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Blayne Curtis is an analyst at Jefferies. 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 04/15/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 03/28/2025 | LRCX | Buy Now | Lam Research | $67.12 | 49% | Blayne Curtis69% | $95 → $100 | Maintains | Buy | Get Alert |
| 03/28/2025 | ONTO | Buy Now | Onto Innovation | $120.77 | 44.9% | Blayne Curtis69% | $245 → $175 | Maintains | Buy | Get Alert |
| 03/28/2025 | CAMT | Buy Now | Camtek | $64.00 | 32.81% | Blayne Curtis69% | $120 → $85 | Maintains | Buy | Get Alert |
| 03/28/2025 | KLAC | Buy Now | KLA | $669.97 | 8.21% | Blayne Curtis69% | → $725 | Downgrade | Buy → Hold | Get Alert |
| 03/28/2025 | AMAT | Buy Now | Applied Mat | $143.11 | 36.26% | Blayne Curtis69% | → $195 | Upgrade | Hold → Buy | Get Alert |
| 03/27/2025 | AMD | Buy Now | Advanced Micro Devices | $93.18 | 28.78% | Blayne Curtis69% | $135 → $120 | Downgrade | Buy → Hold | Get Alert |
| 03/18/2025 | TXNM | Buy Now | TXNM Energy | $52.84 | 7.87% | Blayne Curtis69% | $56 → $57 | Maintains | Overweight | Get Alert |
| 03/04/2025 | TXNM | Buy Now | TXNM Energy | $52.84 | 5.98% | Blayne Curtis69% | $49 → $56 | Maintains | Overweight | Get Alert |
| 02/10/2025 | ON | Buy Now | ON Semiconductor | $36.10 | 135.46% | Blayne Curtis69% | $100 → $85 | Maintains | Buy | Get Alert |
| 01/24/2025 | TXN | Buy Now | Texas Instruments | $150.19 | 19.85% | Blayne Curtis69% | $200 → $180 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | SLAB | Buy Now | Silicon Laboratories | $91.07 | 31.77% | Blayne Curtis69% | $75 → $120 | Maintains | Equal-Weight | Get Alert |
| 01/17/2025 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 34.87% | Blayne Curtis69% | $280 → $230 | Maintains | Overweight | Get Alert |
| 01/17/2025 | NVDA | Buy Now | NVIDIA | $109.37 | 60.01% | Blayne Curtis69% | $160 → $175 | Maintains | Overweight | Get Alert |
| 01/17/2025 | MRVL | Buy Now | Marvell Tech | $51.67 | 190.3% | Blayne Curtis69% | $115 → $150 | Maintains | Overweight | Get Alert |
| 01/17/2025 | CAMT | Buy Now | Camtek | $64.00 | 87.5% | Blayne Curtis69% | $140 → $120 | Maintains | Overweight | Get Alert |
| 01/17/2025 | ARM | Buy Now | ARM Holdings | $103.74 | 49.41% | Blayne Curtis69% | $145 → $155 | Maintains | Overweight | Get Alert |
| 01/17/2025 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 54.64% | Blayne Curtis69% | $25 → $30 | Maintains | Overweight | Get Alert |
| 12/13/2024 | AVGO | Buy Now | Broadcom | $176.62 | 27.39% | Blayne Curtis69% | $205 → $225 | Maintains | Buy | Get Alert |
| 12/04/2024 | MRVL | Buy Now | Marvell Tech | $51.67 | 122.57% | Blayne Curtis69% | $85 → $115 | Maintains | Overweight | Get Alert |
| 11/29/2024 | TXNM | Buy Now | TXNM Energy | $52.84 | -1.59% | Blayne Curtis69% | $46 → $52 | Maintains | Overweight | Get Alert |
| 11/21/2024 | NVDA | Buy Now | NVIDIA | $109.37 | 46.29% | Blayne Curtis69% | $145 → $160 | Maintains | Overweight | Get Alert |
| 11/07/2024 | ARM | Buy Now | ARM Holdings | $103.74 | 39.77% | Blayne Curtis69% | $125 → $145 | Maintains | Overweight | Get Alert |
| 11/06/2024 | MCHP | Buy Now | Microchip Technology | $38.70 | 132.56% | Blayne Curtis69% | $100 → $90 | Maintains | Buy | Get Alert |
| 11/05/2024 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 64.18% | Blayne Curtis69% | $330 → $280 | Maintains | Overweight | Get Alert |
| 11/05/2024 | SLAB | Buy Now | Silicon Laboratories | $91.07 | -17.65% | Blayne Curtis69% | $120 → $75 | Maintains | Equal-Weight | Get Alert |
| 11/01/2024 | ONTO | Buy Now | Onto Innovation | $120.77 | 102.86% | Blayne Curtis69% | $265 → $245 | Maintains | Buy | Get Alert |
| 11/01/2024 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 28.87% | Blayne Curtis69% | $32 → $25 | Maintains | Overweight | Get Alert |
| 10/23/2024 | TXN | Buy Now | Texas Instruments | $150.19 | 33.16% | Blayne Curtis69% | $210 → $200 | Maintains | Equal-Weight | Get Alert |
| 10/15/2024 | TXNM | Buy Now | TXNM Energy | $52.84 | -12.94% | Blayne Curtis69% | $45 → $46 | Maintains | Overweight | Get Alert |
| 08/30/2024 | MRVL | Buy Now | Marvell Tech | $51.67 | 64.51% | Blayne Curtis69% | $80 → $85 | Maintains | Overweight | Get Alert |
| 08/07/2024 | ALAB | Buy Now | Astera Labs | $58.68 | 10.77% | Blayne Curtis69% | $85 → $65 | Maintains | Buy | Get Alert |
| 08/01/2024 | ARM | Buy Now | ARM Holdings | $103.74 | 20.49% | Blayne Curtis69% | $105 → $125 | Maintains | Overweight | Get Alert |
| 07/30/2024 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 100.8% | Blayne Curtis69% | $85 → $115 | Maintains | Equal-Weight | Get Alert |
| 07/24/2024 | TXN | Buy Now | Texas Instruments | $150.19 | 39.82% | Blayne Curtis69% | $190 → $210 | Maintains | Equal-Weight | Get Alert |
| 07/24/2024 | TXN | Buy Now | Texas Instruments | $150.19 | 23.18% | Blayne Curtis69% | $175 → $185 | Maintains | Hold | Get Alert |
| 07/18/2024 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 93.5% | Blayne Curtis69% | $280 → $330 | Maintains | Overweight | Get Alert |
| 07/18/2024 | ADI | Buy Now | Analog Devices | $177.97 | 40.47% | Blayne Curtis69% | $235 → $250 | Maintains | Equal-Weight | Get Alert |
| 06/24/2024 | NVDA | Buy Now | NVIDIA | $109.37 | 37.15% | Blayne Curtis69% | $135 → $150 | Maintains | Buy | Get Alert |
| 06/13/2024 | AVGO | Buy Now | Broadcom | $176.62 | 1060.68% | Blayne Curtis69% | $155 → $205 | Maintains | Buy | Get Alert |
| 06/10/2024 | NVDA | Buy Now | NVIDIA | $109.37 | 32.58% | Blayne Curtis69% | $120 → $145 | Maintains | Overweight | Get Alert |
| 06/05/2024 | LRCX | Buy Now | Lam Research | $67.12 | 1240.97% | Blayne Curtis69% | $86.5 → $90 | Maintains | Equal-Weight | Get Alert |
| 06/03/2024 | SVCO | Buy Now | Silvaco Group | $4.39 | 469.48% | Blayne Curtis69% | → $25 | Initiates | → Buy | Get Alert |
| 05/31/2024 | MRVL | Buy Now | Marvell Tech | $51.67 | 54.83% | Blayne Curtis69% | $75 → $80 | Maintains | Overweight | Get Alert |
| 05/23/2024 | NVDA | Buy Now | NVIDIA | $109.37 | 1134.35% | Blayne Curtis69% | $120 → $135 | Maintains | Buy | Get Alert |
| 05/23/2024 | ADI | Buy Now | Analog Devices | $177.97 | 32.04% | Blayne Curtis69% | $210 → $235 | Maintains | Equal-Weight | Get Alert |
| 05/23/2024 | NVDA | Buy Now | NVIDIA | $109.37 | 997.2% | Blayne Curtis69% | $110 → $120 | Maintains | Overweight | Get Alert |
| 05/20/2024 | NVDA | Buy Now | NVIDIA | $109.37 | 905.76% | Blayne Curtis69% | $85 → $110 | Maintains | Overweight | Get Alert |
| 05/20/2024 | TXN | Buy Now | Texas Instruments | $150.19 | 26.51% | Blayne Curtis69% | $150 → $190 | Maintains | Equal-Weight | Get Alert |
| 05/20/2024 | ADI | Buy Now | Analog Devices | $177.97 | 18% | Blayne Curtis69% | $185 → $210 | Maintains | Equal-Weight | Get Alert |
| 05/13/2024 | AIP | Buy Now | Arteris | $5.97 | 50.75% | Blayne Curtis69% | $11 → $9 | Downgrade | Buy → Hold | Get Alert |
| 05/13/2024 | NVTS | Buy Now | Navitas Semiconductor | $1.74 | 129.89% | Blayne Curtis69% | $10 → $4 | Downgrade | Buy → Hold | Get Alert |
| 05/13/2024 | IDCC | Buy Now | InterDigital | $201.76 | -50.44% | Blayne Curtis69% | $106 → $100 | Downgrade | Buy → Hold | Get Alert |
| 05/13/2024 | PI | Buy Now | Impinj | $68.02 | 194.03% | Blayne Curtis69% | $135 → $200 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | CAMT | Buy Now | Camtek | $64.00 | 87.5% | Blayne Curtis69% | $100 → $120 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | NVMI | Buy Now | Nova | $184.16 | 30.32% | Blayne Curtis69% | $200 → $240 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 90.72% | Blayne Curtis69% | → $37 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | RMBS | Buy Now | Rambus | $47.24 | 58.76% | Blayne Curtis69% | $72 → $75 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | MTSI | Buy Now | MACOM Technology Solns | $99.16 | 36.14% | Blayne Curtis69% | $100 → $135 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | LSCC | Buy Now | Lattice Semiconductor | $43.70 | 101.37% | Blayne Curtis69% | $84 → $88 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | ONTO | Buy Now | Onto Innovation | $120.77 | 119.43% | Blayne Curtis69% | $190 → $265 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | GFS | Buy Now | GLOBALFOUNDRIES | $33.50 | 85.07% | Blayne Curtis69% | $67 → $62 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | ON | Buy Now | ON Semiconductor | $36.10 | 177.01% | Blayne Curtis69% | $95 → $100 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | MCHP | Buy Now | Microchip Technology | $38.70 | 197.16% | Blayne Curtis69% | $100 → $115 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 90.57% | Blayne Curtis69% | $255 → $325 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | KLAC | Buy Now | KLA | $669.97 | 22.39% | Blayne Curtis69% | $740 → $820 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | ADI | Buy Now | Analog Devices | $177.97 | 40.47% | Blayne Curtis69% | $224 → $250 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | LRCX | Buy Now | Lam Research | $67.12 | 1538.97% | Blayne Curtis69% | $98 → $110 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | INTC | Buy Now | Intel | $20.08 | 69.32% | Blayne Curtis69% | $42 → $34 | Assumes | Hold → Hold | Get Alert |
| 05/13/2024 | AMD | Buy Now | Advanced Micro Devices | $93.18 | 103.91% | Blayne Curtis69% | $200 → $190 | Maintains | Buy | Get Alert |
| 05/13/2024 | MRVL | Buy Now | Marvell Tech | $51.67 | 64.51% | Blayne Curtis69% | $98 → $85 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | AVGO | Buy Now | Broadcom | $176.62 | 777.59% | Blayne Curtis69% | $161.6 → $155 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | NVDA | Buy Now | NVIDIA | $109.37 | 997.2% | Blayne Curtis69% | $78 → $120 | Assumes | Buy → Buy | Get Alert |
| 05/13/2024 | AMAT | Buy Now | Applied Mat | $143.11 | 46.74% | Blayne Curtis69% | $215 → $210 | Downgrade | Buy → Hold | Get Alert |
| 05/10/2024 | CAMT | Buy Now | Camtek | $64.00 | 64.06% | Blayne Curtis69% | $90 → $105 | Maintains | Overweight | Get Alert |
| 05/10/2024 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 64.95% | Blayne Curtis69% | $35 → $32 | Maintains | Overweight | Get Alert |
| 04/25/2024 | SLAB | Buy Now | Silicon Laboratories | $91.07 | 31.77% | Blayne Curtis69% | $140 → $120 | Maintains | Equal-Weight | Get Alert |
| 04/25/2024 | LRCX | Buy Now | Lam Research | $67.12 | 1188.82% | Blayne Curtis69% | $82.5 → $86.5 | Maintains | Equal-Weight | Get Alert |
| 04/15/2024 | ALAB | Buy Now | Astera Labs | $58.68 | 44.85% | Blayne Curtis69% | → $85 | Initiates | → Buy | Get Alert |
| 02/21/2024 | CAMT | Buy Now | Camtek | $64.00 | 40.63% | Blayne Curtis69% | $82 → $90 | Maintains | Overweight | Get Alert |
| 02/08/2024 | SLAB | Buy Now | Silicon Laboratories | $91.07 | 53.73% | Blayne Curtis69% | $120 → $140 | Maintains | Equal-Weight | Get Alert |
| 02/08/2024 | ARM | Buy Now | ARM Holdings | $103.74 | 1.21% | Blayne Curtis69% | $65 → $105 | Maintains | Overweight | Get Alert |
| 01/16/2024 | SLAB | Buy Now | Silicon Laboratories | $91.07 | 31.77% | Blayne Curtis69% | $80 → $120 | Maintains | Equal-Weight | Get Alert |
| 01/16/2024 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 52.46% | Blayne Curtis69% | $200 → $216 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/16/2024 | CAMT | Buy Now | Camtek | $64.00 | 28.13% | Blayne Curtis69% | $65 → $82 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 12/05/2023 | MRVL | Buy Now | Marvell Tech | $51.67 | 35.48% | Blayne Curtis69% | $75 → $70 | Maintains | Overweight | Get Alert |
| 11/22/2023 | ADI | Buy Now | Analog Devices | $177.97 | 1.14% | Blayne Curtis69% | $175 → $180 | Maintains | Equal-Weight | Get Alert |
| 11/02/2023 | QRVO | Buy Now | Qorvo | $58.93 | 61.21% | Blayne Curtis69% | $110 → $95 | Maintains | Equal-Weight | Get Alert |
| 11/02/2023 | SLAB | Buy Now | Silicon Laboratories | $91.07 | — | Blayne Curtis69% | — | Upgrade | Underweight → Equal-Weight | Get Alert |
| 11/01/2023 | AMD | Buy Now | Advanced Micro Devices | $93.18 | 28.78% | Blayne Curtis69% | $145 → $120 | Maintains | Overweight | Get Alert |
| 10/25/2023 | TXN | Buy Now | Texas Instruments | $150.19 | 9.86% | Blayne Curtis69% | $175 → $165 | Maintains | Equal-Weight | Get Alert |
| 10/09/2023 | ARM | Buy Now | ARM Holdings | $103.74 | -37.34% | Blayne Curtis69% | → $65 | Initiates | → Overweight | Get Alert |
| 08/24/2023 | NVDA | Buy Now | NVIDIA | $109.37 | 494.31% | Blayne Curtis69% | $60 → $65 | Maintains | Overweight | Get Alert |
| 07/28/2023 | KLAC | Buy Now | KLA | $669.97 | -36.56% | Blayne Curtis69% | $400 → $425 | Maintains | Underweight | Get Alert |
| 07/28/2023 | INTC | Buy Now | Intel | $20.08 | 59.36% | Blayne Curtis69% | $30 → $32 | Maintains | Equal-Weight | Get Alert |
| 07/27/2023 | LRCX | Buy Now | Lam Research | $67.12 | 793.98% | Blayne Curtis69% | $57.5 → $60 | Maintains | Equal-Weight | Get Alert |
| 07/26/2023 | TXN | Buy Now | Texas Instruments | $150.19 | 16.52% | Blayne Curtis69% | $165 → $175 | Maintains | Equal-Weight | Get Alert |
| 07/20/2023 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 26.07% | Blayne Curtis69% | $170 → $215 | Maintains | Equal-Weight | Get Alert |
| 07/20/2023 | SITM | Buy Now | SiTime | $137.24 | -19.85% | Blayne Curtis69% | $88 → $110 | Maintains | Equal-Weight | Get Alert |
| 07/20/2023 | NVDA | Buy Now | NVIDIA | $109.37 | 448.6% | Blayne Curtis69% | $50 → $60 | Maintains | Overweight | Get Alert |
| 07/20/2023 | MRVL | Buy Now | Marvell Tech | $51.67 | 45.15% | Blayne Curtis69% | $55 → $75 | Maintains | Overweight | Get Alert |
| 07/20/2023 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 209.28% | Blayne Curtis69% | $50 → $60 | Maintains | Overweight | Get Alert |
| 07/20/2023 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 100.8% | Blayne Curtis69% | → $115 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/14/2023 | AMD | Buy Now | Advanced Micro Devices | $93.18 | 55.61% | Blayne Curtis69% | $90 → $145 | Maintains | Overweight | Get Alert |
| 05/26/2023 | MRVL | Buy Now | Marvell Tech | $51.67 | 6.44% | Blayne Curtis69% | $45 → $55 | Maintains | Overweight | Get Alert |
| 05/25/2023 | NVDA | Buy Now | NVIDIA | $109.37 | 357.17% | Blayne Curtis69% | $27.5 → $50 | Maintains | Overweight | Get Alert |
| 05/09/2023 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 100.8% | Blayne Curtis69% | $125 → $115 | Maintains | Overweight | Get Alert |
| 05/05/2023 | CRUS | Buy Now | Cirrus Logic | $87.41 | 2.96% | Blayne Curtis69% | $105 → $90 | Maintains | Overweight | Get Alert |
| 05/04/2023 | QCOM | Buy Now | Qualcomm | $138.77 | 0.89% | Blayne Curtis69% | $150 → $140 | Maintains | Overweight | Get Alert |
| 05/03/2023 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -0.32% | Blayne Curtis69% | $160 → $170 | Maintains | Equal-Weight | Get Alert |
| 04/28/2023 | INTC | Buy Now | Intel | $20.08 | 49.4% | Blayne Curtis69% | $27 → $30 | Maintains | Equal-Weight | Get Alert |
| 04/25/2023 | TXN | Buy Now | Texas Instruments | $150.19 | 9.86% | Blayne Curtis69% | $165 → $165 | Maintains | Equal-Weight | Get Alert |
| 03/15/2023 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 157.73% | Blayne Curtis69% | $44 → $50 | Maintains | Overweight | Get Alert |
| 02/23/2023 | NVDA | Buy Now | NVIDIA | $109.37 | 151.44% | Blayne Curtis69% | $25 → $27.5 | Maintains | Overweight | Get Alert |
| 02/02/2023 | SITM | Buy Now | SiTime | $137.24 | -1.63% | Blayne Curtis69% | $120 → $135 | Maintains | Overweight | Get Alert |
| 02/01/2023 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 126.8% | Blayne Curtis69% | $32 → $44 | Maintains | Overweight | Get Alert |
| 02/01/2023 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -3.41% | Blayne Curtis69% | $85 → $90 | Maintains | Overweight | Get Alert |
| 01/27/2023 | INTC | Buy Now | Intel | $20.08 | 34.46% | Blayne Curtis69% | $30 → $27 | Maintains | Equal-Weight | Get Alert |
| 01/23/2023 | CAMT | Buy Now | Camtek | $64.00 | -59.38% | Blayne Curtis69% | $22 → $26 | Maintains | Equal-Weight | Get Alert |
| 01/23/2023 | SLAB | Buy Now | Silicon Laboratories | $91.07 | 9.81% | Blayne Curtis69% | $85 → $100 | Maintains | Underweight | Get Alert |
| 01/23/2023 | SITM | Buy Now | SiTime | $137.24 | -12.56% | Blayne Curtis69% | $96 → $120 | Maintains | Overweight | Get Alert |
| 01/23/2023 | QRVO | Buy Now | Qorvo | $58.93 | 86.66% | Blayne Curtis69% | $85 → $110 | Maintains | Equal-Weight | Get Alert |
| 01/23/2023 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -6.18% | Blayne Curtis69% | $140 → $160 | Maintains | Equal-Weight | Get Alert |
