reports
- Gary Brode
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q24
We publish today our comprehensive Quarterly Bible: 238 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.
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
NOAA NOKIA TRADEGATE EXCHANGE
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
AMD ASML HOLDING NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
ERICB EU GRABTAXI HOLDINGS PTE LTD
0967655D WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
QLYS QUALYS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
- Pierre FerraguÊ
Bible 3Q24 – Industrials: Bouncing Along the Bottom; Glimpses of a 20...
Today, we are publishing the Industrial section our 25th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Industrial semi revenues were again below seasonality in 3Q24, and most companies have guided for a further decline in 4Q24. Visibility on a 2025 recovery remains limited, although Analog Devices remains p...
- Pierre FerraguÊ
NXP to Acquire Automotive Networking Pioneer Aviva Links, Accelerating...
NXP to Acquire Automotive Networking Pioneer Aviva Links, Accelerating Asymmetrical ASA Multi-Gigabit Connectivity in Software Defined Vehicles NXP expands its automotive networking & connectivity portfolio with the acquisition of Aviva Links, a pioneer of ASA-based asymmetrical links for ADAS and IVI applicationsASA-based asymmetrical multi-gigabit links help OEMs produce interoperable network architecture based on an open standardOEMs and Tier-1-suppliers benefit from NXP’s complete networking and connectivity solution covering asymmetrical and symmetrical links EINDHOVEN, The Netherland...
- Wedbush Research
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
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
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
SMCI SUPER MICRO COMPUTER
IDYA INC.
CSR IDEAYA BIOSCIENCES
STX CENTERSPACE
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Daniel Ives
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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.
WBA WALGREENS BOOTS ALLIANCE INC
TSLA TESLA INC
TGTX TG THERAPEUTICS INC.
NVCR NOVOCURE LTD.
MXL MAXLINEAR INC
DAKT DAKTRONICS INC.
CIEN CIENA CORPORATION
JOUT JOHNSON OUTDOORS INC. CLASS A
AAOI APPLIED OPTOELECTRONICS INC.
GIII G-III APPAREL GROUP LTD.
FLXS FLEXSTEEL INDUSTRIES INC.
KINS KINGSTONE COS. INC.
SENEA SENECA FOODS CORP. CL A
RH RH
REVG REV GROUP INC.
STRT STRATTEC SECURITY CORP.
RIOT RIOT BLOCKCHAIN
AVGO BROADCOM INC.
ATOM ATOMERA
TARS TARSUS PHARMACEUTICALS
UPST UPSTART HOLDINGS
NOTV INOTIV INC
MRVL MARVELL TECHNOLOGY INC
QUBT QUANTUM COMPUTING INC
REE REE AUTOMOTIVE LTD
TASK TASKUS INC
VSCO VICTORIA'S SECRET & CO
ACHR ARCHER AVIATION INC
FINW FINWISE BANCORP
STVN STEVANATO GRP SPA
CRDO CREDO TECHNOLOGY GRP HLDG LTD
RGTI RIGETTI COMPUTING INC
OPFI OPPFI INC
COHR COHERENT CORP
ATGL ALPHA TECHNOLOGY GROUP LTD
BTSG BRIGHTSPRING HEALTH SERVICES INC.
AS AMER SPORTS INC.
ALAB ASTERA LABS INC
AIRJ MONTANA TECHNOLOGIES CORP
BKKT BAKKT HOLDINGS INC.
GRALV GRAIL INC.
RDDT REDDIT INC
SERV SERVE ROBOTICS INC
CDTX CIDARA THERAPEUTICS INC.
AMPL AMPLITUDE INC
LGCY LEGACY EDUCATION INC.
CCB CHASE CAPITAL VIII CAP SEC H 8.25%
- Pierre FerraguÊ
- Wedbush Research
TSLA TESLA INC
TOL TOLL BROTHERS INC.
RWT REDWOOD TRUST INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NCMI NATIONAL CINEMEDIA INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MFA MFA FINANCIAL INC.
IMAX IMAX CORPORATION
CNK CINEMARK HOLDINGS INC.
BZH BEAZER HOMES USA INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
GRBK GREEN BRICK PARTNERS
COOP MR. COOPER GROUP INC.
HOV HOVNANIAN ENTERPRISES INC. CLASS A
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
PFSI PENNYMAC FINANCIAL SERVICES INC.
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
GHLD GUILD HOLDINGS
UWMC UWM HLDGS CORP
SOUN SOUNDHOUND AI INC
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Pierre FerraguÊ
Auto and Industrial semis in 2025 – a health check in 5 questions
Following the pullback in auto and industrial semis this year, we address the top existential questions for anyone wondering how the segments will perform next year: end demand, semiconductor demand, inventory, and the best way to play the recovery.
- Wedbush Research
TRIP TRIPADVISOR INC.
