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RIR Publications: 2018 – 2019

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Table of Contents

A. Full List of RIR Newsletters & Company Reports

  1. Market Updates, Company & Tech Reports
  2. Earnings Previews and Earnings Reviews
  3. Reflections by Paul McWilliams

B. RIR’s Tech Topics

  1. Software Defined Networking (SDN) & Network Function Virtualization (NFV)
  2. Cloud Computing

C. RIR’s Universe of Stocks: Company Reports

D. ETF Coverage

E. Videos & Audios

 

Publications on this page are indexed by Subject and Company, and can be found under multiple headings. See also:

 

A. RIR’s Newsletters & Company Reports

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A1. Market Updates, Company & Tech Reports

 

Earnings Previews Week of Oct 21st  (TXN, XLNX, NOW, STM, LRCX,MSFT, AMZN, JNPR, VZ, WY)

QUIK Files Preliminary Proxy for Reverse Split 10.8.2019  (QUIK)

Broadcom Sells New Preferred Shares 9.25.2019  (AVGO, AAPL, SYMC)

LRAD Corporation – An Introduction 9.23.2019  (LRAD)

The Dow Industrials: A Technical Analysis 9.4.2019  (Dow Jones Industrials

Technical Analysis of the NASDAQ as of 8.30.2019  (NASDAQ Composite Index)

China Supply Chain Issues 7.30.2019 (AAPL, Huawei, STM, XLNX, QUIK, WMT, AVGO, MCHP)

Morning Market Update 7.19.2019 (DJIA, BA, MSFT, QUIK)

Stock Markets Pre-Earnings Evaluation 7.16.2019 (AAPL, AMD, BA, DJIA, NASDAQ, S&P 500, NYSE)

QUIK Update Post-Offer Price & Roadshow 6.20.19  (QUIK, Infineon, STM, NXPI)

Markets at Pivot Point 6.2.19 (DJIA, S&P 500, NASDAQ)

Semiconductor Cycles by Paul McWilliams from Next Inning in 2005  

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Apple Qualcomm Settle 4.17.2019 (QCOM, AAPL, INTC, BAC, QUIK)

Semiconductors Ready To Ramp 4.8.2019 (SOX, AVGO, INTC et al)

QuickLogic Update 3.22.2019 (QUIK, QCOM)

IIVI Acquisition of Finisar Analysis 3.12.2019 (FNSR, IIVI, AAPL, LITE)

RIR Coverage List Updated as of Feb 1 2019 (New Price Targets for AAPL and IIVI)

Thinking About AAPL 02.01.2019 (AAPL)

Looking at Semiconductors 01.28.2019 (ADI, AVGO, INTC, LRCX, NVDA, TXN, XLNX)

QUIK at CES 2019 01.13.2019 (QUIK)

RIR Coverage List Updated as of January 7, 2019 (Updates to SWKS, QRVO, IIVI & LITE)

RIR Coverage Table as of December 31, 2018

Mechnical Analysis of the US Stock Markets 12.21.2018 (Dow Industrials, NASDAQ, S&P 500, SOX, Russell 2000 plus individual some individual stocks)

Market Thoughts at Noon on December 20 2018 (All Market Averages plus Lots of Stocks)

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

Huawei CFO Arrested – What You Need to Know About the Process 12.6.2018 (Huawei, QCOM)

Stock Market Update 11.22.2018 (S&P 500, NASDAQ Composite, Dow Jones Industrials, NYSE Composite, SOX)

LITE Lowers Guidance – Is AAPL Cratering? 11.12.2018 (AAPL, LITE, FNSR, IIVI)

MRVL Integrates CAVM 10.2.18 (MRVL, CAVM, ANET, AVGO)

Broadcom Takes on Mellanox at the NIC 9.14.2018 (AVGO, MLNX, MSFT)

Veeva & Analog Devices 8.27.18 (ADI, VEEV)

QUIK EOS S3 Product Shipment Detail 8.14.2018 (QUIK, Naver Labs, EEBBK-China)

Prepared Remarks for CEO and CFO QuickLogic 8.9.18 (Transcript of CEO and CFO Prepared Remarks only at August 9, 2018 Conference Call)

AVGO Follow-up Analysis of CA Acquisition and Price Drop 7.17.2018 (AVGO, CA)

Initial Analysis of AVGO Acquisition of CA 7.12.2018 (AVGO, CA)

RIR’s Mid-2018 Market Update and Outlook (NYSE, DJIA, S&P 500, NASDAQ, SOX)

INTC Update 6.28.2018 (INTC, AMD)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

Transcript of QUIK’s Cowen Presentation 5.31.2018 (QUIK)

Core Holdings Update 5.28.2018 (AVGO, EPD, INTC, TXN, ADI)

QUIK Sells More Stock Again 5.23.2018 (QUIK)

Stock Market Update 4.2.2018 (Major Index Support based upon Feb 9, 2018 lows)

RIR’s Stock and ETF Guidance Chart ~ Updated on Mar. 29, 2018

Stock Market Update 3.23.2018 (DJIA, NYSE, S&P 500, NASDAQ, FB, AAPL)

Brian Faith Explains S3 & How It Won The Tier 1 Wearable Design (Roth Conference 3.12.2018)

 

Company Updates 3.13.2018 (AVGO, QCOM, OCLR, LITE, FNSR, QUIK)

Optical Stocks Report 2.6.2018 (LITE, OCLR, FNSR)

Market Thoughts 2.6.2018 (General Market Commentary)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

Transcript of January 2018 Needham Conference Presentation 1.30.18 (QUIK)

CES Thoughts 2018 1.14.2018 (AAPL, ADI, AMZN, AVGO, GOOG, INTC, QCOM, QUIK)

Core Holding Expectations for 2018 (ANET, AVGO, EPD, INTC)

RIR Expectations for 2018 & New Dark Horses 1.2.2018 (US Stock Markets, Gold, BLMN, CBRL, DRI)

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A2. Earnings Previews and Reviews

Earnings reports are also displayed by company in Section C, Universe of Stocks: Company Reports.