| 01/23/2023 | NVDA | Buy Now | NVIDIA | $109.37 | 128.58% | Blayne Curtis69% | $17 → $25 | Maintains | Overweight | Get Alert |
| 01/23/2023 | MRVL | Buy Now | Marvell Tech | $51.67 | -12.91% | Blayne Curtis69% | $55 → $45 | Maintains | Overweight | Get Alert |
| 01/23/2023 | LRCX | Buy Now | Lam Research | $67.12 | 607.74% | Blayne Curtis69% | $30 → $47.5 | Maintains | Equal-Weight | Get Alert |
| 01/23/2023 | CRUS | Buy Now | Cirrus Logic | $87.41 | 8.68% | Blayne Curtis69% | $85 → $95 | Maintains | Overweight | Get Alert |
| 01/23/2023 | ADI | Buy Now | Analog Devices | $177.97 | -10.1% | Blayne Curtis69% | $145 → $160 | Maintains | Equal-Weight | Get Alert |
| 01/23/2023 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 64.95% | Blayne Curtis69% | $26 → $32 | Maintains | Overweight | Get Alert |
| 01/23/2023 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 118.26% | Blayne Curtis69% | $95 → $125 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/23/2023 | TXN | Buy Now | Texas Instruments | $150.19 | 9.86% | Blayne Curtis69% | $150 → $165 | Maintains | Equal-Weight | Get Alert |
| 01/23/2023 | QCOM | Buy Now | Qualcomm | $138.77 | 8.09% | Blayne Curtis69% | $120 → $150 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/23/2023 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -8.78% | Blayne Curtis69% | $70 → $85 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/23/2023 | KLAC | Buy Now | KLA | $669.97 | -51.49% | Blayne Curtis69% | $260 → $325 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/11/2023 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -24.88% | Blayne Curtis69% | $68 → $70 | Maintains | Equal-Weight | Get Alert |
| 12/02/2022 | MRVL | Buy Now | Marvell Tech | $51.67 | 6.44% | Blayne Curtis69% | $60 → $55 | Maintains | Overweight | Get Alert |
| 11/23/2022 | ADI | Buy Now | Analog Devices | $177.97 | -18.53% | Blayne Curtis69% | $140 → $145 | Maintains | Equal-Weight | Get Alert |
| 11/18/2022 | AMAT | Buy Now | Applied Mat | $143.11 | -44.1% | Blayne Curtis69% | $70 → $80 | Maintains | Equal-Weight | Get Alert |
| 11/17/2022 | CRUS | Buy Now | Cirrus Logic | $87.41 | -2.76% | Blayne Curtis69% | $90 → $85 | Maintains | Overweight | Get Alert |
| 11/04/2022 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 65.88% | Blayne Curtis69% | $110 → $95 | Maintains | Equal-Weight | Get Alert |
| 11/03/2022 | SITM | Buy Now | SiTime | $137.24 | -30.05% | Blayne Curtis69% | $130 → $96 | Maintains | Overweight | Get Alert |
| 10/31/2022 | INTC | Buy Now | Intel | $20.08 | 49.4% | Blayne Curtis69% | → $30 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/28/2022 | INTC | Buy Now | Intel | $20.08 | 49.4% | Blayne Curtis69% | → $30 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/27/2022 | SLAB | Buy Now | Silicon Laboratories | $91.07 | -6.67% | Blayne Curtis69% | $95 → $85 | Maintains | Underweight | Get Alert |
| 10/24/2022 | CAMT | Buy Now | Camtek | $64.00 | -62.5% | Blayne Curtis69% | $26 → $24 | Maintains | Equal-Weight | Get Alert |
| 10/24/2022 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 92.07% | Blayne Curtis69% | $122 → $110 | Maintains | Equal-Weight | Get Alert |
| 10/24/2022 | QCOM | Buy Now | Qualcomm | $138.77 | -13.53% | Blayne Curtis69% | $160 → $120 | Maintains | Equal-Weight | Get Alert |
| 10/24/2022 | NVDA | Buy Now | NVIDIA | $109.37 | 28.01% | Blayne Curtis69% | $19 → $14 | Maintains | Overweight | Get Alert |
| 10/24/2022 | CRUS | Buy Now | Cirrus Logic | $87.41 | 2.96% | Blayne Curtis69% | $105 → $90 | Maintains | Overweight | Get Alert |
| 10/24/2022 | TXN | Buy Now | Texas Instruments | $150.19 | -0.13% | Blayne Curtis69% | → $150 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/24/2022 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -17.91% | Blayne Curtis69% | $200 → $140 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/24/2022 | ADI | Buy Now | Analog Devices | $177.97 | -21.34% | Blayne Curtis69% | $180 → $140 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/24/2022 | SLAB | Buy Now | Silicon Laboratories | $91.07 | 4.32% | Blayne Curtis69% | $140 → $95 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 10/24/2022 | QRVO | Buy Now | Qorvo | $58.93 | 52.72% | Blayne Curtis69% | $120 → $90 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/13/2022 | LRCX | Buy Now | Lam Research | $67.12 | 346.99% | Blayne Curtis69% | $40.5 → $30 | Maintains | Equal-Weight | Get Alert |
| 10/13/2022 | KLAC | Buy Now | KLA | $669.97 | -61.19% | Blayne Curtis69% | $265 → $260 | Maintains | Equal-Weight | Get Alert |
| 10/13/2022 | AMAT | Buy Now | Applied Mat | $143.11 | -51.09% | Blayne Curtis69% | $85 → $70 | Maintains | Equal-Weight | Get Alert |
| 10/12/2022 | INTC | Buy Now | Intel | $20.08 | 49.4% | Blayne Curtis69% | $35 → $30 | Maintains | Underweight | Get Alert |
| 10/07/2022 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -27.02% | Blayne Curtis69% | $85 → $68 | Maintains | Equal-Weight | Get Alert |
| 09/28/2022 | KLAC | Buy Now | KLA | $669.97 | -60.45% | Blayne Curtis69% | $325 → $265 | Maintains | Equal-Weight | Get Alert |
| 09/28/2022 | LRCX | Buy Now | Lam Research | $67.12 | 503.44% | Blayne Curtis69% | $45 → $40.5 | Maintains | Equal-Weight | Get Alert |
| 09/28/2022 | AMAT | Buy Now | Applied Mat | $143.11 | -40.6% | Blayne Curtis69% | $95 → $85 | Maintains | Equal-Weight | Get Alert |
| 09/13/2022 | SITM | Buy Now | SiTime | $137.24 | -5.28% | Blayne Curtis69% | $195 → $130 | Maintains | Overweight | Get Alert |
| 08/25/2022 | NVDA | Buy Now | NVIDIA | $109.37 | 73.72% | Blayne Curtis69% | $20 → $19 | Maintains | Overweight | Get Alert |
| 08/04/2022 | SITM | Buy Now | SiTime | $137.24 | 42.09% | Blayne Curtis69% | $230 → $195 | Maintains | Overweight | Get Alert |
| 07/29/2022 | INTC | Buy Now | Intel | $20.08 | 74.3% | Blayne Curtis69% | $40 → $35 | Maintains | Underweight | Get Alert |
| 07/25/2022 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 113.03% | Blayne Curtis69% | $125 → $122 | Maintains | Equal-Weight | Get Alert |
| 07/25/2022 | SITM | Buy Now | SiTime | $137.24 | 67.59% | Blayne Curtis69% | $325 → $230 | Maintains | Overweight | Get Alert |
| 07/25/2022 | QRVO | Buy Now | Qorvo | $58.93 | 103.63% | Blayne Curtis69% | $135 → $120 | Maintains | Overweight | Get Alert |
| 07/25/2022 | NVDA | Buy Now | NVIDIA | $109.37 | 82.87% | Blayne Curtis69% | $29.5 → $20 | Maintains | Overweight | Get Alert |
| 07/25/2022 | MRVL | Buy Now | Marvell Tech | $51.67 | 16.12% | Blayne Curtis69% | $80 → $60 | Maintains | Overweight | Get Alert |
| 07/25/2022 | KLAC | Buy Now | KLA | $669.97 | -51.49% | Blayne Curtis69% | $365 → $325 | Maintains | Equal-Weight | Get Alert |
| 07/25/2022 | CRUS | Buy Now | Cirrus Logic | $87.41 | 20.12% | Blayne Curtis69% | $120 → $105 | Maintains | Overweight | Get Alert |
| 07/25/2022 | AMAT | Buy Now | Applied Mat | $143.11 | -33.62% | Blayne Curtis69% | $125 → $95 | Maintains | Equal-Weight | Get Alert |
| 07/25/2022 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 34.02% | Blayne Curtis69% | $31 → $26 | Maintains | Overweight | Get Alert |
| 07/25/2022 | OUST | Buy Now | Ouster | $7.06 | -71.67% | Blayne Curtis69% | $60 → $20 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/25/2022 | LRCX | Buy Now | Lam Research | $67.12 | 570.49% | Blayne Curtis69% | $62.5 → $45 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/25/2022 | CAMT | Buy Now | Camtek | $64.00 | -50% | Blayne Curtis69% | $40 → $32 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/11/2022 | INTC | Buy Now | Intel | $20.08 | 99.2% | Blayne Curtis69% | $45 → $40 | Maintains | Underweight | Get Alert |
| 07/11/2022 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -8.78% | Blayne Curtis69% | $115 → $85 | Maintains | Equal-Weight | Get Alert |
| 06/21/2022 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 17.27% | Blayne Curtis69% | $220 → $200 | Maintains | Overweight | Get Alert |
| 05/20/2022 | AMAT | Buy Now | Applied Mat | $143.11 | -12.65% | Blayne Curtis69% | $150 → $125 | Maintains | Equal-Weight | Get Alert |
| 04/27/2022 | TXN | Buy Now | Texas Instruments | $150.19 | -0.13% | Blayne Curtis69% | $170 → $150 | Maintains | Underweight | Get Alert |
| 04/25/2022 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 29% | Blayne Curtis69% | $230 → $220 | Maintains | Overweight | Get Alert |
