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Global tech coverage

Steve Frankel • Director of Research • sfrankel@rblt.com • (212) 607-3171
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Comm & Cloud Infrastructure
8x8, Inc.
EGHT
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
ADTRAN, Inc.
ADTN
Mike Genovese
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Software
ANSYS, Inc.
ANSS
Blair Abernethy
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Semiconductors
ARM Holdings PLC ADR
ARM
Hans Mosesmann
BUY
BUY
BUY
BUY
BUY
Semiconductors
Adeia
ADEA
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Semiconductors
Advanced Micro Devices, Inc.
AMD
Hans Mosesmann
BUY
BUY
BUY
BUY
BUY
Internet Media
Alphabet, Inc
GOOGL
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Software
Altair Engineering, Inc.
ALTR
Blair Abernethy
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Internet Media
Amazon.com, Inc.
AMZN
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Semiconductors
Ambarella, Inc.
AMBA
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Internet Media
Apple Inc.
AAPL
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
Applied Optoelectronics, Inc.
AAOI
Mike Genovese
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
Arista Networks, Inc.
ANET
Mike Genovese
SELL
SELL
SELL
SELL
SELL
Semiconductors
Arteris, Inc.
AIP
Hans Mosesmann
BUY
BUY
BUY
BUY
BUY
Software
Autodesk, Inc.
ADSK
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Software
Bentley Systems, Inc.
BSY
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Crypto
Bitdeer Technologies Group Class A
BTDR
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Internet Media
Brightcove, Inc.
BCOV
Steve Frankel
BUY
BUY
BUY
BUY
BUY
Semiconductors
Broadcom Inc.
AVGO
Hans Mosesmann
BUY
BUY
BUY
BUY
BUY
Semiconductors
CEVA, Inc.
CEVA
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Software
Cadence Design Systems, Inc.
CDNS
Blair Abernethy
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Comm & Cloud Infrastructure
Calix Inc.
CALX
Mike Genovese
BUY
BUY
BUY
BUY
BUY
Crypto
Canaan Inc.
CAN
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Internet Media
Charter Communications, Inc.
CHTR
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Comm & Cloud Infrastructure
Ciena Corporation
CIEN
Mike Genovese
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL