2023 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 96.79% | John Vinh70% | → $130 | Reiterates | Overweight → Overweight | Get Alert |
| 09/14/2023 | QCOM | Buy Now | Qualcomm | $139.53 | 3.92% | John Vinh70% | → $145 | Reiterates | Overweight → Overweight | Get Alert |
| 09/14/2023 | CRUS | Buy Now | Cirrus Logic | $98.20 | 12.02% | John Vinh70% | → $110 | Reiterates | Overweight → Overweight | Get Alert |
| 09/14/2023 | AVGO | Buy Now | Broadcom | $203.60 | 391.16% | John Vinh70% | → $100 | Reiterates | Overweight → Overweight | Get Alert |
| 09/01/2023 | AVGO | Buy Now | Broadcom | $203.60 | 391.16% | John Vinh70% | $94 → $100 | Maintains | Overweight | Get Alert |
| 08/24/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 486.59% | John Vinh70% | $62 → $67 | Maintains | Overweight | Get Alert |
| 08/21/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 442.81% | John Vinh70% | $55 → $62 | Maintains | Overweight | Get Alert |
| 08/01/2023 | ON | Buy Now | ON Semiconductor | $41.96 | 197.9% | John Vinh70% | $110 → $125 | Maintains | Overweight | Get Alert |
| 07/27/2023 | SLAB | Buy Now | Silicon Laboratories | $107.26 | 67.82% | John Vinh70% | $200 → $180 | Maintains | Overweight | Get Alert |
| 07/26/2023 | NXPI | Buy Now | NXP Semiconductors | $188.40 | 38% | John Vinh70% | $225 → $260 | Maintains | Overweight | Get Alert |
| 07/11/2023 | ON | Buy Now | ON Semiconductor | $41.96 | 162.15% | John Vinh70% | $100 → $110 | Maintains | Overweight | Get Alert |
| 07/11/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 381.53% | John Vinh70% | $50 → $55 | Maintains | Overweight | Get Alert |
| 07/11/2023 | MRVL | Buy Now | Marvell Tech | $62.74 | 27.51% | John Vinh70% | $70 → $80 | Maintains | Overweight | Get Alert |
| 07/11/2023 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -6.1% | John Vinh70% | $510 → $600 | Maintains | Overweight | Get Alert |
| 07/11/2023 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 61.49% | John Vinh70% | $150 → $160 | Maintains | Overweight | Get Alert |
| 06/29/2023 | MU | Buy Now | Micron Technology | $80.91 | -1.12% | John Vinh70% | $70 → $80 | Maintains | Overweight | Get Alert |
| 06/12/2023 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 51.39% | John Vinh70% | $110 → $150 | Maintains | Overweight | Get Alert |
| 06/02/2023 | AVGO | Buy Now | Broadcom | $203.60 | 361.69% | John Vinh70% | $82 → $94 | Maintains | Overweight | Get Alert |
| 05/31/2023 | AMBA | Buy Now | Ambarella | $49.95 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 05/30/2023 | AVGO | Buy Now | Broadcom | $203.60 | 302.75% | John Vinh70% | $72 → $82 | Maintains | Overweight | Get Alert |
| 05/26/2023 | MRVL | Buy Now | Marvell Tech | $62.74 | 11.57% | John Vinh70% | $60 → $70 | Maintains | Overweight | Get Alert |
| 05/25/2023 | ADI | Buy Now | Analog Devices | $198.59 | 10.78% | John Vinh70% | $230 → $220 | Maintains | Overweight | Get Alert |
| 05/25/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 337.75% | John Vinh70% | $37.5 → $50 | Maintains | Overweight | Get Alert |
| 05/22/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 228.31% | John Vinh70% | $32 → $37.5 | Maintains | Overweight | Get Alert |
| 05/05/2023 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -20.19% | John Vinh70% | $560 → $510 | Maintains | Overweight | Get Alert |
| 05/04/2023 | SYNA | Buy Now | Synaptics | $58.62 | 70.59% | John Vinh70% | $140 → $100 | Maintains | Overweight | Get Alert |
| 05/04/2023 | QCOM | Buy Now | Qualcomm | $139.53 | 3.92% | John Vinh70% | $160 → $145 | Maintains | Overweight | Get Alert |
| 04/27/2023 | SLAB | Buy Now | Silicon Laboratories | $107.26 | 86.46% | John Vinh70% | $210 → $200 | Maintains | Overweight | Get Alert |
| 04/26/2023 | TXN | Buy Now | Texas Instruments | $164.50 | 21.58% | John Vinh70% | $210 → $200 | Maintains | Overweight | Get Alert |
| 04/24/2023 | SYNA | Buy Now | Synaptics | $58.62 | 138.83% | John Vinh70% | $160 → $140 | Maintains | Overweight | Get Alert |
| 04/24/2023 | CRUS | Buy Now | Cirrus Logic | $98.20 | 12.02% | John Vinh70% | $120 → $110 | Maintains | Overweight | Get Alert |