| 04/25/2022 | KLAC | Buy Now | KLA | $669.97 | -45.52% | Blayne Curtis69% | $400 → $365 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | AMAT | Buy Now | Applied Mat | $143.11 | 4.82% | Blayne Curtis69% | $165 → $150 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 144.46% | Blayne Curtis69% | $160 → $140 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | QRVO | Buy Now | Qorvo | $58.93 | 146.05% | Blayne Curtis69% | $200 → $145 | Maintains | Overweight | Get Alert |
| 04/25/2022 | QCOM | Buy Now | Qualcomm | $138.77 | 15.3% | Blayne Curtis69% | $185 → $160 | Maintains | Equal-Weight | Get Alert |
| 04/25/2022 | NVDA | Buy Now | NVIDIA | $109.37 | 169.73% | Blayne Curtis69% | $35 → $29.5 | Maintains | Overweight | Get Alert |
| 04/25/2022 | MRVL | Buy Now | Marvell Tech | $51.67 | 54.83% | Blayne Curtis69% | $90 → $80 | Maintains | Overweight | Get Alert |
| 04/25/2022 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 59.79% | Blayne Curtis69% | $35 → $31 | Maintains | Overweight | Get Alert |
| 04/21/2022 | LRCX | Buy Now | Lam Research | $67.12 | 831.23% | Blayne Curtis69% | $70 → $62.5 | Maintains | Overweight | Get Alert |
| 03/31/2022 | AMD | Buy Now | Advanced Micro Devices | $93.18 | 23.42% | Blayne Curtis69% | $148 → $115 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 02/18/2022 | INTC | Buy Now | Intel | $20.08 | 124.1% | Blayne Curtis69% | $50 → $45 | Maintains | Underweight | Get Alert |
| 02/04/2022 | TXN | Buy Now | Texas Instruments | $150.19 | 13.19% | Blayne Curtis69% | $180 → $170 | Maintains | Underweight | Get Alert |
| 01/27/2022 | LRCX | Buy Now | Lam Research | $67.12 | 942.98% | Blayne Curtis69% | $75 → $70 | Maintains | Overweight | Get Alert |
| 01/12/2022 | TXN | Buy Now | Texas Instruments | $150.19 | 19.85% | Blayne Curtis69% | $170 → $180 | Maintains | Underweight | Get Alert |
| 01/12/2022 | CRUS | Buy Now | Cirrus Logic | $87.41 | 37.28% | Blayne Curtis69% | $100 → $120 | Maintains | Overweight | Get Alert |
| 01/12/2022 | AVGO | Buy Now | Broadcom | $176.62 | 296.33% | Blayne Curtis69% | $65 → $70 | Maintains | Overweight | Get Alert |
| 01/12/2022 | AMAT | Buy Now | Applied Mat | $143.11 | 15.3% | Blayne Curtis69% | $150 → $165 | Maintains | Equal-Weight | Get Alert |
| 01/12/2022 | ADI | Buy Now | Analog Devices | $177.97 | 1.14% | Blayne Curtis69% | $195 → $180 | Maintains | Overweight | Get Alert |
| 01/12/2022 | AMD | Buy Now | Advanced Micro Devices | $93.18 | 58.83% | Blayne Curtis69% | $135 → $148 | Maintains | Overweight | Get Alert |
| 12/13/2021 | AVGO | Buy Now | Broadcom | $176.62 | 268.02% | Blayne Curtis69% | $54 → $65 | Maintains | Overweight | Get Alert |
| 11/05/2021 | SITM | Buy Now | SiTime | $137.24 | 136.81% | Blayne Curtis69% | $245 → $325 | Maintains | Overweight | Get Alert |
| 10/29/2021 | ALGM | Buy Now | Allegro Microsystems | $19.40 | 95.88% | Blayne Curtis69% | $30 → $38 | Maintains | Overweight | Get Alert |
| 10/28/2021 | SLAB | Buy Now | Silicon Laboratories | $91.07 | 75.69% | Blayne Curtis69% | $125 → $160 | Maintains | Equal-Weight | Get Alert |
| 10/28/2021 | KLAC | Buy Now | KLA | $669.97 | -47.76% | Blayne Curtis69% | $325 → $350 | Maintains | Equal-Weight | Get Alert |
| 10/27/2021 | AMD | Buy Now | Advanced Micro Devices | $93.18 | 44.88% | Blayne Curtis69% | $120 → $135 | Maintains | Overweight | Get Alert |
| 09/29/2021 | MU | Buy Now | Micron Technology | $70.25 | 23.84% | Blayne Curtis69% | $110 → $87 | Maintains | Overweight | Get Alert |
| 09/14/2021 | SITM | Buy Now | SiTime | $137.24 | 78.52% | Blayne Curtis69% | $175 → $245 | Maintains | Overweight | Get Alert |
| 09/07/2021 | CRUS | Buy Now | Cirrus Logic | $87.41 | 14.4% | Blayne Curtis69% | $95 → $100 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/03/2021 | AVGO | Buy Now | Broadcom | $176.62 | 205.74% | Blayne Curtis69% | $52.5 → $54 | Maintains | Overweight | Get Alert |
| 08/27/2021 | MRVL | Buy Now | Marvell Tech | $51.67 | 35.48% | Blayne Curtis69% | $60 → $70 | Maintains | Overweight | Get Alert |
| 08/19/2021 | NVDA | Buy Now | NVIDIA | $109.37 | 105.72% | Blayne Curtis69% | $20.5 → $22.5 | Maintains | Overweight | Get Alert |
| 08/04/2021 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 34.87% | Blayne Curtis69% | $220 → $230 | Maintains | Overweight | Get Alert |
| 08/03/2021 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $134 → $165 | Maintains | Equal-Weight | Get Alert |
| 08/03/2021 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $95 → $100 | Maintains | Equal-Weight | Get Alert |
| 07/23/2021 | INTC | Buy Now | Intel | $20.08 | 149% | Blayne Curtis69% | $58 → $50 | Maintains | Underweight | Get Alert |
| 07/22/2021 | TXN | Buy Now | Texas Instruments | $150.19 | 13.19% | Blayne Curtis69% | $170 → $170 | Maintains | Underweight | Get Alert |
| 07/15/2021 | CRUS | Buy Now | Cirrus Logic | $87.41 | 8.68% | Blayne Curtis69% | $90 → $95 | Maintains | Equal-Weight | Get Alert |
| 06/29/2021 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 249.22% | Blayne Curtis69% | $185 → $200 | Maintains | Equal-Weight | Get Alert |
| 06/29/2021 | QRVO | Buy Now | Qorvo | $58.93 | 273.32% | Blayne Curtis69% | $210 → $220 | Maintains | Overweight | Get Alert |
| 06/29/2021 | CRUS | Buy Now | Cirrus Logic | $87.41 | 2.96% | Blayne Curtis69% | $85 → $90 | Maintains | Equal-Weight | Get Alert |
| 06/04/2021 | AVGO | Buy Now | Broadcom | $176.62 | 197.25% | Blayne Curtis69% | $50 → $52.5 | Maintains | Overweight | Get Alert |
| 05/06/2021 | QRVO | Buy Now | Qorvo | $58.93 | 256.35% | Blayne Curtis69% | $200 → $210 | Maintains | Overweight | Get Alert |
| 05/05/2021 | OUST | Buy Now | Ouster | $7.06 | 98.3% | Blayne Curtis69% | → $140 | Initiates | → Overweight | Get Alert |
| 04/28/2021 | TXN | Buy Now | Texas Instruments | $150.19 | 13.19% | Blayne Curtis69% | $155 → $170 | Maintains | Underweight | Get Alert |
| 04/22/2021 | LRCX | Buy Now | Lam Research | $67.12 | 942.98% | Blayne Curtis69% | $60 → $70 | Maintains | Overweight | Get Alert |
| 04/13/2021 | NVDA | Buy Now | NVIDIA | $109.37 | 494.31% | Blayne Curtis69% | $15 → $16.25 | Maintains | Overweight | Get Alert |
| 03/11/2021 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 231.76% | Blayne Curtis69% | $185 → $190 | Maintains | Equal-Weight | Get Alert |
| 03/11/2021 | QRVO | Buy Now | Qorvo | $58.93 | 239.39% | Blayne Curtis69% | $185 → $200 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 03/01/2021 | MU | Buy Now | Micron Technology | $70.25 | 56.58% | Blayne Curtis69% | $100 → $110 | Maintains | Overweight | Get Alert |
| 02/19/2021 | AMAT | Buy Now | Applied Mat | $143.11 | -12.65% | Blayne Curtis69% | $115 → $125 | Maintains | Equal-Weight | Get Alert |
| 01/26/2021 | TXN | Buy Now | Texas Instruments | $150.19 | 3.2% | Blayne Curtis69% | $140 → $155 | Maintains | Underweight | Get Alert |
| 01/26/2021 | ADI | Buy Now | Analog Devices | $177.97 | -4.48% | Blayne Curtis69% | $150 → $170 | Maintains | Overweight | Get Alert |
| 01/26/2021 | AMAT | Buy Now | Applied Mat | $143.11 | -19.64% | Blayne Curtis69% | $74 → $115 | Maintains | Equal-Weight | Get Alert |
| 01/26/2021 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 188.11% | Blayne Curtis69% | $150 → $165 | Maintains | Equal-Weight | Get Alert |
| 01/26/2021 | SITM | Buy Now | SiTime | $137.24 | 9.3% | Blayne Curtis69% | $100 → $150 | Maintains | Overweight | Get Alert |
| 01/26/2021 | QCOM | Buy Now | Qualcomm | $138.77 | 8.09% | Blayne Curtis69% | $135 → $150 | Maintains | Equal-Weight | Get Alert |
| 01/26/2021 | QRVO | Buy Now | Qorvo | $58.93 | 213.93% | Blayne Curtis69% | $160 → $185 | Maintains | Equal-Weight | Get Alert |
| 01/26/2021 | NXPI | Buy Now | NXP Semiconductors | $170.54 | 17.27% | Blayne Curtis69% | $150 → $200 | Maintains | Overweight | Get Alert |
| 01/26/2021 | NVDA | Buy Now | NVIDIA | $109.37 | 448.6% | Blayne Curtis69% | $13.75 → $15 | Maintains | Overweight | Get Alert |
| 01/26/2021 | LRCX | Buy Now | Lam Research | $67.12 | 793.98% | Blayne Curtis69% | $40.5 → $60 | Maintains | Overweight | Get Alert |
| 01/26/2021 | KLAC | Buy Now | KLA | $669.97 | -55.22% | Blayne Curtis69% | $220 → $300 | Maintains | Equal-Weight | Get Alert |
