reports
Pelham Smithers
- Pelham Smithers
PSA Media & Entertainment: PSA's Rankings of Video Game Stocks After A...
This CY25 Q2 has been another tremendous quarter for the Japanese video game sector, driven by the release of the Switch 2. Analyst Pelham Smithers reviews the performance and offerings of the video game stocks PSA covers and delivers his updated rankings.
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC.
NVDA NVIDIA CORPORATION
9697 CAPCOM CO. LTD.
9684 SQUARE ENIX HOLDINGS CO. LTD.
9468 KADOKAWA CORPORATION
3932 AKATSUKI INC.
7974 NINTENDO CO. LTD.
6758 SONY CORPORATION
9602 TOHO CO. LTD.
3765 GUNGHO ONLINE ENTERTAINMENT INC.
3659 NEXON CO. LTD.
00700 TENCENT HOLDINGS LTD.
EA ELECTRONIC ARTS INC.
6460 JP SEGA SAMMY
21210 MIXI
EMBRAC B EMBRACER GROUP
78320 BANDAI NAMCO
36350 KOEI TECMO
WBD WARNER BROS. DISCOVERY INC.
215A TIMEE INC
NVDA NVIDIA CORPORATION
9697 CAPCOM CO. LTD.
9684 SQUARE ENIX HOLDINGS CO. LTD.
9468 KADOKAWA CORPORATION
3932 AKATSUKI INC.
7974 NINTENDO CO. LTD.
6758 SONY CORPORATION
9602 TOHO CO. LTD.
3765 GUNGHO ONLINE ENTERTAINMENT INC.
3659 NEXON CO. LTD.
00700 TENCENT HOLDINGS LTD.
EA ELECTRONIC ARTS INC.
6460 JP SEGA SAMMY
21210 MIXI
EMBRAC B EMBRACER GROUP
78320 BANDAI NAMCO
36350 KOEI TECMO
WBD WARNER BROS. DISCOVERY INC.
215A TIMEE INC
Wedbush Research
- Wedbush Research
WDC
WESTERN DIGITAL CORPORATION
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
GME GAMESTOP CORP. CLASS A
EBAY EBAY INC.
CXW CORECIVIC INC.
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HOV HOVNANIAN ENTERPRISES INC. CLASS A
DDOG DATADOG INC CLASS A
BUR BURFORD CAPITAL
STX SEAGATE TECHNOLOGY HLDGS PLC
VFS BLACK SPADE ACQUISITION CO
DBD DIEBOLD NIXDORF INCORPORATED
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
GME GAMESTOP CORP. CLASS A
EBAY EBAY INC.
CXW CORECIVIC INC.
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HOV HOVNANIAN ENTERPRISES INC. CLASS A
DDOG DATADOG INC CLASS A
BUR BURFORD CAPITAL
STX SEAGATE TECHNOLOGY HLDGS PLC
VFS BLACK SPADE ACQUISITION CO
DBD DIEBOLD NIXDORF INCORPORATED
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
2454
MEDIATEK CORPORATION
WDC WESTERN DIGITAL CORPORATION
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.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
WDC WESTERN DIGITAL CORPORATION
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.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
DBD DIEBOLD NIXDORF INCORPORATED
Wedbush Research
- Wedbush Research
UBI
UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
UFPI UFP INDUSTRIES INC.
VRDN VIRIDIAN THERAPEUTICS INC
IMNM IMMUNOME
PLTK PLAYTIKA HOLDING
NUVB NUVATION BIO INC (A)
RBLX ROBLOX
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
TCRX TSCAN THERAPEUTICS INC
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
GMTX GEMINI THERAPEUTICS INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
NUVL NUVALENT INC
ARTV ARTIVA BIOTHERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
APGE APOGEE THERAPEUTICS INC
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
BCAX BICARA THERAPEUTICS INC.
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
APRE APREA THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
UFPI UFP INDUSTRIES INC.
VRDN VIRIDIAN THERAPEUTICS INC
IMNM IMMUNOME
PLTK PLAYTIKA HOLDING
NUVB NUVATION BIO INC (A)
RBLX ROBLOX
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
TCRX TSCAN THERAPEUTICS INC
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
GMTX GEMINI THERAPEUTICS INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
NUVL NUVALENT INC
ARTV ARTIVA BIOTHERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
APGE APOGEE THERAPEUTICS INC
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
BCAX BICARA THERAPEUTICS INC.
Wedbush Research
- Wedbush Research
DPZ
DOMINO'S PIZZA INC.
SHAK SHAKE SHACK INC. CLASS A
DEI DOUGLAS EMMETT INC
HPP HUDSON PACIFIC PROPERTIES INC.
