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John Vinh is an analyst at Keybanc. Analyst ratings are quantitative and qualitative analysis of a stock by Wall Street stock rating analysts. Stock ratings consist of expected future growth, current stock valuation and macroeconomic trends. Updated 04/07/2025
| Buy Now | Get Alert | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 03/19/2025 | NVDA | Buy Now | NVIDIA | $89.90 | — | John Vinh71% | — | Reiterates | Overweight → Overweight | Get Alert |
| 03/07/2025 | AVGO | Buy Now | Broadcom | $142.01 | 93.65% | John Vinh71% | $260 → $275 | Maintains | Overweight | Get Alert |
| 03/06/2025 | MRVL | Buy Now | Marvell Tech | $47.10 | 144.16% | John Vinh71% | $135 → $115 | Maintains | Overweight | Get Alert |
| 02/27/2025 | SNOW | Buy Now | Snowflake | $124.25 | 77.06% | John Vinh71% | $210 → $220 | Maintains | Overweight | Get Alert |
| 02/27/2025 | AI | Buy Now | C3.ai | $16.99 | 23.6% | John Vinh71% | $29 → $21 | Maintains | Underweight | Get Alert |
| 02/21/2025 | WMT | Buy Now | Walmart | $81.00 | 29.63% | John Vinh71% | $100 → $105 | Maintains | Overweight | Get Alert |
| 02/21/2025 | INDI | Buy Now | Indie Semiconductor | $1.58 | 343.04% | John Vinh71% | $8 → $7 | Maintains | Overweight | Get Alert |
| 02/11/2025 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 101.34% | John Vinh71% | $70 → $75 | Maintains | Overweight | Get Alert |
| 02/07/2025 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 90.97% | John Vinh71% | $700 → $850 | Maintains | Overweight | Get Alert |
| 02/07/2025 | MCHP | Buy Now | Microchip Technology | $35.41 | 69.44% | John Vinh71% | $70 → $60 | Maintains | Overweight | Get Alert |
| 02/06/2025 | TECH | Buy Now | Bio-Techne | $51.00 | 76.47% | John Vinh71% | $80 → $90 | Maintains | Overweight | Get Alert |
| 02/06/2025 | PTC | Buy Now | PTC | $139.77 | 50.96% | John Vinh71% | $205 → $211 | Maintains | Overweight | Get Alert |
| 02/05/2025 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 70.27% | John Vinh71% | $150 → $140 | Maintains | Overweight | Get Alert |
| 01/22/2025 | MRVL | Buy Now | Marvell Tech | $47.10 | 186.62% | John Vinh71% | $125 → $135 | Maintains | Overweight | Get Alert |
| 01/22/2025 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 87.92% | John Vinh71% | $54 → $70 | Maintains | Overweight | Get Alert |
| 01/14/2025 | ON | Buy Now | ON Semiconductor | $31.74 | 120.54% | John Vinh71% | $90 → $70 | Maintains | Overweight | Get Alert |
| 01/14/2025 | MCHP | Buy Now | Microchip Technology | $35.41 | 97.68% | John Vinh71% | $90 → $70 | Maintains | Overweight | Get Alert |
| 01/14/2025 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 82.44% | John Vinh71% | $220 → $150 | Maintains | Overweight | Get Alert |
| 12/04/2024 | MRVL | Buy Now | Marvell Tech | $47.10 | 165.39% | John Vinh71% | $95 → $125 | Maintains | Overweight | Get Alert |
| 12/03/2024 | MCHP | Buy Now | Microchip Technology | $35.41 | 154.17% | John Vinh71% | $95 → $90 | Maintains | Overweight | Get Alert |
| 11/18/2024 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 57.27% | John Vinh71% | $1075 → $700 | Maintains | Overweight | Get Alert |
| 11/05/2024 | SLAB | Buy Now | Silicon Laboratories | $99.50 | 15.58% | John Vinh71% | $150 → $115 | Maintains | Overweight | Get Alert |
| 11/05/2024 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 44.96% | John Vinh71% | $60 → $54 | Maintains | Overweight | Get Alert |
| 10/08/2024 | MU | Buy Now | Micron Technology | $62.10 | 117.39% | John Vinh71% | $145 → $135 | Maintains | Overweight | Get Alert |
| 10/08/2024 | ON | Buy Now | ON Semiconductor | $31.74 | 183.55% | John Vinh71% | $95 → $90 | Maintains | Overweight | Get Alert |
| 10/08/2024 | SYNA | Buy Now | Synaptics | $45.57 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/08/2024 | QCOM | Buy Now | Qualcomm | $120.15 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 08/09/2024 | SYNA | Buy Now | Synaptics | $45.57 | 119.44% | John Vinh71% | $115 → $100 | Maintains | Overweight | Get Alert |
| 08/07/2024 | CRUS | Buy Now | Cirrus Logic | $78.34 | 110.62% | John Vinh71% | $155 → $165 | Maintains | Overweight | Get Alert |
| 08/06/2024 | MU | Buy Now | Micron Technology | $62.10 | 133.49% | John Vinh71% | $165 → $145 | Maintains | Overweight | Get Alert |
| 08/02/2024 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 141.52% | John Vinh71% | $975 → $1075 | Maintains | Overweight | Get Alert |
| 07/30/2024 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 61.07% | John Vinh71% | $85 → $60 | Maintains | Overweight | Get Alert |
| 07/24/2024 | TXN | Buy Now | Texas Instruments | $151.00 | 65.56% | John Vinh71% | $200 → $250 | Maintains | Overweight | Get Alert |
| 07/09/2024 | MU | Buy Now | Micron Technology | $62.10 | 165.7% | John Vinh71% | $160 → $165 | Maintains | Overweight | Get Alert |
| 07/09/2024 | CRUS | Buy Now | Cirrus Logic | $78.34 | 97.86% | John Vinh71% | $120 → $155 | Maintains | Overweight | Get Alert |
| 07/09/2024 | NVDA | Buy Now | NVIDIA | $89.90 | 100.22% | John Vinh71% | $130 → $180 | Maintains | Overweight | Get Alert |
| 07/09/2024 | ON | Buy Now | ON Semiconductor | $31.74 | 167.8% | John Vinh71% | $90 → $85 | Maintains | Overweight | Get Alert |
| 07/09/2024 | MRVL | Buy Now | Marvell Tech | $47.10 | 101.7% | John Vinh71% | $90 → $95 | Maintains | Overweight | Get Alert |
| 07/09/2024 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 167.57% | John Vinh71% | $230 → $220 | Maintains | Overweight | Get Alert |
| 07/09/2024 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 119.05% | John Vinh71% | $850 → $975 | Maintains | Overweight | Get Alert |