| 01/26/2021 | AVGO | Buy Now | Broadcom | $176.62 | 183.09% | Blayne Curtis69% | $45 → $50 | Maintains | Overweight | Get Alert |
| 01/22/2021 | INTC | Buy Now | Intel | $20.08 | 163.94% | Blayne Curtis69% | $50 → $53 | Maintains | Underweight | Get Alert |
| 10/28/2020 | AMD | Buy Now | Advanced Micro Devices | $93.18 | 7.32% | Blayne Curtis69% | $85 → $100 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/21/2020 | TXN | Buy Now | Texas Instruments | $150.19 | -6.78% | Blayne Curtis69% | $135 → $140 | Maintains | Underweight | Get Alert |
| 10/19/2020 | TXN | Buy Now | Texas Instruments | $150.19 | -10.11% | Blayne Curtis69% | $125 → $135 | Maintains | Underweight | Get Alert |
| 10/09/2020 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -12.04% | Blayne Curtis69% | $130 → $150 | Maintains | Overweight | Get Alert |
| 09/14/2020 | CRUS | Buy Now | Cirrus Logic | $87.41 | -25.64% | Blayne Curtis69% | $60 → $65 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 08/20/2020 | NVDA | Buy Now | NVIDIA | $109.37 | 380.02% | Blayne Curtis69% | $11.25 → $13.12 | Maintains | Overweight | Get Alert |
| 07/24/2020 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 135.73% | Blayne Curtis69% | $130 → $135 | Maintains | Equal-Weight | Get Alert |
| 07/24/2020 | INTC | Buy Now | Intel | $20.08 | 139.04% | Blayne Curtis69% | $58 → $48 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 07/22/2020 | TXN | Buy Now | Texas Instruments | $150.19 | -16.77% | Blayne Curtis69% | $120 → $125 | Maintains | Underweight | Get Alert |
| 07/20/2020 | TXN | Buy Now | Texas Instruments | $150.19 | -20.1% | Blayne Curtis69% | $105 → $120 | Maintains | Underweight | Get Alert |
| 07/20/2020 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 126.99% | Blayne Curtis69% | $100 → $130 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | SLAB | Buy Now | Silicon Laboratories | $91.07 | 15.3% | Blayne Curtis69% | $90 → $105 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -23.77% | Blayne Curtis69% | $100 → $130 | Maintains | Overweight | Get Alert |
| 07/20/2020 | NVDA | Buy Now | NVIDIA | $109.37 | 311.45% | Blayne Curtis69% | $9.75 → $11.25 | Maintains | Overweight | Get Alert |
| 07/20/2020 | MRVL | Buy Now | Marvell Tech | $51.67 | -22.59% | Blayne Curtis69% | $35 → $40 | Maintains | Overweight | Get Alert |
| 07/20/2020 | MTSI | Buy Now | MACOM Technology Solns | $99.16 | -59.66% | Blayne Curtis69% | $33 → $40 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | LRCX | Buy Now | Lam Research | $67.12 | 421.49% | Blayne Curtis69% | $31.5 → $35 | Maintains | Overweight | Get Alert |
| 07/20/2020 | KLAC | Buy Now | KLA | $669.97 | -68.66% | Blayne Curtis69% | $170 → $210 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | AMAT | Buy Now | Applied Mat | $143.11 | -54.58% | Blayne Curtis69% | $60 → $65 | Maintains | Equal-Weight | Get Alert |
| 07/20/2020 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -40.97% | Blayne Curtis69% | $50 → $55 | Maintains | Equal-Weight | Get Alert |
| 06/22/2020 | CRUS | Buy Now | Cirrus Logic | $87.41 | -31.36% | Blayne Curtis69% | $75 → $60 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 06/17/2020 | SITM | Buy Now | SiTime | $137.24 | -63.57% | Blayne Curtis69% | $24 → $50 | Maintains | Overweight | Get Alert |
| 05/26/2020 | AMAT | Buy Now | Applied Mat | $143.11 | -58.07% | Blayne Curtis69% | → $60 | Initiates | → Equal-Weight | Get Alert |
| 05/26/2020 | KLAC | Buy Now | KLA | $669.97 | -74.63% | Blayne Curtis69% | → $170 | Initiates | → Equal-Weight | Get Alert |
| 05/26/2020 | LRCX | Buy Now | Lam Research | $67.12 | 369.34% | Blayne Curtis69% | → $31.5 | Initiates | → Overweight | Get Alert |
| 05/07/2020 | SITM | Buy Now | SiTime | $137.24 | -82.51% | Blayne Curtis69% | $25 → $24 | Maintains | Overweight | Get Alert |
| 04/17/2020 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $110 → $85 | Maintains | Equal-Weight | Get Alert |
| 04/17/2020 | SITM | Buy Now | SiTime | $137.24 | -81.78% | Blayne Curtis69% | $30 → $25 | Maintains | Overweight | Get Alert |
| 04/17/2020 | SLAB | Buy Now | Silicon Laboratories | $91.07 | -1.17% | Blayne Curtis69% | $95 → $90 | Maintains | Equal-Weight | Get Alert |
| 04/17/2020 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -41.36% | Blayne Curtis69% | $115 → $100 | Maintains | Overweight | Get Alert |
| 04/17/2020 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $60 → $48 | Maintains | Underweight | Get Alert |
| 04/17/2020 | MTSI | Buy Now | MACOM Technology Solns | $99.16 | -69.75% | Blayne Curtis69% | $35 → $30 | Maintains | Equal-Weight | Get Alert |
| 04/17/2020 | COHR | Buy Now | Coherent | $54.26 | 139.6% | Blayne Curtis69% | $160 → $130 | Maintains | Equal-Weight | Get Alert |
| 04/17/2020 | ADI | Buy Now | Analog Devices | $177.97 | -35.38% | Blayne Curtis69% | $135 → $115 | Maintains | Overweight | Get Alert |
| 04/17/2020 | SGH | Buy Now | SMART Glb Hldgs | — | — | Blayne Curtis69% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/17/2020 | TXN | Buy Now | Texas Instruments | $150.19 | — | Blayne Curtis69% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 03/26/2020 | MU | Buy Now | Micron Technology | $70.25 | -14.59% | Blayne Curtis69% | $70 → $60 | Maintains | Overweight | Get Alert |
| 01/16/2020 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | → $60 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 12/20/2019 | SGH | Buy Now | SMART Glb Hldgs | — | — | Blayne Curtis69% | $15 → $20 | Maintains | Overweight | Get Alert |
| 11/15/2019 | NVDA | Buy Now | NVIDIA | $109.37 | 105.72% | Blayne Curtis69% | $4.25 → $5.62 | Maintains | Overweight | Get Alert |
| 11/13/2019 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 65.88% | Blayne Curtis69% | $80 → $95 | Maintains | Equal-Weight | Get Alert |
| 10/24/2019 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $100 → $91 | Maintains | Equal-Weight | Get Alert |
| 10/17/2019 | CRUS | Buy Now | Cirrus Logic | $87.41 | — | Blayne Curtis69% | — | Upgrade | Underweight → Equal-Weight | Get Alert |
| 09/12/2019 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $110 → $100 | Maintains | Equal-Weight | Get Alert |
| 09/12/2019 | ADI | Buy Now | Analog Devices | $177.97 | -26.95% | Blayne Curtis69% | $105 → $130 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 07/24/2019 | TXN | Buy Now | Texas Instruments | $150.19 | -20.1% | Blayne Curtis69% | $105 → $120 | Maintains | Equal-Weight | Get Alert |
| 07/18/2019 | MU | Buy Now | Micron Technology | $70.25 | -28.83% | Blayne Curtis69% | $40 → $50 | Maintains | Overweight | Get Alert |
| 07/18/2019 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 39.69% | Blayne Curtis69% | $75 → $80 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/18/2019 | QCOM | Buy Now | Qualcomm | $138.77 | -45.95% | Blayne Curtis69% | $90 → $75 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 06/14/2019 | AVGO | Buy Now | Broadcom | $176.62 | 78.35% | Blayne Curtis69% | $36 → $31.5 | Maintains | Overweight | Get Alert |
| 06/06/2019 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $130 → $105 | Maintains | Equal-Weight | Get Alert |
| 06/06/2019 | QCOM | Buy Now | Qualcomm | $138.77 | -35.14% | Blayne Curtis69% | $100 → $90 | Maintains | Overweight | Get Alert |
| 06/06/2019 | NVDA | Buy Now | NVIDIA | $109.37 | 64.58% | Blayne Curtis69% | $5.5 → $4.5 | Maintains | Overweight | Get Alert |
| 06/06/2019 | MU | Buy Now | Micron Technology | $70.25 | -43.06% | Blayne Curtis69% | $45 → $40 | Maintains | Overweight | Get Alert |
| 06/06/2019 | QRVO | Buy Now | Qorvo | $58.93 | 1.82% | Blayne Curtis69% | $70 → $60 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 05/01/2019 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $58 → $60 | Maintains | Equal-Weight | Get Alert |
| 05/01/2019 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -69.95% | Blayne Curtis69% | $26 → $28 | Maintains | Equal-Weight | Get Alert |
| 04/17/2019 | QCOM | Buy Now | Qualcomm | $138.77 | -27.94% | Blayne Curtis69% | $70 → $100 | Maintains | Overweight | Get Alert |
| 03/29/2019 | SGH | Buy Now | SMART Glb Hldgs | — | — | Blayne Curtis69% | $19 → $12.5 | Maintains | Overweight | Get Alert |
| 03/28/2019 | QTNA | Buy Now | Quantenna Communications | — | — | Blayne Curtis69% | $14 → $24 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 03/15/2019 | AVGO | Buy Now | Broadcom | $176.62 | 55.7% | Blayne Curtis69% | $26.5 → $27.5 | Maintains | Overweight | Get Alert |