| 04/11/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 180.16% | John Vinh70% | $28 → $32 | Maintains | Overweight | Get Alert |
| 04/11/2023 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 112.4% | John Vinh70% | $100 → $110 | Maintains | Overweight | Get Alert |
| 04/11/2023 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 11.02% | John Vinh70% | $95 → $110 | Maintains | Overweight | Get Alert |
| 03/03/2023 | AVGO | Buy Now | Broadcom | $203.60 | 253.63% | John Vinh70% | $70 → $72 | Maintains | Overweight | Get Alert |
| 03/03/2023 | MRVL | Buy Now | Marvell Tech | $62.74 | -4.37% | John Vinh70% | $65 → $60 | Maintains | Overweight | Get Alert |
| 03/01/2023 | AMBA | Buy Now | Ambarella | $49.95 | 110.21% | John Vinh70% | $95 → $105 | Maintains | Overweight | Get Alert |
| 02/17/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 145.14% | John Vinh70% | $22 → $28 | Maintains | Overweight | Get Alert |
| 02/17/2023 | INDI | Buy Now | Indie Semiconductor | $2.03 | 491.34% | John Vinh70% | $10 → $12 | Maintains | Overweight | Get Alert |
| 02/16/2023 | ADI | Buy Now | Analog Devices | $198.59 | 15.82% | John Vinh70% | $210 → $230 | Maintains | Overweight | Get Alert |
| 02/14/2023 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 93.09% | John Vinh70% | $80 → $100 | Maintains | Overweight | Get Alert |
| 02/14/2023 | CRUS | Buy Now | Cirrus Logic | $98.20 | 22.2% | John Vinh70% | $110 → $120 | Maintains | Overweight | Get Alert |
| 02/09/2023 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -12.36% | John Vinh70% | $425 → $560 | Maintains | Overweight | Get Alert |
| 02/07/2023 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 96.79% | John Vinh70% | $120 → $130 | Maintains | Overweight | Get Alert |
| 02/07/2023 | ON | Buy Now | ON Semiconductor | $41.96 | 138.32% | John Vinh70% | $80 → $100 | Maintains | Overweight | Get Alert |
| 02/03/2023 | SYNA | Buy Now | Synaptics | $58.62 | 172.94% | John Vinh70% | $115 → $160 | Maintains | Overweight | Get Alert |
| 02/03/2023 | QCOM | Buy Now | Qualcomm | $139.53 | 14.67% | John Vinh70% | $150 → $160 | Maintains | Overweight | Get Alert |
| 02/03/2023 | MCHP | Buy Now | Microchip Technology | $47.91 | 108.72% | John Vinh70% | $85 → $100 | Maintains | Overweight | Get Alert |
| 02/02/2023 | SLAB | Buy Now | Silicon Laboratories | $107.26 | 95.79% | John Vinh70% | $160 → $210 | Maintains | Overweight | Get Alert |
| 02/01/2023 | AMD | Buy Now | Advanced Micro Devices | $99.08 | -4.12% | John Vinh70% | $80 → $95 | Maintains | Overweight | Get Alert |
| 01/11/2023 | NVDA | Buy Now | NVIDIA | $114.22 | 92.61% | John Vinh70% | $23 → $22 | Maintains | Overweight | Get Alert |
| 01/11/2023 | CRUS | Buy Now | Cirrus Logic | $98.20 | 12.02% | John Vinh70% | $100 → $110 | Maintains | Overweight | Get Alert |
| 01/11/2023 | AMD | Buy Now | Advanced Micro Devices | $99.08 | -19.26% | John Vinh70% | $85 → $80 | Maintains | Overweight | Get Alert |
| 01/11/2023 | ADI | Buy Now | Analog Devices | $198.59 | 5.75% | John Vinh70% | $220 → $210 | Maintains | Overweight | Get Alert |
| 12/09/2022 | CRUS | Buy Now | Cirrus Logic | $98.20 | 1.83% | John Vinh70% | $105 → $100 | Maintains | Overweight | Get Alert |
| 12/02/2022 | MRVL | Buy Now | Marvell Tech | $62.74 | 3.6% | John Vinh70% | $75 → $65 | Maintains | Overweight | Get Alert |
| 11/04/2022 | SYNA | Buy Now | Synaptics | $58.62 | 96.18% | John Vinh70% | $130 → $115 | Maintains | Overweight | Get Alert |
| 11/04/2022 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 81.65% | John Vinh70% | $140 → $120 | Maintains | Overweight | Get Alert |
| 11/03/2022 | QCOM | Buy Now | Qualcomm | $139.53 | 7.51% | John Vinh70% | $170 → $150 | Maintains | Overweight | Get Alert |
| 11/02/2022 | NXPI | Buy Now | NXP Semiconductors | $188.40 | 19.43% | John Vinh70% | $260 → $225 | Maintains | Overweight | Get Alert |
| 11/02/2022 | AMD | Buy Now | Advanced Micro Devices | $99.08 | -14.21% | John Vinh70% | $100 → $85 | Maintains | Overweight | Get Alert |