 

Texas Instruments Q3-2019 Earnings Review 10.23.2019  (TXN)

Earnings Previews Week of Oct 21st  (TXN, XLNX, NOW, STM, LRCX,MSFT, AMZN, JNPR, VZ, WY)

TSM Q3-2019 Earnings Review 10.21.2019 (TSM, AAPL, Samsung)

INTC Q3-2019 Earnings Preview 10.14.2019  (INTC, AMD, AAPL, TSM)

AMD Q3-2019 Earnings Preview 10.14.2019  (AMD, INTC, TSM, Samsung)

IIVI FY 2020 Earnings Preview 10.10.2019 (IIVI, FNSR, AAPL, LITE)

Broadcom Q3 FY 2019 Earnings Review 9.13.2019  (AVGO, AAPL, SYMC)

Broadcom Earnings Preview 9.9.2019  (AVGO)

Marvell Technology Ltd Q2-FY2020 Earnings Review 8.30.2019  (MRVL)

QuickLogic Q2-2019 Earnings Review 8.7.2019  (QUIK)

QuickLogic Q2-2019 Earnings Preview 8.2.2019  (QUIK, AVGO, AMD, INTC)

Lattice Semiconductor (LSCC) Q2-19 Earnings Review 8.2.2019  (LSCC)

Apple (AAPL) Q3-FY19 Earnings Review 8.1.2019  (AAPL, QCOM)

Advanced Micro Devices (AMD) Q219 Earnings Note 8.1.2019 (AMD, INTC)

Harmonic Inc Q2-19 Earnings Review 7.30.2019  (HLIT, CMCSA)

ST Micro Q219 Earnings Note 7.28.2019  (STM)

Xilinx Q1-FY 2020 Earnings Review 7.27.2019  (XLNX)

Intel Corp Q2-19 Earnings Review 7.26.2019  (INTC, AAPL, AVGO)

Intel Corp Q2-19 Earnings Preview 7.25.2019  (INTC, AAPL, AMD)

Texas Instruments Q2-2019 Earnings Review 7.24.2019  (TXN)

Non-Core Semiconductor Stocks Earnings Preview 7.23.2019 (AMD, AMAT, ADI through XLNX)

Taiwan Semiconductor Q2-2019 Earnings Review 7.20.19 (TSM, AAPL)

Stock Markets Pre-Earnings Evaluation 7.16.2019 (AAPL, AMD, BA, DJIA, NASDAQ, S&P 500, NYSE)

QuickLogic Q2-2019 Update 6.18.19 (QUIK)

Finisar FY 2019 Earnings Review 6.16.2019 (FNSR, IIVI, MTSI, Huawei)

Broadcom (AVGO) Earnings Review for Q2-FY19 6.14.19  (AVGO, AAPL, Huawei)

Skyworks Solutions Updates Guidance 6.7.19 (SWKS, Huawei)

Marvell Q1FY20 Earnings Review 5.30.19 (MRVL)

Broadcom Update 5.28.19  (AVGO)

ADI Q2-FY19 Earnings Review 5.22.19  (ADI)

QUIK Q1-19 Earnings Review 5.12.19  (QUIK)

Qorvo Inc FY 2019 Earnings Review 5.8.2019 (QRVO, SWKS, AAPL, AVGO)

Skyworks Q2-FY 2019 Earnings Note (SWKS, QRVO, AAPL, QCOM)

Qualcomm Q2-FY 2019 Earnings Review 5.7.19  (QCOM, AAPL, Huawei)

Arista Networks Q1-2019 Earnings Review 5.3.2019 (ANET, MSFT)

Lattice Semiconductor Q1-19 Earnings Note 5.2.2019 (LSCC)

Inphi Corp Q1-2019 Earnings Review 5.1.2019 (IPHI, ZTE, MSFT)

AAPL Q2-FY 2019 Earnings Review 5.1.2019  (AAPL, QCOM)

AMD Q1 2019 Earnings Review 5.1.2019 (AMD, INTC, QCOM, MRVL)

Intel Corporation Q1-19 Earnings Review 4.30.2019 (INTC, QCOM, AAPL)

Lam Research Q3-FY 2019 Earnings Review 4.25.2019  (LRCX)

Xilinx FY 2019 Earnings Review 4.25.2019  (XLNX)

ST Micro Q1-19 Earnings Brief 4.24.19 (STM)

Texas Instruments Q1-2019 Earnings Review 4.24.2019 (TXN)

Taiwan Semiconductor Q1-2019 Earnings Review (TSM, AAPL, INTC, AMD)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Q1-19 Earnings Season – A High Altitude Preview 4.10.2019 (ADI, AVGO, AAPL, NOW, TXN, VEEV, XLNX)

Broadcom Inc (AVGO) Q1-FY 2019 Earnings Review 03.15.2019 (AVGO, AAPL, QRVO)

Marvell Technology Ltd FY 2019 Earnings Review 3.8.2019  (MRVL)

Compugen 2018 Earnings Note & Buy Price Revision 2.28.2019 (CGEN, BMY)

Infinera 2018 Earnings Review 2.25.2019 (INFN)

Applied Optoelectronics 2018 Earnings Review 2.22.2019 (AAOI, AMZN, FB)

Acacia Communications 2018 Earnings Review 2.22.2019 (ACIA, LITE)

Analog Devices Quarterly Earnings Note 2.21.2019 (ADI)

Arista Networks – Some Further Thoughts 2.19.2019 (ANET, CSCO)

Arista Networks – Initial Thoughts on 2018 Earnings 2.15.2019 (ANET, CSCO)

QUIK 2018 Earnings Review 2.14.2019 (QUIK)

QuickLogic Earnings Preview 2.12.2019 (QUIK)

Qorvo Q3-FY 2019 Earnings Note 2.11.2019 (QRVO, SWKS, AAPL, Huawei)

Skyworks Earnings Review Q1-FY 2019 dated 02.07.2019 (SWKS, AAPL, QRVO)

Lumentum Holdings Earnings Review 2.6.2019 (LITE)

Intel Corporation 2018 Earnings Review 01.25.2019 (INTC, AAPL, AMD, XLNX)

Xilinx Q4-CY2018 Earnings Review 01.24.2019 (XLNX, INTC)

Taiwan Semiconductor 2018 Earnings Review 01.18.2019 (TSM, AAPL, INTC)

Bank of America 2018 Earnings Note 1.16.2019 (BAC)

AAPL Revenue Miss FAQ 01.07.2019 (AAPL, AVGO, FNSR, IIVI, LITE, QRVO, SWKS)

Broadcom Inc 2018 Earnings Review 12.24.2018 (AVGO, AAPL)

Marvell Technology Group Earnings Review Q3-FY 2019 12.6.2018 (MRVL, AVGO)

Broadcom Inc (AVGO) Q4-FY 2018 Earnings Preview 12.4.2018 (AVGO, AAPL)

Analog Devices FY 2018 Earnings Review 11.29.2018 (ADI, AAPL)

LITE Lowers Guidance – Is AAPL Cratering? 11.12.2018 (AAPL, LITE, FNSR, IIVI)

