Semiconductor and AI Research, SemiAnalysis
Biography
Nick graduated from George Mason University with a degree in finance. During school, he worked many jobs, including as a George Mason intramural referee and wealth management intern at LPL and later UBS. He began his career at UBS Wealth Management, helping both sales and financial planning efforts.
After working closely with the UBS Research department and other peers, Nick was able to break into Semiconductor Equity Research at Stifel in Washington, D.C. His EQR career led him to work across four semiconductor teams in Newport Beach, CA and New York City. He formally covered 70 companies over his 7 years on the sell-side.
In September 2025, Nick joined SemiAnalysis, a leading Semiconductor and AI Research startup. He continues to provide technology and investment advice across a broad coverage list to industry and financial professionals.