| 10/28/2022 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -33.49% | John Vinh70% | $500 → $425 | Maintains | Overweight | Get Alert |
| 10/27/2022 | SLAB | Buy Now | Silicon Laboratories | $107.26 | 49.17% | John Vinh70% | $180 → $160 | Maintains | Overweight | Get Alert |
| 10/26/2022 | TXN | Buy Now | Texas Instruments | $164.50 | 27.66% | John Vinh70% | $220 → $210 | Maintains | Overweight | Get Alert |
| 10/11/2022 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -21.75% | John Vinh70% | $580 → $500 | Maintains | Overweight | Get Alert |
| 10/11/2022 | QCOM | Buy Now | Qualcomm | $139.53 | 21.84% | John Vinh70% | $220 → $170 | Maintains | Overweight | Get Alert |
| 10/07/2022 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 0.93% | John Vinh70% | $130 → $100 | Maintains | Overweight | Get Alert |
| 09/02/2022 | AVGO | Buy Now | Broadcom | $203.60 | 243.81% | John Vinh70% | $78 → $70 | Maintains | Overweight | Get Alert |
| 08/31/2022 | AMBA | Buy Now | Ambarella | $49.95 | 100.2% | John Vinh70% | $120 → $100 | Maintains | Overweight | Get Alert |
| 08/26/2022 | MRVL | Buy Now | Marvell Tech | $62.74 | 19.54% | John Vinh70% | $90 → $75 | Maintains | Overweight | Get Alert |
| 08/05/2022 | SYNA | Buy Now | Synaptics | $58.62 | 249.71% | John Vinh70% | $215 → $205 | Maintains | Overweight | Get Alert |
| 08/02/2022 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -9.23% | John Vinh70% | $570 → $580 | Maintains | Overweight | Get Alert |
| 07/12/2022 | SYNA | Buy Now | Synaptics | $58.62 | 266.77% | John Vinh70% | $250 → $215 | Maintains | Overweight | Get Alert |
| 07/12/2022 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 111.93% | John Vinh70% | $160 → $140 | Maintains | Overweight | Get Alert |
| 07/12/2022 | NVDA | Buy Now | NVIDIA | $114.22 | 101.37% | John Vinh70% | $25 → $23 | Maintains | Overweight | Get Alert |
| 07/12/2022 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 31.21% | John Vinh70% | $150 → $130 | Maintains | Overweight | Get Alert |
| 06/13/2022 | QCOM | Buy Now | Qualcomm | $139.53 | 57.67% | John Vinh70% | $200 → $220 | Maintains | Overweight | Get Alert |
| 06/01/2022 | AMBA | Buy Now | Ambarella | $49.95 | 140.24% | John Vinh70% | $160 → $120 | Maintains | Overweight | Get Alert |
| 05/27/2022 | MRVL | Buy Now | Marvell Tech | $62.74 | 43.45% | John Vinh70% | $95 → $90 | Maintains | Overweight | Get Alert |
| 05/27/2022 | AVGO | Buy Now | Broadcom | $203.60 | 283.1% | John Vinh70% | $72 → $78 | Maintains | Overweight | Get Alert |
| 05/26/2022 | NVDA | Buy Now | NVIDIA | $114.22 | 118.88% | John Vinh70% | $31 → $25 | Maintains | Overweight | Get Alert |
| 05/13/2022 | INDI | Buy Now | Indie Semiconductor | $2.03 | 392.78% | John Vinh70% | $18 → $10 | Maintains | Overweight | Get Alert |
| 05/10/2022 | MCHP | Buy Now | Microchip Technology | $47.91 | 77.42% | John Vinh70% | $100 → $85 | Maintains | Overweight | Get Alert |
| 05/04/2022 | CRUS | Buy Now | Cirrus Logic | $98.20 | 6.92% | John Vinh70% | $120 → $105 | Maintains | Overweight | Get Alert |
| 05/04/2022 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 51.39% | John Vinh70% | $165 → $150 | Maintains | Overweight | Get Alert |
| 05/03/2022 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -10.8% | John Vinh70% | $520 → $570 | Maintains | Overweight | Get Alert |
| 04/28/2022 | SLAB | Buy Now | Silicon Laboratories | $107.26 | 67.82% | John Vinh70% | $210 → $180 | Maintains | Overweight | Get Alert |
| 04/27/2022 | TXN | Buy Now | Texas Instruments | $164.50 | 33.74% | John Vinh70% | $240 → $220 | Maintains | Overweight | Get Alert |
| 04/12/2022 | SYNA | Buy Now | Synaptics | $58.62 | 326.48% | John Vinh70% | $310 → $250 | Maintains | Overweight | Get Alert |
| 04/12/2022 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 164.91% | John Vinh70% | $225 → $175 | Maintains | Overweight | Get Alert |
| 04/12/2022 | QCOM | Buy Now | Qualcomm | $139.53 | 43.34% | John Vinh70% | $230 → $200 | Maintains | Overweight | Get Alert |
