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Global tech coverage

Steve Frankel • Director of Research • sfrankel@rblt.com • (212) 607-3171
Evan Morgan • Head of Sales • emorgan@rblt.com • (212) 607-3166
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Semiconductors
QUALCOMM Incorporated
QCOM
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Semiconductors
Qorvo, Inc.
QRVO
Kevin Cassidy
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Media
Quad/Graphics, Inc.
QUAD
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Semiconductors
Rambus Inc.
RMBS
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
Ribbon Communications, Inc.
RBBN
Mike Genovese
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
RingCentral, Inc.
RNG
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Internet Media
Roku, Inc.
ROKU
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Semiconductors
Seagate Technology PLC
STX
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Software
Silvaco Group, Inc
SVCO
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Internet Media
Sinclair Broadcast Group, Inc.
SBGI
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Internet Media
Sirius XM Holdings, Inc.
SIRI
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Semiconductors
Skyworks Solutions, Inc.
SWKS
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Internet Media
Snap, Inc.
SNAP
Barton Crockett
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Software
Snowflake Inc.
SNOW
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Internet Media
Sonos, Inc.
SONO
Steve Frankel
BUY
BUY
BUY
BUY
BUY
Internet Media
Spotify Technology SA
SPOT
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Comm & Cloud Infrastructure
Sprinklr, Inc.
CXM
Catharine Trebnick
BUY
BUY
BUY
BUY
BUY
Internet Media
Stagwell, Inc.
STGW
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Semiconductors
Super Micro Computer, Inc.
SMCI
Hans Mosesmann
NR
NR
NR
NR
NR
Semiconductors
Synaptics Incorporated
SYNA
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Software
Synopsys, Inc.
SNPS
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Crypto
TeraWulf Inc.
WULF
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Semiconductors
Texas Instruments Incorporated
TXN
Hans Mosesmann
BUY
BUY
BUY
BUY
BUY
Internet Media
Universal Electronics, Inc.
UEIC
Steve Frankel
BUY
BUY
BUY
BUY
BUY
Internet Media
Universal Technical Institute, Inc.
UTI
Steve Frankel
BUY
BUY
BUY
BUY
BUY