reports
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
AXTI AXT INC.
CDR CD PROJEKT S.A.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
ORIC INC.
AI ORIC PHARMACEUTICALS
STX C3.AI
GFS SEAGATE TECHNOLOGY HLDGS PLC
S GLOBALFOUNDRIES INC
JANX SENTINELONE INC
PEPG JANUX THERAPEUTICS INC
DBD PEPGEN INC
DIEBOLD NIXDORF INCORPORATED
- Daniel Ives
- Sam Brandeis
- Research Team ACF
GreenRoc Strategic Materials Plc (GROC.L) Core Investment Snapshot 290...
GreenRoc Strategic Materials Plc (AIM: GROC.L) is unusually well positioned to become a key supplier of high-purity, battery-grade graphite into Western markets increasingly focused on critical material security. GROC’s flagship Greenland Amitsoq Graphite Project, has amongst the highest known in-situ graphite grades globally at 20.41% TGC, potential purity is 99.95% (a purity essential to the EV battery value chain looking for lower cost natural graphite vs. synthetic graphite). GROC.L’s Thule ...
ABX. BARRICK GOLD CORPORATION
NOU NOUVEAU MONDE MINING ENTERPRIS
ALBA ALBA MINERAL RESOURCES PLC
SVM SOVEREIGN METALS
SYR SYRAH RESOURCES LIMITED
RIO RIO TINTO PLC
0217127D BHP BILLITON PETROLEUM AMERI
XPEV XPENG INC. ADR SPONSORED CLASS A
LCID LUCID GROUP INC
RIVN RIVIAN AUTOMOTIVE INC
GROC GREENROC MINING PLC
PSNY GORES GUGGENHEIM INC
VFS VINFAST
1884656D ZEEKR
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upgrading Consumer Discretionary (XLY) to Overweight A weak 20-year note auction last Wednesday sparked the first semi-meaningful pullback since this lockout rally began on April 22nd, which is when we turned short-term bullish (4/22/25 Compass) as the SPX was testing 5100-5120 support. We will be watching the 10- and 30-year Treasury yields closely, as both are approaching important resistance levels (more on that below). Unsurprisingly, SPX only tested short-term gap support on the pullback a...
XPENG Redefines Mainstream EV Market with MONA M03 Max: World's Only A...
XPENG Redefines Mainstream EV Market with MONA M03 Max: World's Only AI-Powered Smart Driving at US$20,000 XPENG launches MONA M03 Max, bringing city-level ADAS (Advanced Driver Assistance System) to the US$20,000 / RMB 150,000 price point – a bold step toward making intelligent driving truly accessibleXPENG's visual-based self-developed AI Turing Smart Driving is the only advanced ADAS available in the US$20,000 / RMB 150,000 price segment globallyWith identical computing power and unified software architecture, XPENG successfully replicates its class-leading ADAS from its flagship models ...
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RHP RYMAN HOSPITALITY PROPERTIES INC.
PEGA PEGASYSTEMS INC.
NCMI NATIONAL CINEMEDIA INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
CNK CINEMARK HOLDINGS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
ACRS ACLARIS THERAPEUTICS INC.
PK PARK HOTELS & RESORTS INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
- David Nierengarten
- Dennis Pak
- Martin Fan
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
- Research Team ACF
Blencowe Resources Plc (BRES.L) Core Investment Case 28052025
Blencowe Resources Plc (Standard: BRES.L) is positioned to become a globally significant, low-cost producer of battery-grade graphite, for energy storage (55%) and traditional secure cash flows (45%) markets. Its flagship Ugandan Orom-Cross Graphite Project has an exceptional resource profile—long LoM, 6% TGC, free-dig ore, and low AISC scaling. BRES.L’s DFS is at its end stage and pilot scale testing is completed. BRES.L is developing a number of key strategic relationships across offtake and f...
- Pierre FerraguÊ
CLS CELESTICA INC.
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
9984 SOFTBANK GROUP CORP.
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
AAPL MOBILEYE NV
IBM APPLE INC.
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
9434 SOFTBANK CORP.
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
AAPL US APPLE INC
- Pierre FerraguÊ
Ride-sharing & Delivery: Lower prices fuel accelerating volumes
Today, we are publishing the Ride-sharing & Delivery section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, Service Provider and Semicap Equipment. ...
- Wedbush Research
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
EXPE EXPEDIA GROUP INC.
BBY BEST BUY CO. INC.
