Companies covered: Intel Corporation (NASDAQ:INTC), Advanced Micro Devices, Inc. (NASDAQ:AMD), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology Group Ltd. (NASDAQ:MRVL), Super Micro Computer, Inc. (NASDAQ:SMCI), ARM Holdings plc (NASDAQ:ARM), Amazon.com, Inc. (NASDAQ:AMZN), Meta Platforms Inc. (NASDAQ:META), Alphabet Inc (NASDAQ:GOOG), Monolithic Power Systems, Inc. (NASDAQ:MPWR), Lattice Semiconductor Corporation (NASDAQ:LSCC), Texas Instruments Incorporated (NASDAQ:TXN), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), Samsung Electronics Co Ltd (KRX:005930), Broadcom Ltd (NASDAQ:AVGO), International Business Machines Corporation (NYSE:IBM), Tesla Motors, Inc. (NASDAQ:TSLA), Microsoft Corporation (NASDAQ:MSFT), QUALCOMM Incorporated (NASDAQ:QCOM), Apple Inc. (NASDAQ:AAPL), Hewlett Packard Enterprise Co (NYSE:HPE), Mobileye N.V. (NYSE:MBLY), Arbe Robotics Ltd. (NASDAQ:ARBE), Auddia Inc. (NASDAQ:AUUD), Bridgeline Digital, Inc. (NASDAQ:BLIN), Kopin Corporation (NASDAQ:KOPN), Mobix Labs, Inc. (NASDAQ:MOBX), POET Technologies Inc. (NASDAQ:POET), Presto Automation Inc. (NASDAQ:PRST), SoundHound AI, Inc. (NASDAQ:SOUN)