QuickLogic Q3-2018 Earnings Review 11.8.2018 (QUIK)

Xilinx Q2-FY 2019/Q3-CY2018 Earnings Review 10.31.2018 (XLNX, INTC, MSFT, AMZN)

Mellanox Technologies 3rd Quarter 2018 Earnings Review 10.27.2018 (MLNX, AVGO, INTC, XLNX, MRVL)

Intel Corporation 3rd Quarter 2018 Earnings Review 10.26.2018 (INTC, AMD)

Advanced Micro Devices 3Q-18 Earnings Review 10.25.2018 (AMD, INTC)

Texas Instruments Earnings Review 10.24.2018 (TXN)

Intel Q3-2018 Earnings Preview 10.22.2018 (INTC, AMD)

Finisar Q1-FY 2019 Earnings Preview 9.5.18 (FNSR, LITE)

Broadcom Inc Earnings Preview 9.5.2018 (AVGO, AAPL, QCOM, CA)

QUIK 2nd Quarter 2018 Earnings Review 8.9.2018 (QUIK)

QUIK 2Q-2018 Earnings Preview 8.4.2018 (QUIK)

Brief Notes on Some Stocks Post-Earnings 8.3.2018 (ANET, AAPL, XLNX, QCOM, EPD)

QRVO Q1-FY 2019 Earnings Review 8.2.2018 (QRVO, AAPL, AVGO)

INTC Q2-2018 Earnings Review 8.1.2018 (INTC, AMD)

INTC and AMD Earnings Previews 7.24.2018 (INTC, AMD)

FNSR Earnings Preview 6.14.2018 (FNSR)

Broadcom Inc (AVGO) Q2-FY 2018 Earnings Note 6.10.2018 (AVGO, AAPL)

QCOM Review 5.21.2018 (QCOM, NXPI, AAPL)

QUIK 1Q-2018 Earnings Review 5.13.2018 (QUIK)

QUIK Q1-2018 Earnings Preview 5.7.2018 (QUIK)

ANET Q1-2018 Earnings Review 5.4.2018 (ANET, CSCO)

INTC Q1-2018 Earnings Review 4.27.2018 (INTC, TSM, Samsung, GlobalFoundries)

Inphi Q1-2018 Earnings Review 4.25.2018 (IPHI, MSFT, ZTE)

INTC Q1 2018 Earnings Preview 4.24.2018 (INTC)

Earnings Reviews April 19 2018 (BAC, IBM, TSM)

Mellanox Q1-2018 Earnings Review 4.18.2018 (MLNX, DRI, MRVL)

Earnings Previews Week of April 15 (BAC, MLNX, IBM, TSM)

Finisar 3Q-FY 2018 Earnings Review 3.9.2018 (FNSR, AAPL)

Analog Devices Q1-FY 2018 Earnings Review 3.6.2018 (ADI)

Harmonic (HLIT) 2017 Review 3.1.2018 (HLIT)

Arista 2017 Earnings Review and Update 2.16.2018 (ANET)

QUIK 2017 Earnings Review 2.15.2018 (QUIK)

QUIK Q4-2017 Earnings Preview 2.13.2018 (QUIK)

INTC Q4-2017 Earnings Preview 1.24.2018 (INTC)

MLNX 2017 Earnings Review 1.19.2018 (MLNX, MRVL, DRI)

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A3. Reflections by Paul McWilliams

 

QUIK Always on by Paul McWilliams 12.1.2017 (QUIK)

FNSR FY 2017 Review 6.16.2017 by Paul McWilliams (FNSR)

Finisar Update by Paul McWilliams 12.17.2016 (FNSR)

 

B. Tech Topics

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B1. SDN & NFV Materials

 

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B2. Cloud Computing

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Linley Cloud Hardware Conference Slides Part 1 2.8.2017 (IPHI, MTSI) P/W = cloud17

Linley Cloud Hardware Conference Slides Pt. II 2.8.2017 (MLNX, MOSY, RMBS et al) P/W = cloud17

MSFT Paper on Configurable Cloud Architecture 10.18.2016

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C. RIR Universe of Stocks: Company Reports

(Individual companies are listed in alphabetical order of their tickers.)

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AAOI

Applied Optoelectronics 2018 Earnings Review 2.22.2019 (AAOI, AMZN, FB)

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

 

AAPL

TSM Q3-2019 Earnings Review 10.21.2019 (TSM, AAPL, Samsung)

INTC Q3-2019 Earnings Preview 10.14.2019  (INTC, AMD, AAPL, TSM)

IIVI FY 2020 Earnings Preview 10.10.2019 (IIVI, FNSR, AAPL, LITE)

Broadcom Sells New Preferred Shares 9.25.2019  (AVGO, AAPL, SYMC)

Broadcom Q3 FY 2019 Earnings Review 9.13.2019  (AVGO, AAPL, SYMC)

Apple (AAPL) Q3-FY19 Earnings Review 8.1.2019  (AAPL, QCOM)

China Supply Chain Issues 7.30.2019 (AAPL, Huawei, STM, XLNX, QUIK, WMT, AVGO, MCHP)

Intel Corp Q2-19 Earnings Review 7.26.2019  (INTC, AAPL, AVGO)

Intel Corp Q2-19 Earnings Preview 7.25.2019  (INTC, AAPL, AMD)

Taiwan Semiconductor Q2-2019 Earnings Review 7.20.19 (TSM, AAPL)

Stock Markets Pre-Earnings Evaluation 7.16.2019 (AAPL, AMD, BA, DJIA, NASDAQ, S&P 500, NYSE)

Broadcom (AVGO) Earnings Review for Q2-FY19 6.14.19  (AVGO, AAPL, Huawei)

Qorvo Inc FY 2019 Earnings Review 5.8.2019 (QRVO, SWKS, AAPL, AVGO)

Skyworks Q2-FY 2019 Earnings Note (SWKS, QRVO, AAPL, QCOM)

Qualcomm Q2-FY 2019 Earnings Review 5.7.19  (QCOM, AAPL, Huawei)

AAPL Q2-FY 2019 Earnings Review 5.1.2019  (AAPL, QCOM)

Intel Corporation Q1-19 Earnings Review 4.30.2019 (INTC, QCOM, AAPL)

Taiwan Semiconductor Q1-2019 Earnings Review (TSM, AAPL, INTC, AMD)

Apple Qualcomm Settle 4.17.2019 (QCOM, AAPL, INTC, BAC, QUIK)

Q1-19 Earnings Season – A High Altitude Preview 4.10.2019 (ADI, AVGO, AAPL, NOW, TXN, VEEV, XLNX)

