our coverage

 

companies we follow

Shawn Harrison - AAPL, APH, ARW, AVT, AXE, BDC, COMM, DIOD, LFUS, ON, PLXS, ST, TEL, VSH

Mike Burton - 2454, AMD, AVGO, CAVM, IDTI, INTC, MLNX, MU, NVDA, QRVO, SIMO, SWKS

companies we follow

Joseph Wittine - COHR, DDD, EFII, FIT, GPRO, GRMN, IPGP, NTAP, SSYS, STX, TDC, TRMB, WDC