| 07/09/2024 | QCOM | Buy Now | Qualcomm | $120.15 | 87.27% | John Vinh71% | $205 → $225 | Maintains | Overweight | Get Alert |
| 06/27/2024 | MU | Buy Now | Micron Technology | $62.10 | 157.65% | John Vinh71% | $150 → $160 | Maintains | Overweight | Get Alert |
| 05/23/2024 | NVDA | Buy Now | NVIDIA | $89.90 | 1346.05% | John Vinh71% | $120 → $130 | Maintains | Overweight | Get Alert |
| 05/23/2024 | ADI | Buy Now | Analog Devices | $156.64 | 81.95% | John Vinh71% | $230 → $285 | Maintains | Overweight | Get Alert |
| 05/10/2024 | SYNA | Buy Now | Synaptics | $45.57 | 152.36% | John Vinh71% | $135 → $115 | Maintains | Overweight | Get Alert |
| 05/10/2024 | INDI | Buy Now | Indie Semiconductor | $1.58 | 469.62% | John Vinh71% | $10 → $9 | Maintains | Overweight | Get Alert |
| 05/08/2024 | CRUS | Buy Now | Cirrus Logic | $78.34 | 53.18% | John Vinh71% | $100 → $120 | Maintains | Overweight | Get Alert |
| 05/01/2024 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 179.74% | John Vinh71% | $270 → $230 | Maintains | Overweight | Get Alert |
| 04/30/2024 | ON | Buy Now | ON Semiconductor | $31.74 | 183.55% | John Vinh71% | $100 → $90 | Maintains | Overweight | Get Alert |
| 04/08/2024 | SWKS | Buy Now | Skyworks Solutions | $51.31 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 04/08/2024 | QCOM | Buy Now | Qualcomm | $120.15 | 70.62% | John Vinh71% | $180 → $205 | Maintains | Overweight | Get Alert |
| 04/08/2024 | NVDA | Buy Now | NVIDIA | $89.90 | 1234.82% | John Vinh71% | $110 → $120 | Maintains | Overweight | Get Alert |
| 04/08/2024 | MU | Buy Now | Micron Technology | $62.10 | 141.55% | John Vinh71% | $135 → $150 | Maintains | Overweight | Get Alert |
| 04/08/2024 | MRVL | Buy Now | Marvell Tech | $47.10 | 91.08% | John Vinh71% | $95 → $90 | Maintains | Overweight | Get Alert |
| 04/08/2024 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 90.97% | John Vinh71% | $830 → $850 | Maintains | Overweight | Get Alert |
| 04/08/2024 | ARM | Buy Now | ARM Holdings | $83.50 | 61.68% | John Vinh71% | $120 → $135 | Maintains | Overweight | Get Alert |
| 03/21/2024 | MU | Buy Now | Micron Technology | $62.10 | 117.39% | John Vinh71% | $115 → $135 | Maintains | Overweight | Get Alert |
| 03/19/2024 | NVDA | Buy Now | NVIDIA | $89.90 | 1123.58% | John Vinh71% | $110 → $110 | Maintains | Overweight | Get Alert |
| 03/08/2024 | MRVL | Buy Now | Marvell Tech | $47.10 | 101.7% | John Vinh71% | $70 → $95 | Maintains | Overweight | Get Alert |
| 02/23/2024 | INDI | Buy Now | Indie Semiconductor | $1.58 | 532.91% | John Vinh71% | $12 → $10 | Maintains | Overweight | Get Alert |
| 02/22/2024 | NVDA | Buy Now | NVIDIA | $89.90 | 1123.58% | John Vinh71% | $74 → $110 | Maintains | Overweight | Get Alert |
| 02/22/2024 | ADI | Buy Now | Analog Devices | $156.64 | 46.83% | John Vinh71% | $220 → $230 | Maintains | Overweight | Get Alert |
| 02/13/2024 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 128.18% | John Vinh71% | $80 → $85 | Maintains | Overweight | Get Alert |
| 02/09/2024 | SYNA | Buy Now | Synaptics | $45.57 | 196.25% | John Vinh71% | $125 → $135 | Maintains | Overweight | Get Alert |
| 02/08/2024 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 86.47% | John Vinh71% | $600 → $830 | Maintains | Overweight | Get Alert |
| 02/08/2024 | ARM | Buy Now | ARM Holdings | $83.50 | 43.71% | John Vinh71% | $75 → $120 | Maintains | Overweight | Get Alert |
| 02/06/2024 | ON | Buy Now | ON Semiconductor | $31.74 | 215.06% | John Vinh71% | $95 → $100 | Maintains | Overweight | Get Alert |
| 02/01/2024 | QCOM | Buy Now | Qualcomm | $120.15 | 49.81% | John Vinh71% | $165 → $180 | Maintains | Overweight | Get Alert |
| 01/31/2024 | MU | Buy Now | Micron Technology | $62.10 | — | John Vinh71% | — | Reiterates | → Overweight | Get Alert |
| 01/31/2024 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 228.39% | John Vinh71% | $195 → $270 | Maintains | Overweight | Get Alert |
| 01/24/2024 | TXN | Buy Now | Texas Instruments | $151.00 | 32.45% | John Vinh71% | $180 → $200 | Maintains | Overweight | Get Alert |
| 01/16/2024 | QCOM | Buy Now | Qualcomm | $120.15 | 37.33% | John Vinh71% | $145 → $165 | Maintains | Overweight | Get Alert |
| 01/16/2024 | NVDA | Buy Now | NVIDIA | $89.90 | 723.14% | John Vinh71% | $65 → $74 | Maintains | Overweight | Get Alert |
| 01/16/2024 | MU | Buy Now | Micron Technology | $62.10 | 85.18% | John Vinh71% | $100 → $115 | Maintains | Overweight | Get Alert |
| 01/16/2024 | ARM | Buy Now | ARM Holdings | $83.50 | -10.18% | John Vinh71% | $65 → $75 | Maintains | Overweight | Get Alert |
| 01/16/2024 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 137.17% | John Vinh71% | $170 → $195 | Maintains | Overweight | Get Alert |
| 01/04/2024 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 106.76% | John Vinh71% | $140 → $170 | Maintains | Overweight | Get Alert |
| 12/21/2023 | MU | Buy Now | Micron Technology | $62.10 | 61.03% | John Vinh71% | $90 → $100 | Maintains | Overweight | Get Alert |
| 12/01/2023 | MRVL | Buy Now | Marvell Tech | $47.10 | 48.62% | John Vinh71% | $80 → $70 | Maintains | Overweight | Get Alert |
| 11/24/2023 | AVGO | Buy Now | Broadcom | $142.01 | 745.01% | John Vinh71% | $100 → $120 | Maintains | Overweight | Get Alert |
| 11/10/2023 | SYNA | Buy Now | Synaptics | $45.57 | 174.3% | John Vinh71% | $115 → $125 | Maintains | Overweight | Get Alert |
| 11/03/2023 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 133.87% | John Vinh71% | $130 → $120 | Maintains | Overweight | Get Alert |
| 11/03/2023 | CRUS | Buy Now | Cirrus Logic | $78.34 | 27.65% | John Vinh71% | $110 → $100 | Maintains | Overweight | Get Alert |
