AI revolution investing interview with Wall Street Journal’s “Best on the Street” Tore Svanberg, Managing Director at Stifel ...

Please tell us about Silvaco and its products. Dr. Taheri: The company’s name originated from what we call Silicon Valley Company. If you look at the beginning of each of those words, you have Silvaco ...

Please give us a brief overview of Porch Group, its products, and the customers you serve. Mr. Ehrlichman: Happy to. Porch is a new kind of homeowners insurance company. We work with homeowners in a ...

Please give us an overview of your area of coverage, specifically any coverage related to the semiconductor and AI spaces. Mr. Svanberg: Sure. I’ve covered semiconductors for 26 years and throughout ...

Could you please briefly introduce yourself, your firm and your coverage? Mr. Vleeschhouwer: I’m with Griffin Securities. We are a small research and investment banking, advisory and research firm ...

Please give us an overview of InTest and the business segments you serve. Mr. Grant: InTest has been around for over 40 years. We are a manufacturer of innovative test and process technology solutions ...

Let’s start with an overview of your coverage, and how it might have changed over the recent past. Mr. Berg: Yes. The last time we spoke was about four years ago. So, since then, I’ve had a lot of ...

What you’re focusing on now, and over the past year or so, what are the issues that have most impacted the spaces you cover? Mr. Becker: I loosely categorize my coverage universe as a broader software ...