reports
- Wedbush Research
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
NFLX NETFLIX INC.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
LRMR LARIMAR THERAPEUTICS INC
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
RBLX ROBLOX
APP APPLOVIN CORP
YOU CLEAR SECURE INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
PEPG PEPGEN INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Now Arriving: September '25 Online Travel Trends
Key Findings:US hotel RevPAR growth averaged -1% Y/Y QTD through August, decelerating ~60bps from 2Q. RevPAR growth has been slightly negative the last three months after flat growth in May and April. Through the first two weeks of September, US hotel RevPAR has continued to stabilize.International
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ARGX ARGENX ADS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
YOU GLOBALFOUNDRIES INC
MLTX CLEAR SECURE INC
RUM MOONLAKE IMMUNOTHERAPEUTICS
EMBRAC B RUMBLE INC
CART EMBRACER GROUP AB
MAPLEBEAR INC.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Counting Clicks: August '25 Traffic Trends
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
- Wedbush Research
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Matthew Weiss
- Scott Devitt
- Matthew Weiss
- Scott Devitt
- Pierre FerraguÊ
Bible 2Q25 – Ride-sharing & Delivery: Lower Prices, Higher Profits. Wa...
Today, we are publishing the Ride-sharing and delivery section of our 28th 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. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Foundry, and Semicap Equipment. Ride-sharing bo...
- Wedbush Research
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
Strategic Play within Last Mile Robotics; Initiating Outperform with $...
Company OverviewServe Robotics develops and operates AI-powered robots designed for last-mile food delivery of food and convenience items in urban cities with operations currently established in Miami, Dallas, Los Angeles, recent deployment in Atlanta as of June 26th, and Chicago confirmed as the f
- Wedbush Research
- Wim Lewi
AEX from 25 to 30, place your bets Our candidates for the AEX expansio...
The AEX is set to expand from 25 to 30 constituents starting on 23rd September, announcement on 9th September after close. This marks a significant change since its last expansion in 1994. The new rule book was published on 22/08/25 and leaves some room for interpretation for companies that have another primary listing (WDP). We believe that WDP meets the requirement for “reference market”. The expansion will be based on Free Float Market Capitalization, with a buffer zone to manage transitions....
- Matthew Weiss
- Scott Devitt
Now Arriving: August '25 Online Travel Trends
Key Findings:US hotel RevPAR growth averaged -1.4% Y/Y in July, decelerating ~100bps from 2Q. RevPAR growth has been slightly negative the last two months after flat growth in May and April. Through the first three weeks of August, US hotel RevPAR growth has stabilized, averaging -1% Y/Y.Internatio
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
RBLX PALANTIR TECHNOLOGIES
STX ROBLOX
YOU SEAGATE TECHNOLOGY HLDGS PLC
RUM CLEAR SECURE INC
CART RUMBLE INC
MAPLEBEAR INC.
- Matthew Weiss
- Scott Devitt
Counting Clicks: July '25 Traffic Trends
Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CHWY CHEWY INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
- Wedbush Research
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
WD WALKER & DUNLOP INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
OVID OVID THERAPEUTICS
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
PLTR AIRBNB INC. CLASS A
BUR PALANTIR TECHNOLOGIES
FNMA BURFORD CAPITAL
XMTR FEDERAL NATIONAL MORTGAGE ASSOCIATION
XOS XOMETRY
STX INC.
TTD XOS INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT THE TRADE DESK
YOU INC.
RUM GLOBALFOUNDRIES INC
ALCC CI&T INC
CART CLEAR SECURE INC
ANRO RUMBLE INC
JBIO ALTC ACQUISITION CORP
MAPLEBEAR INC.
ALTO NEUROSCIENCE INC
JADE BIOSCIENCES INC
- Matthew Weiss
- Scott Devitt
2Q25 Postmortem: Sentiment Guide Following Results
Following 2Q results, momentum seems most favorable for the companies below:META (Outperform) - While sentiment was already elevated ahead of the print, 2Q results were strong and guidance for 3Q was encouraging, with expectations for revenue growth ahead of initial St. estimates by ~700bps. Additi
SHOP SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
RUM INC.
CART CLEAR SECURE INC
RUMBLE INC
MAPLEBEAR INC.
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