VSH Vishay Intertechnology, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
03:14
17 авг
17 авг
VSH and KN: US-listed MLCC names
Long/look at VSH and KN as US-listed MLCC names with smaller market share than Asian peers; they offer domestic exposure to MLCC supply/demand dynamics.
Сред.
17:21
15 авг
15 авг
The author reports past stock returns from a liquidation event without expressing any.
The author reports past stock returns from a liquidation event without expressing any forward-looking position, so all tickers are indexed as watch.
20:45
14 авг
14 авг
Watch new reported positions, no ownership.
Watch NBIS, STM, KEEL, VSH, and CBRS: the fund reports them as new positions, but the author gives no personal buy/sell call.
Сред.
23:43
12 авг
12 авг
AI power-semiconductor read-throughs are watch items
Watch AOSL, MPWR, IFX, ON, and VSH as read-through beneficiaries of accelerating AI data-center power-semiconductor demand; research note with no disclosed position, so not an author-owned long.
Сред.
16:38
05 авг
05 авг
Watch VPG and VSH after poor earnings.
Watch VPG and VSH following disappointing earnings prints from both companies on the same day.
Сред.
16:36
05 авг
05 авг
Vishay's Q3 guidance beat estimates with strong Q2 results.
Vishay's Q3 guidance beat estimates with strong Q2 results, but the post is a factual earnings summary without an explicit position.
Низ.
13:06
04 авг
04 авг
Wall Street analysts issued a broad batch of upgrades, downgrades.
Wall Street analysts issued a broad batch of upgrades, downgrades, and coverage initiations across multiple stocks, with notable price target changes including NKE cut to $40 and REPL raised to $17.
06:22
20 июл
20 июл
Watch VSH as a supplier of both chip resistors and tantalum capacitors.
Watch VSH as a supplier of both chip resistors and tantalum capacitors, both categories facing 15-week to 1-year+ lead times; research basket, no author position stated.
Сред.
20:05
14 июл
14 июл
Capacitor stocks are overhyped and commoditized.
Chasing capacitor bottlenecks like MLCCs is a mistake; they are low-end commoditized components that will eventually see supply catch up and price crashes. China can flood the market, and the same pattern played out during the iPhone super cycle. Stocks like Vishay that have run up on this narrative are likely to suffer.
Сред.
03:05
01 июл
01 июл
Author confirms buying $VSH at ~$52, citing bullish EMA stack (5d > 10d > 21d > 50d).
Author confirms buying $VSH at ~$52, citing bullish EMA stack (5d > 10d > 21d > 50d) with the stock holding or testing the 50-day/8-week EMA as a technical entry trigger.
Сред.
03:04
01 июл
01 июл
Author outlines a bullish technical setup where VSH at $52 looks good to buy if it holds key.
Author outlines a bullish technical setup where VSH at $52 looks good to buy if it holds key EMAs, indicating a long bias.
21:09
18 июн
18 июн
Вчера автор закрыл все позиции по semicap, storage, CRDO и VSH, выразив сожаление о том.
Вчера автор закрыл все позиции по semicap, storage, CRDO и VSH, выразив сожаление о том, что не осознал необходимость выхода из них раньше.
Низ.
12:52
09 июн
09 июн
Speaker mentions VSH as a favorite power semi name alongside STM with bullish market comment.
Speaker mentions VSH as a favorite power semi name alongside STM with bullish market comment; likely rhetorical from known short-side account.
Низ.
06:51
08 июн
08 июн
Watch this crowdsourced community basket of 800V DC power-related names.
Watch this crowdsourced community basket of 800V DC power-related names. The list was compiled from crowd submissions, not the author's own picks — author explicitly distances themselves ("your favorite ideas," "we'll see how your highest conviction ideas do"). No author ownership implied.
Сред.
06:23
08 июн
08 июн
Community-crowdsourced 800V DC power semiconductor watchlist.
Community-crowdsourced 800V DC power semiconductor watchlist. These are power semi names (Infineon, ON Semi, Vicor, Littelfuse, Vishay, Power Integrations, Alpha & Omega) flagged by followers as high-conviction 10x candidates in the NVDA-driven 800VDC shift. Author-compiled, not author-owned.
Сред.
11:36
07 июн
07 июн
Watch VSH as the author provides a detailed research note on Vishay's strategic transformation.