Broadcom Inc (AVGO) Q1-FY 2019 Earnings Review 03.15.2019 (AVGO, AAPL, QRVO)

IIVI Acquisition of Finisar Analysis 3.12.2019 (FNSR, IIVI, AAPL, LITE)

Qorvo Q3-FY 2019 Earnings Note 2.11.2019 (QRVO, SWKS, AAPL, Huawei)

Skyworks Earnings Review Q1-FY 2019 dated 02.07.2019 (SWKS, AAPL, QRVO)

RIR Coverage List Updated as of Feb 1 2019 (New Price Targets for AAPL and IIVI)

Thinking About AAPL 02.01.2019 (AAPL)

Intel Corporation 2018 Earnings Review 01.25.2019 (INTC, AAPL, AMD, XLNX)

Taiwan Semiconductor 2018 Earnings Review 01.18.2019 (TSM, AAPL, INTC)

AAPL Revenue Miss FAQ 01.07.2019 (AAPL, AVGO, FNSR, IIVI, LITE, QRVO, SWKS)

Broadcom Inc 2018 Earnings Review 12.24.2018 (AVGO, AAPL)

Broadcom Inc (AVGO) Q4-FY 2018 Earnings Preview 12.4.2018 (AVGO, AAPL)

Analog Devices FY 2018 Earnings Review 11.29.2018 (ADI, AAPL)

LITE Lowers Guidance – Is AAPL Cratering? 11.12.2018 (AAPL, LITE, FNSR, IIVI)

Broadcom Inc Earnings Preview 9.5.2018 (AVGO, AAPL, QCOM, CA)

Brief Notes on Some Stocks Post-Earnings 8.3.2018 (ANET, AAPL, XLNX, QCOM, EPD)

QRVO Q1-FY 2019 Earnings Review 8.2.2018 (QRVO, AAPL, AVGO)

Broadcom Inc (AVGO) Q2-FY 2018 Earnings Note 6.10.2018 (AVGO, AAPL)

QCOM Review 5.21.2018 (QCOM, NXPI, AAPL)

Stock Market Update 3.23.2018 (DJIA, NYSE, S&P 500, NASDAQ, FB, AAPL)

Finisar 3Q-FY 2018 Earnings Review 3.9.2018 (FNSR, AAPL)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

CES Thoughts 2018 1.14.2018 (AAPL, ADI, AMZN, AVGO, GOOG, INTC, QCOM, QUIK)

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ACIA

Acacia Communications 2018 Earnings Review 2.22.2019 (ACIA, LITE)

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

 

ADI

Non-Core Semiconductor Stocks Earnings Preview 7.23.2019 (AMD, AMAT, ADI through XLNX)

ADI Q2-FY19 Earnings Review 5.22.19  (ADI)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Q1-19 Earnings Season – A High Altitude Preview 4.10.2019 (ADI, AVGO, AAPL, NOW, TXN, VEEV, XLNX)

Analog Devices Quarterly Earnings Note 2.21.2019 (ADI)

Looking at Semiconductors 01.28.2019 (ADI, AVGO, INTC, LRCX, NVDA, TXN, XLNX)

Analog Devices FY 2018 Earnings Review 11.29.2018 (ADI, AAPL)

Veeva & Analog Devices 8.27.18 (ADI, VEEV)

Core Holdings Update 5.28.2018 (AVGO, EPD, INTC, TXN, ADI)

Analog Devices Q1-FY 2018 Earnings Review 3.6.2018 (ADI)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

CES Thoughts 2018 1.14.2018 (AAPL, ADI, AMZN, AVGO, GOOG, INTC, QCOM, QUIK)

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AMAT

Non-Core Semiconductor Stocks Earnings Preview 7.23.2019 (AMD, AMAT, ADI through XLNX)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

 

AMD

INTC Q3-2019 Earnings Preview 10.14.2019  (INTC, AMD, AAPL, TSM)

AMD Q3-2019 Earnings Preview 10.14.2019  (AMD, INTC, TSM, Samsung)

QuickLogic Q2-2019 Earnings Preview 8.2.2019  (QUIK, AVGO, AMD, INTC)

Advanced Micro Devices (AMD) Q219 Earnings Note 8.1.2019 (AMD, INTC)

Intel Corp Q2-19 Earnings Preview 7.25.2019  (INTC, AAPL, AMD)

Non-Core Semiconductor Stocks Earnings Preview 7.23.2019 (AMD, AMAT, ADI through XLNX)

Stock Markets Pre-Earnings Evaluation 7.16.2019 (AAPL, AMD, BA, DJIA, NASDAQ, S&P 500, NYSE)

AMD Q1 2019 Earnings Review 5.1.2019 (AMD, INTC, QCOM, MRVL)

Taiwan Semiconductor Q1-2019 Earnings Review (TSM, AAPL, INTC, AMD)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Intel Corporation 2018 Earnings Review 01.25.2019 (INTC, AAPL, AMD, XLNX)

Intel Corporation 3rd Quarter 2018 Earnings Review 10.26.2018 (INTC, AMD)

Advanced Micro Devices 3Q-18 Earnings Review 10.25.2018 (AMD, INTC)

Intel Q3-2018 Earnings Preview 10.22.2018 (INTC, AMD)

INTC Q2-2018 Earnings Review 8.1.2018 (INTC, AMD)

INTC and AMD Earnings Previews 7.24.2018 (INTC, AMD)

INTC Update 6.28.2018 (INTC, AMD)

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ANET

Arista Networks Q1-2019 Earnings Review 5.3.2019 (ANET, MSFT)

Arista Networks – Some Further Thoughts 2.19.2019 (ANET, CSCO)

Arista Networks – Initial Thoughts on 2018 Earnings 2.15.2019 (ANET, CSCO)

MRVL Integrates CAVM 10.2.18 (MRVL, CAVM, ANET, AVGO)

Brief Notes on Some Stocks Post-Earnings 8.3.2018 (ANET, AAPL, XLNX, QCOM, EPD)

ANET Q1-2018 Earnings Review 5.4.2018 (ANET, CSCO)

Arista 2017 Earnings Review and Update 2.16.2018 (ANET)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

Core Holding Expectations for 2018 (ANET, AVGO, EPD, INTC)

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AVGO

Broadcom Sells New Preferred Shares 9.25.2019  (AVGO, AAPL, SYMC)

Broadcom Q3 FY 2019 Earnings Review 9.13.2019  (AVGO, AAPL, SYMC)

Broadcom Earnings Preview 9.9.2019  (AVGO)