CDR CD PROJEKT S.A.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
REPL REPLIMUNE GROUP
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
YOU SEAGATE TECHNOLOGY HLDGS PLC
ALCC CLEAR SECURE INC
EMBRAC B ALTC ACQUISITION CORP
BCAX EMBRACER GROUP AB
BICARA THERAPEUTICS INC.
- Daniel Ives
- Sam Brandeis
XPENG retient le Modus Group au titre de partenaire exclusif dans les ...
XPENG retient le Modus Group au titre de partenaire exclusif dans les pays baltes Les ventes de ses modèles phares, à savoir le SUV G9 et le SUV coupé G6 intelligent, débuteront au troisième trimestre 2025.Des points de vente dans tous les pays baltes.Deux modèles XPENG seront disponibles en Estonie, en Lettonie et en Lituanie : le SUV G9, un modèle phare fortement apprécié, et le SUV coupé G6, ultra-intelligent. AMSTERDAM, 22 mai 2025 (GLOBE NEWSWIRE) -- XPENG, constructeur automobile leader à vocation mondiale spécialisé dans la conception de véhicules électriques intelligents reposa...
XPENG ernennt Modus Group zum exklusiven Partner für die baltischen St...
XPENG ernennt Modus Group zum exklusiven Partner für die baltischen Staaten Verkauf des SUV Flaggschiffs G9 und des intelligenten Coupé SUV G6 startet im dritten Quartal 2025.Showrooms in allen baltischen Ländern.In Estland, Lettland und Litauen werden künftig zwei Modelle von XPENG erhältlich sein: das beliebte SUV Flagschiff G9 und der ultrasmarte Coupé SUV G6. AMSTERDAM, May 22, 2025 (GLOBE NEWSWIRE) -- XPENG, ein führender globaler Hersteller von intelligenten Elektrofahrzeugen (EV), der sich durch Innovation und fortschrittliche KI-Technologie auszeichnet, hat die Modus Group offi...
XPENG Appoints Modus Group as Exclusive Partner in the Baltics
XPENG Appoints Modus Group as Exclusive Partner in the Baltics Sales of Flagship G9 and Smart Coupe SUV G6 Models to Begin in Q3 2025.Showrooms in every Baltic Country.2 XPENG models will be available for Estonia, Latvia and Lithuania: the popular G9 flagship SUV, and the ultra-smart G6 coupe SUV. AMSTERDAM, May 22, 2025 (GLOBE NEWSWIRE) -- XPENG, a leading global smart electric vehicle (EV) manufacturer driven by innovation and advanced AI technology, has officially appointed Modus Group as its exclusive distribution and import partner for the Baltic States: Estonia, Latvia, and Lithu...
XPENG Announces MONA M03 Max and G7 SUV for Q2 2025, Showcasing AI Mob...
XPENG Announces MONA M03 Max and G7 SUV for Q2 2025, Showcasing AI Mobility Advances and 2026 Robotics Strategy AI-powered vehicles, global expansion, and humanoid robotics form XPENG's three growth drivers for sustainable developmentXPENG ranks #1 in Q1 2025 exports among Chinese EV startups, targeting 100%+ delivery growth and profitability in Q4Q1 success demonstrates XPENG's full-stack AI capabilities and robust product cycleXPENG will launch the MONA M03 Max and G7 SUV in Q2 2025, targeting 2026 robot production GUANGZHOU, China, May 21, 2025 (GLOBE NEWSWIRE) -- XPENG Inc....
XPENG Reports First Quarter 2025 Unaudited Financial Results
XPENG Reports First Quarter 2025 Unaudited Financial Results Cash and cash equivalents, restricted cash, short-term investments and time deposits were RMB45.28 billion (US$6.24 billion) as of March 31, 2025Quarterly total revenues were RMB15.81 billion, a 141.5% increase year-over-yearQuarterly gross margin was 15.6%, an increase of 2.7 percentage points over the same period of 2024Quarterly vehicle margin was 10.5%, an increase of 5.0 percentage points over the same period of 2024 GUANGZHOU, China, May 21, 2025 (GLOBE NEWSWIRE) -- XPeng Inc. (“XPENG” or the “Company,” NYSE: XPEV and HKE...
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
EA ELECTRONIC ARTS INC.
EGHT 8X8 INC.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
U UNITY SOFTWARE
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
EWTX EDGEWISE THERAPEUTICS INC
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
EWTX EDGEWISE THERAPEUTICS INC
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