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Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Magnificent Seven's Turn to Shine We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass). We will maintain our bullish intermediate-term outlook as long as market dynamics remain healthy and the S&P 500 (SPX) is above 6200 (up from 6028-6059). Additionally, we discussed since our 10/14/25 Compass how our near-term bullish outlook remains intact as long as the SPX holds above 6550-6569, which coincided with the ...

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Pierre FerraguÊ
  • Pierre FerraguÊ

Infineon Preview: Expect a prudent FY26 guide… as everybody does?

Infineon will report 4FQ25 and guide FY26 on November 12th. We preview the report in today's one-slider.

Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ
Pierre FerraguÊ
  • Pierre FerraguÊ

Tesla 3Q25: Key catalysts on track. Buy, $520

Tesla reported 3Q25 last night. Please click the link below for our take on the print.

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