Autodesk, Inc. - October 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Daily Views on Tech Headlines | NVDA

HP Inc: 1 director

A director at HP Inc sold/sold after exercising options 33,321 shares at 23.190USD and the significance rating of the trade was 57/100. 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 all the company's directors over the l...

Wedbush Morning Call - Dec 31 2025 7:04AM

Industry Down Cycle More Elongated Than Anticipated

Daily Views on Tech Headlines | AXTI, Samsung, Hynix

Top 5 Names to Play the AI Revolution into 2026

Daily Views on Tech Headlines | NVDA, AMD, QCOM

Large Deal for Almost Anyone but NVDA - While $20B is clearly a large number, it also only represents a little more than half of what we estimate as NVDA's net income for the current quarter. Net, while we can argue whether or not Groq's talent is worth $20B and also we view NVDA's spate of financi

Wedbush Morning Call - Dec 29 2025 6:55AM

Next Week CES Kicks Off a Key Year for AI Revolution; All Starts With ...

Nvidia scoops Groq - Our thoughts.

Alibaba Group Holding Limited - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Crowdstrike One of the Best Ways to Play the "Cyber Meets AI" Theme in...

Daily Views on Tech Headlines | Memory, US-China, IONQ

We view the continuation of the existing partnership between the two parties as a vote of confidence for IONQ's forthcoming Tempo systems as well as a validation of the company's technological progress and value proposition. IONQSMIC: Raising prices?View: Security Times suggests SMIC is raising pri

Wedbush Morning Call - Dec 24 2025 6:59AM

Taiwan Supply Chain - November Revenue Results

Daily Views on Tech Headlines |

NVIDIA Corp: 2 directors

Two Directors at NVIDIA Corp sold/gave away 505,740 shares at between 0.000USD and 180.168USD. The significance rating of the trade was 68/100. 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 all the company's directors ov...

The Tech Infrastructure Quarterly Bible 3Q25

We publish today our comprehensive quarterly bible: 242 pages of detailed analysis on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:

Daily Views on Tech Headlines | NVDA, GFS

PSMC, SNDK, MU: PSMC to produce memory for SanDisk or Micron?View: We struggle with this premise. While it is true 1) memory is tight and 2) a lack of cleanroom space is a bottleneck to bringing on capacity, we see limited to zero potential for a collaboration that would see PSCM enabled by MU or S