our coverage

 

companies we follow

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

companies we follow

Nikolay Todorov - COHR, EFII, FIT, GPRO, GRMN, IPGP, MU, NTAP, STX, TDC, WDC