| 11/02/2023 | SLAB | Buy Now | Silicon Laboratories | $99.50 | 30.65% | John Vinh71% | $180 → $130 | Maintains | Overweight | Get Alert |
| 11/01/2023 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 70.27% | John Vinh71% | $160 → $140 | Maintains | Overweight | Get Alert |
| 10/31/2023 | ON | Buy Now | ON Semiconductor | $31.74 | 199.31% | John Vinh71% | $125 → $95 | Maintains | Overweight | Get Alert |
| 10/31/2023 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 114.76% | John Vinh71% | $110 → $80 | Maintains | Overweight | Get Alert |
| 10/25/2023 | TXN | Buy Now | Texas Instruments | $151.00 | 19.21% | John Vinh71% | $200 → $180 | Maintains | Overweight | Get Alert |
| 10/20/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 623.03% | John Vinh71% | $75 → $65 | Maintains | Overweight | Get Alert |
| 10/18/2023 | ARM | Buy Now | ARM Holdings | $83.50 | -22.16% | John Vinh71% | → $65 | Initiates | → Overweight | Get Alert |
| 10/03/2023 | SYNA | Buy Now | Synaptics | $45.57 | 152.36% | John Vinh71% | $100 → $115 | Maintains | Overweight | Get Alert |
| 10/03/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 734.26% | John Vinh71% | $67 → $75 | Maintains | Overweight | Get Alert |
| 09/14/2023 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 153.36% | John Vinh71% | → $130 | Reiterates | Overweight → Overweight | Get Alert |
| 09/14/2023 | QCOM | Buy Now | Qualcomm | $120.15 | 20.68% | John Vinh71% | → $145 | Reiterates | Overweight → Overweight | Get Alert |
| 09/14/2023 | CRUS | Buy Now | Cirrus Logic | $78.34 | 40.41% | John Vinh71% | → $110 | Reiterates | Overweight → Overweight | Get Alert |
| 09/14/2023 | AVGO | Buy Now | Broadcom | $142.01 | 604.18% | John Vinh71% | → $100 | Reiterates | Overweight → Overweight | Get Alert |
| 09/01/2023 | AVGO | Buy Now | Broadcom | $142.01 | 604.18% | John Vinh71% | $94 → $100 | Maintains | Overweight | Get Alert |
| 08/24/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 645.27% | John Vinh71% | $62 → $67 | Maintains | Overweight | Get Alert |
| 08/21/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 589.66% | John Vinh71% | $55 → $62 | Maintains | Overweight | Get Alert |
| 08/01/2023 | ON | Buy Now | ON Semiconductor | $31.74 | 293.82% | John Vinh71% | $110 → $125 | Maintains | Overweight | Get Alert |
| 07/27/2023 | SLAB | Buy Now | Silicon Laboratories | $99.50 | 80.9% | John Vinh71% | $200 → $180 | Maintains | Overweight | Get Alert |
| 07/26/2023 | NXPI | Buy Now | NXP Semiconductors | $157.75 | 64.82% | John Vinh71% | $225 → $260 | Maintains | Overweight | Get Alert |
| 07/11/2023 | ON | Buy Now | ON Semiconductor | $31.74 | 246.57% | John Vinh71% | $100 → $110 | Maintains | Overweight | Get Alert |
| 07/11/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 511.79% | John Vinh71% | $50 → $55 | Maintains | Overweight | Get Alert |
| 07/11/2023 | MRVL | Buy Now | Marvell Tech | $47.10 | 69.85% | John Vinh71% | $70 → $80 | Maintains | Overweight | Get Alert |
| 07/11/2023 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 34.8% | John Vinh71% | $510 → $600 | Maintains | Overweight | Get Alert |
| 07/11/2023 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 94.6% | John Vinh71% | $150 → $160 | Maintains | Overweight | Get Alert |
| 06/29/2023 | MU | Buy Now | Micron Technology | $62.10 | 28.82% | John Vinh71% | $70 → $80 | Maintains | Overweight | Get Alert |
| 06/12/2023 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 82.44% | John Vinh71% | $110 → $150 | Maintains | Overweight | Get Alert |
| 06/02/2023 | AVGO | Buy Now | Broadcom | $142.01 | 561.93% | John Vinh71% | $82 → $94 | Maintains | Overweight | Get Alert |
| 05/31/2023 | AMBA | Buy Now | Ambarella | $41.13 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 05/30/2023 | AVGO | Buy Now | Broadcom | $142.01 | 477.42% | John Vinh71% | $72 → $82 | Maintains | Overweight | Get Alert |
| 05/26/2023 | MRVL | Buy Now | Marvell Tech | $47.10 | 48.62% | John Vinh71% | $60 → $70 | Maintains | Overweight | Get Alert |
| 05/25/2023 | ADI | Buy Now | Analog Devices | $156.64 | 40.45% | John Vinh71% | $230 → $220 | Maintains | Overweight | Get Alert |
| 05/25/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 456.17% | John Vinh71% | $37.5 → $50 | Maintains | Overweight | Get Alert |
| 05/22/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 317.13% | John Vinh71% | $32 → $37.5 | Maintains | Overweight | Get Alert |
| 05/05/2023 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 14.58% | John Vinh71% | $560 → $510 | Maintains | Overweight | Get Alert |
| 05/04/2023 | SYNA | Buy Now | Synaptics | $45.57 | 119.44% | John Vinh71% | $140 → $100 | Maintains | Overweight | Get Alert |
| 05/04/2023 | QCOM | Buy Now | Qualcomm | $120.15 | 20.68% | John Vinh71% | $160 → $145 | Maintains | Overweight | Get Alert |
| 04/27/2023 | SLAB | Buy Now | Silicon Laboratories | $99.50 | 101.01% | John Vinh71% | $210 → $200 | Maintains | Overweight | Get Alert |
| 04/26/2023 | TXN | Buy Now | Texas Instruments | $151.00 | 32.45% | John Vinh71% | $210 → $200 | Maintains | Overweight | Get Alert |
| 04/24/2023 | SYNA | Buy Now | Synaptics | $45.57 | 207.22% | John Vinh71% | $160 → $140 | Maintains | Overweight | Get Alert |
| 04/24/2023 | CRUS | Buy Now | Cirrus Logic | $78.34 | 40.41% | John Vinh71% | $120 → $110 | Maintains | Overweight | Get Alert |
| 04/11/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 255.95% | John Vinh71% | $28 → $32 | Maintains | Overweight | Get Alert |
| 04/11/2023 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 195.3% | John Vinh71% | $100 → $110 | Maintains | Overweight | Get Alert |