QuickLogic Q2-2019 Earnings Preview 8.2.2019  (QUIK, AVGO, AMD, INTC)

China Supply Chain Issues 7.30.2019 (AAPL, Huawei, STM, XLNX, QUIK, WMT, AVGO, MCHP)

Intel Corp Q2-19 Earnings Review 7.26.2019  (INTC, AAPL, AVGO)

Broadcom (AVGO) Earnings Review for Q2-FY19 6.14.19  (AVGO, AAPL, Huawei)

Broadcom Update 5.28.19  (AVGO)

Qorvo Inc FY 2019 Earnings Review 5.8.2019 (QRVO, SWKS, AAPL, AVGO)

Q1-19 Earnings Season – A High Altitude Preview 4.10.2019 (ADI, AVGO, AAPL, NOW, TXN, VEEV, XLNX)

Semiconductors Ready To Ramp 4.8.2019 (SOX, AVGO, INTC et al)

Broadcom Inc (AVGO) Q1-FY 2019 Earnings Review 03.15.2019 (AVGO, AAPL, QRVO)

Looking at Semiconductors 01.28.2019 (ADI, AVGO, INTC, LRCX, NVDA, TXN, XLNX)

AAPL Revenue Miss FAQ 01.07.2019 (AAPL, AVGO, FNSR, IIVI, LITE, QRVO, SWKS)

Broadcom Inc 2018 Earnings Review 12.24.2018 (AVGO, AAPL)

Marvell Technology Group Earnings Review Q3-FY 2019 12.6.2018 (MRVL, AVGO)

Broadcom Inc (AVGO) Q4-FY 2018 Earnings Preview 12.4.2018 (AVGO, AAPL)

Mellanox Technologies 3rd Quarter 2018 Earnings Review 10.27.2018 (MLNX, AVGO, INTC, XLNX, MRVL)

MRVL Integrates CAVM 10.2.18 (MRVL, CAVM, ANET, AVGO)

Broadcom Takes on Mellanox at the NIC 9.14.2018 (AVGO, MLNX, MSFT)

Broadcom Inc Earnings Preview 9.5.2018 (AVGO, AAPL, QCOM, CA)

QRVO Q1-FY 2019 Earnings Review 8.2.2018 (QRVO, AAPL, AVGO)

AVGO Follow-up Analysis of CA Acquisition and Price Drop 7.17.2018 (AVGO, CA)

Initial Analysis of AVGO Acquisition of CA 7.12.2018 (AVGO, CA)

Broadcom Inc (AVGO) Q2-FY 2018 Earnings Note 6.10.2018 (AVGO, AAPL)

Core Holdings Update 5.28.2018 (AVGO, EPD, INTC, TXN, ADI)

Company Updates 3.13.2018 (AVGO, QCOM, OCLR, LITE, FNSR, QUIK)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

CES Thoughts 2018 1.14.2018 (AAPL, ADI, AMZN, AVGO, GOOG, INTC, QCOM, QUIK)

Core Holding Expectations for 2018 (ANET, AVGO, EPD, INTC)

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BAC

Apple Qualcomm Settle 4.17.2019 (QCOM, AAPL, INTC, BAC, QUIK)

Bank of America 2018 Earnings Note 1.16.2019 (BAC)

Earnings Reviews April 19 2018 (BAC, IBM, TSM)

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CAVM (Acquired by MRVL, see MRVL)

MRVL Integrates CAVM 10.2.18 (MRVL, CAVM, ANET, AVGO)

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CGEN

Compugen 2018 Earnings Note & Buy Price Revision 2.28.2019 (CGEN, BMY)

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CSCO

Arista Networks – Some Further Thoughts 2.19.2019 (ANET, CSCO)

Arista Networks – Initial Thoughts on 2018 Earnings 2.15.2019 (ANET, CSCO)

ANET Q1-2018 Earnings Review 5.4.2018 (ANET, CSCO)

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DRI

Mellanox Q1-2018 Earnings Review 4.18.2018 (MLNX, DRI, MRVL)

MLNX 2017 Earnings Review 1.19.2018 (MLNX, MRVL, DRI)

 

EPD

Brief Notes on Some Stocks Post-Earnings 8.3.2018 (ANET, AAPL, XLNX, QCOM, EPD)

Core Holdings Update 5.28.2018 (AVGO, EPD, INTC, TXN, ADI)

Core Holding Expectations for 2018 (ANET, AVGO, EPD, INTC)

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FN

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

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FNSR (Acquired by IIVI)

IIVI FY 2020 Earnings Preview 10.10.2019 (IIVI, FNSR, AAPL, LITE)

Finisar FY 2019 Earnings Review 6.16.2019 (FNSR, IIVI, MTSI, Huawei)

IIVI Acquisition of Finisar Analysis 3.12.2019 (FNSR, IIVI, AAPL, LITE)

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

LITE Lowers Guidance – Is AAPL Cratering? 11.12.2018 (AAPL, LITE, FNSR, IIVI)

Finisar Q1-FY 2019 Earnings Preview 9.5.18 (FNSR, LITE)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

FNSR Earnings Preview 6.14.2018 (FNSR)

Company Updates 3.13.2018 (AVGO, QCOM, OCLR, LITE, FNSR, QUIK)

Finisar 3Q-FY 2018 Earnings Review 3.9.2018 (FNSR, AAPL)

Optical Stocks Report 2.6.2018 (LITE, OCLR, FNSR)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

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HLIT

Harmonic Inc Q2-19 Earnings Review 7.30.2019  (HLIT, CMCSA)

Harmonic (HLIT) 2017 Review 3.1.2018 (HLIT)

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IBM

Earnings Reviews April 19 2018 (BAC, IBM, TSM)

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IIVI (Acquired FNSR)

IIVI FY 2020 Earnings Preview 10.10.2019 (IIVI, FNSR, AAPL, LITE)

Finisar FY 2019 Earnings Review 6.16.2019 (FNSR, IIVI, MTSI, Huawei)

IIVI Acquisition of Finisar Analysis 3.12.2019 (FNSR, IIVI, AAPL, LITE)

RIR Coverage List Updated as of Feb 1 2019 (New Price Targets for AAPL and IIVI)

RIR Coverage List Updated as of January 7, 2019 (Updates to SWKS, QRVO, IIVI & LITE)

 

INFN

Infinera 2018 Earnings Review 2.25.2019 (INFN)

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

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INTC

INTC Q3-2019 Earnings Preview 10.14.2019  (INTC, AMD, AAPL, TSM)

