Anusuya Lahiri
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Covers semiconductor and memory chip industry news and related stock movements, with recent items focused on Micron Technology and Taiwan Semiconductor. (summary generated from public sources)
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B · Background8of 10 · n=93
E · Expertise7of 10 · n=93
A · Authoritativeness6of 10 · n=93
T · Trustworthiness7of 10 · n=93
S · Source7of 10 · n=93
BEATS 7 of 10 · n=93 · measured 26.10.29
Win rate by category
share of settled calls that proved right, in each categoryWhere they stand
their own words, with a date and a sourceNo stances on record yet.
Track record
16 claims · an outcome shows once the claim resolves| Outcome | Claim | Call · when | Source |
|---|---|---|---|
| — | Counterpoint Research expects Nvidia to remain the dominant supplier of AI accelerators for humanoid robots in the near term. resolves 28.10.26 |
bullish · 26.10.27 · NVDA | What Is Going on With Nvidia Stock on Tuesday? |
| — | Competition from companies like Qualcomm and custom chip developers such as Tesla and Xpeng is expected to intensify after 2027. resolves 28.10.26 |
bearish · 26.10.27 · NVDA | What Is Going on With Nvidia Stock on Tuesday? |
| — | The average price target for AMD is $642.55 ahead of its Q3 earnings report on November 3. resolves 26.11.22 |
bullish · 26.10.23 · AMD | What's Going On With AMD Stock Friday? |
| — | The analyst anticipates below-seasonal second-half client results for AMD and Intel. resolves 27.04.20 |
bearish · 26.10.22 · AMD | AMD Stock Drops 7% in Chip Sell-Off - Here's Why |
| — | Analysts anticipate strong earnings and revenue growth driven by AI monetization strategies and positive sentiment around Copilot. resolves 27.01.13 |
bullish · 26.10.15 · MSFT | Microsoft Stock Heads into Earnings with Azure Growth, Copilot Momentum in Focus |
| — | Upcoming events like the Microsoft Ignite conference are expected to provide further catalysts for the stock. resolves 27.01.13 |
bullish · 26.10.15 · MSFT | Microsoft Stock Heads into Earnings with Azure Growth, Copilot Momentum in Focus |
| — | The company plans to scale its in-house Maia chip for multi-gigawatt deployments by 2027. resolves 28.10.12 |
bullish · 26.10.13 · MSFT | Microsoft Reshuffles Azure Leadership: Report |
| — | BNP Paribas raised its price target for Microsoft to $604, citing potential for accelerated revenue growth and strong free cash flow. resolves 27.10.06 |
bullish · 26.10.06 · MSFT | Microsoft Sets up a Second AI Paycheck as Copilot Shifts To Pay-Per-Use |
| — | AMD is positioned for continued AI-driven growth through 2027, with CEO Lisa Su announcing substantial chip supply increases and strategic partnerships to meet rising demand. resolves 27.10.06 |
bullish · 26.10.06 · AMD | AMD’s Monster 2026 Rally Gets Fresh Fuel From Lisa Su’s 2027 AI Supply Push |
| — | Counterpoint Research analysts forecast accelerated growth through late 2026 due to strong advanced-node demand and packaging capacity constraints. resolves 26.12.29 |
bullish · 26.09.30 · TSM | AI’s Semiconductor Boom Has a Clear Center of Gravity: Taiwan Semiconductor |
| — | Full-year 2026 revenue for TSM is expected to grow by 43%. resolves 26.12.29 |
bullish · 26.09.30 · TSM | AI’s Semiconductor Boom Has a Clear Center of Gravity: Taiwan Semiconductor |
| Wrong | The company is expected to report significant year‑over‑year growth in both adjusted earnings per share and revenue at its September 30 earnings release. resolves 26.10.23 |
bullish · 26.09.23 · MU | Micron Faces Short Pressure Ahead Earnings, Analysts Reaffirm Buy Consensus |
| — | The company anticipates even tighter supply in 2027. resolves 28.08.10 |
bullish · 26.08.11 · MU | Micron Says Customers Are Scrambling for Memory Even at ‘Very High’ Prices |
| — | Memory pricing trends are expected to improve in the coming months, supporting Micron's near-term performance. resolves 26.11.04 |
bullish · 26.08.06 · MU | Micron Technology Stock Is Falling Thursday: What's Going On? - Micron Technology (NASDAQ:MU) |
| — | Apple's entry into the foldable segment is anticipated to significantly boost its competitiveness in the premium smartphone market. resolves 27.08.06 |
bullish · 26.08.06 · AAPL | Apple Could Seize a Quarter of the Foldable Phone Market in Year One |
| — | Counterpoint Research predicts Apple will capture 25% of the global foldable smartphone market in its first year. resolves 27.08.06 |
bullish · 26.08.06 · AAPL | Apple Could Seize a Quarter of the Foldable Phone Market in Year One |