| 04/11/2023 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 33.79% | John Vinh71% | $95 → $110 | Maintains | Overweight | Get Alert |
| 03/03/2023 | AVGO | Buy Now | Broadcom | $142.01 | 407.01% | John Vinh71% | $70 → $72 | Maintains | Overweight | Get Alert |
| 03/03/2023 | MRVL | Buy Now | Marvell Tech | $47.10 | 27.39% | John Vinh71% | $65 → $60 | Maintains | Overweight | Get Alert |
| 03/01/2023 | AMBA | Buy Now | Ambarella | $41.13 | 155.29% | John Vinh71% | $95 → $105 | Maintains | Overweight | Get Alert |
| 02/17/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 211.46% | John Vinh71% | $22 → $28 | Maintains | Overweight | Get Alert |
| 02/17/2023 | INDI | Buy Now | Indie Semiconductor | $1.58 | 659.49% | John Vinh71% | $10 → $12 | Maintains | Overweight | Get Alert |
| 02/16/2023 | ADI | Buy Now | Analog Devices | $156.64 | 46.83% | John Vinh71% | $210 → $230 | Maintains | Overweight | Get Alert |
| 02/14/2023 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 168.45% | John Vinh71% | $80 → $100 | Maintains | Overweight | Get Alert |
| 02/14/2023 | CRUS | Buy Now | Cirrus Logic | $78.34 | 53.18% | John Vinh71% | $110 → $120 | Maintains | Overweight | Get Alert |
| 02/09/2023 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 25.81% | John Vinh71% | $425 → $560 | Maintains | Overweight | Get Alert |
| 02/07/2023 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 153.36% | John Vinh71% | $120 → $130 | Maintains | Overweight | Get Alert |
| 02/07/2023 | ON | Buy Now | ON Semiconductor | $31.74 | 215.06% | John Vinh71% | $80 → $100 | Maintains | Overweight | Get Alert |
| 02/03/2023 | SYNA | Buy Now | Synaptics | $45.57 | 251.11% | John Vinh71% | $115 → $160 | Maintains | Overweight | Get Alert |
| 02/03/2023 | QCOM | Buy Now | Qualcomm | $120.15 | 33.17% | John Vinh71% | $150 → $160 | Maintains | Overweight | Get Alert |
| 02/03/2023 | MCHP | Buy Now | Microchip Technology | $35.41 | 182.41% | John Vinh71% | $85 → $100 | Maintains | Overweight | Get Alert |
| 02/02/2023 | SLAB | Buy Now | Silicon Laboratories | $99.50 | 111.06% | John Vinh71% | $160 → $210 | Maintains | Overweight | Get Alert |
| 02/01/2023 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 15.54% | John Vinh71% | $80 → $95 | Maintains | Overweight | Get Alert |
| 01/11/2023 | NVDA | Buy Now | NVIDIA | $89.90 | 144.72% | John Vinh71% | $23 → $22 | Maintains | Overweight | Get Alert |
| 01/11/2023 | CRUS | Buy Now | Cirrus Logic | $78.34 | 40.41% | John Vinh71% | $100 → $110 | Maintains | Overweight | Get Alert |
| 01/11/2023 | AMD | Buy Now | Advanced Micro Devices | $82.22 | -2.7% | John Vinh71% | $85 → $80 | Maintains | Overweight | Get Alert |
| 01/11/2023 | ADI | Buy Now | Analog Devices | $156.64 | 34.07% | John Vinh71% | $220 → $210 | Maintains | Overweight | Get Alert |
| 12/09/2022 | CRUS | Buy Now | Cirrus Logic | $78.34 | 27.65% | John Vinh71% | $105 → $100 | Maintains | Overweight | Get Alert |
| 12/02/2022 | MRVL | Buy Now | Marvell Tech | $47.10 | 38% | John Vinh71% | $75 → $65 | Maintains | Overweight | Get Alert |
| 11/04/2022 | SYNA | Buy Now | Synaptics | $45.57 | 152.36% | John Vinh71% | $130 → $115 | Maintains | Overweight | Get Alert |
| 11/04/2022 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 133.87% | John Vinh71% | $140 → $120 | Maintains | Overweight | Get Alert |
| 11/03/2022 | QCOM | Buy Now | Qualcomm | $120.15 | 24.84% | John Vinh71% | $170 → $150 | Maintains | Overweight | Get Alert |
| 11/02/2022 | NXPI | Buy Now | NXP Semiconductors | $157.75 | 42.63% | John Vinh71% | $260 → $225 | Maintains | Overweight | Get Alert |
| 11/02/2022 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 3.38% | John Vinh71% | $100 → $85 | Maintains | Overweight | Get Alert |
| 10/28/2022 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | -4.52% | John Vinh71% | $500 → $425 | Maintains | Overweight | Get Alert |
| 10/27/2022 | SLAB | Buy Now | Silicon Laboratories | $99.50 | 60.8% | John Vinh71% | $180 → $160 | Maintains | Overweight | Get Alert |
| 10/26/2022 | TXN | Buy Now | Texas Instruments | $151.00 | 39.07% | John Vinh71% | $220 → $210 | Maintains | Overweight | Get Alert |
| 10/11/2022 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 12.33% | John Vinh71% | $580 → $500 | Maintains | Overweight | Get Alert |
| 10/11/2022 | QCOM | Buy Now | Qualcomm | $120.15 | 41.49% | John Vinh71% | $220 → $170 | Maintains | Overweight | Get Alert |
| 10/07/2022 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 21.62% | John Vinh71% | $130 → $100 | Maintains | Overweight | Get Alert |
| 09/02/2022 | AVGO | Buy Now | Broadcom | $142.01 | 392.92% | John Vinh71% | $78 → $70 | Maintains | Overweight | Get Alert |
| 08/31/2022 | AMBA | Buy Now | Ambarella | $41.13 | 143.13% | John Vinh71% | $120 → $100 | Maintains | Overweight | Get Alert |
| 08/26/2022 | MRVL | Buy Now | Marvell Tech | $47.10 | 59.24% | John Vinh71% | $90 → $75 | Maintains | Overweight | Get Alert |
| 08/05/2022 | SYNA | Buy Now | Synaptics | $45.57 | 349.86% | John Vinh71% | $215 → $205 | Maintains | Overweight | Get Alert |
| 08/02/2022 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 30.31% | John Vinh71% | $570 → $580 | Maintains | Overweight | Get Alert |
| 07/12/2022 | SYNA | Buy Now | Synaptics | $45.57 | 371.8% | John Vinh71% | $250 → $215 | Maintains | Overweight | Get Alert |
| 07/12/2022 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 172.85% | John Vinh71% | $160 → $140 | Maintains | Overweight | Get Alert |
| 07/12/2022 | NVDA | Buy Now | NVIDIA | $89.90 | 155.84% | John Vinh71% | $25 → $23 | Maintains | Overweight | Get Alert |