| 12/19/2018 | MU | Buy Now | Micron Technology | $70.25 | -34.52% | Blayne Curtis69% | $50 → $46 | Maintains | Overweight | Get Alert |
| 11/30/2018 | MRVL | Buy Now | Marvell Tech | $51.67 | -55.49% | Blayne Curtis69% | $25 → $23 | Maintains | Overweight | Get Alert |
| 11/16/2018 | NVDA | Buy Now | NVIDIA | $109.37 | 128.58% | Blayne Curtis69% | $7.5 → $6.25 | Maintains | Overweight | Get Alert |
| 11/16/2018 | CRUS | Buy Now | Cirrus Logic | $87.41 | -65.68% | Blayne Curtis69% | $32 → $30 | Maintains | Underweight | Get Alert |
| 10/23/2018 | TXN | Buy Now | Texas Instruments | $150.19 | -30.09% | Blayne Curtis69% | $120 → $105 | Maintains | Equal-Weight | Get Alert |
| 10/23/2018 | SGH | Buy Now | SMART Glb Hldgs | — | — | Blayne Curtis69% | $27.5 → $20 | Maintains | Overweight | Get Alert |
| 10/23/2018 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 83.34% | Blayne Curtis69% | $120 → $105 | Maintains | Overweight | Get Alert |
| 10/23/2018 | SLAB | Buy Now | Silicon Laboratories | $91.07 | -1.17% | Blayne Curtis69% | $100 → $90 | Maintains | Equal-Weight | Get Alert |
| 10/23/2018 | QRVO | Buy Now | Qorvo | $58.93 | 44.24% | Blayne Curtis69% | $95 → $85 | Maintains | Overweight | Get Alert |
| 10/23/2018 | MU | Buy Now | Micron Technology | $70.25 | -28.83% | Blayne Curtis69% | $60 → $50 | Maintains | Overweight | Get Alert |
| 10/23/2018 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $60 → $55 | Maintains | Equal-Weight | Get Alert |
| 10/23/2018 | MRVL | Buy Now | Marvell Tech | $51.67 | -51.62% | Blayne Curtis69% | $30 → $25 | Maintains | Overweight | Get Alert |
| 10/23/2018 | MTSI | Buy Now | MACOM Technology Solns | $99.16 | -81.85% | Blayne Curtis69% | $26 → $18 | Maintains | Equal-Weight | Get Alert |
| 10/23/2018 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | $18 → $16 | Maintains | Equal-Weight | Get Alert |
| 10/23/2018 | ADI | Buy Now | Analog Devices | $177.97 | -45.5% | Blayne Curtis69% | $105 → $97 | Maintains | Equal-Weight | Get Alert |
| 10/23/2018 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -44.29% | Blayne Curtis69% | $105 → $95 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 10/23/2018 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -73.17% | Blayne Curtis69% | → $25 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/01/2018 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -73.17% | Blayne Curtis69% | $15 → $25 | Maintains | Underweight | Get Alert |
| 10/01/2018 | INTC | Buy Now | Intel | $20.08 | — | Blayne Curtis69% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 08/06/2018 | INTC | Buy Now | Intel | $20.08 | 163.94% | Blayne Curtis69% | $62 → $53 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 07/31/2018 | QTNA | Buy Now | Quantenna Communications | — | — | Blayne Curtis69% | $15 → $17 | Maintains | Equal-Weight | Get Alert |
| 07/31/2018 | IDTI | Buy Now | Integrated Device Tech | — | — | Blayne Curtis69% | $33 → $36 | Maintains | Equal-Weight | Get Alert |
| 06/18/2018 | QRVO | Buy Now | Qorvo | $58.93 | 61.21% | Blayne Curtis69% | $90 → $95 | Maintains | Overweight | Get Alert |
| 05/11/2018 | NVDA | Buy Now | NVIDIA | $109.37 | 174.3% | Blayne Curtis69% | $7 → $7.5 | Maintains | Overweight | Get Alert |
| 05/03/2018 | QRVO | Buy Now | Qorvo | $58.93 | 52.72% | Blayne Curtis69% | $87 → $90 | Maintains | Overweight | Get Alert |
| 05/03/2018 | CRUS | Buy Now | Cirrus Logic | $87.41 | -63.39% | Blayne Curtis69% | $36 → $32 | Maintains | Underweight | Get Alert |
| 05/03/2018 | NVDA | Buy Now | NVIDIA | $109.37 | — | Blayne Curtis69% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 05/01/2018 | QRVO | Buy Now | Qorvo | $58.93 | — | Blayne Curtis69% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 04/27/2018 | INTC | Buy Now | Intel | $20.08 | 208.76% | Blayne Curtis69% | $60 → $62 | Maintains | Overweight | Get Alert |
| 04/19/2018 | INTC | Buy Now | Intel | $20.08 | 198.8% | Blayne Curtis69% | $55 → $60 | Maintains | Overweight | Get Alert |
| 04/19/2018 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -90.34% | Blayne Curtis69% | $10 → $9 | Maintains | Underweight | Get Alert |
| 03/26/2018 | AVGO | Buy Now | Broadcom | $176.62 | 89.67% | Blayne Curtis69% | → $33.5 | Reinstates | → Overweight | Get Alert |
| 03/23/2018 | SGH | Buy Now | SMART Glb Hldgs | — | — | Blayne Curtis69% | $20 → $27.5 | Maintains | Overweight | Get Alert |
| 02/06/2018 | CRUS | Buy Now | Cirrus Logic | $87.41 | -58.81% | Blayne Curtis69% | $45 → $36 | Maintains | Underweight | Get Alert |
| 02/01/2018 | QRVO | Buy Now | Qorvo | $58.93 | 47.63% | Blayne Curtis69% | $75 → $87 | Maintains | Equal-Weight | Get Alert |
| 01/26/2018 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $55 → $58 | Maintains | Equal-Weight | Get Alert |
| 01/17/2018 | IDTI | Buy Now | Integrated Device Tech | — | — | Blayne Curtis69% | — | Upgrade | Underweight → Equal-Weight | Get Alert |
| 11/21/2017 | MRVL | Buy Now | Marvell Tech | $51.67 | — | Blayne Curtis69% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 11/15/2017 | MTSI | Buy Now | MACOM Technology Solns | $99.16 | -59.66% | Blayne Curtis69% | $50 → $40 | Maintains | Overweight | Get Alert |
| 11/13/2017 | INTC | Buy Now | Intel | $20.08 | 173.9% | Blayne Curtis69% | $45 → $55 | Maintains | Overweight | Get Alert |
| 11/10/2017 | NVDA | Buy Now | NVIDIA | $109.37 | 105.72% | Blayne Curtis69% | $5 → $5.62 | Maintains | Equal-Weight | Get Alert |
| 10/31/2017 | IDTI | Buy Now | Integrated Device Tech | — | — | Blayne Curtis69% | $24 → $28 | Maintains | Underweight | Get Alert |
| 10/31/2017 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/26/2017 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $65 → $67 | Maintains | Equal-Weight | Get Alert |
| 10/20/2017 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $50 → $54 | Maintains | Equal-Weight | Get Alert |
| 10/18/2017 | TXN | Buy Now | Texas Instruments | $150.19 | -36.75% | Blayne Curtis69% | $85 → $95 | Maintains | Equal-Weight | Get Alert |
| 10/18/2017 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 109.53% | Blayne Curtis69% | $110 → $120 | Maintains | Overweight | Get Alert |
| 10/18/2017 | SLAB | Buy Now | Silicon Laboratories | $91.07 | -5.57% | Blayne Curtis69% | $72 → $86 | Maintains | Overweight | Get Alert |
| 10/18/2017 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $46 → $50 | Maintains | Equal-Weight | Get Alert |
| 10/18/2017 | MTSI | Buy Now | MACOM Technology Solns | $99.16 | -49.58% | Blayne Curtis69% | $63 → $50 | Maintains | Overweight | Get Alert |
| 10/18/2017 | IDTI | Buy Now | Integrated Device Tech | — | — | Blayne Curtis69% | $22 → $24 | Maintains | Underweight | Get Alert |
| 10/18/2017 | AVGO | Buy Now | Broadcom | $176.62 | 69.86% | Blayne Curtis69% | $29 → $30 | Maintains | Overweight | Get Alert |
| 10/12/2017 | MU | Buy Now | Micron Technology | $70.25 | -14.59% | Blayne Curtis69% | $40 → $60 | Maintains | Overweight | Get Alert |
| 10/04/2017 | NVDA | Buy Now | NVIDIA | $109.37 | 82.87% | Blayne Curtis69% | $3.5 → $5 | Maintains | Equal-Weight | Get Alert |
| 10/04/2017 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -89.27% | Blayne Curtis69% | $9 → $10 | Maintains | Underweight | Get Alert |
| 09/29/2017 | SGH | Buy Now | SMART Glb Hldgs | — | — | Blayne Curtis69% | $9.5 → $14 | Maintains | Overweight | Get Alert |
| 08/11/2017 | NVDA | Buy Now | NVIDIA | $109.37 | 28.01% | Blayne Curtis69% | $2.62 → $3.5 | Maintains | Equal-Weight | Get Alert |
| 08/08/2017 | QTNA | Buy Now | Quantenna Communications | — | — | Blayne Curtis69% | $23 → $21 | Maintains | Overweight | Get Alert |
| 08/02/2017 | MTSI | Buy Now | MACOM Technology Solns | $99.16 | -36.47% | Blayne Curtis69% | $70 → $63 | Maintains | Overweight | Get Alert |
| 07/27/2017 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $60 → $65 | Maintains | Equal-Weight | Get Alert |
| 07/18/2017 | TXN | Buy Now | Texas Instruments | $150.19 | -44.74% | Blayne Curtis69% | $77 → $83 | Maintains | Equal-Weight | Get Alert |
| 07/18/2017 | CRUS | Buy Now | Cirrus Logic | $87.41 | — | Blayne Curtis69% | — | Downgrade | Equal-Weight → Underweight | Get Alert |
