reports
- Jonathan Moreland
UEPS NET 1 U.E.P.S. TECHNOLOGIES INC.
MOD MODINE MANUFACTURING COMPANY
LTC LTC PROPERTIES INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LMNR LIMONEIRA CO.
DAKT DAKTRONICS INC.
CGNX COGNEX CORPORATION
CASY CASEY'S GENERAL STORES INC.
CALX CALIX NETWORKS
AZO AUTOZONE INC.
ADC AGREE REALTY CORPORATION
PAR PAR TECHNOLOGY CORP.
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
FSFG FIRST SAVINGS FINANCIAL GROUP INC.
PLBC PLUMAS BANCORP
CLPR CLIPPER REALTY
BOMN BOSTON OMAHA
UA UNDER ARMOUR
NKE INC.
ESQ NIKE INC. CLASS B
FGBI ESQUIRE FINANCIAL HOLDINGS
KOD FIRST GUARANTY BANCSHARES
GRX KODIAK SCIENCES
PHR THE GABELLI HEALTHCARE & WELLNESSRX TRUST
JYNT PHREESIA
ALT THE JOINT
COO ALTIMMUNE INC
APG THE COOPER COMPANIES INC.
ZNTL API GROUP CORP
IMNM ZENTALIS PHARMACEUTICALS
IVFH IMMUNOME
TMC INNOVATIVE FOOD HLDG
WRB TMC THE METALS CO INC
LUCY W.R. BERKLEY CORPORATION
PMCB INNOVATIVE EYEWEAR INC
GLSI PHARMACYTE BIOTECH INC
MAIA GREENWICH LIFESCIENCES INC
GTE MAIA BIOTECHNOLOGY INC
SUNS GRAN TIERRA ENERGY INC.
GF SUNRISE REALTY TRUST
MPTI THE NEW GERMANY FUND
INC.
M-TRON INDUSTRIES
INC.
- Antoine Legault
- Matthew Bryson
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
Tesla in 2026: The dawn of Robotaxis. Top Pick.
The robotaxi market is at an inflection point, with Waymo, Tesla, and others expanding commercial operations this year. Tesla is best positioned to lead this transition. It benefits from three structural advantages versus peers: the lowest unit cost, a flexible supply base that avoids diminishing capital returns, and a massive fleet that accelerates learning and product improvement.
Terns Pharmaceuticals to Highlight 2026 Priorities and Program Milesto...
Terns Pharmaceuticals to Highlight 2026 Priorities and Program Milestones at the 44th Annual J.P. Morgan Healthcare Conference CARDINAL Phase 1/2 trial of TERN-701 enrolling well, with multiple important milestones in 2026 Planned milestones include pivotal dose selection, EOP2 regulatory interaction in mid-2026, updated and expanded CARDINAL data by 2H26, and initiation of 2L+ pivotal trial in late 2026/early 2027 TERN-701 was granted U.S. FDA Fast Track designation for the treatment of CML in Q4 2025 Year-end 2025 unaudited cash, cash equivalents and marketable securities of approximat...
- Pierre FerraguÊ
CES 2026: Nvidia the latest to validate Tesla's ADAS dominance
At CES yesterday, Nvidia unveiled the “Alpamayo” model family and development tools designed to speed up reasoning-driven autonomous vehicle deployment. This note updates our view following Mobileye's major US win and Nvidia's "Alpamayo" announcement.
Tesla Inc: 1 director
A director at Tesla Inc sold 60,000 shares at 445.396USD and the significance rating of the trade was 69/100. 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 last two years clearly show...
Blink Charging Powers Up Crypto Payments at DC Fast Charging Sites – E...
Blink Charging Powers Up Crypto Payments at DC Fast Charging Sites – Ethereum, Arbitrum, Polygon, and Base Supported Drivers can now pay with leading cryptocurrencies, delivering greater flexibility and convenience at Blink charging stations nationwide. Bowie, MD., Jan. 06, 2026 (GLOBE NEWSWIRE) -- (NASDAQ: BLNK) (“Blink” or the “Company”), a leading global owner, operator, and provider of electric vehicle (EV) charging equipment and services, today announced the launch of the Company’s first phase in accepting cryptocurrency payments at select Blink-owned DC fast charging sites across ...
- Jonathan Moreland
WHF WHITEHORSE FINANCE INC.