| 07/12/2022 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 58.11% | John Vinh71% | $150 → $130 | Maintains | Overweight | Get Alert |
| 06/13/2022 | QCOM | Buy Now | Qualcomm | $120.15 | 83.1% | John Vinh71% | $200 → $220 | Maintains | Overweight | Get Alert |
| 06/01/2022 | AMBA | Buy Now | Ambarella | $41.13 | 191.76% | John Vinh71% | $160 → $120 | Maintains | Overweight | Get Alert |
| 05/27/2022 | MRVL | Buy Now | Marvell Tech | $47.10 | 91.08% | John Vinh71% | $95 → $90 | Maintains | Overweight | Get Alert |
| 05/27/2022 | AVGO | Buy Now | Broadcom | $142.01 | 449.26% | John Vinh71% | $72 → $78 | Maintains | Overweight | Get Alert |
| 05/26/2022 | NVDA | Buy Now | NVIDIA | $89.90 | 178.09% | John Vinh71% | $31 → $25 | Maintains | Overweight | Get Alert |
| 05/13/2022 | INDI | Buy Now | Indie Semiconductor | $1.58 | 532.91% | John Vinh71% | $18 → $10 | Maintains | Overweight | Get Alert |
| 05/10/2022 | MCHP | Buy Now | Microchip Technology | $35.41 | 140.05% | John Vinh71% | $100 → $85 | Maintains | Overweight | Get Alert |
| 05/04/2022 | CRUS | Buy Now | Cirrus Logic | $78.34 | 34.03% | John Vinh71% | $120 → $105 | Maintains | Overweight | Get Alert |
| 05/04/2022 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 82.44% | John Vinh71% | $165 → $150 | Maintains | Overweight | Get Alert |
| 05/03/2022 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 28.06% | John Vinh71% | $520 → $570 | Maintains | Overweight | Get Alert |
| 04/28/2022 | SLAB | Buy Now | Silicon Laboratories | $99.50 | 80.9% | John Vinh71% | $210 → $180 | Maintains | Overweight | Get Alert |
| 04/27/2022 | TXN | Buy Now | Texas Instruments | $151.00 | 45.7% | John Vinh71% | $240 → $220 | Maintains | Overweight | Get Alert |
| 04/12/2022 | SYNA | Buy Now | Synaptics | $45.57 | 448.61% | John Vinh71% | $310 → $250 | Maintains | Overweight | Get Alert |
| 04/12/2022 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 241.06% | John Vinh71% | $225 → $175 | Maintains | Overweight | Get Alert |
| 04/12/2022 | QCOM | Buy Now | Qualcomm | $120.15 | 66.46% | John Vinh71% | $230 → $200 | Maintains | Overweight | Get Alert |
| 04/12/2022 | NVDA | Buy Now | NVIDIA | $89.90 | 244.83% | John Vinh71% | $35 → $31 | Maintains | Overweight | Get Alert |
| 03/04/2022 | AVGO | Buy Now | Broadcom | $142.01 | 407.01% | John Vinh71% | $71 → $72 | Maintains | Overweight | Get Alert |
| 03/01/2022 | AMBA | Buy Now | Ambarella | $41.13 | 289.01% | John Vinh71% | $230 → $160 | Maintains | Overweight | Get Alert |
| 02/08/2022 | ON | Buy Now | ON Semiconductor | $31.74 | 152.05% | John Vinh71% | $72 → $80 | Maintains | Overweight | Get Alert |
| 02/03/2022 | QCOM | Buy Now | Qualcomm | $120.15 | 91.43% | John Vinh71% | $220 → $230 | Maintains | Overweight | Get Alert |
| 02/02/2022 | NXPI | Buy Now | NXP Semiconductors | $157.75 | 64.82% | John Vinh71% | $255 → $260 | Maintains | Overweight | Get Alert |
| 02/02/2022 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 100.68% | John Vinh71% | $155 → $165 | Maintains | Overweight | Get Alert |
| 01/11/2022 | QCOM | Buy Now | Qualcomm | $120.15 | 83.1% | John Vinh71% | $210 → $220 | Maintains | Overweight | Get Alert |
| 01/11/2022 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | 16.83% | John Vinh71% | → $520 | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/11/2022 | CRUS | Buy Now | Cirrus Logic | $78.34 | 53.18% | John Vinh71% | $105 → $120 | Maintains | Overweight | Get Alert |
| 01/11/2022 | INTC | Buy Now | Intel | $19.12 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/11/2022 | AMD | Buy Now | Advanced Micro Devices | $82.22 | 88.52% | John Vinh71% | → $155 | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/10/2021 | AVGO | Buy Now | Broadcom | $142.01 | 399.96% | John Vinh71% | $57.5 → $71 | Maintains | Overweight | Get Alert |
| 12/08/2021 | ON | Buy Now | ON Semiconductor | $31.74 | 126.84% | John Vinh71% | $65 → $72 | Maintains | Overweight | Get Alert |
| 12/03/2021 | MRVL | Buy Now | Marvell Tech | $47.10 | 101.7% | John Vinh71% | $80 → $95 | Maintains | Overweight | Get Alert |
| 12/01/2021 | AMBA | Buy Now | Ambarella | $41.13 | 459.2% | John Vinh71% | $185 → $230 | Maintains | Overweight | Get Alert |
| 11/30/2021 | SYNA | Buy Now | Synaptics | $45.57 | 580.27% | John Vinh71% | $270 → $310 | Maintains | Overweight | Get Alert |
| 11/18/2021 | NVDA | Buy Now | NVIDIA | $89.90 | 289.32% | John Vinh71% | $26 → $35 | Maintains | Overweight | Get Alert |
| 11/17/2021 | QCOM | Buy Now | Qualcomm | $120.15 | 74.78% | John Vinh71% | $185 → $210 | Maintains | Overweight | Get Alert |
| 11/12/2021 | NXPI | Buy Now | NXP Semiconductors | $157.75 | 61.65% | John Vinh71% | $250 → $255 | Maintains | Overweight | Get Alert |
| 11/05/2021 | SYNA | Buy Now | Synaptics | $45.57 | 492.5% | John Vinh71% | $230 → $270 | Maintains | Overweight | Get Alert |
| 11/05/2021 | MCHP | Buy Now | Microchip Technology | $35.41 | 182.41% | John Vinh71% | $95 → $100 | Maintains | Overweight | Get Alert |
| 11/04/2021 | QCOM | Buy Now | Qualcomm | $120.15 | 53.97% | John Vinh71% | $175 → $185 | Maintains | Overweight | Get Alert |
| 11/03/2021 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 114.76% | John Vinh71% | $72 → $80 | Maintains | Overweight | Get Alert |
| 11/02/2021 | ON | Buy Now | ON Semiconductor | $31.74 | 104.79% | John Vinh71% | $55 → $65 | Maintains | Overweight | Get Alert |
| 10/28/2021 | SLAB | Buy Now | Silicon Laboratories | $99.50 | 111.06% | John Vinh71% | $185 → $210 | Maintains | Overweight | Get Alert |
| 10/27/2021 | TXN | Buy Now | Texas Instruments | $151.00 | 58.94% | John Vinh71% | $250 → $240 | Maintains | Overweight | Get Alert |