QLYS QUALYS INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
MELI MERCADOLIBRE INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
BKNG BOOKING HOLDINGS INC.
RH RESTORATION HARDWARE INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
YOU INC.
SLDB CLEAR SECURE INC
DNTH SOLID BIOSCIENCES INC
CART DIANTHUS THERAPEUTICS INC
MAPLEBEAR INC.
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
PEP PEPSICO INC.
ANTM ANTHEM INC.
NUE NUCOR CORPORATION
NXPIN NXP SEMICONDUCTORS NV
CSX CSX CORPORATION
TXT TEXTRON INC.
TX. TERNIUM S.A. SPONSORED ADR
TDG TRANSDIGM GROUP INCORPORATED
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
PII POLARIS INC.
KMB KIMBERLY-CLARK CORPORATION
HCA HCA HEALTHCARE INC
GD GENERAL DYNAMICS CORPORATION
FANG DIAMONDBACK ENERGY INC.
DCI DONALDSON COMPANY INC.
CVS CVS HEALTH CORPORATION
CAL CALERES INC.
CACI CACI INTERNATIONAL INC CLASS A
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
AVAV AEROVIRONMENT INC.
ASH ASHLAND GLOBAL HOLDINGS INC.
AMAT APPLIED MATERIALS INC.
ACGL ARCH CAPITAL GROUP LTD.
AIG AMERICAN INTERNATIONAL GROUP INC.
CNR. CANADIAN NATIONAL RAILWAY COMPANY
TEX TEREX CORPORATION
MEG. MEG ENERGY CORP.
MUR MURPHY OIL CORPORATION
MMC MARSH & MCLENNAN COMPANIES INC.
FRO FERRO S.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
FI FRANK'S INTERNATIONAL NV
GES GUESS? INC.
WFT.. WEATHERFORD INTERNATIONAL PLC
XYL XYLEM INC.
QCOM.. QUALCOMM INC.
AMD ADVANCED MICRO DEVICES INC.
AMEH APOLLO MEDICAL HOLDINGS INC
CI CIGNA CORPORATION
STNG SCORPIO TANKERS INC.
UBER UBER TECHNOLOGIES INC.
RXST RXSIGHT INC
CHRD CHORD ENERGY CORPORATION
TNK FRONTLINE PLC
TEEKAY TANKERS LTD.
- Alicia Reese
- Antoine Legault
- Daniel Ives
- John Katsingris
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
QLYS QUALYS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
STMicroelectronics : Quobly établit une collaboration stratégique avec...
STMicroelectronics : Quobly établit une collaboration stratégique avec STMicroelectronics pour accélérer la fabrication de son processeur quantique pour des solutions de calcul quantique à grande échelle Quobly établit une collaboration stratégique avec STMicroelectronics pour accélérer la fabrication de son processeur quantique pour des solutions de calcul quantique à grande échelle Cette collaboration s’appuiera sur les procédés de fabrication en volume de semiconducteurs en technologie FD-SOI 28 nm de ST ouvrant la voie à des solutions de calcul quantique à grande échelle et au coût com...
Quobly Forges Strategic Collaboration with STMicroelectronics to Accel...
Quobly Forges Strategic Collaboration with STMicroelectronics to Accelerate its Quantum Processor Manufacturing for Large-Scale Quantum Computing Solutions Quobly Forges Strategic Collaboration with STMicroelectronicsto Accelerate its Quantum Processor Manufacturing for Large-Scale Quantum Computing Solutions Collaboration will leverage ST’s 28nm FD-SOI commercial semiconductor volume manufacturing processes to pave the way towards cost-competitive, large-scale quantum computing solutions.Quobly and ST envision the first generation of commercial products to be available by 2027, targeting ...
STMicroelectronics présente les premiers modules IoT sans fil pour l’é...
STMicroelectronics présente les premiers modules IoT sans fil pour l’écosystème STM32 issus de la collaboration avec Qualcomm STMicroelectronics présente les premiers modules IoT sans fil pour l’écosystème STM32 issus de la collaboration avec Qualcomm Les modules WiFi6/Bluetooth 5.3/Thread ST67W611M1 accélèrent le développement et augmentent la flexibilité pour fournir des solutions IoT avancées pour les marchés industriel et grand public. Genève (Suisse), le 11 décembre 2024 — STMicroelectronics (NYSE : STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme ...
STMicroelectronics introduces first STM32-ready wireless IoT modules l...
STMicroelectronics introduces first STM32-ready wireless IoT modules leveraging collaboration with Qualcomm STMicroelectronics introduces first STM32-ready wireless IoT modules leveraging collaboration with Qualcomm WiFi6/Bluetooth 5.3/Thread ST67W611M1 modules accelerate development and boosts flexibility to deliver advanced consumer and industrial IoT solutions Geneva, Switzerland, December 11, 2024 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, has introduced the first product of its strategic collabor...
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