Joe Moore on Semis Bus Tour takes on INTC, MRVL, ALAB, NVDA, AVGO & AMD | Episode 309

Research evidence excerpt

Joe Moore on Semis Bus Tour takes on INTC, MRVL, ALAB, NVDA, AVGO & AMD | Episode 309

lowing company: Advanced

Micro Devices, Aeva Technologies Inc, Allegro Microsystems Inc, Ambarella Inc, Amkor Technology Inc, Analog Devices Inc., Apple, Inc., Arm Holdings plc, Astera Labs Inc, Broadcom Inc., Cadence

Design Systems Inc, CDW Corporation, Cerebras Systems, Dell Technologies Inc., Everpure, Inc., Garmin Ltd, GlobalFoundries Inc, GoPro Inc, Hewlett Packard Enterprise, HP Inc., IBM, Ingram

Micro, Intel Corporation, IonQ Inc, Kornit Digital Ltd., Logitech International SA, Marvell Technology Group Ltd, Microchip Technology Inc., Micron Technology Inc., Navitas Semiconductor Corp,

NetApp Inc, Nutanix Inc, NVIDIA Corp., NXP Semiconductor NV, ON Semiconductor Corp., Qualcomm Inc., Resideo Technologies Inc, SanDisk Corporation., Seagate Technology, Semtech Corp.,

Silicon Laboratories Inc., Skyworks Solutions Inc, SmartRent, Inc., Sonos Inc., Synopsys Inc., Teradata, Texas Instruments, Western Digital, Wolfspeed, INC.

Within the last 12 months, Morgan Stanley has either provided or is providing non-investment banking, securities-related services to and/or in the past has entered into an agreement to provide

services or has a client relationship with the following company: Advanced Micro Devices, Ambarella Inc, Amkor Technology Inc, Analog Devices Inc., Apple, Inc., Broadcom Inc., Cadence Design

Systems Inc, CDW Corporation, Dell Technologies Inc., Everpure, Inc., Garmin Ltd, GlobalFoundries Inc, Hewlett Packard Enterprise, HP Inc., IBM, Ingram Micro, Intel Corporation, IonQ Inc, Marvell

Technology Group Ltd, Microchip Technology Inc., Micron Technology Inc., NetApp Inc, Nutanix Inc, NVIDIA Corp., NXP Semiconductor NV, ON Semiconductor Corp., Qualcomm Inc., Resideo