Report Company Directory
- Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, Legacy healthy, although the recovery has played out by New Street Research
- Bible 2Q25 – PCs: Weak refresh, slow second half, ARM is a non-event, and CPU sales could be slightly ahead of themselves by New Street Research
- Jensen’s $3-4tn, Elon's 50m H100s, Marvell's miss, and more. Our weekly wrap-up. by New Street Research
- Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reaccelerating, Legacy back to secular growth by New Street Research
- Bible 1Q25 – PCs: Refresh still elusive; CPU expectations growing slightly ahead of an uncertain OEMs outlook by New Street Research
- Kevan's Departure a Lone Red Flag in a Field of Green by Wedbush
- Vermilion Booster Shots: Attractive bottom-fishing stocks by Vermilion Research
- Storage Systems Preview - PSTG 5/28 & NTAP 5/29 by Wedbush
- Wedbush Morning Call - May 01 2025 7:03AM by Wedbush
- More Evidence of a Still Healthy HDD Industry by Wedbush