reports
- Pierre FerraguÊ
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Jonathan Moreland
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
OPK OPKO HEALTH INC.
CFFN CAPITOL FEDERAL FINANCIAL INC.
FLWS 1-800-FLOWERS.COM CL A
RZLT REZOLUTE
VSCO INC.
TOI VICTORIA'S SECRET & CO
BLIN ONCOLOGY INSTITUTE INC (THE)
BNTC BRIDGELINE DIGITAL INC
FG BENITEC BIOPHARMA INC
CAUD F AND G ANNUITIES AND LIFE
INC.
COLLECTIVE AUDIENCE
INC.
- Jonathan Moreland
WYNN WYNN RESORTS LIMITED
ULTA ULTA BEAUTY INC
UEPS NET 1 U.E.P.S. TECHNOLOGIES INC.
TITN TITAN MACHINERY
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
OMCL OMNICELL INC.
MG MISTRAS GROUP
MEI METHODE ELECTRONICS INC.
MCHX MARCHEX INC. CL B
IMMR IMMERSION CORP.
HSC HARSCO CORPORATION
GOGO GOGO INC.
GCO GENESCO INC.
FGEN FIBROGEN INC.
CFFN CAPITOL FEDERAL FINANCIAL INC.
AHH ARMADA HOFFLER PROPERTIES INC.
ADBE ADOBE INC.
OPRX OPTIMIZERX CORP
QRHC QUEST RESOURCE HOLDING
DRTTF DIRTT ENVIRONMENTAL SOLUTIONS
ECC EAGLE POINT CREDIT CO INC
GCBC GREENE COUNTY BANCORP INC.
HI HILLENBRAND INC.
LIVE LIVE VENTURES
BV BRIGHTVIEW HOLDINGS
HFFG HF FOODS GROUP INC
TROX TRONOX HOLDINGS PLC
AEYE AUDIOEYE INC
ZYME ZYMEWORKS INC.
GRWG GROWGENERATION
PRLD PRELUDE THERAPEUTICS
FTHM FATHOM HOLDINGS
IMNM IMMUNOME
LYEL LYELL IMMUNOPHARMA INC
TOI ONCOLOGY INSTITUTE INC (THE)
HD HOME DEPOT
BTMD INC.
BLIN HAYMAKER ACQUISITION CORP III
BUKS BRIDGELINE DIGITAL INC
MODD BUTLER NATIONAL CORP
MLYS MODULAR MEDICAL INC
WEST MINERALYS THERAPEUTICS INC
SRFM WESTROCK COFFEE COMPANY LLC
GUTS SURF AIR MOBILITY INC.
ADVM FRACTYL HEALTH INC
AFCG ADVERUM BIOTECHNOLOGIES INC.
FG AFC GAMMA
EU INC.
F AND G ANNUITIES AND LIFE
INC.
WISDOMTREE EURO DEBT FUND
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VRNT VERINT SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SAGE SAGE THERAPEUTICS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NBIX NEUROCRINE BIOSCIENCES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
TMC INC.
YOU THE METALS COMPANY INC
TYRA CLEAR SECURE INC
EWTX TYRA BIOSCIENCES INC
SYRE EDGEWISE THERAPEUTICS INC
SPYRE THERAPEUTICS INC.
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Major Low Likely in Place on S&P 500 In our 2/25/25 Compass, we discussed our expectation for near-term downside as the S&P 500 and Nasdaq 100 (QQQ) displayed several bearish short-term developments. We also said it likely means at least another 2-4 weeks of consolidation, that one or two 8-10% pullbacks in a given year on the SPX is common (even during bull markets), and to not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers...
WRN WESTERN COPPER AND GOLD
TSLA TESLA INC
TMO THERMO FISHER SCIENTIFIC INC.
SCCO SOUTHERN COPPER CORPORATION
ORI OLD REPUBLIC INTERNATIONAL CORPORATION
MSTR MICROSTRATEGY INCORPORATED CLASS A
KMPR KEMPER CORPORATION
HMN HORACE MANN EDUCATORS CORPORATION
FCX FREEPORT-MCMORAN INC.
FAF FIRST AMERICAN FINANCIAL CORPORATION
AXS AXIS CAPITAL HOLDINGS LIMITED
TKO. TASEKO MINES LIMITED
AIG AMERICAN INTERNATIONAL GROUP INC.
K. KINROSS GOLD CORPORATION
AIZ ASSURANT INC.
19KQ BALWIN PROPERTIES PTY LTD
THG HANOVER INSURANCE GROUP INC.
WRB W. R. BERKLEY CORPORATION
PLTR PALANTIR TECHNOLOGIES
- Wedbush Research
- Jonathan Moreland
UEPS NET 1 U.E.P.S. TECHNOLOGIES INC.
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
PBF PBF ENERGY INC. CLASS A
MCHX MARCHEX INC. CL B
CFFN CAPITOL FEDERAL FINANCIAL INC.
AHH ARMADA HOFFLER PROPERTIES INC.
LIVE LIVE VENTURES
ZYME ZYMEWORKS INC.
PCB PACIFIC CITY FINANCIAL CORP
PRLD PRELUDE THERAPEUTICS
UAN CVR PARTNERS LP
DRCT DIRECT DIGITAL HLDGS INC
SRFM SURF AIR MOBILITY INC.
ADVM ADVERUM BIOTECHNOLOGIES INC.
SUNS SUNRISE REALTY TRUST
AFCG AFC GAMMA
FG INC.
F AND G ANNUITIES AND LIFE
INC.
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Devon Energy Schedules First-Quarter 2025 Earnings Release and Confere...
Devon Energy Schedules First-Quarter 2025 Earnings Release and Conference Call OKLAHOMA CITY, March 26, 2025 (GLOBE NEWSWIRE) -- Devon Energy Corp. (NYSE: DVN) today announced it will report first-quarter 2025 results on Tuesday, May 6, after the close of U.S. financial markets. The earnings release and presentation for the first-quarter 2025 results will be available on the company’s website at . On Wednesday, May 7, the company will hold a conference call at 10 a.m. CDT (11 a.m. EDT), which will consist primarily of answers to questions from analysts and investors. A webcast link to th...
- Antoine Chkaiban
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q24
We publish today our comprehensive quarterly bible: 240 pages of detailed analyses 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.
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.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MU MICRON TECHNOLOGY INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
INOD INNODATA
SNDK SANDISK CORPORATION
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ESTC ELASTIC N.V.
PLTK PLAYTIKA HOLDING
SNOW SNOWFLAKE INC. CLASS A
RBLX ROBLOX
PL PLANET LABS PBC
EWTX EDGEWISE THERAPEUTICS INC
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