reports
- Pierre FerraguÊ
Bible 4Q24 – Hyperscale & Cloud: material capex revisions, now consist...
Today, we are publishing the Hyperscale & Cloud section of our 26th 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. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, driven by strong demand for both traditional & AI infrastructure. Capex grew 73% YoY and 25% QoQ, 11% above con...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Growth Leading This EOY Rally; Expect More Upside Our outlook remains bullish and we see the market in the midst of a significant end-of-year rally that we have been expecting since mid-October. We continue to expect support at the 20-day MAs on the S&P 500 and Nasdaq 100 (QQQ), while support at current levels or the 50-day MA is likely on the Russell 2000 (IWM). Ultimately, we will remain bullish as long as the S&P 500 is above 5850. Market dynamics continue to improve, giving us confidence th...
VIAV VIAVI SOLUTIONS INC
MEI METHODE ELECTRONICS INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
INFN INFINERA CORPORATION
GLW CORNING INC
EXTR EXTREME NETWORKS INC.
DGII DIGI INTERNATIONAL INC.
CIEN COMMSCOPE HOLDING CO. INC.
CASY CIENA CORPORATION
APH CASEY'S GENERAL STORES INC.
SILC AMPHENOL CORPORATION CLASS A
AAOI SILICOM LTD.
BELFB APPLIED OPTOELECTRONICS INC.
CAAP BEL FUSE INC. CL B
COMM CORPORACION AMERICA AIRPORTS
NTGR BMO GLOBAL COMMUNICATIONS INDEX ETF
NETANEL GROUP LTD
Lumentum Holdings Inc: 3 directors
Three Directors at Lumentum Holdings Inc sold/sold after exercising options 49,184 shares at between 85.820USD and 89.519USD. The significance rating of the trade was 76/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by...
- Dave Nicoski
- Ross LaDuke
LITE LUMENTUM HOLDINGS INC.
TSLA TESLA INC
TDY TELEDYNE TECHNOLOGIES INCORPORATED
SWN SOUTHWESTERN ENERGY COMPANY
SCHN SCHNITZER STEEL INDUSTRIES INC. CLASS A
RHI ROBERT HALF INTERNATIONAL INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
NCLH NORWEGIAN CRUISE LINE HOLDINGS LTD.
LAD LITHIA MOTORS INC. CLASS A
IVZ INVESCO LTD.
IRDM IRIDIUM COMMUNICATIONS INC.
EXPE EXPEDIA GROUP INC.
DE DEERE & COMPANY
CHH CHOICE HOTELS INTERNATIONAL INC.
CF CF INDUSTRIES HOLDINGS INC.
BYD BOYD GAMING CORPORATION
ATRC ATRICURE INC.
ABR ARBOR REALTY TRUST INC.
LEG LEG IMMOBILIEN AG
UEC UNIMIT ENGINEERING
PRA PROASSURANCE CORPORATION
LEU CENTRUS ENERGY CORPORATION
VFC V.F. CORPORATION
ASIX ADVANSIX INC.
BTU PEABODY ENERGY CORPORATION
GPMT GRANITE POINT MORTGAGE TRUST INC.
VICR VICOR CORP.
REPL REPLIMUNE GROUP
WH WYNDHAM HOTELS & RESORTS INC.
GL GLOBE LIFE INC.
CZR CAESARS ENTERTAINMENT INC
PX P10 INC
AIRS AIRSCULPT TECHNOLOGIES INC
TSE TRINSEO PLC
CHK CHESAPEAKE ENERGY CORP
SVV SAVERS VALUE VILLAGE INC
CEV EATON VANCE CALIFORNIA MUN INC TRST
- Ben Pirie
Mining Monthly: January Edition
What you need to know: • Gold held flat in January following a big monthly gain of 13% and reaching all-time highs in December, while mining equities lagged. • Besides gold, other precious metals, commodities, and battery metals had a mixed month, while uranium’s strong performance accelerated, up 16% in January and hitting its highest price in more than 16 years. • We attended a busy Vancouver Resource Investment Conference in January. Find our top picks from the conference here. Following a...
- Sid Rajeev
- Dave Nicoski
- Ross LaDuke
LITE LUMENTUM HOLDINGS INC.
TRU TRANSUNION
SWX SOUTHWEST GAS HOLDINGS INC.
NTAP NETAPP INC.
MKSI MKS INSTRUMENTS INC.
JBLU JETBLUE AIRWAYS CORPORATION
BBY BEST BUY CO. INC.
AGIO AGIOS PHARMACEUTICALS INC.
GNRC GENERAC HOLDINGS INC.
INVE INDENTIV
TREX TREX COMPANY INC.
OPEN OPENDOOR TECHNOLOGIES INC
ENOV ENOVIS CORPORATION
KLR KALEYRA INC.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
PPG PPG INDUSTRIES INC.
LITE LUMENTUM HOLDINGS INC.
UFPT UFP TECHNOLOGIES
PAA PLAINS ALL AMERICAN PIPELINE L.P.
GRC GORMAN-RUPP CO.
CPRT COPART INC.
BWA BORGWARNER INC.
BLL BALL CORPORATION
AMPH AMPHASTAR PHARMACEUTICALS INC
ACD ADECOAGRO S.A.
WTS WATTS WATER TECHNOLOGIES INC. CLASS A
XYL XYLEM INC.
ITT ITT INC.
ODC OIL-DRI CORP. OF AMERICA
PAY PAYMENTUS HLDGS INC
HRT HIRERIGHT HLDGS CORP
- Sid Rajeev
SYH SKYHARBOUR RESOURCES LTD.
