Analyst
Profile

Kevin Cassidy

Senior Research Analyst

Sector Coverage:

Semiconductors

Kevin has covered the semiconductor industry as a sell-side analyst since 2006 including 12 years with Thomas Weisel Group / Stifel. Kevin applies his 20+ years of practical semiconductor industry knowledge to his research. Mr. Cassidy started his career in semiconductor sales and sales management with Texas Instruments before moving on to AMD and followed by co-founding a sales representative group. Kevin earned multiple top supplier awards during this tenure. Kevin has been recognized by 3rd parties as a top-ranked analyst for stock picking. Kevin holds an electrical engineering degree from the University of Buffalo and Mathematics & Physics degrees from Geneseo State College.

Companies Covered:

ADEA

Adeia

AMBA

Ambarella, Inc.

BTDR

Bitdeer Technologies Group Class A

CAN

Canaan Inc.

CEVA

CEVA, Inc.

INVZ