| 04/12/2022 | NVDA | Buy Now | NVIDIA | $114.22 | 171.41% | John Vinh70% | $35 → $31 | Maintains | Overweight | Get Alert |
| 03/04/2022 | AVGO | Buy Now | Broadcom | $203.60 | 253.63% | John Vinh70% | $71 → $72 | Maintains | Overweight | Get Alert |
| 03/01/2022 | AMBA | Buy Now | Ambarella | $49.95 | 220.32% | John Vinh70% | $230 → $160 | Maintains | Overweight | Get Alert |
| 02/08/2022 | ON | Buy Now | ON Semiconductor | $41.96 | 90.66% | John Vinh70% | $72 → $80 | Maintains | Overweight | Get Alert |
| 02/03/2022 | QCOM | Buy Now | Qualcomm | $139.53 | 64.84% | John Vinh70% | $220 → $230 | Maintains | Overweight | Get Alert |
| 02/02/2022 | NXPI | Buy Now | NXP Semiconductors | $188.40 | 38% | John Vinh70% | $255 → $260 | Maintains | Overweight | Get Alert |
| 02/02/2022 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 66.53% | John Vinh70% | $155 → $165 | Maintains | Overweight | Get Alert |
| 01/11/2022 | QCOM | Buy Now | Qualcomm | $139.53 | 57.67% | John Vinh70% | $210 → $220 | Maintains | Overweight | Get Alert |
| 01/11/2022 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -18.62% | John Vinh70% | → $520 | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/11/2022 | CRUS | Buy Now | Cirrus Logic | $98.20 | 22.2% | John Vinh70% | $105 → $120 | Maintains | Overweight | Get Alert |
| 01/11/2022 | INTC | Buy Now | Intel | $20.59 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/11/2022 | AMD | Buy Now | Advanced Micro Devices | $99.08 | 56.44% | John Vinh70% | → $155 | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/10/2021 | AVGO | Buy Now | Broadcom | $203.60 | 248.72% | John Vinh70% | $57.5 → $71 | Maintains | Overweight | Get Alert |
| 12/08/2021 | ON | Buy Now | ON Semiconductor | $41.96 | 71.59% | John Vinh70% | $65 → $72 | Maintains | Overweight | Get Alert |
| 12/03/2021 | MRVL | Buy Now | Marvell Tech | $62.74 | 51.42% | John Vinh70% | $80 → $95 | Maintains | Overweight | Get Alert |
| 12/01/2021 | AMBA | Buy Now | Ambarella | $49.95 | 360.46% | John Vinh70% | $185 → $230 | Maintains | Overweight | Get Alert |
| 11/30/2021 | SYNA | Buy Now | Synaptics | $58.62 | 428.83% | John Vinh70% | $270 → $310 | Maintains | Overweight | Get Alert |
| 11/18/2021 | NVDA | Buy Now | NVIDIA | $114.22 | 206.43% | John Vinh70% | $26 → $35 | Maintains | Overweight | Get Alert |
| 11/17/2021 | QCOM | Buy Now | Qualcomm | $139.53 | 50.51% | John Vinh70% | $185 → $210 | Maintains | Overweight | Get Alert |
| 11/12/2021 | NXPI | Buy Now | NXP Semiconductors | $188.40 | 35.35% | John Vinh70% | $250 → $255 | Maintains | Overweight | Get Alert |
| 11/05/2021 | SYNA | Buy Now | Synaptics | $58.62 | 360.59% | John Vinh70% | $230 → $270 | Maintains | Overweight | Get Alert |
| 11/05/2021 | MCHP | Buy Now | Microchip Technology | $47.91 | 108.72% | John Vinh70% | $95 → $100 | Maintains | Overweight | Get Alert |
| 11/04/2021 | QCOM | Buy Now | Qualcomm | $139.53 | 32.59% | John Vinh70% | $175 → $185 | Maintains | Overweight | Get Alert |
| 11/03/2021 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 54.47% | John Vinh70% | $72 → $80 | Maintains | Overweight | Get Alert |
| 11/02/2021 | ON | Buy Now | ON Semiconductor | $41.96 | 54.91% | John Vinh70% | $55 → $65 | Maintains | Overweight | Get Alert |
| 10/28/2021 | SLAB | Buy Now | Silicon Laboratories | $107.26 | 95.79% | John Vinh70% | $185 → $210 | Maintains | Overweight | Get Alert |
| 10/27/2021 | TXN | Buy Now | Texas Instruments | $164.50 | 45.9% | John Vinh70% | $250 → $240 | Maintains | Overweight | Get Alert |
| 10/20/2021 | INDI | Buy Now | Indie Semiconductor | $2.03 | 787.01% | John Vinh70% | → $18 | Initiates | → Overweight | Get Alert |
| 10/07/2021 | MRVL | Buy Now | Marvell Tech | $62.74 | 27.51% | John Vinh70% | $70 → $80 | Maintains | Overweight | Get Alert |
| 10/05/2021 | TXN | Buy Now | Texas Instruments | $164.50 | 51.98% | John Vinh70% | $240 → $250 | Maintains | Overweight | Get Alert |
| 10/05/2021 | SYNA | Buy Now | Synaptics | $58.62 | 292.36% | John Vinh70% | $220 → $230 | Maintains | Overweight | Get Alert |
| 10/05/2021 | NVDA | Buy Now | NVIDIA | $114.22 | 127.63% | John Vinh70% | $24.5 → $26 | Maintains | Overweight | Get Alert |