XENE XENON PHARMACEUTICALS INC
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TXRH TEXAS ROADHOUSE INC.
TSLA TESLA INC
TRNO TERRENO REALTY CORPORATION
STKS ONE GROUP HOSPITALITY
STAG STAG INDUSTRIAL INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
PEGA PEGASYSTEMS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
MCD MCDONALD'S CORPORATION
JACK JACK IN THE BOX INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
EAT BRINKER INTERNATIONAL INC.
DIN DINE BRANDS GLOBAL INC.
DENN DENNY'S CORPORATION
CTMX CYTOMX THERAPEUTICS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BXP BOSTON PROPERTIES INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
BJRI BJ'S RESTAURANTS INC.
FRX_CN FENNEC PHARMACEUTICALS
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
WVE WAVE LIFE SCIENCES
PLYM PLYMOUTH INDUSTRIAL REIT INC.
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
SRRK SCHOLAR ROCK HOLDING CORPORATION
YMAB Y-MABS THERAPEUTICS
TVTX TRAVERE THERAPEUTICS INC
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
TNGX TANGO THERAPEUTICS
VERA INC
BROS VERA THERAPEUTICS INC
STRW DUTCH BROS INC
CAVA STRAWBERRY FIELDS REIT INC.
JBIO CAVA GROUP INC
JADE BIOSCIENCES
INC.
SHAK SHAKE SHACK INC. CLASS A
DEI DOUGLAS EMMETT INC
HPP HUDSON PACIFIC PROPERTIES INC.
XENE XENON PHARMACEUTICALS INC
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TXRH TEXAS ROADHOUSE INC.
TSLA TESLA INC
TRNO TERRENO REALTY CORPORATION
STKS ONE GROUP HOSPITALITY
STAG STAG INDUSTRIAL INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
PEGA PEGASYSTEMS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
MCD MCDONALD'S CORPORATION
JACK JACK IN THE BOX INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
EAT BRINKER INTERNATIONAL INC.
DIN DINE BRANDS GLOBAL INC.
DENN DENNY'S CORPORATION
CTMX CYTOMX THERAPEUTICS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BXP BOSTON PROPERTIES INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
BJRI BJ'S RESTAURANTS INC.
FRX_CN FENNEC PHARMACEUTICALS
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
WVE WAVE LIFE SCIENCES
PLYM PLYMOUTH INDUSTRIAL REIT INC.
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
SRRK SCHOLAR ROCK HOLDING CORPORATION
YMAB Y-MABS THERAPEUTICS
TVTX TRAVERE THERAPEUTICS INC
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
TNGX TANGO THERAPEUTICS
VERA INC
BROS VERA THERAPEUTICS INC
STRW DUTCH BROS INC
CAVA STRAWBERRY FIELDS REIT INC.
JBIO CAVA GROUP INC
JADE BIOSCIENCES
INC.
Wedbush Research
- Wedbush Research
DPZ
DOMINO'S PIZZA INC.
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WEN WENDY'S COMPANY
TXRH TEXAS ROADHOUSE INC.
STKS ONE GROUP HOSPITALITY
SBUX STARBUCKS CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
MCD MCDONALD'S CORPORATION
JACK JACK IN THE BOX INC.
EAT BRINKER INTERNATIONAL INC.
DIN DINE BRANDS GLOBAL INC.
DENN DENNY'S CORPORATION
CAKE CHEESECAKE FACTORY INCORPORATED
BJRI BJ'S RESTAURANTS INC.
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
BROS DUTCH BROS INC
CAVA CAVA GROUP INC
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WEN WENDY'S COMPANY
TXRH TEXAS ROADHOUSE INC.
STKS ONE GROUP HOSPITALITY
SBUX STARBUCKS CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
MCD MCDONALD'S CORPORATION
JACK JACK IN THE BOX INC.
EAT BRINKER INTERNATIONAL INC.
DIN DINE BRANDS GLOBAL INC.
DENN DENNY'S CORPORATION
CAKE CHEESECAKE FACTORY INCORPORATED
BJRI BJ'S RESTAURANTS INC.
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
BROS DUTCH BROS INC
CAVA CAVA GROUP INC
Wedbush Research
- Wedbush Research
WLDN
WILLDAN GROUP
RNG RINGCENTRAL INC. CLASS A
EXPE EXPEDIA GROUP INC.
INOD INNODATA
7974 NINTENDO CO. LTD.
RCKT ROCKET PHARMACEUTICALS
HEAR TURTLE BEACH CORP.
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
RKT ROCKET COMPANIES
PLTK PLAYTIKA HOLDING
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
ALIT FOLEY TRASIMENE ACQUISITION CORP
HOWL WEREWOLF THERAPEUTICS INC
TTD THE TRADE DESK
GLUE INC.