| 07/18/2017 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | — | Upgrade | Underweight → Equal-Weight | Get Alert |
| 06/28/2017 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 06/19/2017 | SGH | Buy Now | SMART Glb Hldgs | — | — | Blayne Curtis69% | → $9.5 | Initiates | → Overweight | Get Alert |
| 11/22/2016 | QTNA | Buy Now | Quantenna Communications, Inc. - Common Stock | — | — | Blayne Curtis69% | → $23 | Initiates | → Overweight | Get Alert |
| 11/11/2016 | NVDA | Buy Now | NVIDIA | $109.37 | -34.17% | Blayne Curtis69% | $1.35 → $1.8 | Upgrade | Underweight → Equal-Weight | Get Alert |
| 10/20/2016 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | — | Maintains | Equal-Weight | Get Alert |
| 10/19/2016 | INTC | Buy Now | Intel | $20.08 | — | Blayne Curtis69% | — | Maintains | Overweight | Get Alert |
| 10/18/2016 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/18/2016 | INTC | Buy Now | Intel | $20.08 | — | Blayne Curtis69% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 09/02/2016 | AVGO | Buy Now | Broadcom | $176.62 | 16.07% | Blayne Curtis69% | $18.5 → $20.5 | Maintains | Overweight | Get Alert |
| 08/31/2016 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $35 → $42 | Maintains | Equal-Weight | Get Alert |
| 08/30/2016 | AVGO | Buy Now | Broadcom | $176.62 | 4.74% | Blayne Curtis69% | $18.5 → $18.5 | Maintains | Overweight | Get Alert |
| 08/12/2016 | NVDA | Buy Now | NVIDIA | $109.37 | -50.63% | Blayne Curtis69% | $1 → $1.35 | Maintains | Underweight | Get Alert |
| 08/10/2016 | NVDA | Buy Now | NVIDIA | $109.37 | -63.43% | Blayne Curtis69% | $0.75 → $1 | Maintains | Underweight | Get Alert |
| 08/02/2016 | IDTI | Buy Now | Integrated Device Tech | — | — | Blayne Curtis69% | $21 → $19 | Maintains | Underweight | Get Alert |
| 07/28/2016 | MRVL | Buy Now | Marvell Tech | $51.67 | -76.78% | Blayne Curtis69% | $10 → $12 | Maintains | Equal-Weight | Get Alert |
| 07/28/2016 | CRUS | Buy Now | Cirrus Logic | $87.41 | -56.53% | Blayne Curtis69% | $35 → $38 | Maintains | Equal-Weight | Get Alert |
| 07/27/2016 | ADI | Buy Now | Analog Devices | $177.97 | -64.04% | Blayne Curtis69% | $55 → $64 | Maintains | Equal-Weight | Get Alert |
| 07/21/2016 | INTC | Buy Now | Intel | $20.08 | 64.34% | Blayne Curtis69% | → $33 | Maintains | Equal-Weight | Get Alert |
| 07/20/2016 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $33 → $35 | Maintains | Equal-Weight | Get Alert |
| 06/03/2016 | AVGO | Buy Now | Broadcom | $176.62 | 4.74% | Blayne Curtis69% | $17 → $18.5 | Maintains | Overweight | Get Alert |
| 05/13/2016 | NVDA | Buy Now | NVIDIA | $109.37 | -72.57% | Blayne Curtis69% | $0.62 → $0.75 | Maintains | Underweight | Get Alert |
| 05/05/2016 | CRUS | Buy Now | Cirrus Logic | $87.41 | -59.96% | Blayne Curtis69% | $37 → $35 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 03/28/2016 | QRVO | Buy Now | Qorvo | $58.93 | -15.15% | Blayne Curtis69% | $46 → $50 | Maintains | Equal-Weight | Get Alert |
| 03/28/2016 | QCOM | Buy Now | Qualcomm | $138.77 | -63.97% | Blayne Curtis69% | $55 → $50 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 02/18/2016 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -44.29% | Blayne Curtis69% | $100 → $95 | Maintains | Overweight | Get Alert |
| 02/02/2016 | AVGO | Buy Now | Broadcom | $176.62 | -3.75% | Blayne Curtis69% | → $17 | Initiates | → Overweight | Get Alert |
| 01/29/2016 | TXN | Buy Now | Texas Instruments | $150.19 | -62.71% | Blayne Curtis69% | $58 → $56 | Maintains | Equal-Weight | Get Alert |
| 01/29/2016 | CRUS | Buy Now | Cirrus Logic | $87.41 | -57.67% | Blayne Curtis69% | $39 → $37 | Maintains | Overweight | Get Alert |
| 01/28/2016 | TXN | Buy Now | Texas Instruments | $150.19 | -62.71% | Blayne Curtis69% | $58 → $56 | Maintains | Equal-Weight | Get Alert |
| 01/28/2016 | CRUS | Buy Now | Cirrus Logic | $87.41 | -57.67% | Blayne Curtis69% | $39 → $37 | Maintains | Overweight | Get Alert |
| 01/21/2016 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $43 → $45 | Maintains | Equal-Weight | Get Alert |
| 01/15/2016 | ADI | Buy Now | Analog Devices | $177.97 | -69.1% | Blayne Curtis69% | $60 → $55 | Maintains | Equal-Weight | Get Alert |
| 01/14/2016 | NVDA | Buy Now | NVIDIA | $109.37 | -77.14% | Blayne Curtis69% | $0.57 → $0.62 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/04/2016 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 65.88% | Blayne Curtis69% | → $95 | Assumes | → Overweight | Get Alert |
| 12/04/2015 | ADI | Buy Now | Analog Devices | $177.97 | -66.29% | Blayne Curtis69% | $70 → $60 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 10/30/2015 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -41.36% | Blayne Curtis69% | $120 → $100 | Maintains | Overweight | Get Alert |
| 10/13/2015 | QCOM | Buy Now | Qualcomm | $138.77 | -51% | Blayne Curtis69% | $77 → $68 | Maintains | Outperform | Get Alert |
| 10/13/2015 | QRVO | Buy Now | Qorvo | $58.93 | -15.15% | Blayne Curtis69% | $65 → $50 | Maintains | Equal-Weight | Get Alert |
| 08/07/2015 | NVDA | Buy Now | NVIDIA | $109.37 | -80.8% | Blayne Curtis69% | $0.5 → $0.53 | Maintains | Equal-Weight | Get Alert |
| 07/01/2015 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | → $15 | Initiates | → Overweight | Get Alert |
| 05/26/2015 | CRUS | Buy Now | Cirrus Logic | $87.41 | -55.38% | Blayne Curtis69% | $37 → $39 | Maintains | Overweight | Get Alert |
| 05/26/2015 | IDTI | Buy Now | Integrated Device Tech | — | — | Blayne Curtis69% | $15 → $19 | Maintains | Underweight | Get Alert |
| 05/12/2015 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 57.15% | Blayne Curtis69% | $80 → $90 | Maintains | Equal-Weight | Get Alert |
| 05/12/2015 | QRVO | Buy Now | Qorvo | $58.93 | 35.75% | Blayne Curtis69% | $70 → $80 | Maintains | Equal-Weight | Get Alert |
| 05/12/2015 | AVGO | Buy Now | Broadcom | $176.62 | -17.9% | Blayne Curtis69% | → $14.5 | Assumes | → Overweight | Get Alert |
| 05/07/2015 | QRVO | Buy Now | Qorvo | $58.93 | 18.78% | Blayne Curtis69% | $65 → $70 | Maintains | Equal-Weight | Get Alert |
| 05/05/2015 | IDTI | Buy Now | Integrated Device Tech | — | — | Blayne Curtis69% | $14 → $15 | Maintains | Underweight | Get Alert |
| 04/14/2015 | CRUS | Buy Now | Cirrus Logic | $87.41 | -57.67% | Blayne Curtis69% | $35 → $37 | Maintains | Overweight | Get Alert |
| 03/30/2015 | ADI | Buy Now | Analog Devices | $177.97 | -60.67% | Blayne Curtis69% | $55 → $70 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 03/02/2015 | CRUS | Buy Now | Cirrus Logic | $87.41 | -59.96% | Blayne Curtis69% | $32 → $35 | Maintains | Overweight | Get Alert |
| 02/18/2015 | ADI | Buy Now | Analog Devices | $177.97 | -69.1% | Blayne Curtis69% | $50 → $55 | Maintains | Equal-Weight | Get Alert |
| 02/12/2015 | NVDA | Buy Now | NVIDIA | $109.37 | -81.71% | Blayne Curtis69% | $0.45 → $0.5 | Maintains | Equal-Weight | Get Alert |
| 02/03/2015 | IDTI | Buy Now | Integrated Device Tech | — | — | Blayne Curtis69% | $13 → $14 | Maintains | Underweight | Get Alert |
| 01/23/2015 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $33 → $34 | Maintains | Equal-Weight | Get Alert |
| 01/23/2015 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 30.96% | Blayne Curtis69% | $70 → $75 | Maintains | Equal-Weight | Get Alert |
| 01/22/2015 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $45 → $41 | Maintains | Equal-Weight | Get Alert |
| 01/15/2015 | IDTI | Buy Now | Integrated Device Tech | — | — | Blayne Curtis69% | $12 → $13 | Maintains | Underweight | Get Alert |
| 01/15/2015 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $32 → $33 | Maintains | Equal-Weight | Get Alert |
| 01/15/2015 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -47.23% | Blayne Curtis69% | $80 → $90 | Maintains | Overweight | Get Alert |
| 01/15/2015 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 22.23% | Blayne Curtis69% | $65 → $70 | Maintains | Equal-Weight | Get Alert |
| 01/15/2015 | TXN | Buy Now | Texas Instruments | $150.19 | -64.05% | Blayne Curtis69% | $48 → $54 | Maintains | Equal-Weight | Get Alert |
| 01/05/2015 | QRVO | Buy Now | Qorvo | $58.93 | 10.3% | Blayne Curtis69% | → $65 | Initiates | → Equal-Weight | Get Alert |
| 12/29/2014 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | $12 → $16 | Maintains | Equal-Weight | Get Alert |