| 10/20/2021 | INDI | Buy Now | Indie Semiconductor | $1.58 | 1039.24% | John Vinh71% | → $18 | Initiates | → Overweight | Get Alert |
| 10/07/2021 | MRVL | Buy Now | Marvell Tech | $47.10 | 69.85% | John Vinh71% | $70 → $80 | Maintains | Overweight | Get Alert |
| 10/05/2021 | TXN | Buy Now | Texas Instruments | $151.00 | 65.56% | John Vinh71% | $240 → $250 | Maintains | Overweight | Get Alert |
| 10/05/2021 | SYNA | Buy Now | Synaptics | $45.57 | 404.72% | John Vinh71% | $220 → $230 | Maintains | Overweight | Get Alert |
| 10/05/2021 | NVDA | Buy Now | NVIDIA | $89.90 | 189.21% | John Vinh71% | $24.5 → $26 | Maintains | Overweight | Get Alert |
| 10/05/2021 | QCOM | Buy Now | Qualcomm | $120.15 | 45.65% | John Vinh71% | $190 → $175 | Maintains | Overweight | Get Alert |
| 09/24/2021 | MU | Buy Now | Micron Technology | $62.10 | 77.13% | John Vinh71% | $120 → $110 | Maintains | Overweight | Get Alert |
| 09/22/2021 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 93.29% | John Vinh71% | $65 → $72 | Maintains | Overweight | Get Alert |
| 09/22/2021 | AMBA | Buy Now | Ambarella | $41.13 | 349.79% | John Vinh71% | → $185 | Upgrade | Sector Weight → Overweight | Get Alert |
| 09/03/2021 | AVGO | Buy Now | Broadcom | $142.01 | 304.9% | John Vinh71% | $56.5 → $57.5 | Maintains | Overweight | Get Alert |
| 08/31/2021 | SYNA | Buy Now | Synaptics | $45.57 | 382.77% | John Vinh71% | $190 → $220 | Maintains | Overweight | Get Alert |
| 08/27/2021 | MRVL | Buy Now | Marvell Tech | $47.10 | 48.62% | John Vinh71% | $65 → $70 | Maintains | Overweight | Get Alert |
| 08/19/2021 | NVDA | Buy Now | NVIDIA | $89.90 | 172.53% | John Vinh71% | $23.8 → $24.5 | Maintains | Overweight | Get Alert |
| 08/06/2021 | SYNA | Buy Now | Synaptics | $45.57 | 316.94% | John Vinh71% | $170 → $190 | Maintains | Overweight | Get Alert |
| 08/04/2021 | NXPI | Buy Now | NXP Semiconductors | $157.75 | 55.31% | John Vinh71% | $235 → $245 | Maintains | Overweight | Get Alert |
| 08/04/2021 | MCHP | Buy Now | Microchip Technology | $35.41 | 436.57% | John Vinh71% | $92.5 → $95 | Maintains | Overweight | Get Alert |
| 08/04/2021 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 74.49% | John Vinh71% | $62 → $65 | Maintains | Overweight | Get Alert |
| 08/03/2021 | ON | Buy Now | ON Semiconductor | $31.74 | 73.28% | John Vinh71% | $47 → $55 | Maintains | Overweight | Get Alert |
| 07/29/2021 | QCOM | Buy Now | Qualcomm | $120.15 | 58.14% | John Vinh71% | $180 → $190 | Maintains | Overweight | Get Alert |
| 07/29/2021 | CRUS | Buy Now | Cirrus Logic | $78.34 | 34.03% | John Vinh71% | $100 → $105 | Maintains | Overweight | Get Alert |
| 07/14/2021 | SYNA | Buy Now | Synaptics | $45.57 | 273.05% | John Vinh71% | $160 → $170 | Maintains | Overweight | Get Alert |
| 07/06/2021 | TXN | Buy Now | Texas Instruments | $151.00 | 58.94% | John Vinh71% | $235 → $240 | Maintains | Overweight | Get Alert |
| 07/06/2021 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 338.51% | John Vinh71% | $220 → $225 | Maintains | Overweight | Get Alert |
| 07/06/2021 | NVDA | Buy Now | NVIDIA | $89.90 | 956.73% | John Vinh71% | $19.38 → $23.75 | Maintains | Overweight | Get Alert |
| 07/06/2021 | MRVL | Buy Now | Marvell Tech | $47.10 | 38% | John Vinh71% | $60 → $65 | Maintains | Overweight | Get Alert |
| 07/06/2021 | MCHP | Buy Now | Microchip Technology | $35.41 | 422.45% | John Vinh71% | $90 → $92.5 | Maintains | Overweight | Get Alert |
| 07/06/2021 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 66.44% | John Vinh71% | $57 → $62 | Maintains | Overweight | Get Alert |
| 07/06/2021 | ADI | Buy Now | Analog Devices | $156.64 | 27.68% | John Vinh71% | $195 → $200 | Maintains | Overweight | Get Alert |
| 07/01/2021 | MU | Buy Now | Micron Technology | $62.10 | 93.24% | John Vinh71% | $115 → $120 | Maintains | Overweight | Get Alert |
| 06/08/2021 | MRVL | Buy Now | Marvell Tech | $47.10 | 27.39% | John Vinh71% | $55 → $60 | Maintains | Overweight | Get Alert |
| 05/27/2021 | NVDA | Buy Now | NVIDIA | $89.90 | 762.07% | John Vinh71% | $17.5 → $19.38 | Maintains | Overweight | Get Alert |
| 05/07/2021 | SYNA | Buy Now | Synaptics | $45.57 | 251.11% | John Vinh71% | $145 → $160 | Maintains | Overweight | Get Alert |
| 04/30/2021 | CRUS | Buy Now | Cirrus Logic | $78.34 | 27.65% | John Vinh71% | $110 → $100 | Maintains | Overweight | Get Alert |
| 04/28/2021 | TXN | Buy Now | Texas Instruments | $151.00 | 55.63% | John Vinh71% | $225 → $235 | Maintains | Overweight | Get Alert |
| 04/28/2021 | NXPI | Buy Now | NXP Semiconductors | $157.75 | 48.97% | John Vinh71% | $225 → $235 | Maintains | Overweight | Get Alert |
| 04/23/2021 | SLAB | Buy Now | Silicon Laboratories | $99.50 | 85.93% | John Vinh71% | → $185 | Upgrade | Sector Weight → Overweight | Get Alert |
| 03/30/2021 | TXN | Buy Now | Texas Instruments | $151.00 | 49.01% | John Vinh71% | → $225 | Upgrade | Sector Weight → Overweight | Get Alert |
| 03/05/2021 | AVGO | Buy Now | Broadcom | $142.01 | 280.25% | John Vinh71% | $47 → $54 | Maintains | Overweight | Get Alert |
| 02/05/2021 | SYNA | Buy Now | Synaptics | $45.57 | 218.19% | John Vinh71% | $120 → $145 | Maintains | Overweight | Get Alert |
| 02/05/2021 | MCHP | Buy Now | Microchip Technology | $35.41 | 394.21% | John Vinh71% | $85 → $87.5 | Maintains | Overweight | Get Alert |
| 02/02/2021 | ON | Buy Now | ON Semiconductor | $31.74 | 41.78% | John Vinh71% | $40 → $45 | Maintains | Overweight | Get Alert |
| 02/02/2021 | CRUS | Buy Now | Cirrus Logic | $78.34 | 40.41% | John Vinh71% | $100 → $110 | Maintains | Overweight | Get Alert |
| 01/29/2021 | LSCC | Buy Now | Lattice Semiconductor | $37.25 | 34.23% | John Vinh71% | → $50 | Initiates | → Overweight | Get Alert |
