Abhinav Davuluri

Product launches and Mellanox acquisition bode well, but we view shares as overvalued.

We are maintaining our fair value estimate for narrow-moat Apple, and we recommend prospective investors wait for a wider margin of safety.

We are maintaining our $70 fair value estimate for wide-moat Intel. Shares look attractive at current levels.

Multiple names are reaching or approaching 4-star territory.

We still think it is likely any near-term shortfall will be made up in subsequent quarters.

We are raising our fair value estimate for the firm.

We are raising our fair value estimate for the narrow-moat firm as we incorporate superior near-term prospects.

We are raising our fair value estimate for the wide-moat firm as we incorporate the stronger near-term performance and outlook.

The leader in advanced driver-assistance systems contributes only a small part of the chipmaker's overall revenue for now, but sales are growing.

We are raising our fair value estimate, but shares of the narrow-moat firm look expensive.

With shares up 54% year-to-date, we recommend prospective investors seek a wider margin of safety.

We reiterate our view that shares look attractive at current levels for the wide-moat firm.

We don't expect a rebound in Apple's phone sales this year, and we think the stock's overvalued.

Wide-moat Intel shares look very attractive, while no-moat AMD shares are overvalued.

We recommend prospective investors steer clear of shares at current levels.

We're maintaining our $200 fair value estimate.

The market seems to be overestimating AMD's long-term prospects.

However, it remains central to our narrow moat rating.

We look at earnings data so far in the industry and think Intel is compelling.

We are maintaining our fair value estimate, and we think shares are fairly valued at current levels.

We're looking for updates on these topics when the narrow-moat tech titan reports second-quarter results.

We think investors with a long-term horizon will find current levels compelling relative to our unchanged fair value estimate of $65 per share.

The GPU titan beat recently lowered expectations, but its full-year outlook calls for no growth.

We are maintaining our fair value estimate for the narrow moat firm and see value in the shares today.

We think Apple will resume mid-single-digit sales growth in fiscal 2020 despite the potential for continued weakness in China.

The wide-moat firm's results were modestly below expectations, but shares look cheap today.

Near-term headwinds weighed on the chipmaker, but our long-term thesis is intact.

We remain positive on the firm's prospects and see an attractive margin of safety relative to our fair value estimate.

Shares of the narrow-moat firm are undervalued, but we believe Intel offers a superior opportunity.

New graphics processing unit, the RTX 2060, is well positioned for mainstream gamers.

The company showcased a bevy of promising initiatives, and patient investors may find current price levels attractive.

Our fair value estimate for the iPhone maker is unchanged as stronger services and wearables revenue should offset China weakness.

Despite menacing headwinds for iPhone in China, the firm still can better monetize its existing user base and we see Apple shares as undervalued.

The market continues to overreact to softer than expected guidance, pushing Apple into 4-star territory.

We model fiscal 2019 to be down considerably, but we expect a solid recovery thereafter thanks to the proactive efforts of the key memory participants.

Longer term, we think Broadcom is part of the heavyweight class of chip leaders and boasts intangible assets.

Our fair value estimate remains unchanged for the narrow-moat firm.

Shares for the narrow-moat firm are not cheap, and we suggest a wider margin of safety for prospective investors.

Expectations of a more tepid holiday quarter have sent shares of the wide-moat firm lower, but we’d wait for a more attractive price before diving in.

Investors should find shares of the chip titan enticing after a record quarter.

We think customers will look past the nanometer headlines.

The smartphone titan is doubling down on its premium price strategy after raising the bar on price last year with the iPhone X.

We see attractive entry points for some wide-moat chipmakers.

Most major segments (aside from wireless) exhibited solid year-over-year growth, illustrating the company's breadth of offerings.

For the first time in years, the narrow-moat firm's revenue range fell below consensus estimates.

Apple turned in a record quarter, but the firm's place at the top of food chain in the smartphone market is already fully reflected in the stock price.

The iPhone X, 8 and 8 plus pushed average selling price up an impressive 20% in the quarter, but we think investors should wait for a more attractive entry point.

With the recent sell-off, we think Intel offers a compelling investment opportunity.

The deal to acquire CA Technologies doesn't have any clear synergies, but the premium Broadcom is paying is modest for a tech merger.

Switching costs are strong, but not necessarily getting stronger.