| 10/05/2021 | QCOM | Buy Now | Qualcomm | $139.53 | 25.42% | John Vinh70% | $190 → $175 | Maintains | Overweight | Get Alert |
| 09/24/2021 | MU | Buy Now | Micron Technology | $80.91 | 35.95% | John Vinh70% | $120 → $110 | Maintains | Overweight | Get Alert |
| 09/22/2021 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 39.02% | John Vinh70% | $65 → $72 | Maintains | Overweight | Get Alert |
| 09/22/2021 | AMBA | Buy Now | Ambarella | $49.95 | 270.37% | John Vinh70% | → $185 | Upgrade | Sector Weight → Overweight | Get Alert |
| 09/03/2021 | AVGO | Buy Now | Broadcom | $203.60 | 182.41% | John Vinh70% | $56.5 → $57.5 | Maintains | Overweight | Get Alert |
| 08/31/2021 | SYNA | Buy Now | Synaptics | $58.62 | 275.3% | John Vinh70% | $190 → $220 | Maintains | Overweight | Get Alert |
| 08/27/2021 | MRVL | Buy Now | Marvell Tech | $62.74 | 11.57% | John Vinh70% | $65 → $70 | Maintains | Overweight | Get Alert |
| 08/19/2021 | NVDA | Buy Now | NVIDIA | $114.22 | 114.5% | John Vinh70% | $23.8 → $24.5 | Maintains | Overweight | Get Alert |
| 08/06/2021 | SYNA | Buy Now | Synaptics | $58.62 | 224.12% | John Vinh70% | $170 → $190 | Maintains | Overweight | Get Alert |
| 08/04/2021 | NXPI | Buy Now | NXP Semiconductors | $188.40 | 30.04% | John Vinh70% | $235 → $245 | Maintains | Overweight | Get Alert |
| 08/04/2021 | MCHP | Buy Now | Microchip Technology | $47.91 | 296.58% | John Vinh70% | $92.5 → $95 | Maintains | Overweight | Get Alert |
| 08/04/2021 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 25.51% | John Vinh70% | $62 → $65 | Maintains | Overweight | Get Alert |
| 08/03/2021 | ON | Buy Now | ON Semiconductor | $41.96 | 31.08% | John Vinh70% | $47 → $55 | Maintains | Overweight | Get Alert |
| 07/29/2021 | QCOM | Buy Now | Qualcomm | $139.53 | 36.17% | John Vinh70% | $180 → $190 | Maintains | Overweight | Get Alert |
| 07/29/2021 | CRUS | Buy Now | Cirrus Logic | $98.20 | 6.92% | John Vinh70% | $100 → $105 | Maintains | Overweight | Get Alert |
| 07/14/2021 | SYNA | Buy Now | Synaptics | $58.62 | 190% | John Vinh70% | $160 → $170 | Maintains | Overweight | Get Alert |
| 07/06/2021 | TXN | Buy Now | Texas Instruments | $164.50 | 45.9% | John Vinh70% | $235 → $240 | Maintains | Overweight | Get Alert |
| 07/06/2021 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 240.6% | John Vinh70% | $220 → $225 | Maintains | Overweight | Get Alert |
| 07/06/2021 | NVDA | Buy Now | NVIDIA | $114.22 | 731.73% | John Vinh70% | $19.38 → $23.75 | Maintains | Overweight | Get Alert |
| 07/06/2021 | MRVL | Buy Now | Marvell Tech | $62.74 | 3.6% | John Vinh70% | $60 → $65 | Maintains | Overweight | Get Alert |
| 07/06/2021 | MCHP | Buy Now | Microchip Technology | $47.91 | 286.14% | John Vinh70% | $90 → $92.5 | Maintains | Overweight | Get Alert |
| 07/06/2021 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | 19.71% | John Vinh70% | $57 → $62 | Maintains | Overweight | Get Alert |
| 07/06/2021 | ADI | Buy Now | Analog Devices | $198.59 | 0.71% | John Vinh70% | $195 → $200 | Maintains | Overweight | Get Alert |
| 07/01/2021 | MU | Buy Now | Micron Technology | $80.91 | 48.31% | John Vinh70% | $115 → $120 | Maintains | Overweight | Get Alert |
| 06/08/2021 | MRVL | Buy Now | Marvell Tech | $62.74 | -4.37% | John Vinh70% | $55 → $60 | Maintains | Overweight | Get Alert |
| 05/27/2021 | NVDA | Buy Now | NVIDIA | $114.22 | 578.52% | John Vinh70% | $17.5 → $19.38 | Maintains | Overweight | Get Alert |
| 05/07/2021 | SYNA | Buy Now | Synaptics | $58.62 | 172.94% | John Vinh70% | $145 → $160 | Maintains | Overweight | Get Alert |
| 04/30/2021 | CRUS | Buy Now | Cirrus Logic | $98.20 | 1.83% | John Vinh70% | $110 → $100 | Maintains | Overweight | Get Alert |
| 04/28/2021 | TXN | Buy Now | Texas Instruments | $164.50 | 42.86% | John Vinh70% | $225 → $235 | Maintains | Overweight | Get Alert |
| 04/28/2021 | NXPI | Buy Now | NXP Semiconductors | $188.40 | 24.73% | John Vinh70% | $225 → $235 | Maintains | Overweight | Get Alert |