| 01/29/2021 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 319.02% | John Vinh71% | $180 → $215 | Maintains | Overweight | Get Alert |
| 01/06/2021 | SYNA | Buy Now | Synaptics | $45.57 | 163.33% | John Vinh71% | $100 → $120 | Maintains | Overweight | Get Alert |
| 01/06/2021 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 250.81% | John Vinh71% | $170 → $180 | Maintains | Overweight | Get Alert |
| 01/06/2021 | QCOM | Buy Now | Qualcomm | $120.15 | 49.81% | John Vinh71% | $175 → $180 | Maintains | Overweight | Get Alert |
| 01/06/2021 | ON | Buy Now | ON Semiconductor | $31.74 | 26.02% | John Vinh71% | $37 → $40 | Maintains | Overweight | Get Alert |
| 01/06/2021 | NXPI | Buy Now | NXP Semiconductors | $157.75 | 23.61% | John Vinh71% | $190 → $195 | Maintains | Overweight | Get Alert |
| 01/06/2021 | CRUS | Buy Now | Cirrus Logic | $78.34 | 27.65% | John Vinh71% | → $100 | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/11/2020 | AVGO | Buy Now | Broadcom | $142.01 | 230.96% | John Vinh71% | $41 → $47 | Maintains | Overweight | Get Alert |
| 12/08/2020 | ON | Buy Now | ON Semiconductor | $31.74 | 16.57% | John Vinh71% | → $37 | Upgrade | Sector Weight → Overweight | Get Alert |
| 11/05/2020 | QCOM | Buy Now | Qualcomm | $120.15 | 45.65% | John Vinh71% | $145 → $175 | Maintains | Overweight | Get Alert |
| 11/03/2020 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 231.32% | John Vinh71% | $160 → $170 | Maintains | Overweight | Get Alert |
| 10/28/2020 | NXPI | Buy Now | NXP Semiconductors | $157.75 | 1.43% | John Vinh71% | $150 → $160 | Maintains | Overweight | Get Alert |
| 10/20/2020 | MRVL | Buy Now | Marvell Tech | $47.10 | 16.77% | John Vinh71% | → $55 | Reinstates | → Overweight | Get Alert |
| 10/09/2020 | NXPI | Buy Now | NXP Semiconductors | $157.75 | -4.91% | John Vinh71% | $140 → $150 | Maintains | Overweight | Get Alert |
| 09/04/2020 | AVGO | Buy Now | Broadcom | $142.01 | 188.71% | John Vinh71% | $36 → $41 | Maintains | Overweight | Get Alert |
| 08/12/2020 | QCOM | Buy Now | Qualcomm | $120.15 | 20.68% | John Vinh71% | $125 → $145 | Maintains | Overweight | Get Alert |
| 08/06/2020 | SYNA | Buy Now | Synaptics | $45.57 | 119.44% | John Vinh71% | → $100 | Upgrade | Sector Weight → Overweight | Get Alert |
| 07/30/2020 | QCOM | Buy Now | Qualcomm | $120.15 | 4.04% | John Vinh71% | $110 → $125 | Maintains | Overweight | Get Alert |
| 07/24/2020 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 211.83% | John Vinh71% | $150 → $160 | Maintains | Overweight | Get Alert |
| 07/14/2020 | ADI | Buy Now | Analog Devices | $156.64 | -1.05% | John Vinh71% | $145 → $155 | Maintains | Overweight | Get Alert |
| 06/05/2020 | AVGO | Buy Now | Broadcom | $142.01 | 153.5% | John Vinh71% | $29 → $36 | Maintains | Overweight | Get Alert |
| 06/03/2020 | MCHP | Buy Now | Microchip Technology | $35.41 | 196.53% | John Vinh71% | $50 → $52.5 | Maintains | Overweight | Get Alert |
| 03/13/2020 | AVGO | Buy Now | Broadcom | $142.01 | 69% | John Vinh71% | $36 → $24 | Maintains | Overweight | Get Alert |
| 02/07/2020 | SYNA | Buy Now | Synaptics | $45.57 | 108.47% | John Vinh71% | $80 → $95 | Maintains | Overweight | Get Alert |
| 01/03/2020 | SYNA | Buy Now | Synaptics | $45.57 | 75.55% | John Vinh71% | → $80 | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/13/2019 | AVGO | Buy Now | Broadcom | $142.01 | 153.5% | John Vinh71% | $34 → $36 | Maintains | Overweight | Get Alert |
| 10/30/2019 | NXPI | Buy Now | NXP Semiconductors | $157.75 | -14.42% | John Vinh71% | $130 → $135 | Maintains | Overweight | Get Alert |
| 10/01/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 09/13/2019 | AVGO | Buy Now | Broadcom | $142.01 | 139.42% | John Vinh71% | $33 → $34 | Maintains | Overweight | Get Alert |
| 08/26/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $140 → $130 | Maintains | Overweight | Get Alert |
| 08/09/2019 | AVGO | Buy Now | Broadcom | $142.01 | 132.38% | John Vinh71% | $31 → $33 | Maintains | Overweight | Get Alert |
| 07/25/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $130 → $140 | Maintains | Overweight | Get Alert |
| 06/18/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $145 → $130 | Maintains | Overweight | Get Alert |
| 06/14/2019 | AVGO | Buy Now | Broadcom | $142.01 | 118.29% | John Vinh71% | $35 → $31 | Maintains | Overweight | Get Alert |
| 05/03/2019 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 04/26/2019 | AVGO | Buy Now | Broadcom | $142.01 | 146.46% | John Vinh71% | $33.5 → $35 | Maintains | Overweight | Get Alert |
| 04/02/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $140 → $145 | Maintains | Overweight | Get Alert |
| 04/02/2019 | AVGO | Buy Now | Broadcom | $142.01 | 135.9% | John Vinh71% | $31 → $33.5 | Maintains | Overweight | Get Alert |
| 02/26/2019 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $110 → $140 | Maintains | Overweight | Get Alert |
| 12/10/2018 | SWKS | Buy Now | Skyworks Solutions | $51.31 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 12/03/2018 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $90 → $100 | Maintains | Overweight | Get Alert |
| 11/09/2018 | SYNA | Buy Now | Synaptics | $45.57 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/16/2018 | IDTI | Buy Now | Integrated Device Tech | — | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/16/2018 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | -66.3% | John Vinh71% | $170 → $150 | Maintains | Overweight | Get Alert |
| 09/25/2018 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 09/25/2018 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $87 → $90 | Maintains | Overweight | Get Alert |