RFR RENFORTH RESOURCES INC.
RKS ROCKSHIELD CAPITAL
WRP WESTERN PACIFIC RESOURCES CORP.
HEM. HEMOSTEMIX
HAN HANNAN METALS LTD
LMR LOMIKO METALS INC
LUM LUMINA GOLD CORP
GRC GOLD SPRINGS RESOURCE
KIDZ KIDOZ
BIGG BIGG DIGITAL ASSET
ROVR ROVER METALS CORP.
SWIS SEKUR PRIVATE DATA LTD.
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
LA LOS ANDES COPPER
XTM TRANSITION METALS CORP
NAM NEW AGE METALS
SSV SOUTHERN SILVER EXPLORATION CORP.
EDXC ENDEXX CORP.
CORA CORA GOLD
LMS LATIN METALS INC.
NXS NEXUS GOLD
TUD TUDOR GOLD CORP.
SVTN SILVERTON METALS CORP
HCHDA HOT CHILI LIMITED
GCM GRAN COLOMBIA GOLD CORP.
- Sid Rajeev
AZS AZURE MINERALS
GCM GCM RESOURCES
WRM WHITE ROCK MINERALS
AUMN GOLDEN MINERALS CO.
BHT BRAVEHEART RESOURCES
LUM LUMINA GOLD CORP
MTH MAMMOTH RESOURCES CORP
CSX CLEAN SEED CAPITAL GROUP LTD.
TN TARTISAN NICKEL CORP
ETMC E3 METALS CORPORATION
TUD TUDOR GOLD CORP.
GRSL GR SILVER MINING LTD.
GLH CHALICE BRANDS LTD
IMCX INTERRA COPPER CORP.
IEC INVESTMENT EVOLUTION CORP.
SPC SPC NICKEL CORP
AAZ AZINCOURT ENERGY CORP
SATO SATO TECHNOLOGIES CORP.
CZA COAL OF AFRICA LTD
- Sid Rajeev
WRP WESTERN PACIFIC RESOURCES CORP.
AUMN GOLDEN MINERALS CO.
ENRT ENERTOPIA
LUM LUMINA GOLD CORP
CORA CORA GOLD
KNC K9 GOLD
BNXA BANXA HOLDINGS INC
EQOS DIGINEX LIMITED
MQR MONARCH MINING CORPORATION
CBK COPPERBANK RESOURCES CORP.
GLH CHALICE BRANDS LTD
KWE KWESST MICRO SYSTEMS INC.
GEL GRAPHANO ENERGY LTD.
SIC SOKOMAN MINERALS CORP
- Sid Rajeev
WRP WESTERN PACIFIC RESOURCES CORP.
WRM WHITE ROCK MINERALS
LUM LUMINA GOLD CORP
GRDM GRID METALS
GRC GOLD SPRINGS RESOURCE
LMS LATIN METALS INC.
KTN KOOTENAY SILVER INC.
FG FALCON GOLD CORP.
NRM NORAM VENTURES INC
PULL PURE EXTRACTS TECHNOLOGIES CORP.
LXRP LEXARIA BIOSCIENCE CORP.
SMO SONORO GOLD CORP
- Sid Rajeev
SYH SKYHARBOUR RESOURCES LTD.
EQTY EQUITY BANK
AZS AZURE MINERALS
RKS ROCKSHIELD CAPITAL
WRM WHITE ROCK MINERALS
PSC.H PRECISION ENTERPRISES INC
CORA CORA GOLD
VM VOYAGEUR PHARMACEUTICALS LTD
STS SOUTH STAR MINING CORP.
KNR KONTROL TECHNOLOGIES CORP.
GRSL GR SILVER MINING LTD.
AUC GOLDPLAY MINING INC.
HCHDA HOT CHILI LIMITED
GEL GRAPHANO ENERGY LTD.
SMO SONORO GOLD CORP
SWIS SEKUR PRIVATE DATA LTD.
- Sid Rajeev
- Sid Rajeev
- Sid Rajeev
RFR RENFORTH RESOURCES INC.
RKS ROCKSHIELD CAPITAL
UEX UEX CORP.
WRP WESTERN PACIFIC RESOURCES CORP.
NAM NEW AGE METALS
AAZ AZINCOURT ENERGY
BHT BRAVEHEART RESOURCES
LUM LUMINA GOLD CORP
AMY AMERICAN MANGANESE INC.
KIDZ KIDOZ
CSX CLEAN SEED CAPITAL GROUP LTD.
CBI COLIBRI RESOURCE CORPORATION
NRM NORAM VENTURES INC
MQR MONARCH MINING CORPORATION
SWIS GLOBEX DATA LTD.
HCHDA HOT CHILI LIMITED
EQTY EQUITY METALS CORP
- Sid Rajeev
HALO HALOZYME THERAPEUTICS INC.
CGP CORNERSTONE CAPITAL RESOURCES INC.
LA LOS ANDES COPPER
AZS AZURE MINERALS
QTA QUATERRA RESOURCES INC.
SOI SIRIOS RESOURCES INC.
LUM LUMINA GOLD CORP
BNXA BANXA HOLDINGS INC
EQOS DIGINEX LIMITED
BLLG BLUE LAGOON RESOURCES INC.
MQR MONARCH MINING CORPORATION
PULL PURE EXTRACTS TECHNOLOGIES CORP.
ROVR ROVER METALS CORP.
TAAT TAAT GLOBAL ALTERNATIVES INC.
KWE KWESST MICRO SYSTEMS INC.
GCM GRAN COLOMBIA GOLD CORP.
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