| 04/23/2021 | SLAB | Buy Now | Silicon Laboratories | $107.26 | 72.48% | John Vinh70% | → $185 | Upgrade | Sector Weight → Overweight | Get Alert |
| 03/30/2021 | TXN | Buy Now | Texas Instruments | $164.50 | 36.78% | John Vinh70% | → $225 | Upgrade | Sector Weight → Overweight | Get Alert |
| 03/05/2021 | AVGO | Buy Now | Broadcom | $203.60 | 165.22% | John Vinh70% | $47 → $54 | Maintains | Overweight | Get Alert |
| 02/05/2021 | SYNA | Buy Now | Synaptics | $58.62 | 147.36% | John Vinh70% | $120 → $145 | Maintains | Overweight | Get Alert |
| 02/05/2021 | MCHP | Buy Now | Microchip Technology | $47.91 | 265.27% | John Vinh70% | $85 → $87.5 | Maintains | Overweight | Get Alert |
| 02/02/2021 | ON | Buy Now | ON Semiconductor | $41.96 | 7.24% | John Vinh70% | $40 → $45 | Maintains | Overweight | Get Alert |
| 02/02/2021 | CRUS | Buy Now | Cirrus Logic | $98.20 | 12.02% | John Vinh70% | $100 → $110 | Maintains | Overweight | Get Alert |
| 01/29/2021 | LSCC | Buy Now | Lattice Semiconductor | $51.79 | -3.46% | John Vinh70% | → $50 | Initiates | → Overweight | Get Alert |
| 01/29/2021 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 225.46% | John Vinh70% | $180 → $215 | Maintains | Overweight | Get Alert |
| 01/06/2021 | SYNA | Buy Now | Synaptics | $58.62 | 104.71% | John Vinh70% | $100 → $120 | Maintains | Overweight | Get Alert |
| 01/06/2021 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 172.48% | John Vinh70% | $170 → $180 | Maintains | Overweight | Get Alert |
| 01/06/2021 | QCOM | Buy Now | Qualcomm | $139.53 | 29.01% | John Vinh70% | $175 → $180 | Maintains | Overweight | Get Alert |
| 01/06/2021 | ON | Buy Now | ON Semiconductor | $41.96 | -4.67% | John Vinh70% | $37 → $40 | Maintains | Overweight | Get Alert |
| 01/06/2021 | NXPI | Buy Now | NXP Semiconductors | $188.40 | 3.5% | John Vinh70% | $190 → $195 | Maintains | Overweight | Get Alert |
| 01/06/2021 | CRUS | Buy Now | Cirrus Logic | $98.20 | 1.83% | John Vinh70% | → $100 | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/11/2020 | AVGO | Buy Now | Broadcom | $203.60 | 130.84% | John Vinh70% | $41 → $47 | Maintains | Overweight | Get Alert |
| 12/08/2020 | ON | Buy Now | ON Semiconductor | $41.96 | -11.82% | John Vinh70% | → $37 | Upgrade | Sector Weight → Overweight | Get Alert |
| 11/05/2020 | QCOM | Buy Now | Qualcomm | $139.53 | 25.42% | John Vinh70% | $145 → $175 | Maintains | Overweight | Get Alert |
| 11/03/2020 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 157.34% | John Vinh70% | $160 → $170 | Maintains | Overweight | Get Alert |
| 10/28/2020 | NXPI | Buy Now | NXP Semiconductors | $188.40 | -15.07% | John Vinh70% | $150 → $160 | Maintains | Overweight | Get Alert |
| 10/20/2020 | MRVL | Buy Now | Marvell Tech | $62.74 | -12.34% | John Vinh70% | → $55 | Reinstates | → Overweight | Get Alert |
| 10/09/2020 | NXPI | Buy Now | NXP Semiconductors | $188.40 | -20.38% | John Vinh70% | $140 → $150 | Maintains | Overweight | Get Alert |
| 09/04/2020 | AVGO | Buy Now | Broadcom | $203.60 | 101.37% | John Vinh70% | $36 → $41 | Maintains | Overweight | Get Alert |
| 08/12/2020 | QCOM | Buy Now | Qualcomm | $139.53 | 3.92% | John Vinh70% | $125 → $145 | Maintains | Overweight | Get Alert |
| 08/06/2020 | SYNA | Buy Now | Synaptics | $58.62 | 70.59% | John Vinh70% | → $100 | Upgrade | Sector Weight → Overweight | Get Alert |
| 07/30/2020 | QCOM | Buy Now | Qualcomm | $139.53 | -10.41% | John Vinh70% | $110 → $125 | Maintains | Overweight | Get Alert |
| 07/24/2020 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 142.2% | John Vinh70% | $150 → $160 | Maintains | Overweight | Get Alert |
| 07/14/2020 | ADI | Buy Now | Analog Devices | $198.59 | -21.95% | John Vinh70% | $145 → $155 | Maintains | Overweight | Get Alert |
| 06/05/2020 | AVGO | Buy Now | Broadcom | $203.60 | 76.82% | John Vinh70% | $29 → $36 | Maintains | Overweight | Get Alert |
| 06/03/2020 | MCHP | Buy Now | Microchip Technology | $47.91 | 119.16% | John Vinh70% | $50 → $52.5 | Maintains | Overweight | Get Alert |
| 03/13/2020 | AVGO | Buy Now | Broadcom | $203.60 | 17.88% | John Vinh70% | $36 → $24 | Maintains | Overweight | Get Alert |
