Sravan Kundojjala 5.0 18 ideas

Semiconductors Analyst at SemiAnalysis
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Recent positions
TickerDirEntryP&LDate
ASML LONG $1513.87 Apr 14
TSM LONG — — Apr 11
TSM LONG $370.60 Apr 10
TSM LONG $316.50 Mar 28
AMAT LONG $323.12 Mar 28
ARM LONG $143.50 Mar 27
QCOM LONG $128.81 Mar 27
ARM LONG $143.92 Mar 27
QCOM LONG $128.35 Mar 21
MU LONG $429.13 Mar 20
NVDA LONG $180.02 Mar 19
NVDA LONG $180.03 Mar 19
MU LONG $439.81 Mar 19
By sector
Stock
18 ideas
Top tickers (by frequency)
KLAC 4 ideas
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TSM 3 ideas
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QCOM 3 ideas
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ARM 2 ideas
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MU 2 ideas
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Buy ASML as healthy backlog and growing TSMC capex suggest the book-to-bill ratio will continue rising for multiple quarters without the stockpiling risks seen in 2022.
ASML HIGH Apr 14, 16:06
"If the historical pattern repeats, ASML b2b should continue rising for 2-3 more quarters."
𝕏 @skundojjala ⏲ medium-term Source ↗
April 14, 2026 at 16:06
𝕏 @skundojjala
Semiconductors Analyst at...
TSMC's pricing power and capacity-constrained advanced nodes will drive continued ASP growth and support 63-65% gross margin guidance.
TSM HIGH Apr 11, 12:55
"TSMC's wafer ASPs grew 8 straight years through 2025 and will continue to grow in 2026 and beyond as new nodes come in and mix changes to HPC/AI."
𝕏 @skundojjala ⏲ long-term Source ↗
April 11, 2026 at 12:55
𝕏 @skundojjala
Semiconductors Analyst at...
Strong revenue beat and re-accelerating growth vs. guidance suggests continued outperformance for the leading semiconductor foundry.
TSM HIGH Apr 10, 07:15
"TSMC 1Q26: Revenue up 6.2% q/q and 40.3% y/y to $35.82B (above high-end guidance)."
𝕏 @skundojjala ⏲ medium-term Source ↗
April 10, 2026 at 07:15
𝕏 @skundojjala
Semiconductors Analyst at...
AMAT projects strong FY26 revenue growth driven by TSMC's capacity expansion in advanced logic and memory nodes.
TSM AMAT Mar 28, 15:52
𝕏 @skundojjala Source ↗
March 28, 2026 at 15:52
𝕏 @skundojjala
Semiconductors Analyst at...
Arm's strong long-term guidance sets a positive precedent for Qualcomm's upcoming analyst day.
ARM QCOM Mar 27, 14:04
𝕏 @skundojjala Source ↗
March 27, 2026 at 14:04
𝕏 @skundojjala
Semiconductors Analyst at...
Arm's strategic pivot is projected to drive significant long-term revenue and profit growth despite potential margin compression.
ARM Mar 27, 14:00
𝕏 @skundojjala Source ↗
March 27, 2026 at 14:00
𝕏 @skundojjala
Semiconductors Analyst at...
Qualcomm faces near-term AI challenges but holds long-term potential through its CPU and accelerator business.
QCOM Mar 21, 11:42
𝕏 @skundojjala Source ↗
March 21, 2026 at 11:42
𝕏 @skundojjala
Semiconductors Analyst at...
Qualcomm is successfully growing its Android handset revenue, though it still faces challenges in fully offsetting the loss of Apple business.
QCOM Mar 21, 11:41
𝕏 @skundojjala Source ↗
March 21, 2026 at 11:41
𝕏 @skundojjala
Semiconductors Analyst at...
Micron's mobile business shows exceptional growth and profitability, now rivaling its cloud segment.
MU Mar 20, 16:30
𝕏 @skundojjala Source ↗
March 20, 2026 at 16:30
𝕏 @skundojjala
Semiconductors Analyst at...
SK Hynix is scaling advanced HBM4 production to meet Nvidia's high-capacity AI memory requirements.
NVDA Mar 19, 10:21
𝕏 @skundojjala Source ↗
March 19, 2026 at 10:21
𝕏 @skundojjala
Semiconductors Analyst at...
Micron reports massive revenue growth and strong guidance driven by HBM4 shipments and strategic customer agreements.
MU NVDA Mar 19, 10:19
𝕏 @skundojjala Source ↗
March 19, 2026 at 10:19
𝕏 @skundojjala
Semiconductors Analyst at...
KLA's significantly extended tool lifespan and recurring service revenue demonstrate strong long-term business durability.
KLAC Mar 14, 09:26
𝕏 @skundojjala Source ↗
March 14, 2026 at 09:26
𝕏 @skundojjala
Semiconductors Analyst at...
Sravan Kundojjala (Semiconductors Analyst at SemiAnalysis) | 18 trade ideas tracked | KLAC, TSM, QCOM, ARM, MU | Twitter | Buzzberg