JANX MONTE ROSA THERAPEUTICS INC
YOU JANUX THERAPEUTICS INC
TYRA CLEAR SECURE INC
SOUN TYRA BIOSCIENCES INC
ARTV SOUNDHOUND AI INC
SKLZ ARTIVA BIOTHERAPEUTICS INC
SYRE SKILLZ INC
OS SPYRE THERAPEUTICS INC.
ONESTREAM INC
RNG RINGCENTRAL INC. CLASS A
EXPE EXPEDIA GROUP INC.
INOD INNODATA
7974 NINTENDO CO. LTD.
RCKT ROCKET PHARMACEUTICALS
HEAR TURTLE BEACH CORP.
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
RKT ROCKET COMPANIES
PLTK PLAYTIKA HOLDING
FNMA FEDERAL NATIONAL MORTGAGE ASSOCIATION
ALIT FOLEY TRASIMENE ACQUISITION CORP
HOWL WEREWOLF THERAPEUTICS INC
TTD THE TRADE DESK
GLUE INC.
JANX MONTE ROSA THERAPEUTICS INC
YOU JANUX THERAPEUTICS INC
TYRA CLEAR SECURE INC
SOUN TYRA BIOSCIENCES INC
ARTV SOUNDHOUND AI INC
SKLZ ARTIVA BIOTHERAPEUTICS INC
SYRE SKILLZ INC
OS SPYRE THERAPEUTICS INC.
ONESTREAM INC
Alicia Reese ... (+4)
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Pachter
Wedbush Research
- 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.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
EXPE EXPEDIA GROUP INC.
BZH BEAZER HOMES USA INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ROKU ROKU INC. CLASS A
VTR VENTAS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
ARVN ARVINAS HOLDING
TVTX TRAVERE THERAPEUTICS INC
ABNB AIRBNB INC. CLASS A
PLTK PLAYTIKA HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
GFS GLOBALFOUNDRIES INC
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
DBD DIEBOLD NIXDORF INCORPORATED
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.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
EXPE EXPEDIA GROUP INC.
BZH BEAZER HOMES USA INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ROKU ROKU INC. CLASS A
VTR VENTAS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
ARVN ARVINAS HOLDING
TVTX TRAVERE THERAPEUTICS INC
ABNB AIRBNB INC. CLASS A
PLTK PLAYTIKA HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
GFS GLOBALFOUNDRIES INC
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
DBD DIEBOLD NIXDORF INCORPORATED
Alicia Reese ... (+4)
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Pachter
Wedbush Research
- Wedbush Research
UBI
UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
WELL WELLTOWER INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
VTR VENTAS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ITOS KEROS THERAPEUTICS
ZNTL ITEOS THERAPEUTICS
LRMR ZENTALIS PHARMACEUTICALS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
VRDN TRAVERE THERAPEUTICS INC
DAWN VIRIDIAN THERAPEUTICS INC
ELEV DAY ONE BIOPHARMACEUTICALS INC
MRVL ELEVATION ONCOLOGY
STX MARVELL TECHNOLOGY INC
APP SEAGATE TECHNOLOGY HLDGS PLC
ATXS APPLOVIN CORP
GFS ASTRIA THERAPEUTICS INC
GMTX GLOBALFOUNDRIES INC
VIGL GEMINI THERAPEUTICS INC
TYRA VIGIL NEUROSCIENCE INC
EWTX TYRA BIOSCIENCES INC
DDI EDGEWISE THERAPEUTICS INC
APGE DOUBLEDOWN INTERACTIVE CO LTD
SKLZ APOGEE THERAPEUTICS INC
EMBRAC B SKILLZ INC
MXL-US EMBRACER GROUP AB
MAXLINEAR
INC.
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
WELL WELLTOWER INC.
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
VTR VENTAS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ITOS KEROS THERAPEUTICS
ZNTL ITEOS THERAPEUTICS
LRMR ZENTALIS PHARMACEUTICALS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
VRDN TRAVERE THERAPEUTICS INC
DAWN VIRIDIAN THERAPEUTICS INC
ELEV DAY ONE BIOPHARMACEUTICALS INC
MRVL ELEVATION ONCOLOGY
STX MARVELL TECHNOLOGY INC
APP SEAGATE TECHNOLOGY HLDGS PLC
ATXS APPLOVIN CORP
GFS ASTRIA THERAPEUTICS INC
GMTX GLOBALFOUNDRIES INC
VIGL GEMINI THERAPEUTICS INC
TYRA VIGIL NEUROSCIENCE INC
EWTX TYRA BIOSCIENCES INC
DDI EDGEWISE THERAPEUTICS INC
APGE DOUBLEDOWN INTERACTIVE CO LTD
SKLZ APOGEE THERAPEUTICS INC
EMBRAC B SKILLZ INC
MXL-US EMBRACER GROUP AB
MAXLINEAR
INC.
