reports
Palo Alto Networks Inc: 2 directors
Two Directors at Palo Alto Networks Inc sold 6,100 shares at between 160.415USD and 161.400USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors o...
- Pierre FerraguÊ
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
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
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
SMCI SUPER MICRO COMPUTER
COGT INC.
VRDN COGENT BIOSCIENCES INC
NUVB VIRIDIAN THERAPEUTICS INC
STX NUVATION BIO INC (A)
GFS SEAGATE TECHNOLOGY HLDGS PLC
TYRA GLOBALFOUNDRIES INC
ANRO TYRA BIOSCIENCES INC
ZBIO ALTO NEUROSCIENCE INC
ZENAS BIOPHARMA INC.
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
IMAX IMAX CORPORATION
FB FACEBOOK INC. CLASS A
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VRDN VIRIDIAN THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
ZBIO ZENAS BIOPHARMA INC.
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q25
We publish today our comprehensive quarterly bible: 243 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:
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.
IFX INFINEON TECHNOLOGIES AG
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
- Pierre FerraguÊ
- Jonathan Moreland
PANW PALO ALTO NETWORKS INC.
OSUR ORASURE TECHNOLOGIES INC.
FMNB FARMERS NATIONAL BANC CORP.
NXRT NEXPOINT RESIDENTIAL TRUST INC.
LULU LULULEMON ATHLETICA INC
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
CRT CROSS TIMBERS ROYALTY TRUST
KYN KAYNE ANDERSON MLP INVESTMENT CO.
INSE INSPIRED ENTERTAINMENT
NEPH NEPHROS INC
NEXT NEXTDECADE
AXR AMREP
KOD KODIAK SCIENCES
NMM NAVIOS MARITIME PARTNERS
REEMF RARE ELEMENT RESOURCES
RPAY REPAY HOLDINGS (A)
AHCO ADAPTHEALTH
ADV ADVANTAGE SOLUTIONS INC (A)
PX P10 INC
AIRS AIRSCULPT TECHNOLOGIES INC
BORR BORR DRILLING LTD
TPST MILLENDO THERAPEUTICS
KMPH INC.
IAUX KEMPHARM INC
SBSW I-80 GOLD CORP.
MNR SIBANYE-STILLWATER LTD
TLPH MACH NATURAL RESOURCES LP
MXF TALPHERA INC.
IBIO THE MEXICO FUND
GF INC.
AFCG IBIO INC.
FMBM THE NEW GERMANY FUND
GSM INC.
AFC GAMMA
INC.
F & M BANK CORP
GLOBE SPECIALTY METALS INC.
- Jonathan Moreland
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
FB FACEBOOK INC. CLASS A
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
ZNTL ZENTALIS PHARMACEUTICALS
U UNITY SOFTWARE
VRDN VIRIDIAN THERAPEUTICS INC
NUVB NUVATION BIO INC (A)
GMTX GEMINI THERAPEUTICS INC
S SENTINELONE INC
TYRA TYRA BIOSCIENCES INC
ZBIO ZENAS BIOPHARMA INC.
BTGO BITGO HOLDINGS INC.
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
IMAX IMAX CORPORATION
FB FACEBOOK INC. CLASS A
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VRDN VIRIDIAN THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
ZBIO ZENAS BIOPHARMA INC.
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
RSA 2026 Key Takeaways
Company Specific Key Takeaways:CRWD: CrowdStrike was the defining presence at RSA 2026 and our conversations reinforced our view that CRWD is the gold standard of cybersecurity in the AI era. Next-gen SIEM is well-positioned competitively given first-party Falcon data, no ingest costs, identity/pri
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
Bible 4Q25 - Enterprise IT: Legacy outlook improving, SaaS growth stab...
The recovery has largely played out in Legacy, but growth rates keep accelerating. With agentic AI driving demand for traditional infrastructure, this could create positive surprises. Public-cloud growth also accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens with no sign of material reacceleration, suggesting that low-teens growth is becoming the new normal.
- Wedbush Research
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BMRN BIOMARIN PHARMACEUTICAL INC.