| 02/07/2020 | SYNA | Buy Now | Synaptics | $58.62 | 62.06% | John Vinh70% | $80 → $95 | Maintains | Overweight | Get Alert |
| 01/03/2020 | SYNA | Buy Now | Synaptics | $58.62 | 36.47% | John Vinh70% | → $80 | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/13/2019 | AVGO | Buy Now | Broadcom | $203.60 | 76.82% | John Vinh70% | $34 → $36 | Maintains | Overweight | Get Alert |
| 10/30/2019 | NXPI | Buy Now | NXP Semiconductors | $188.40 | -28.34% | John Vinh70% | $130 → $135 | Maintains | Overweight | Get Alert |
| 10/01/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 09/13/2019 | AVGO | Buy Now | Broadcom | $203.60 | 66.99% | John Vinh70% | $33 → $34 | Maintains | Overweight | Get Alert |
| 08/26/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $140 → $130 | Maintains | Overweight | Get Alert |
| 08/09/2019 | AVGO | Buy Now | Broadcom | $203.60 | 62.08% | John Vinh70% | $31 → $33 | Maintains | Overweight | Get Alert |
| 07/25/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $130 → $140 | Maintains | Overweight | Get Alert |
| 06/18/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $145 → $130 | Maintains | Overweight | Get Alert |
| 06/14/2019 | AVGO | Buy Now | Broadcom | $203.60 | 52.26% | John Vinh70% | $35 → $31 | Maintains | Overweight | Get Alert |
| 05/03/2019 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 04/26/2019 | AVGO | Buy Now | Broadcom | $203.60 | 71.9% | John Vinh70% | $33.5 → $35 | Maintains | Overweight | Get Alert |
| 04/02/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $140 → $145 | Maintains | Overweight | Get Alert |
| 04/02/2019 | AVGO | Buy Now | Broadcom | $203.60 | 64.54% | John Vinh70% | $31 → $33.5 | Maintains | Overweight | Get Alert |
| 02/26/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $110 → $140 | Maintains | Overweight | Get Alert |
| 12/10/2018 | SWKS | Buy Now | Skyworks Solutions | $66.06 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 12/03/2018 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $90 → $100 | Maintains | Overweight | Get Alert |
| 11/09/2018 | SYNA | Buy Now | Synaptics | $58.62 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/16/2018 | IDTI | Buy Now | Integrated Device Tech | — | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/16/2018 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -76.53% | John Vinh70% | $170 → $150 | Maintains | Overweight | Get Alert |
| 09/25/2018 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 09/25/2018 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $87 → $90 | Maintains | Overweight | Get Alert |
| 08/29/2018 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -73.4% | John Vinh70% | $150 → $170 | Maintains | Overweight | Get Alert |
| 08/10/2018 | OC | Buy Now | Owens-Corning | $147.75 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 07/26/2018 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $80 → $87 | Maintains | Overweight | Get Alert |
| 07/25/2018 | AVGO | Buy Now | Broadcom | $203.60 | 27.7% | John Vinh70% | $32.5 → $26 | Maintains | Overweight | Get Alert |
| 07/05/2018 | IDTI | Buy Now | Integrated Device Tech | — | — | John Vinh70% | $37 → $39 | Maintains | Overweight | Get Alert |
| 05/04/2018 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 81.65% | John Vinh70% | $125 → $120 | Maintains | Overweight | Get Alert |
| 05/01/2018 | MPWR | Buy Now | Monolithic Power Systems | $638.98 | -78.87% | John Vinh70% | $125 → $135 | Maintains | Overweight | Get Alert |
| 04/26/2018 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $87 → $80 | Maintains | Overweight | Get Alert |
| 04/26/2018 | OC | Buy Now | Owens-Corning | $147.75 | -28.93% | John Vinh70% | $115 → $105 | Maintains | Overweight | Get Alert |
| 02/02/2018 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh70% | $18 → $22 | Maintains | Overweight | Get Alert |
| 01/30/2018 | IDTI | Buy Now | Integrated Device Tech | — | — | John Vinh70% | $33 → $37 | Maintains | Overweight | Get Alert |
