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ARTICLES
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NEWS
|
TRANSCRIPTS
Applied's Growth Accelerates With A Strong Q2 2013
Trefis
•
AMAT
•
Mon, May 20, 13:49 ET
Steady Dividend Growth And Strong Earnings Are Why I'm Long Applied Materials
Heather Ingrassia
•
AMAT
•
Sat, May 18, 05:59 ET
Whisper Number Impact: Earnings Preview For Applied Materials
WhisperNumber
•
AMAT
•
Thu, May 16, 12:10 ET
Profiting From Power Savings
ONeil Trader
•
CREE
•
Wed, May 8, 05:12 ET
Why Ambarella Will Make New Highs Soon
Carl Cachia
•
AMBA
•
Tue, May 7, 15:55 ET
Updates On InvenSense's News And Earnings
Esekla
•
INVN
•
Sat, May 4, 03:44 ET
InvenSense: Growth At An Incredible Price
Stone Fox Capital
•
INVN
•
Fri, May 3, 13:33 ET
Cree's Growth Shines On LED Lighting Demand
Trefis
•
CREE
•
Thu, Apr 25, 15:34 ET
Applied Materials, Process Nodes And Future Profits
William Meyers
•
AMAT
•
Mon, Apr 22, 18:55 ET
Seasonal Factors To Slow Cree's Growth
Trefis
•
CREE
•
Mon, Apr 22, 16:13 ET
Focus On Guidance For Cree's Q3 2013 Earnings Report
Selerity Research
•
CREE
•
Mon, Apr 22, 08:42 ET
Cree Ends My Muhammad Ali Moment
Michael K. Dawson
•
CREE
•
Mon, Apr 15, 11:23 ET
Applied Materials Remains Committed To Solar Division Business, Despite Slump
Trefis
•
AMAT
•
Thu, Apr 4, 13:59 ET
Bull of the Day: Ambarella
Zacks Investment Research
•
AMBA
•
Thu, Apr 4, 13:14 ET
Chipmos: Shares Have Over 100% Upside And Near-Term Catalysts
Valuable Insights
•
MU
,
IMOS
•
Thu, Mar 28, 04:45 ET
InvenSense: Growth At The Right Price
Esekla
•
INVN
•
Wed, Mar 27, 13:22 ET
EZchip: Bullish Case Continues To Myopically Overlook Competitor Comments, Production Delays, And Stock-Based Compensation Expense
Kerrisdale Capital Management
•
BRCM
,
EZCH
•
Mon, Mar 25, 08:30 ET
Why Cree Will Continue Growing Its LED Market Share
Trefis
•
CREE
•
Fri, Mar 22, 15:20 ET
Applied's Worth $13.50 As Semi Equipment Demand Picks Up
Trefis
•
AMAT
•
Wed, Mar 20, 11:15 ET
EZchip: Customer Concentration And Uneven Revenue Stream Have Forced Risky Shift To The Data Center
Kerrisdale Capital Management
•
ADNC
,
MRVL
,
BRCM
•
Wed, Mar 13, 08:30 ET
EZchip: Immediate Competitive Threats, Customer Defections And An Unsustainable Valuation
Kerrisdale Capital Management
•
BRCM
,
INTC
,
LSI
•
Mon, Mar 11, 10:30 ET
For InvenSense, Short Interest Is Fuel In The Tank
Basileus
•
INVN
•
Mon, Mar 11, 10:28 ET
Cree Makes Edison Proud
Hedge Hunter
•
VECO
,
CREE
•
Thu, Mar 7, 08:19 ET
Why Ambarella Is A Cheap Stock Before Earnings
Carl Cachia
•
AMBA
•
Wed, Mar 6, 15:34 ET
Ultratech Ultrainteresting
Stephen Simpson
•
AMAT
,
ASML
,
CAJ
•
Tue, Mar 5, 09:33 ET
