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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ANET Arista Networks... ... (+9)

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
ALIV SDB APPLE INC.
17h / 45m 17h / 45m 1 EN
Wedbush Research
  • Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
AI C3.AI
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
SGMT SAGIMET BIOSCIENCES INC
23h / 13m 23h / 13m 1 EN
Seth Basham
  • Seth Basham
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
23h / 54m 23h / 54m 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
TSLA TESLA INC
NVDA NVIDIA Corporat... ... (+4)

Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who...

Bloomberg reported overnight that Tesla is shutting down its Dojo supercomputer. See below for key facts and our take.

TSLA TESLA INC
NVDA NVIDIA CORPORATION
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
08/08/25 August 8, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
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.
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
08/08/25 August 8, 2025 1 EN
Garvit Bhandari
  • Garvit Bhandari
Free Trial
TSLA TESLA INC
BLNK BLINK CHARGING

US EV Charging Infrastructure Update - July 2025

This report provides the latest update on the US EV Charging Infrastructure. It contains information - about number of charging stations, number of charging ports, state-level information on EV Charging infrastructure as well as information on which company currently has the largest network of EV charging stations/ports in the United States.

TSLA TESLA INC
BLNK BLINK CHARGING
08/06/25 August 6, 2025 8 EN
Wedbush Research
  • Wedbush Research
GEO GEO GROUP INC. (THE)
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RNG RINGCENTRAL INC. CLASS A
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
SKY SKYLINE CHAMPION CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EGHT 8X8 INC.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
GOSS GOSSAMER BIO
SMCI SUPER MICRO COMPUTER
DAWN INC.
STX DAY ONE BIOPHARMACEUTICALS INC
ALIT SEAGATE TECHNOLOGY HLDGS PLC
RIVN FOLEY TRASIMENE ACQUISITION CORP
GFS RIVIAN AUTOMOTIVE INC
SYRE GLOBALFOUNDRIES INC
SPYRE THERAPEUTICS INC.
08/06/25 August 6, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS 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.
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
08/06/25 August 6, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
LRCX Lam Research Co...
8035 Tokyo Electron ... ... (+12)

AI capex & replatforming; semicap into 2026; Apple, Arm & more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

LRCX LAM RESEARCH CORPORATION
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
ASML ASML HOLDING N.V.
AAPL ASML HOLDING NV
MSFT ASML
GRAB APPLE INC.
ARM MICROSOFT CORPORATION
ARMH GRAB HLDGS LTD
AAPL US ARM HOLDINGS PLC
ARMEYSKI HLDG AD
APPLE INC
08/04/25 August 4, 2025 1 EN
Wedbush Research
  • Wedbush Research
GEO GEO GROUP INC. (THE)
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
CXW CORECIVIC INC.
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
NTLA INTELLIA THERAPEUTICS INC.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
HEAR TURTLE BEACH CORP.
SRRK SCHOLAR ROCK HOLDING CORPORATION
ARVN ARVINAS HOLDING
SMCI SUPER MICRO COMPUTER
RVMD INC.
CRSR REVOLUTION MEDICINES
PRAX CORSAIR GAMING
TVTX PRAXIS PRECISION MEDICINES
PLTK TRAVERE THERAPEUTICS INC
NUVB PLAYTIKA HOLDING
DAWN NUVATION BIO INC (A)
TNGX DAY ONE BIOPHARMACEUTICALS INC
STX TANGO THERAPEUTICS
GFS INC
SKLZ SEAGATE TECHNOLOGY HLDGS PLC
CBIO GLOBALFOUNDRIES INC
SKILLZ INC
CRESCENT BIOPHARMA INC.
08/04/25 August 4, 2025 1 EN
Anish Jog ... (+5)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
08/04/25 August 4, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS 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.
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
08/04/25 August 4, 2025 1 EN
TSLA TESLA INC

Moody's Ratings affirms Tesla's Baa3 issuer rating, outlook remains st...

Moody's Ratings (Moody's) affirmed the Baa3 long-term issuer rating of Tesla, Inc. (Tesla). The outlook remains stable. The affirmation reflects our expectation that Tesla's vehicle technology, software and AI competencies provide a platform for continuing innovation and new product offerings. The...

08/01/25 August 1, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
LRCX Lam Research Co...

LAM 4FQ25: China drives beat. We are cautious. Neutral, $105 Target P...

LAM reported 4FQ25 last night. Please click the link below for our take on the print.

LRCX LAM RESEARCH CORPORATION
07/31/25 July 31, 2025 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TENB TENABLE HOLDINGS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
PLTR INC.
STX PALANTIR TECHNOLOGIES
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
07/31/25 July 31, 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
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
07/31/25 July 31, 2025 1 EN
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
NVDA NVIDIA CORPORATION
FB FACEBOOK INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
07/29/25 July 29, 2025 1 EN
Wedbush Research
  • Wedbush Research
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
OSTK OVERSTOCK.COM INC.
7974 NINTENDO CO. LTD.
APLS APELLIS PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
UFPI UFP INDUSTRIES INC.
SLDB SOLID BIOSCIENCES INC
07/29/25 July 29, 2025 1 EN
Matthew Weiss ... (+2)
  • Matthew Weiss
  • Scott Devitt
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
07/28/25 July 28, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
ERIC B Telefonaktiebol... ... (+9)

2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 22 names we followed last week, follow the link below.

INFINEON INFINEON TECHNOLOGIES AG
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
ALV AUTOLIV INC.
2330 TSMC
ASML ASML HOLDING N.V.
MBLY ASML HOLDING NV
ERIC-B MOBILEYE NV
ERICB EU ERICSSON LM-B SHS
07/28/25 July 28, 2025 1 EN
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