UEPS NET 1 U.E.P.S. TECHNOLOGIES INC.
SPG SIMON PROPERTY GROUP INC.
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
LTC LTC PROPERTIES INC.
HNRG HALLADOR ENERGY CO.
GOGO GOGO INC.
DAKT DAKTRONICS INC.
CUBE CUBESMART
AZO AUTOZONE INC.
ASA ASA
ADC AGREE REALTY CORPORATION
WVE WAVE LIFE SCIENCES
IGR CBRE CLARION GLOBAL REAL ESTAT
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
FSFG FIRST SAVINGS FINANCIAL GROUP INC.
CLPR CLIPPER REALTY
BOMN BOSTON OMAHA
UA UNDER ARMOUR
NKE INC.
ULBI NIKE INC. CLASS B
FGBI ULTRALIFE
KOD FIRST GUARANTY BANCSHARES
EML KODIAK SCIENCES
MIDD THE EASTERN COMPANY
PHR THE MIDDLEBY CORPORATION
DHC PHREESIA
ALT DIVERSIFIED HEALTHCARE TRUST
COO ALTIMMUNE INC
AZYO THE COOPER COMPANIES INC.
DLHC AZIYO BIOLOGICS
IMNM DALEIGH HOLDINGS CORP
WRB IMMUNOME
MAIA W.R. BERKLEY CORPORATION
KVUE MAIA BIOTECHNOLOGY INC
GTE KENVUE INC
NBBK GRAN TIERRA ENERGY INC.
SUNS NB BANCORP INC.
ASST SUNRISE REALTY TRUST
MPTI ASSET ENTITIES INC.
M-TRON INDUSTRIES
INC.
Terns Pharmaceuticals Reports Inducement Grants to New Employees Under...
Terns Pharmaceuticals Reports Inducement Grants to New Employees Under Nasdaq Listing Rule 5635(C)(4) FOSTER CITY, Calif., Jan. 02, 2026 (GLOBE NEWSWIRE) -- Terns Pharmaceuticals, Inc. (“Terns” or the “Company”) (Nasdaq: TERN), a clinical-stage oncology company, today announced that it has granted as of January 1, 2026 equity inducement awards to two new employees under the terms of the 2022 Employment Inducement Award Plan, as amended. The equity awards were approved by the Compensation Committee of the Company’s Board of Directors in accordance with Nasdaq Listing Rule 5635(c)(4) and we...
- Pierre FerraguÊ
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Enterprise Products Partners LP: 1 director
A director at Enterprise Products Partners LP bought 15,000 shares at 32.089USD and the significance rating of the trade was 64/100. 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 last...
- Jonathan Moreland
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
Amneal Announces FDA Approval of Denosumab Biosimilars Referencing Pro...
Amneal Announces FDA Approval of Denosumab Biosimilars Referencing Prolia® and XGEVA® Approvals expand Amneal’s biosimilars portfolioCompany expects to commercialize six biosimilars across eight presentations by 2027 BRIDGEWATER, N.J., Dec. 22, 2025 (GLOBE NEWSWIRE) -- Amneal Pharmaceuticals, Inc. (“Amneal” or the “Company”) (NASDAQ: AMRX) and mAbxience, a Fresenius Kabi majority-owned group with partial ownership from Insud Pharma, today announced that the U.S. Food and Drug Administration (FDA) has approved its Biologics Licensing Applications (BLAs) for Boncresa™ (denosumab-mobz), a b...
- Pierre FerraguÊ
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:
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Julie Boote
TSLA TESLA INC
000270 KIA MOTORS CORPORATION
7267 HONDA MOTOR CO. LTD.
7211 MITSUBISHI MOTORS CORPORATION
MARUTI MARUTI SUZUKI INDIA LIMITED
7201 NISSAN MOTOR CO. LTD.
6758 SONY CORPORATION
7269 SUZUKI MOTOR CORP.
7261 MAZDA MOTOR CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
A0M32L CHONGQING CHANGAN AUTOMOBILE COMPANY LIMITED CLASS A
VOLV AB VOLVO
- Pierre FerraguÊ
Tesla’s robotaxi secret weapon: customer vehicles
We published a deep dive on Wednesday outlining how we see Tesla stepping into the robotaxi opportunity. In today’s note, we focus on one of Tesla’s key advantages: customer-owned vehicles, and how they provide Tesla with a structural advantage versus peers.
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