Technology Team has nearly two decades of experience covering the domestic and international technology sector and generating ideas across all tech sub sectors including semis, hardware and software. The primary objective of our granular, deep-dive research is identifying the most attractive long/short ideas for our institutional customers. Recent coverage includes Google (GOOGL), Microsoft (MSFT), KLA-Tencor Corp (KLAC), Red Hat (RHT), ON Semiconductor (ON), VMware (VMW), Skyworks Solutions (SWKS), Cypress Semiconductor (CY) and Sony (SNE) among others.

Aj

Ami Joseph

contact Ami
Title Managing Director
Sector Technology
Experience

Joseph Capital Partners

Putnam Investments

Fidelity Management & Research

Joined 2016
Education University of Pennsylvania
Recent Stock Coverage
AAPL
ADBE
ADI
AKAM
AMAT
ANET
ASE
ASML
AUO
AVGO
BRCD
CAVM
CRM
CSCO
CTXS
CY
EMC
ERIC
FB
FCS
FFIV
FLTX
GDDY
GOOGL
GWRE
HDP
HPE
HPQ
Hynix
IBM
IFX
INTC
INTU
KLAC
LLTC
LRCX
MKSI
MLNX
MRVL
MSCC
MSFT
MU
MXIM
Mediatek
NEWR
NOK
NTAP
NVDA
NXPI
ON
ORCL
PANW
QCOM
QRVO
RHT
SABR
SAP
SLAB
SNE
SPLK
STX
SUMCO
SWKS
Samsung
TEAM
TSMC
TWTR
TXN
Tokyo
Toshiba
UMC
VMW
WDAY
WDC
WU
YHOO
ZEN
@HedgeyeTech
RT @HedgeyeComm: Can you imagine the fire drill going on right now at $DIS with #DisneyPlus down?! https://t.co/DnswnnzpXn
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Recent Media Coverage

2016-07-20

Technology Equity Research Veteran Ami Joseph Joins Hedgeye

Veteran analyst will provide best ideas on both the long and short side of Technology stocks

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2016-08-16

Intel: This Is As Good As It Gets In The Hardware Space

Introducing Hedgeye Technology Sector head Ami Joseph. In this excerpt from a recent HedgeyeTV video presentation, Joseph lays out why Intel (INTC) is his first Hedgeye Best Idea on the long side.

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2016-10-28

SABR | Transactions look light

Plethora of negative data points + heavy short interest make EPS setup tougher to call on short side

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Research Archives

QCOM | Stupid times beget stupid deals

If you are long QCOM because of better recent smartphone data, then please, don’t mind us.

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