| 12/15/2014 | CRUS | Buy Now | Cirrus Logic | $87.41 | -67.97% | Blayne Curtis69% | $18 → $28 | Upgrade | Underweight → Overweight | Get Alert |
| 12/11/2014 | SWKS | Buy Now | Skyworks Solutions | $57.27 | 13.5% | Blayne Curtis69% | $52 → $65 | Maintains | Equal-Weight | Get Alert |
| 12/11/2014 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | $11 → $12 | Maintains | Equal-Weight | Get Alert |
| 12/11/2014 | AVGO | Buy Now | Broadcom | $176.62 | -34.89% | Blayne Curtis69% | $10.8 → $11.5 | Maintains | Overweight | Get Alert |
| 12/04/2014 | AVGO | Buy Now | Broadcom | $176.62 | -38.85% | Blayne Curtis69% | $10 → $10.8 | Maintains | Overweight | Get Alert |
| 12/02/2014 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | $10 → $11 | Maintains | Equal-Weight | Get Alert |
| 11/07/2014 | SWKS | Buy Now | Skyworks Solutions | $57.27 | -9.2% | Blayne Curtis69% | $48 → $52 | Maintains | Equal-Weight | Get Alert |
| 11/06/2014 | QCOM | Buy Now | Qualcomm | $138.77 | -42.35% | Blayne Curtis69% | $85 → $80 | Maintains | Overweight | Get Alert |
| 10/15/2014 | INTC | Buy Now | Intel | $20.08 | 59.36% | Blayne Curtis69% | $30 → $32 | Maintains | Equal-Weight | Get Alert |
| 09/09/2014 | AVGO | Buy Now | Broadcom | $176.62 | -43.38% | Blayne Curtis69% | $9 → $10 | Maintains | Overweight | Get Alert |
| 08/27/2014 | ADI | Buy Now | Analog Devices | $177.97 | -71.91% | Blayne Curtis69% | $49 → $50 | Maintains | Equal-Weight | Get Alert |
| 07/25/2014 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $35 → $32 | Maintains | Equal-Weight | Get Alert |
| 07/18/2014 | SWKS | Buy Now | Skyworks Solutions | $57.27 | -16.19% | Blayne Curtis69% | $44 → $48 | Maintains | Equal-Weight | Get Alert |
| 07/16/2014 | INTC | Buy Now | Intel | $20.08 | 49.4% | Blayne Curtis69% | $28 → $30 | Maintains | Equal-Weight | Get Alert |
| 07/15/2014 | TXN | Buy Now | Texas Instruments | $150.19 | -68.04% | Blayne Curtis69% | $43 → $48 | Maintains | Equal-Weight | Get Alert |
| 07/15/2014 | SWKS | Buy Now | Skyworks Solutions | $57.27 | -23.17% | Blayne Curtis69% | $40 → $44 | Maintains | Equal-Weight | Get Alert |
| 07/15/2014 | IDTI | Buy Now | Integrated Device Technology, Inc. | — | — | Blayne Curtis69% | $8 → $10 | Maintains | Underweight | Get Alert |
| 07/15/2014 | INTC | Buy Now | Intel | $20.08 | 39.44% | Blayne Curtis69% | $26 → $28 | Maintains | Equal-Weight | Get Alert |
| 07/15/2014 | CRUS | Buy Now | Cirrus Logic | $87.41 | -79.41% | Blayne Curtis69% | $16 → $18 | Maintains | Underweight | Get Alert |
| 07/15/2014 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | → $35 | Downgrade | Overweight → Equal-weight | Get Alert |
| 06/13/2014 | INTC | Buy Now | Intel | $20.08 | 29.48% | Blayne Curtis69% | $24 → $26 | Maintains | Equal-Weight | Get Alert |
| 05/09/2014 | AVGO | Buy Now | Broadcom | $176.62 | -51.87% | Blayne Curtis69% | → $8.5 | Initiates | → Overweight | Get Alert |
| 04/24/2014 | TXN | Buy Now | Texas Instruments | $150.19 | -71.37% | Blayne Curtis69% | $40 → $43 | Maintains | Equal-Weight | Get Alert |
| 04/23/2014 | SWKS | Buy Now | Skyworks Solutions | $57.27 | -45.87% | Blayne Curtis69% | $26 → $31 | Maintains | Equal-Weight | Get Alert |
| 01/28/2014 | MXIM | Buy Now | Maxim Integrated Products | — | — | Blayne Curtis69% | $28 → $35 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/27/2014 | IDTI | Buy Now | Integrated Device Technology, Inc. | — | — | Blayne Curtis69% | $7 → $8 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 01/15/2014 | XLNX | Buy Now | Xilinx | — | — | Blayne Curtis69% | $44 → $54 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 11/11/2013 | CRUS | Buy Now | Cirrus Logic | $87.41 | -81.7% | Blayne Curtis69% | → $16 | Maintains | Underweight | Get Alert |
| 10/30/2013 | CRUS | Buy Now | Cirrus Logic | $87.41 | -81.7% | Blayne Curtis69% | → $16 | Downgrade | Equal-weight → Underweight | Get Alert |
| 07/29/2013 | SWKS | Buy Now | Skyworks Solutions | $57.27 | -65.08% | Blayne Curtis69% | $24 → $20 | Maintains | Equal-Weight | Get Alert |
| 04/26/2013 | CRUS | Buy Now | Cirrus Logic | $87.41 | — | Blayne Curtis69% | — | Downgrade | Overweight → Equal-Weight | Get Alert |
| 04/11/2013 | SLAB | Buy Now | Silicon Laboratories | $91.07 | — | Blayne Curtis69% | — | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/03/2013 | TXN | Buy Now | Texas Instruments | $150.19 | -80.03% | Blayne Curtis69% | $29 → $30 | Maintains | Equal-Weight | Get Alert |
| 01/03/2013 | NXPI | Buy Now | NXP Semiconductors | $170.54 | -77.72% | Blayne Curtis69% | $33 → $38 | Maintains | Overweight | Get Alert |
| 01/03/2013 | SLAB | Buy Now | Silicon Laboratories | $91.07 | -56.08% | Blayne Curtis69% | $38 → $40 | Maintains | Equal-Weight | Get Alert |
| 01/03/2013 | NVDA | Buy Now | NVIDIA | $109.37 | -86.29% | Blayne Curtis69% | $0.4 → $0.38 | Maintains | Equal-Weight | Get Alert |
| 01/03/2013 | INTC | Buy Now | Intel | $20.08 | -0.4% | Blayne Curtis69% | $22 → $20 | Maintains | Equal-Weight | Get Alert |
| 01/03/2013 | CRUS | Buy Now | Cirrus Logic | $87.41 | -58.81% | Blayne Curtis69% | $47 → $36 | Maintains | Overweight | Get Alert |
| 01/03/2013 | ADI | Buy Now | Analog Devices | $177.97 | -74.71% | Blayne Curtis69% | $40 → $45 | Maintains | Equal-Weight | Get Alert |
| 01/03/2013 | LRCX | Buy Now | Lam Research | $67.12 | -43.38% | Blayne Curtis69% | $4.4 → $3.8 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/03/2013 | KLAC | Buy Now | KLA | $669.97 | -91.64% | Blayne Curtis69% | $50 → $56 | Upgrade | Equal-Weight → Overweight | Get Alert |
| 01/03/2013 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | $13 → $12 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 01/03/2013 | AMD | Buy Now | Advanced Micro Devices, Inc. | $93.18 | -97.85% | Blayne Curtis69% | → $2 | Downgrade | Equal-Weight → Underweight | Get Alert |
| 11/15/2012 | TXN | Buy Now | Texas Instruments | $150.19 | -80.69% | Blayne Curtis69% | $28 → $29 | Maintains | Equal-Weight | Get Alert |
| 11/09/2012 | LRCX | Buy Now | Lam Research | $67.12 | -34.44% | Blayne Curtis69% | $3.9 → $4.4 | Maintains | Overweight | Get Alert |
| 10/25/2012 | SLAB | Buy Now | Silicon Laboratories | $91.07 | -58.27% | Blayne Curtis69% | $36 → $38 | Maintains | Equal-Weight | Get Alert |
| 10/19/2012 | MRVL | Buy Now | Marvell Tech | $51.67 | -82.58% | Blayne Curtis69% | $10 → $9 | Maintains | Equal-Weight | Get Alert |
| 10/19/2012 | CY | Buy Now | Cypress Semiconductor | — | — | Blayne Curtis69% | $14 → $13 | Maintains | Overweight | Get Alert |
| 10/12/2012 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -97.85% | Blayne Curtis69% | $3 → $2 | Maintains | Equal-Weight | Get Alert |
| 10/10/2012 | MRVL | Buy Now | Marvell Tech | $51.67 | -80.65% | Blayne Curtis69% | $14 → $10 | Maintains | Equal-Weight | Get Alert |
| 10/10/2012 | TXN | Buy Now | Texas Instruments | $150.19 | -81.36% | Blayne Curtis69% | $32 → $28 | Maintains | Equal-Weight | Get Alert |
| 10/10/2012 | INTC | Buy Now | Intel | $20.08 | 9.56% | Blayne Curtis69% | $24 → $22 | Maintains | Equal-Weight | Get Alert |
| 10/10/2012 | AMD | Buy Now | Advanced Micro Devices | $93.18 | -96.78% | Blayne Curtis69% | $5 → $3 | Maintains | Equal-Weight | Get Alert |
| 10/02/2012 | KLAC | Buy Now | KLA | $669.97 | -92.54% | Blayne Curtis69% | $60 → $50 | Maintains | Equal-Weight | Get Alert |
| 09/04/2012 | SWKS | Buy Now | Skyworks Solutions | $57.27 | -51.11% | Blayne Curtis69% | $30 → $28 | Downgrade | Overweight → Equal-Weight | Get Alert |
| 09/04/2012 | AVGO | Buy Now | Broadcom | $176.62 | -77.35% | Blayne Curtis69% | $4.3 → $4 | Maintains | Overweight | Get Alert |
| 08/23/2012 | CRUS | Buy Now | Cirrus Logic | $87.41 | -46.23% | Blayne Curtis69% | → $47 | Initiates | → Overweight | Get Alert |
| 08/13/2012 | MRVL | Buy Now | Marvell Tech | $51.67 | -72.9% | Blayne Curtis69% | $15 → $14 | Maintains | Equal-Weight | Get Alert |
| 08/10/2012 | NVDA | Buy Now | NVIDIA | $109.37 | -85.37% | Blayne Curtis69% | $0.38 → $0.4 | Maintains | Equal-Weight | Get Alert |
| 07/24/2012 | TXN | Buy Now | Texas Instruments | $150.19 | -78.69% | Blayne Curtis69% | $35 → $32 | Maintains | Equal-Weight | Get Alert |
| 06/26/2012 | SWKS | Buy Now | Skyworks Solutions | $57.27 | -47.62% | Blayne Curtis69% | $32 → $30 | Maintains | Overweight | Get Alert |