Sid Rajeev
- Sid Rajeev
Record Revenue and Return to Profitability
Kidoz Inc. (TSXV:KIDZ / OTC:KDOZF) reported record FY2024 revenue of $14M, up 5% YoY, with Q4 surging 23% to $7M, the highest in company history. Gross margins rose to 54%, and EBITDA, EPS, and free cash flow turned positive, marking the first positive EPS since 2020. Stricter COPPA 2.0 regulations are expected to drive advertisers to Kidoz’s kid-friendly platform. Despite global ad spend concerns, Kidoz is modeled for 13% revenue growth in 2025, trading at a 28% discount to peers.
Pelham Smithers
- Pelham Smithers
Pelham Smithers
- Pelham Smithers
PSA Media & Entertainment: Nintendo (7974 JT) – a PSA 2025 Q2 Focus Li...
In the last month, Nintendo has unveiled the Switch 2 and has set the launch date [5 Jun] and the launch price [US$449.99], all the while handling tariff uncertainty. It has done a decent job on all fronts. The console is currently selling at a premium on ebay.co.uk and the games like Mario Kart World have got the thumbs-up from influencers and commentators. However, while we like the third-party element, which should boost the lifetime tie-ratio, we are uncertain over whether there is enough wo...
Pelham Smithers
- Pelham Smithers
PSA Media & Entertainment: Video Game Third-Party Publishers’ FY24 Q4 ...
The US market has been good to Japanese game developers, so far, in 2025. Pelham Smithers updates us on what is performing well in the charts and what implications it has for the upcoming earnings season. Several companies have seen their shares rise April-to-date, so the FY25 outlook will be closely watched.
Wedbush Research
- Wedbush Research
WDC
WESTERN DIGITAL CORPORATION
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
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
PINS PINTEREST INC. CLASS A
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
RVMD INC.
INZY REVOLUTION MEDICINES
TVTX INOZYME PHARMA
VRDN TRAVERE THERAPEUTICS INC
NUVB VIRIDIAN THERAPEUTICS INC
DAWN NUVATION BIO INC (A)
STX DAY ONE BIOPHARMACEUTICALS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
JANX GEMINI THERAPEUTICS INC
MLTX JANUX THERAPEUTICS INC
NUVL MOONLAKE IMMUNOTHERAPEUTICS
APGE NUVALENT INC
ORKA APOGEE THERAPEUTICS INC
ORUKA THERAPEUTICS 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
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
PINS PINTEREST INC. CLASS A
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
RVMD INC.
INZY REVOLUTION MEDICINES
TVTX INOZYME PHARMA
VRDN TRAVERE THERAPEUTICS INC
NUVB VIRIDIAN THERAPEUTICS INC
DAWN NUVATION BIO INC (A)
STX DAY ONE BIOPHARMACEUTICALS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
JANX GEMINI THERAPEUTICS INC
MLTX JANUX THERAPEUTICS INC
NUVL MOONLAKE IMMUNOTHERAPEUTICS
APGE NUVALENT INC
ORKA APOGEE THERAPEUTICS INC
ORUKA THERAPEUTICS INC
Daniel Ives ... (+4)
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
Pelham Smithers
- Pelham Smithers
Pelham Smithers
- Pelham Smithers
Wedbush Research
- Wedbush Research
SHOP
SHOPIFY INC.
UBI UBISOFT ENTERTAINMENT SA
PHM PULTEGROUP INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
TOL TOLL BROTHERS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
TMHC TAYLOR MORRISON HOME CORPORATION
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
UFPI UFP INDUSTRIES INC.
TTD THE TRADE DESK
YOU INC.
APGE CLEAR SECURE INC
CART APOGEE THERAPEUTICS INC
ORKA MAPLEBEAR INC.
ZBIO ORUKA THERAPEUTICS INC
ZENAS BIOPHARMA INC.
UBI UBISOFT ENTERTAINMENT SA
PHM PULTEGROUP INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
TOL TOLL BROTHERS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
TMHC TAYLOR MORRISON HOME CORPORATION
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
UFPI UFP INDUSTRIES INC.
TTD THE TRADE DESK
YOU INC.
APGE CLEAR SECURE INC
CART APOGEE THERAPEUTICS INC
ORKA MAPLEBEAR INC.
ZBIO ORUKA THERAPEUTICS INC
ZENAS BIOPHARMA INC.
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