Watch VSH as the author provides a detailed research note on Vishay's strategic transformation, execution risks, and valuation concerns; no explicit position or ownership disclosed.
Сред.
20:33
02 июн
02 июн
Speaker names VSH as a favorite and notes strong performance following a prior piece.
Speaker names VSH as a favorite and notes strong performance following a prior piece, but provides no mechanism or catalyst.
Низ.
23:55
31 мая
31 мая
Research basket of analog and power semi names across the GaN, SiC.
Research basket of analog and power semi names across the GaN, SiC, and power management ecosystem — author frames this explicitly as a "do more research" list, not a position list. Monitor for further re-rating as Nvidia's 800VDC architecture buildout accelerates, particularly in smaller-cap names.
Сред.
01:31
29 мая
29 мая
Author endorses a deep dive on 800VDC power semi revolution and lists beneficiary tickers.
Author endorses a deep dive on 800VDC power semi revolution and lists beneficiary tickers; speaker note indicates rhetorical ticker lists are watch, not trade ideas.
Низ.
16:42
26 мая
26 мая
Author discusses MLCC shortage and prefers low P/B names with capex invested.
Author discusses MLCC shortage and prefers low P/B names with capex invested, but expresses no explicit forward-looking trade idea.
16:28
26 мая
26 мая
Speaker recounts an earlier long position in VSH that did not profit.
Speaker recounts an earlier long position in VSH that did not profit; no current directional view or new catalyst.
Низ.
15:01
26 мая
26 мая
Buy these power semiconductor names as the entire sector is expected to rally.
Buy these power semiconductor names as the entire sector is expected to rally, driven by AI data center demand and a favorable re-rating environment, with NVTS serving as the bellwether.
Сред.
04:36
21 мая
21 мая
Long Vishay (VSH) — crushing it tonight, up over 20% since entry.
Long Vishay (VSH) — crushing it tonight, up over 20% since entry; speaker confirms holding position from entry.
Выс.
14:52
13 мая
13 мая
Long Vishay ($VSH) — Q1 2026 double beat, stock surging 9.1% to $36.69.
Long Vishay ($VSH) — Q1 2026 double beat, stock surging 9.1% to $36.69; 48V AI buildout revenue now hitting books.
Сред.
12:38
07 мая
07 мая
Long power-management and discrete suppliers benefiting from broadening AI server power.
Long power-management and discrete suppliers benefiting from broadening AI server power delivery content cycle and 48V architecture transition.
Выс.
23:57
03 мая
03 мая
The tweet is a sarcastic reply urging the user to take risks on WOLF and VSH.
The tweet is a sarcastic reply urging the user to take risks on WOLF and VSH, but lacks a clear forward-looking directional view or trade thesis.
Выс.
22:09
03 мая
03 мая
Long analog semis in the AI power infrastructure basket as the analog cycle has turned.
Long analog semis in the AI power infrastructure basket as the analog cycle has turned and content per server rises, offering asymmetric upside versus memory/optics/compute re-ratings.
Выс.
19:12
22 апр
22 апр
Long VSH as a beneficiary of the Defense Production Act for domestic infrastructure.
Long VSH as a beneficiary of the Defense Production Act for domestic infrastructure, providing power capacitors and capacitor banks.
Выс.
13:58
22 апр
22 апр
Long VSH as a power semiconductor stock expected to surge as part of the sector's strong.
Long VSH as a power semiconductor stock expected to surge as part of the sector's strong momentum and GAI hype trade.
Сред.
11:33
21 апр
21 апр
Long power semiconductor stocks VICR, AOSL, VSH, and POWI as the sector is anticipated.
Long power semiconductor stocks VICR, AOSL, VSH, and POWI as the sector is anticipated to experience a strong upward move, driven by broad industry tailwinds and positive momentum.
Сред.
Об аналитическом покрытии VSH
Buzzberg отслеживает VSH (Vishay Intertechnology, Inc.) в 11 источниках. Бычьих сигналов: 9, медвежьих: 0, от 11 аналитиков. Сентимент преимущественно бычий (26%). Всего отслеживаются 34 торговые идеи. За последние 7 дней: наблюдение: 1. Последние спикеры: aleabitoreddit, caesarcapitalz, ParadisLabs.