AMD Q3-2019 Earnings Preview 10.14.2019  (AMD, INTC, TSM, Samsung)

QuickLogic Q2-2019 Earnings Preview 8.2.2019  (QUIK, AVGO, AMD, INTC)

Advanced Micro Devices (AMD) Q219 Earnings Note 8.1.2019 (AMD, INTC)

Intel Corp Q2-19 Earnings Review 7.26.2019  (INTC, AAPL, AVGO)

Intel Corp Q2-19 Earnings Preview 7.25.2019  (INTC, AAPL, AMD)

AMD Q1 2019 Earnings Review 5.1.2019 (AMD, INTC, QCOM, MRVL)

Intel Corporation Q1-19 Earnings Review 4.30.2019 (INTC, QCOM, AAPL)

Taiwan Semiconductor Q1-2019 Earnings Review (TSM, AAPL, INTC, AMD)

Apple Qualcomm Settle 4.17.2019 (QCOM, AAPL, INTC, BAC, QUIK)

Semiconductors Ready To Ramp 4.8.2019 (SOX, AVGO, INTC et al)

Intel Corporation 2018 Earnings Review 01.25.2019 (INTC, AAPL, AMD, XLNX)

Xilinx Q4-CY2018 Earnings Review 01.24.2019 (XLNX, INTC)

Taiwan Semiconductor 2018 Earnings Review 01.18.2019 (TSM, AAPL, INTC)

Looking at Semiconductors 01.28.2019 (ADI, AVGO, INTC, LRCX, NVDA, TXN, XLNX)

Xilinx Q2-FY 2019/Q3-CY2018 Earnings Review 10.31.2018 (XLNX, INTC, MSFT, AMZN)

Mellanox Technologies 3rd Quarter 2018 Earnings Review 10.27.2018 (MLNX, AVGO, INTC, XLNX, MRVL)

Intel Corporation 3rd Quarter 2018 Earnings Review 10.26.2018 (INTC, AMD)

Advanced Micro Devices 3Q-18 Earnings Review 10.25.2018 (AMD, INTC)

Intel Q3-2018 Earnings Preview 10.22.2018 (INTC, AMD)

INTC Q2-2018 Earnings Review 8.1.2018 (INTC, AMD)

INTC and AMD Earnings Previews 7.24.2018 (INTC, AMD)

INTC Update 6.28.2018 (INTC, AMD)

Core Holdings Update 5.28.2018 (AVGO, EPD, INTC, TXN, ADI)

INTC Q1-2018 Earnings Review 4.27.2018 (INTC, TSM, Samsung, GlobalFoundries)

INTC Q1 2018 Earnings Preview 4.24.2018 (INTC)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

INTC Q4-2017 Earnings Preview 1.24.2018 (INTC)

CES Thoughts 2018 1.14.2018 (AAPL, ADI, AMZN, AVGO, GOOG, INTC, QCOM, QUIK)

Core Holding Expectations for 2018 (ANET, AVGO, EPD, INTC)

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IPHI

Inphi Corp Q1-2019 Earnings Review 5.1.2019 (IPHI, ZTE, MSFT)

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

Inphi Q1-2018 Earnings Review 4.25.2018 (IPHI, MSFT, ZTE)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

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JNPR

Earnings Previews Week of Oct 21st  (TXN, XLNX, NOW, STM, LRCX, MSFT, AMZN, JNPR, VZ, WY)

 

LITE and VIAV (formerly JDSU, LITE acquired OCLR)

IIVI FY 2020 Earnings Preview 10.10.2019 (IIVI, FNSR, AAPL, LITE)

IIVI Acquisition of Finisar Analysis 3.12.2019 (FNSR, IIVI, AAPL, LITE)

Acacia Communications 2018 Earnings Review 2.22.2019 (ACIA, LITE)

Lumentum Holdings Earnings Review 2.6.2019 (LITE)

RIR Coverage List Updated as of January 7, 2019 (Updates to SWKS, QRVO, IIVI & LITE)

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

LITE Lowers Guidance – Is AAPL Cratering? 11.12.2018 (AAPL, LITE, FNSR, IIVI)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

Finisar Q1-FY 2019 Earnings Preview 9.5.18 (FNSR, LITE)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

Company Updates 3.13.2018 (AVGO, QCOM, OCLR, LITE, FNSR, QUIK)

Optical Stocks Report 2.6.2018 (LITE, OCLR, FNSR)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

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LRAD

LRAD Corporation – An Introduction 9.23.2019  (LRAD)

 

LRCX

Earnings Previews Week of Oct 21st  (TXN, XLNX, NOW, STM, LRCX, MSFT, AMZN, JNPR, VZ, WY)

Lam Research Q3-FY 2019 Earnings Review 4.25.2019  (LRCX)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

 

LSCC

Lattice Semiconductor (LSCC) Q2-19 Earnings Review 8.2.2019  (LSCC)

Lattice Semiconductor Q1-19 Earnings Note 5.2.2019 (LSCC)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

 

MCHP

China Supply Chain Issues 7.30.2019 (AAPL, Huawei, STM, XLNX, QUIK, WMT, AVGO, MCHP)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

 

MLNX

Mellanox Technologies 3rd Quarter 2018 Earnings Review 10.27.2018 (MLNX, AVGO, INTC, XLNX, MRVL)

Broadcom Takes on Mellanox at the NIC 9.14.2018 (AVGO, MLNX, MSFT)

Mellanox Q1-2018 Earnings Review 4.18.2018 (MLNX, DRI, MRVL)

Earnings Previews Week of April 15 (BAC, MLNX, IBM, TSM)

MLNX 2017 Earnings Review 1.19.2018 (MLNX, MRVL, DRI)

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MRVL

Marvell Technology Ltd Q2-FY2020 Earnings Review 8.30.2019  (MRVL)

Marvell Q1FY20 Earnings Review 5.30.19 (MRVL)

AMD Q1 2019 Earnings Review 5.1.2019 (AMD, INTC, QCOM, MRVL)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Marvell Technology Ltd FY 2019 Earnings Review 3.8.2019  (MRVL)

Marvell Technology Group Earnings Review Q3-FY 2019 12.6.2018 (MRVL, AVGO)

Mellanox Technologies 3rd Quarter 2018 Earnings Review 10.27.2018 (MLNX, AVGO, INTC, XLNX, MRVL)

MRVL Integrates CAVM 10.2.18 (MRVL, CAVM, ANET, AVGO)

Mellanox Q1-2018 Earnings Review 4.18.2018 (MLNX, DRI, MRVL)

