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Wedbush Research
  • Wedbush Research
XENE XENON PHARMACEUTICALS INC
TSLA TESLA INC
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
ROKU ROKU INC. CLASS A
MSFT MICROSOFT CORPORATION
DNLI DENALI THERAPEUTICS INC
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
PLTR PALANTIR TECHNOLOGIES
VERA VERA THERAPEUTICS INC
PL PLANET LABS PBC
TYRA TYRA BIOSCIENCES INC
CGON CG ONCOLOGY INC
BBOT BRIDGEBIO ONCOLOGY THERAPEUTICS INC
12/11/25 December 11, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
12/11/25 December 11, 2025 1 EN
Wedbush Research
  • Wedbush Research
XNCR XENCOR INC.
MCS MARCUS CORPORATION
IMAX IMAX CORPORATION
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
DNLI DENALI THERAPEUTICS INC
DOCU DOCUSIGN INC.
PRAX PRAXIS PRECISION MEDICINES
PLTR PALANTIR TECHNOLOGIES
S SENTINELONE INC
RBRK RUBRIK INC
ZBIO ZENAS BIOPHARMA INC.
12/05/25 December 5, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
PLTR PALANTIR TECHNOLOGIES
12/05/25 December 5, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
11/24/25 November 24, 2025 1 EN
Wedbush Research
  • Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
11/21/25 November 21, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NFLX NETFLIX INC.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
11/21/25 November 21, 2025 1 EN
Wedbush Research
  • Wedbush Research
W WAYFAIR INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
U INC.
DASH UNITY SOFTWARE
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
RBLX PALANTIR TECHNOLOGIES
STX ROBLOX
YOU SEAGATE TECHNOLOGY HLDGS PLC
NUVL CLEAR SECURE INC
RUM NUVALENT INC
CART RUMBLE INC
MAPLEBEAR INC.
11/20/25 November 20, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
11/20/25 November 20, 2025 1 EN
Gary Brode
  • Gary Brode
NVDA NVIDIA CORPORATION
PLTR PALANTIR TECHNOLOGIES
CRWV COREWEAVE INC
11/17/25 November 17, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
NICE NICE LTD
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
ORIC INC.
PLTR ORIC PHARMACEUTICALS
SNOW PALANTIR TECHNOLOGIES
XOS SNOWFLAKE INC. CLASS A
STX XOS INC.
TMC SEAGATE TECHNOLOGY HLDGS PLC
EMBRAC B THE METALS COMPANY INC
CRBP EMBRACER GROUP AB
LAC. CORBUS PHARMACEUTICALS HOLDINGS INC.
RNAC LITHIUM AMERICAS CORP NEW
STUB CARTESIAN THERAPEUTICS INC
STUBHUB HOLDINGS INC.
11/14/25 November 14, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
11/14/25 November 14, 2025 1 EN
Gary Brode
  • Gary Brode
NVDA NVIDIA CORPORATION
SMCI SUPER MICRO COMPUTER
PLTR INC.
PALANTIR TECHNOLOGIES
11/10/25 November 10, 2025 1 EN
Wedbush Research
  • Wedbush Research
XENE XENON PHARMACEUTICALS INC
RNG RINGCENTRAL INC. CLASS A
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
DDOG DATADOG INC CLASS A
FUBO FUBOTV
PLTR PALANTIR TECHNOLOGIES
NUVB NUVATION BIO INC (A)
TTD THE TRADE DESK
PAY INC.
SLDB PAYMENTUS HLDGS INC
SOLID BIOSCIENCES INC
11/04/25 November 4, 2025 1 EN
Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Scott Devitt
PREMIUM
PLTR Palantir Techno...

Messi of AI Delivers Yet Again; Remains at Forefront of AI Revolution

A Closer Look at FY3Q25 (September) ResultsRevenueTotal revenue of $1.181 Billion (up 63% y/y and 18% q/q), came in above both the company’s guidance range of $1.083 billion to $1.087 billion and the Street’s $1.090 billion estimate driven by the continued acceleration of its US business which grew

PLTR PALANTIR TECHNOLOGIES
11/04/25 November 4, 2025 1 EN
Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Scott Devitt
PLTR PALANTIR TECHNOLOGIES
11/02/25 November 2, 2025 1 EN
Wedbush Research
  • Wedbush Research
LOGN LOGITECH INTERNATIONAL S.A.
WDC WESTERN DIGITAL CORPORATION
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.
MTH MERITAGE HOMES CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
CRSR INC.
OCUP CORSAIR GAMING
FUBO OCUPHIRE PHARMA INC
DASH FUBOTV
PLTR DOORDASH
STX PALANTIR TECHNOLOGIES
GFS SEAGATE TECHNOLOGY HLDGS PLC
CART GLOBALFOUNDRIES INC
SNDK MAPLEBEAR INC.
SANDISK CORP
10/29/25 October 29, 2025 1 EN
Anish Jog ... (+5)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
PLTR PALANTIR TECHNOLOGIES
10/28/25 October 28, 2025 1 EN
Wedbush Research
  • Wedbush Research
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
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PINS PINTEREST INC. CLASS A
SMCI SUPER MICRO COMPUTER
PLTR INC.
SNOW PALANTIR TECHNOLOGIES
RBLX SNOWFLAKE INC. CLASS A
STX ROBLOX
GLUE SEAGATE TECHNOLOGY HLDGS PLC
GFS MONTE ROSA THERAPEUTICS INC
GLOBALFOUNDRIES INC
10/24/25 October 24, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
10/24/25 October 24, 2025 1 EN
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