reports
- Antoine Legault
- Matthew Bryson
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
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES 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.
SANM SANMINA CORPORATION
ON ON SEMICONDUCTOR CORPORATION
MXL MAXLINEAR INC
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
JACK JACK IN THE BOX INC.
INTC INTEL CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CABO CABLE ONE INC.
AXTI AXT INC.
SILC SILICOM LTD.
AAOI APPLIED OPTOELECTRONICS INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
VSH VISHAY INTERTECHNOLOGY INC.
HPE HEWLETT PACKARD ENTERPRISE CO.
INTT INTEST CORP.
AEHR AEHR TEST SYSTEMS
RFIL RF INDUSTRIES LTD.
AMD ADVANCED MICRO DEVICES INC.
AMKR AMKOR TECHNOLOGY INC.
TIGO MILLICOM INTERNATIONAL CELLULAR S.A.
VICR VICOR CORP.
LASR NLIGHT
DELL DELL TECHNOLOGIES INC CLASS C
NVTS NAVITAS SEMICONDUCTOR CORP
AIP ARTERIS INC
STGW STAGWELL INC
ADTN ADTRAN HOLDINGS INC
COHR COHERENT CORP
RDW REDWIRE CORP
LUNR INTUITIVE MACHINES INC
WOLF META WOLF AG
TOYO TOYO CO LTD
FLY FIREFLY AEROSPACE INC
XNDU.USD XTRACKERS NASDAQ 100 SWAP UCITS ETF
SMT-F STARS MICROELECTRONICS (THAILAND) P
WATT ENERGOUS CORPORATION
SATL SATELLOGIC INC
- Antoine Legault
- Matthew Bryson
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
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
SMCI SUPER MICRO COMPUTER
NUVB INC.
STX NUVATION BIO INC (A)
GFS SEAGATE TECHNOLOGY HLDGS PLC
AVTX GLOBALFOUNDRIES INC
AVALO THERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
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
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines |AVGO, Memory, Semicap, SNX
The question for capital equipment in general rather, in our view, is how elevated might demand get to in the out years, which will in part demand on the sustainability (and perceived sustainability) of AI data center requirements through 2027 and into the latter parts of this decade, as well as mo
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
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
OVID OVID THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
APGE GLOBALFOUNDRIES INC
SYRE APOGEE THERAPEUTICS INC
ORKA SPYRE THERAPEUTICS INC.
ORUKA THERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
NVIDIA Launches Ising, the World’s First Open AI Models to Accelerate ...
NVIDIA Launches Ising, the World’s First Open AI Models to Accelerate the Path to Useful Quantum Computers NVIDIA Ising Delivers Breakthrough Performance in Quantum Calibration and Error Correction, Empowering Researchers and Enterprises to Build Scalable, High-Performance Quantum Systems News Summary: The NVIDIA Ising open model family delivers the world’s best AI-based quantum processor calibration capabilities, as well as quantum error-correction decoding that is up to 2.5x faster and 3x more accurate than traditional approaches.Leading quantum enterprises, academic institutions and r...
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines |SiPh, TSEM, TSMC, AI
It makes limited sense to us that NVDA would purchase an established PC company given the competition (which would invariably result) with its current customers in the PC and server space, not to mention the negative implications for GMs, as well as the questionable value add (with the bulk of PC s
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
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
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
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
COGT REVOLUTION MEDICINES
TVTX COGENT BIOSCIENCES INC
SANA TRAVERE THERAPEUTICS INC
NUVB SANA BIOTECHNOLOGY
STX NUVATION BIO INC (A)
GLUE SEAGATE TECHNOLOGY HLDGS PLC
TASK MONTE ROSA THERAPEUTICS INC
GFS TASKUS INC
CMPX GLOBALFOUNDRIES INC
MLTX COMPASS THERAPEUTICS
TYRA MOONLAKE IMMUNOTHERAPEUTICS
DNTH TYRA BIOSCIENCES INC
SYRE DIANTHUS THERAPEUTICS INC
SPYRE THERAPEUTICS INC.
- Julia Pan Mengyao
Alibaba Group (9988 HK/BABA US): 4QFY26 Results Preview: Soft CMR Grow...
We expect lacklustre 4QFY26 results with narrowing losses in quick commerce partially offset by softer core commerce growth amid high competition and weaker online retail performance in March. Cloud growth is likely to remain solid and broadly in line with expectations. However, overall profitability may be weighed down by higher-than-expected losses in the “All Others” segment, driven by continued investments in AI and marketing effort. Maintain BUY with an unchanged target price of HK$192.00 (...
- Andrew Agita Buntoro
- Audrey Celia
- Benyamin Mikael
- Carol Dou Xiao Qin
- Claire Wang Kelai
- Damon Shen
- Desmond Chong Chee Wai
- Greater China Research Team
- Heidi Mo Jinghui
- Jieqi Liu
- John Cheong Ming Chern
- Julia Pan Mengyao
- Posmarito Pakpahan
- Shirley Wang Xueyi
- Stella Guo Yuting
- Sunny Chen
- Tham Mun Hon
- Wei Xiang Ku
Regional Morning Meeting Notes: Tuesday, April 14, 2026
Greater China Economics | Money Supply Mar 26 money and credit data rebounded sequentially but missed expectations, with new bank loans and TSF at Rmb2.99t and Rmb5.23t respectively. M2 growth eased to 8.5% yoy, while M1 moderated to 5.1% yoy as the Chinese New Year effects faded. New bank loans and TSF both remained below their Mar 25 levels, while outstanding bank loan growth slipped to 5.7% yoy. Overall, credit growth continues to moderate, with underlying demand yet to fully firm. Sect...
00688 CHINA OVERSEAS LAND & INVESTMENT LIMITED
01109 CHINA RESOURCES LAND LIMITED
P34 DELFI
SCNR SUNAC CHINA HOLDINGS LTD.
RLF LONGFOR GROUP HOLDINGS LTD.
00241 ALIBABA HEALTH INFORMATION TECHNOLOGY LTD.
02669 CHINA OVERSEAS PROPERTY HOLDINGS LIMITED
09988 ALIBABA GROUP HOLDING LTD.
01209 CHINA RESOURCES MIXC LIFESTYLE SERVICES (RED CHIP)
SMELT MALAYSIA SMELTING CORP BHD
02618 JD LOGISTICS INC
NE NORTHEAST GROUP BHD (NE MK)
- Gary Brode
- Antoine Legault
- Matthew Bryson
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
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
ANAB ANAPTYSBIO INC.
OVID OVID THERAPEUTICS
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
REPL REPLIMUNE GROUP
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
TVTX REVOLUTION MEDICINES
NUVB TRAVERE THERAPEUTICS INC
STX NUVATION BIO INC (A)
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
CMPX GLOBALFOUNDRIES INC
EWTX COMPASS THERAPEUTICS
NUVL EDGEWISE THERAPEUTICS INC
TLX NUVALENT INC
TELIX PHARMACEUTICALS LIMITED
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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