MLNX 2017 Earnings Review 1.19.2018 (MLNX, MRVL, DRI)

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MSFT

Earnings Previews Week of Oct 21st  (TXN, XLNX, NOW, STM, LRCX, MSFT, AMZN, JNPR, VZ, WY)

Morning Market Update 7.19.2019 (DJIA, BA, MSFT, QUIK)

Arista Networks Q1-2019 Earnings Review 5.3.2019 (ANET, MSFT)

Inphi Corp Q1-2019 Earnings Review 5.1.2019 (IPHI, ZTE, MSFT)

Xilinx Q2-FY 2019/Q3-CY2018 Earnings Review 10.31.2018 (XLNX, INTC, MSFT, AMZN)

Broadcom Takes on Mellanox at the NIC 9.14.2018 (AVGO, MLNX, MSFT)

Inphi Q1-2018 Earnings Review 4.25.2018 (IPHI, MSFT, ZTE)

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MTSI

Finisar FY 2019 Earnings Review 6.16.2019 (FNSR, IIVI, MTSI, Huawei)

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

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NOW

Earnings Previews Week of Oct 21st  (TXN, XLNX, NOW, STM, LRCX, MSFT, AMZN, JNPR, VZ, WY)

Q1-19 Earnings Season – A High Altitude Preview 4.10.2019 (ADI, AVGO, AAPL, NOW, TXN, VEEV, XLNX)

 

NPTN

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

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NVDA

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

 

NXPI

QUIK Update Post-Offer Price & Roadshow 6.20.19  (QUIK, Infineon, STM, NXPI)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

 

OCLR (Acquired by LITE)

Optical Sector Review 12.12.2018 (LITE, FNSR, OCLR, IIVI, AAOI, ACIA, FN, INFN, IPHI, MTSI, NPTN)

Optical Sector Review 6.27.2018 (FNSR, LITE, OCLR, AAOI, MTSI, IPHI, INFN, FN, NPTN, ACIA)

Company Updates 3.13.2018 (AVGO, QCOM, OCLR, LITE, FNSR, QUIK)

Optical Stocks Report 2.6.2018 (LITE, OCLR, FNSR)

 

QCOM

Apple (AAPL) Q3-FY19 Earnings Review 8.1.2019  (AAPL, QCOM)

Skyworks Q2-FY 2019 Earnings Note (SWKS, QRVO, AAPL, QCOM)

Qualcomm Q2-FY 2019 Earnings Review 5.7.19  (QCOM, AAPL, Huawei)

AMD Q1 2019 Earnings Review 5.1.2019 (AMD, INTC, QCOM, MRVL)

AAPL Q2-FY 2019 Earnings Review 5.1.2019  (AAPL, QCOM)

Intel Corporation Q1-19 Earnings Review 4.30.2019 (INTC, QCOM, AAPL)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Apple Qualcomm Settle 4.17.2019 (QCOM, AAPL, INTC, BAC, QUIK)

QuickLogic Update 3.22.2019 (QUIK, QCOM) 

Huawei CFO Arrested – What You Need to Know About the Process 12.6.2018 (Huawei, QCOM)

Broadcom Inc Earnings Preview 9.5.2018 (AVGO, AAPL, QCOM, CA)

Brief Notes on Some Stocks Post-Earnings 8.3.2018 (ANET, AAPL, XLNX, QCOM, EPD)

QCOM Review 5.21.2018 (QCOM, NXPI, AAPL)

Company Updates 3.13.2018 (AVGO, QCOM, OCLR, LITE, FNSR, QUIK)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

CES Thoughts 2018 1.14.2018 (AAPL, ADI, AMZN, AVGO, GOOG, INTC, QCOM, QUIK)

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QRVO

Qorvo Inc FY 2019 Earnings Review 5.8.2019 (QRVO, SWKS, AAPL, AVGO)

Skyworks Q2-FY 2019 Earnings Note (SWKS, QRVO, AAPL, QCOM)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Broadcom Inc (AVGO) Q1-FY 2019 Earnings Review 03.15.2019 (AVGO, AAPL, QRVO)

Qorvo Q3-FY 2019 Earnings Note 2.11.2019 (QRVO, SWKS, AAPL, Huawei)

Skyworks Earnings Review Q1-FY 2019 dated 02.07.2019 (SWKS, AAPL, QRVO)

RIR Coverage List Updated as of January 7, 2019 (Updates to SWKS, QRVO, IIVI & LITE)

QRVO Q1-FY 2019 Earnings Review 8.2.2018 (QRVO, AAPL, AVGO)

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QUIK

QUIK Files Preliminary Proxy for Reverse Split 10.8.2019  (QUIK)

QuickLogic Q2-2019 Earnings Review 8.7.2019  (QUIK)

QuickLogic Q2-2019 Earnings Preview 8.2.2019  (QUIK, AVGO, AMD, INTC)

China Supply Chain Issues 7.30.2019 (AAPL, Huawei, STM, XLNX, QUIK, WMT, AVGO, MCHP)

Morning Market Update 7.19.2019 (DJIA, BA, MSFT, QUIK)

QUIK Update Post-Offer Price & Roadshow 6.20.19  (QUIK, Infineon, STM, NXPI)

QuickLogic Q2-2019 Update 6.18.19 (QUIK)

QUIK Q1-19 Earnings Review 5.12.19  (QUIK)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Apple Qualcomm Settle 4.17.2019 (QCOM, AAPL, INTC, BAC, QUIK)

QuickLogic Update 3.22.2019 (QUIK, QCOM)

QUIK 2018 Earnings Review 2.14.2019 (QUIK)

QuickLogic Earnings Preview 2.12.2019 (QUIK)

QUIK at CES 2019 01.13.2019 (QUIK)

QuickLogic Q3-2018 Earnings Review 11.8.2018 (QUIK)

QUIK 2nd Quarter 2018 Earnings Review 8.9.2018 (QUIK)

QUIK 2Q-2018 Earnings Preview 8.4.2018 (QUIK)

QUIK EOS S3 Product Shipment Detail 8.14.2018 (QUIK, Naver Labs, EEBBK-China)

Prepared Remarks for CEO and CFO QuickLogic 8.9.18 (Transcript of CEO and CFO Prepared Remarks only at August 9, 2018 Conference Call)

Transcript of QUIK’s Cowen Presentation 5.31.2018 (QUIK)

QUIK Sells More Stock Again 5.23.2018 (QUIK)

QUIK 1Q-2018 Earnings Review 5.13.2018 (QUIK)

QUIK Q1-2018 Earnings Preview 5.7.2018 (QUIK)