| 08/29/2018 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | -61.81% | John Vinh71% | $150 → $170 | Maintains | Overweight | Get Alert |
| 08/10/2018 | OC | Buy Now | Owens-Corning | $128.01 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 07/26/2018 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $80 → $87 | Maintains | Overweight | Get Alert |
| 07/25/2018 | AVGO | Buy Now | Broadcom | $142.01 | 83.09% | John Vinh71% | $32.5 → $26 | Maintains | Overweight | Get Alert |
| 07/05/2018 | IDTI | Buy Now | Integrated Device Tech | — | — | John Vinh71% | $37 → $39 | Maintains | Overweight | Get Alert |
| 05/04/2018 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 133.87% | John Vinh71% | $125 → $120 | Maintains | Overweight | Get Alert |
| 05/01/2018 | MPWR | Buy Now | Monolithic Power Systems | $445.10 | -69.67% | John Vinh71% | $125 → $135 | Maintains | Overweight | Get Alert |
| 04/26/2018 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $87 → $80 | Maintains | Overweight | Get Alert |
| 04/26/2018 | OC | Buy Now | Owens-Corning | $128.01 | -17.98% | John Vinh71% | $115 → $105 | Maintains | Overweight | Get Alert |
| 02/02/2018 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh71% | $18 → $22 | Maintains | Overweight | Get Alert |
| 01/30/2018 | IDTI | Buy Now | Integrated Device Tech | — | — | John Vinh71% | $33 → $37 | Maintains | Overweight | Get Alert |
| 01/12/2018 | SYNA | Buy Now | Synaptics | $45.57 | — | John Vinh71% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/08/2018 | CRUS | Buy Now | Cirrus Logic | $78.34 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 12/04/2017 | AVGO | Buy Now | Broadcom | $142.01 | 125.34% | John Vinh71% | $29 → $32 | Maintains | Overweight | Get Alert |
| 11/16/2017 | CAVM | Buy Now | Cavium | — | — | John Vinh71% | $80 → $90 | Maintains | Overweight | Get Alert |
| 11/07/2017 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 143.62% | John Vinh71% | $120 → $125 | Maintains | Overweight | Get Alert |
| 08/25/2017 | AVGO | Buy Now | Broadcom | $142.01 | 104.21% | John Vinh71% | $28 → $29 | Maintains | Overweight | Get Alert |
| 04/04/2017 | SWKS | Buy Now | Skyworks Solutions | $51.31 | — | John Vinh71% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 04/04/2017 | CRUS | Buy Now | Cirrus Logic | $78.34 | — | John Vinh71% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 03/29/2017 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh71% | $14 → $17 | Reiterates | → Overweight | Get Alert |
| 01/05/2017 | OC | Buy Now | Owens-Corning | $128.01 | — | John Vinh71% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 12/22/2016 | INVN | Buy Now | InvenSense | $16.17 | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 11/29/2016 | AMBA | Buy Now | Ambarella | $41.13 | 70.19% | John Vinh71% | $75 → $70 | Maintains | Overweight | Get Alert |
| 08/30/2016 | AMBA | Buy Now | Ambarella | $41.13 | 82.35% | John Vinh71% | $53 → $75 | Maintains | Overweight | Get Alert |
| 07/29/2016 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh71% | $11 → $14 | Maintains | Overweight | Get Alert |
| 07/05/2016 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 75.4% | John Vinh71% | → $90 | Downgrade | Overweight → Sector Weight | Get Alert |
| 07/05/2016 | CRUS | Buy Now | Cirrus Logic | $78.34 | -48.94% | John Vinh71% | → $40 | Downgrade | Overweight → Sector Weight | Get Alert |
| 01/08/2016 | CRUS | Buy Now | Cirrus Logic | $78.34 | — | John Vinh71% | — | Upgrade | Sector Weight → Overweight | Get Alert |
| 01/06/2016 | QLIK | Buy Now | Qlik Technologies | — | — | John Vinh71% | — | Downgrade | Overweight → Sector Weight | Get Alert |
| 10/23/2015 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh71% | $20 → $13 | Maintains | Overweight | Get Alert |
| 09/29/2015 | AMBA | Buy Now | Ambarella | $41.13 | 147.99% | John Vinh71% | $123 → $102 | Maintains | Overweight | Get Alert |
| 09/07/2015 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 114.38% | John Vinh71% | $120 → $110 | Maintains | Overweight | Get Alert |
| 07/23/2015 | XLNX | Buy Now | Xilinx | — | — | John Vinh71% | $60 → $55 | Maintains | Overweight | Get Alert |
| 05/27/2015 | AMBA | Buy Now | Ambarella | $41.13 | 133.41% | John Vinh71% | $78 → $96 | Maintains | Overweight | Get Alert |
| 04/07/2015 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 114.38% | John Vinh71% | $90 → $110 | Maintains | Outperform | Get Alert |
| 11/07/2014 | SWKS | Buy Now | Skyworks Solutions | $51.31 | 46.17% | John Vinh71% | $65 → $75 | Maintains | Outperform | Get Alert |
| 02/27/2014 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh71% | — | Downgrade | Outperform → Sector Perform | Get Alert |
| 01/15/2014 | CRUS | Buy Now | Cirrus Logic | $78.34 | — | John Vinh71% | — | Downgrade | Sector Perform → Underperform | Get Alert |
| 10/28/2013 | OC | Buy Now | Owens-Corning | $128.01 | — | John Vinh71% | — | Downgrade | Buy → Hold | Get Alert |
| 10/18/2013 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh71% | — | Upgrade | Sector Perform → Outperform | Get Alert |
| 05/13/2013 | OC | Buy Now | Owens-Corning | $128.01 | -60.16% | John Vinh71% | → $51 | Upgrade | Hold → Buy | Get Alert |
| 02/07/2013 | OC | Buy Now | Owens-Corning | $128.01 | — | John Vinh71% | — | Downgrade | Buy → Hold | Get Alert |
| 01/22/2013 | CRUS | Buy Now | Cirrus Logic | $78.34 | — | John Vinh71% | — | Initiates | → Sector Perform | Get Alert |
| 07/10/2012 | CY | Buy Now | Cypress Semiconductor | — | — | John Vinh71% | — | Initiates | → Sector Perform | Get Alert |