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
RZLT INC.
STX REZOLUTE
GFS SEAGATE TECHNOLOGY HLDGS PLC
VFS GLOBALFOUNDRIES INC
BLACK SPADE ACQUISITION CO
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Johnny Yum Chung Man
Xiaomi Corp (1810 HK): 4Q25: Core Operating Profit Misses, Memory Head...
Xiaomi's 4Q25 adjusted net profit of Rmb6.3b beat our/consensus estimates by 28%/10%, though it was driven by nonoperating items, and core operating profit missed our estimate by 20%. Management guided that memory price headwinds will persist beyond 2027, but remains committed to maintaining its smartphone market share and current margin levels. On the brighter side, Xiaomi’s emerging businesses, such as EV and AI, remain solid and are likely to remain key investor focus. Maintain HOLD; cut targ...
- Bella Lu Yifei
- Carol Dou Xiao Qin
- Gigi Cheuk
- Johnny Yum Chung Man
- Joyce Chu
- Julia Pan Mengyao
- Kate Luang
- Ken Lee
- Sunny Chen
Greater China Daily: Wednesday, March 25, 2026
Top Stories Company Results | Minth Group (425 HK/BUY/HK$36.00/Target: HK$56.00) Minth’s 2H25 net profit slightly missed expectations at Rmb1,416m (+13.1% yoy/+10.9% hoh), with one-off gains partly offsetting revenue miss. Looking ahead, earnings growth will be driven by new product lines and customer base expansion. We trim our 2026-27 net profit estimates by 11%/13% to Rmb2,874m/Rmb3,376m respectively, on short-term turbulence of EV sales, and introduce our 2028 net profit forecast of Rmb4,01...
01316 NEXTEER AUTOMOTIVE GROUP LIMITED
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
01810 XIAOMI CORP. CLASS B
00780 TONGCHENG-ELONG HOLDINGS LIMITED
709 GIORDANO INTERNATIONAL LTD
603259 WUXI APPTEC CO. LTD. CLASS A
002050 CH WUXI APPTEC CO. LTD. CLASS H
2050 HK ZHEJIANG SANHUA INTELLIGENT CONTROLS CO LTD (002050 CH)
ZHEJIANG SANHUA INTELLIGENT CONTROLS CO LTD (2050 HK)
- Andrew Agita Buntoro
- Bella Lu Yifei
- Benjaphol Suthwanish
- Carol Dou Xiao Qin
- Gigi Cheuk
- Heidi Mo Jinghui
- John Cheong Ming Chern
- Johnny Yum Chung Man
- Joyce Chu
- Julia Pan Mengyao
- Kai Jie Tang
- Kate Luang
- Ken Lee
- Sunny Chen
- Wei Xiang Ku
- Willinoy Sitorus
Regional Morning Meeting Notes: Wednesday, March 25, 2026
Greater China Company Results | Giordano International (709 HK/BUY/HK$1.50/Target: HK$1.92) Giordano’s 2025 revenue/net profit saw changes of -1.7%/+0.5% yoy, 4.5%/4.3% below our estimates on lower-than-expected core business growth and softened performance of the non-Giordano brands in Indonesia. For 2026, Giordano targets a 3-5% revenue growth for its core brands and is cautious on potential logistics cost hikes due to geopolitical tension. It expects its Mainland China store consolidation to ...
01316 NEXTEER AUTOMOTIVE GROUP LIMITED
601689 NINGBO TUOPU GROUP CO. LTD. CLASS A
01810 XIAOMI CORP. CLASS B
AOT-R AIRPORTS OF THAILAND PCL NVDR
00780 TONGCHENG-ELONG HOLDINGS LIMITED
709 GIORDANO INTERNATIONAL LTD
SPTO SURYA PERTIWI TBK PT
FEH FOOD EMPIRE HOLDINGS LTD
HUME WUXI APPTEC CO. LTD. CLASS H
002050 CH HUME CEMENT INDUSTRIES BHD
ZHEJIANG SANHUA INTELLIGENT CONTROLS CO LTD (002050 CH)
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
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