| 01/12/2018 | SYNA | Buy Now | Synaptics | $58.62 | — | John Vinh70% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/08/2018 | CRUS | Buy Now | Cirrus Logic | $98.20 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 12/04/2017 | AVGO | Buy Now | Broadcom | $203.60 | 57.17% | John Vinh70% | $29 → $32 | Maintains | Overweight | Get Alert |
| 11/16/2017 | CAVM | Buy Now | Cavium | — | — | John Vinh70% | $80 → $90 | Maintains | Overweight | Get Alert |
| 11/07/2017 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 89.22% | John Vinh70% | $120 → $125 | Maintains | Overweight | Get Alert |
| 08/25/2017 | AVGO | Buy Now | Broadcom | $203.60 | 42.43% | John Vinh70% | $28 → $29 | Maintains | Overweight | Get Alert |
| 04/04/2017 | SWKS | Buy Now | Skyworks Solutions | $66.06 | — | John Vinh70% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 04/04/2017 | CRUS | Buy Now | Cirrus Logic | $98.20 | — | John Vinh70% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 03/29/2017 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh70% | $14 → $17 | Reiterates | → Overweight | Get Alert |
| 01/05/2017 | OC | Buy Now | Owens-Corning | $147.75 | — | John Vinh70% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/22/2016 | INVN | Buy Now | InvenSense | $17.97 | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 11/29/2016 | AMBA | Buy Now | Ambarella | $49.95 | 40.14% | John Vinh70% | $75 → $70 | Maintains | Overweight | Get Alert |
| 08/30/2016 | AMBA | Buy Now | Ambarella | $49.95 | 50.15% | John Vinh70% | $53 → $75 | Maintains | Overweight | Get Alert |
| 07/29/2016 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh70% | $11 → $14 | Maintains | Overweight | Get Alert |
| 07/05/2016 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 36.24% | John Vinh70% | → $90 | Downgrade | Overweight → Sector Weight | Get Alert |
| 07/05/2016 | CRUS | Buy Now | Cirrus Logic | $98.20 | -59.27% | John Vinh70% | → $40 | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/08/2016 | CRUS | Buy Now | Cirrus Logic | $98.20 | — | John Vinh70% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/06/2016 | QLIK | Buy Now | Qlik Technologies | — | — | John Vinh70% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/23/2015 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh70% | $20 → $13 | Maintains | Overweight | Get Alert |
| 09/29/2015 | AMBA | Buy Now | Ambarella | $49.95 | 104.2% | John Vinh70% | $123 → $102 | Maintains | Overweight | Get Alert |
| 09/07/2015 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 66.52% | John Vinh70% | $120 → $110 | Maintains | Overweight | Get Alert |
| 07/23/2015 | XLNX | Buy Now | Xilinx | — | — | John Vinh70% | $60 → $55 | Maintains | Overweight | Get Alert |
| 05/27/2015 | AMBA | Buy Now | Ambarella | $49.95 | 92.19% | John Vinh70% | $78 → $96 | Maintains | Overweight | Get Alert |
| 04/07/2015 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 66.52% | John Vinh70% | $90 → $110 | Maintains | Outperform | Get Alert |
| 11/07/2014 | SWKS | Buy Now | Skyworks Solutions | $66.06 | 13.53% | John Vinh70% | $65 → $75 | Maintains | Outperform | Get Alert |
| 02/27/2014 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh70% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/15/2014 | CRUS | Buy Now | Cirrus Logic | $98.20 | — | John Vinh70% | — | Downgrade | Sector Perform → Underperform | Get Alert |
| 10/28/2013 | OC | Buy Now | Owens-Corning | $147.75 | — | John Vinh70% | — | Downgrade | Buy → Hold | Get Alert |
| 10/18/2013 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh70% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 05/13/2013 | OC | Buy Now | Owens-Corning | $147.75 | -65.48% | John Vinh70% | → $51 | Upgrade | Hold → Buy | Get Alert |
| 02/07/2013 | OC | Buy Now | Owens-Corning | $147.75 | — | John Vinh70% | — | Downgrade | Buy → Hold | Get Alert |
| 01/22/2013 | CRUS | Buy Now | Cirrus Logic | $98.20 | — | John Vinh70% | — | Initiates | → Sector Perform | Get Alert |
| 07/10/2012 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh70% | — | Initiates | → Sector Perform | Get Alert |