Brian Faith Explains S3 & How It Won The Tier 1 Wearable Design (Roth Conference 3.12.2018)

 

Company Updates 3.13.2018 (AVGO, QCOM, OCLR, LITE, FNSR, QUIK)

QUIK 2017 Earnings Review 2.15.2018 (QUIK)

QUIK Q4-2017 Earnings Preview 2.13.2018 (QUIK)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

Transcript of January 2018 Needham Conference Presentation 1.30.18 (QUIK)

CES Thoughts 2018 1.14.2018 (AAPL, ADI, AMZN, AVGO, GOOG, INTC, QCOM, QUIK)

QUIK Always on by Paul McWilliams 12.1.2017 (QUIK)

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STM

Earnings Previews Week of Oct 21st  (TXN, XLNX, NOW, STM, LRCX, MSFT, AMZN, JNPR, VZ, WY)

China Supply Chain Issues 7.30.2019 (AAPL, Huawei, STM, XLNX, QUIK, WMT, AVGO, MCHP)

ST Micro Q219 Earnings Note 7.28.2019  (STM)

QUIK Update Post-Offer Price & Roadshow 6.20.19  (QUIK, Infineon, STM, NXPI)

ST Micro Q1-19 Earnings Brief 4.24.19 (STM)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

QUIK & the Frustrating Tier 1 Wearable: Another Hypothesis 8.26.2017 (QUIK, STM)

Audio of QUIK Presentation at Roth 3.14.2017 (QUIK, STM, GOOG)


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SWKS

Skyworks Solutions Updates Guidance 6.7.19 (SWKS, Huawei)

Qorvo Inc FY 2019 Earnings Review 5.8.2019 (QRVO, SWKS, AAPL, AVGO)

Skyworks Q2-FY 2019 Earnings Note (SWKS, QRVO, AAPL, QCOM)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Qorvo Q3-FY 2019 Earnings Note 2.11.2019 (QRVO, SWKS, AAPL, Huawei)

Skyworks Earnings Review Q1-FY 2019 dated 02.07.2019 (SWKS, AAPL, QRVO)

RIR Coverage List Updated as of January 7, 2019 (Updates to SWKS, QRVO, IIVI & LITE)

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TSM

TSM Q3-2019 Earnings Review 10.21.2019 (TSM, AAPL, Samsung)

INTC Q3-2019 Earnings Preview 10.14.2019  (INTC, AMD, AAPL, TSM)

AMD Q3-2019 Earnings Preview 10.14.2019  (AMD, INTC, TSM, Samsung)

Taiwan Semiconductor Q2-2019 Earnings Review 7.20.19 (TSM, AAPL)

Taiwan Semiconductor Q1-2019 Earnings Review (TSM, AAPL, INTC, AMD)

Taiwan Semiconductor 2018 Earnings Review 01.18.2019 (TSM, AAPL, INTC)

INTC Q1-2018 Earnings Review 4.27.2018 (INTC, TSM, Samsung, GlobalFoundries)

Earnings Reviews April 19 2018 (BAC, IBM, TSM)

 

TXN

Texas Instruments Q3-2019 Earnings Review 10.23.2019  (TXN)

Earnings Previews Week of Oct 21st  (TXN, XLNX, NOW, STM, LRCX, MSFT, AMZN, JNPR, VZ, WY)

Texas Instruments Q2-2019 Earnings Review 7.24.2019  (TXN)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Texas Instruments Q1-2019 Earnings Review 4.24.2019 (TXN)

Q1-19 Earnings Season – A High Altitude Preview 4.10.2019 (ADI, AVGO, AAPL, NOW, TXN, VEEV, XLNX)

Texas Instruments Earnings Review 10.24.2018 (TXN)

Core Holdings Update 5.28.2018 (AVGO, EPD, INTC, TXN, ADI)

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VEEV

Q1-19 Earnings Season – A High Altitude Preview 4.10.2019 (ADI, AVGO, AAPL, NOW, TXN, VEEV, XLNX)

Veeva & Analog Devices 8.27.18 (ADI, VEEV)

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XLNX

Earnings Previews Week of Oct 21st  (TXN, XLNX, NOW, STM, LRCX, MSFT, AMZN, JNPR, VZ, WY)

China Supply Chain Issues 7.30.2019 (AAPL, Huawei, STM, XLNX, QUIK, WMT, AVGO, MCHP)

Xilinx Q1-FY 2020 Earnings Review 7.27.2019  (XLNX)

Non-Core Semiconductor Stocks Earnings Preview 7.23.2019 (AMD, AMAT, ADI through XLNX)

Xilinx FY 2019 Earnings Review 4.25.2019  (XLNX)

Semiconductor Earnings Preview 4.22.2019 (AMD, ADI, AMAT, CREE, LRCX, LSCC, MRVL, MCHP, NVDA, NXPI, QRVO, QCOM, QUIK, SWKS, STM, TXN, XLNX)

Q1-19 Earnings Season – A High Altitude Preview 4.10.2019 (ADI, AVGO, AAPL, NOW, TXN, VEEV, XLNX)

Looking at Semiconductors 01.28.2019 (ADI, AVGO, INTC, LRCX, NVDA, TXN, XLNX)

Intel Corporation 2018 Earnings Review 01.25.2019 (INTC, AAPL, AMD, XLNX)

Xilinx Q4-CY2018 Earnings Review 01.24.2019 (XLNX, INTC)

Xilinx Q2-FY 2019/Q3-CY2018 Earnings Review 10.31.2018 (XLNX, INTC, MSFT, AMZN)

Mellanox Technologies 3rd Quarter 2018 Earnings Review 10.27.2018 (MLNX, AVGO, INTC, XLNX, MRVL)

Brief Notes on Some Stocks Post-Earnings 8.3.2018 (ANET, AAPL, XLNX, QCOM, EPD)

Quick Hits on Stocks 1.30.2018 (AAPL, ADI, ANET, AVGO, FNSR, INTC, IPHI, LITE, MTSI, QCOM, QUIK, XLNX)

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D. ETF Coverage

Newsletters featuring KRE (the US Regional Banks ETF), IBB (the Nasdaq Biotech ETF), and foreign ETFs, DXJ, EWP, IEV, and IIF.

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Market Commentary 2.27.2017 (S&P 500, Russell 2000, IBB, ANET, QUIK)

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E. Audios and Videos

 

Brian Faith Explains S3 & How It Won The Tier 1 Wearable Design (Roth Conference 3.12.2018)

 

Audio of QUIK Presentation at Roth 3.14.2017 (QUIK, STM, GOOG)


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