Kulicke And Soffa Industries: An Unappreciated, Undervalued Market Leader
BPD Research
•
KLIC
•
Tue, Feb 26, 13:52 ET
KLA-Tencor: Premium Business, Dominant Market Share, But No Margin Of Safety
Matthew Dow
•
AMAT
,
HTHIY.PK
,
KLAC
•
Mon, Feb 25, 16:01 ET
Kulicke & Soffa - A Good Business At A Great Price
Parry Pasricha
•
KLIC
•
Fri, Feb 22, 17:41 ET
Ambarella - An Up And Coming Small-Cap Semiconductor Stock For Fabulous Growth
Guraaf
•
SSNLF.PK
,
TSM
,
AMBA
•
Fri, Feb 22, 06:05 ET
Current Trends Driving Applied's $13 Valuation
Trefis
•
AMAT
•
Thu, Feb 21, 15:33 ET
Applied Materials: Oligopoly Play At Cyclical Trough
Sneha Shah
•
ASML
,
INTC
,
KLAC
•
Tue, Feb 19, 17:30 ET
Tessera: Strong Returns On This Spin-Off Story With Limited Downside
Efficient Alpha
•
TSRA
•
Tue, Feb 19, 14:42 ET
Applied Materials Pinned In Reversal Pattern Off Earnings-Driven After-Hours Moves
Midnight Trader
•
AMAT
•
Wed, Feb 13, 09:09 ET
Applied Materials Earnings Preview: Expect Improvement In 2013
Brian Gilmartin
•
AMAT
•
Mon, Feb 11, 15:33 ET
After Applied Materials' Rocky Year, Earnings Could Point To Its Recovery
Trefis
•
AMAT
•
Mon, Feb 11, 12:22 ET
Cree Is Leveraged To LEDs Growth, But Worth $35 For Now
Trefis
•
CREE
•
Thu, Feb 7, 14:42 ET
Overbought, Overpriced Cree Is A Sell With The Market Close To A Significant Pullback
David White
•
CREE
•
Wed, Feb 6, 08:41 ET
InvenSense Still Has An Attractive Risk/Reward Ratio
Shareholders Unite
•
INVN
•
Wed, Feb 6, 05:48 ET
ASML: A Great Company To Buy When The Price Is Right
Matthew Dow
•
CAJ
,
INTC
,
NINOF.PK
•
Fri, Feb 1, 17:16 ET
KLA-Tencor Benefits From 20 Nanometer Spending This Year
Todd Campbell
•
AMAT
,
ASML
,
CDNS
•
Thu, Jan 31, 18:35 ET
Applied Materials: Solar A Key Growth Driver For Many Years To Come
Gregory Vousvounis
•
AMAT
•
Thu, Jan 31, 05:50 ET
Mobile Devices Boost Test Demand At Teradyne
Todd Campbell
•
AMAT
,
INTC
,
SMH
•
Tue, Jan 29, 13:09 ET
InvenSense Makes Sense
ONeil Trader
•
INVN
•
Mon, Jan 28, 11:14 ET
InvenSense Finally Turning The Corner
Stone Fox Capital
•
INVN
•
Fri, Jan 25, 09:36 ET
Why Tessera Technologies Could Nearly Double In The Near Future
Sylvain Joly
•
TSRA
•
Wed, Jan 23, 15:26 ET
Whisper Number Impact: Earnings Preview For Lam Research
WhisperNumber
•
LRCX
•
Wed, Jan 23, 13:26 ET
Cree Sets Bullish Tone For Longs Trading On Evening Earnings Reports
Midnight Trader
•
CREE
•
Tue, Jan 22, 09:23 ET
ASML Short Squeeze Is 20% Opportunity
Wim Lewi
•
CYMI
,
ASML
•
Thu, Jan 17, 14:31 ET
Can KLA-Tencor Improve Your Yield?
MagicDiligence
•
AMAT
,
KLAC
•
Thu, Jan 17, 05:48 ET
What's Behind Applied's $12 Valuation?
Trefis
•
AMAT
•
Mon, Jan 7, 17:13 ET
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