reports
- Abe Rimatzki
- Seth Basham
TSLA TESLA INC
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
KURA KURA ONCOLOGY INC.
BLDR BUILDERS FIRSTSOURCE INC.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
RBLX ROBLOX
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
SOUN SOUNDHOUND AI INC
NATL NCR ATLEOS CORPORATION
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from June 16, 2025 to June 18, 2025 AMSTERDAM – June 23, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a shareholder resolu...
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Wedbush Research
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Wedbush Research
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.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
NICE NICE LTD
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
NATL GLOBALFOUNDRIES INC
NCR ATLEOS CORPORATION
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 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.
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
- Abe Rimatzki
- Seth Basham
TSLA TESLA INC
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
LGIH LGI HOMES INC.
LEN LENNAR CORPORATION CLASS A
ACRS ACLARIS THERAPEUTICS INC.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
UFPI UFP INDUSTRIES INC.
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
SOUN SOUNDHOUND AI INC
APGE APOGEE THERAPEUTICS INC
TLX TELIX PHARMACEUTICALS LIMITED
NXP Completes Acquisition of TTTech Auto to Accelerate the Transformat...
NXP Completes Acquisition of TTTech Auto to Accelerate the Transformation to Software-Defined Vehicles EINDHOVEN, The Netherlands, June 17, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced the completion of the acquisition of , a leader in innovating unique safety-critical systems and middleware for software-defined vehicles (SDVs), pursuant to the terms of the previously announced agreement from . The open and modular offering of the and TTTech Auto’s MotionWise safety middleware helps automakers overcome software and hardware integration barriers, while ...
STMicroelectronics : Avec sa nouvelle solution de détection de présenc...
STMicroelectronics : Avec sa nouvelle solution de détection de présence humaine, STMicroelectronics améliore l’expérience des utilisateurs d’ordinateurs portables et de bureau Avec sa nouvelle solution de détection de présence humaine, STMicroelectronics améliore l’expérience des utilisateurs d’ordinateurs portables et de bureau La nouvelle technologie permet de réduire la consommation d'énergiede plus de 20 % chaque jour tout en améliorant la sécurité et la confidentialité. La solution proposée par ST associe des capteurs de distance infrarouges (Time-of-Flight) leaders sur le marché à de...
STMicroelectronics introduces advanced Human Presence Detection soluti...
STMicroelectronics introduces advanced Human Presence Detection solution to enhance laptop and PC user experience STMicroelectronics introduces advanced Human Presence Detection solution to enhance laptop and PC user experience New technology delivers more than 20% power consumption reduction per day in addition to improved security and privacyST solution combines market leading Time-of-Flight (ToF) sensors and unique AI algorithms for a seamless user experience Geneva, Switzerland, June 17, 2025 -- STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from June 9, 2025 to June 13, 2025 AMSTERDAM – June 16, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a shareholder resolut...
NXP Semiconductors Announces Quarterly Dividend
NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, June 12, 2025 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the s...
NXP and Rimac Technology Co-Develop Centralized Vehicle Architecture f...
NXP and Rimac Technology Co-Develop Centralized Vehicle Architecture for Advanced Domain and Zonal Control Rimac Technology is the first to deploy NXP’s S32E2 real-time processor series in its upcoming next-generation ECU platform for software-defined vehicles (SDV)NXP and Rimac’s jointly developed centralized architecture consolidates more than 20 electronic control units into just three centralized unitsCollaboration enables OEMs to adopt SDV architectures with advanced domain and zonal control applications EINDHOVEN, The Netherlands, June 12, 2025 (GLOBE NEWSWIRE) -- NXP Semiconduct...
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