reports
Jonathan Chaplin
- Jonathan Chaplin
LUMN Quick Hit: Lumen and Google sign PCF contract
The companies announced reciprocal contracts today. Lumen will use Google Cloud, the Google Vertex AI platform, and the Google Gemini model to provide network insights and AI support for customer care. At the same time, Lumen will give Google access to existing fiber and build new fiber on new routes for Google.
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Wedbush Research
- Wedbush Research
MTB
M&T BANK CORPORATION
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WLDN WILLDAN GROUP
WDC WESTERN DIGITAL CORPORATION
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TCBI TEXAS CAPITAL BANCSHARES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RF REGIONS FINANCIAL CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PEGA PEGASYSTEMS INC.
PB PROSPERITY BANCSHARES INC.(R)
OHI OMEGA HEALTHCARE INVESTORS INC.
NYCB NEW YORK COMMUNITY BANCORP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
KEY KEYCORP
IMAX IMAX CORPORATION
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
GERN GERON CORP.
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
EGP EASTGROUP PROPERTIES INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTRE CARETRUST REIT INC
COLB COLUMBIA BANKING SYSTEM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BMRN BIOMARIN PHARMACEUTICAL INC.
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
ASND ASCENDIS PHARMA A/S SPONSORED ADR
CFR CULLEN/FROST BANKERS INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
PTGX PROTAGONIST THERAPEUTICS
HOPE HOPE BANCORP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
VICI VICI PROPERTIES INC
SE SEA ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AX AXOS FINANCIAL INC.
SAFE SAFEHOLD INC.
LC LENDINGCLUB CORP
IDYA IDEAYA BIOSCIENCES
KROS KEROS THERAPEUTICS
U UNITY SOFTWARE
RZLT REZOLUTE
LSEA LANDSEA HOMES CORP (A)
PLTR PALANTIR TECHNOLOGIES
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
FHTX FOGHORN THERAPEUTICS
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
MLTX MOONLAKE IMMUNOTHERAPEUTICS
EWTX EDGEWISE THERAPEUTICS INC
GETY GETTY IMAGES HOLDINGS INC
SKLZ SKILLZ INC
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WLDN WILLDAN GROUP
WDC WESTERN DIGITAL CORPORATION
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TCBI TEXAS CAPITAL BANCSHARES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RF REGIONS FINANCIAL CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PEGA PEGASYSTEMS INC.
PB PROSPERITY BANCSHARES INC.(R)
OHI OMEGA HEALTHCARE INVESTORS INC.
NYCB NEW YORK COMMUNITY BANCORP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
KEY KEYCORP
IMAX IMAX CORPORATION
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
GERN GERON CORP.
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
EGP EASTGROUP PROPERTIES INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTRE CARETRUST REIT INC
COLB COLUMBIA BANKING SYSTEM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BMRN BIOMARIN PHARMACEUTICAL INC.
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
ASND ASCENDIS PHARMA A/S SPONSORED ADR
CFR CULLEN/FROST BANKERS INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
PTGX PROTAGONIST THERAPEUTICS
HOPE HOPE BANCORP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
VICI VICI PROPERTIES INC
SE SEA ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AX AXOS FINANCIAL INC.
SAFE SAFEHOLD INC.
LC LENDINGCLUB CORP
IDYA IDEAYA BIOSCIENCES
KROS KEROS THERAPEUTICS
U UNITY SOFTWARE
RZLT REZOLUTE
LSEA LANDSEA HOMES CORP (A)
PLTR PALANTIR TECHNOLOGIES
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
FHTX FOGHORN THERAPEUTICS
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
MLTX MOONLAKE IMMUNOTHERAPEUTICS
EWTX EDGEWISE THERAPEUTICS INC
GETY GETTY IMAGES HOLDINGS INC
SKLZ SKILLZ INC
Kevin Merritt
- Kevin Merritt
MTB
M&T BANK CORPORATION
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
CMA COMERICA INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
EWTX EDGEWISE THERAPEUTICS INC
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
CMA COMERICA INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
EWTX EDGEWISE THERAPEUTICS INC
Gary Brode
- Gary Brode
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Daniel Ives ... (+4)
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
Alphabet Inc: 1 director
A director at Alphabet Inc sold 19,500 shares at 180.780USD and the significance rating of the trade was 67/100. 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 over the last two years clearly s...
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Wedbush Research
- Wedbush Research
UBI
UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PZZA PAPA JOHN'S INTERNATIONAL 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
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
CMRX CHIMERIX INC
CAKE CHEESECAKE FACTORY INCORPORATED
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
BJRI BJ'S RESTAURANTS INC.
CFR CULLEN/FROST BANKERS INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
ALBO ALBIREO PHARMA
CVCO CAVCO INDUSTRIES INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES 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
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
ITOS ADICET BIO INC
ZNTL ITEOS THERAPEUTICS
LRMR ZENTALIS PHARMACEUTICALS
PRAX LARIMAR THERAPEUTICS INC
TVTX PRAXIS PRECISION MEDICINES
DFH TRAVERE THERAPEUTICS INC
VRDN DREAM FINDERS HOMES
RBLX VIRIDIAN THERAPEUTICS INC
DAWN ROBLOX
ELEV DAY ONE BIOPHARMACEUTICALS INC
OMGA ELEVATION ONCOLOGY
LBPH OMEGA THERAPEUTICS
STX LONGBOARD PHARMACEUTICALS
ATXS SEAGATE TECHNOLOGY HLDGS PLC
AVTE ASTRIA THERAPEUTICS INC
GFS AEROVATE THERAPEUTICS INC
VIGL GLOBALFOUNDRIES INC
TYRA VIGIL NEUROSCIENCE INC
TOST TYRA BIOSCIENCES INC
EWTX TOAST INC
BROS EDGEWISE THERAPEUTICS INC
CAVA DUTCH BROS INC
APGE CAVA GROUP INC
APOGEE THERAPEUTICS INC
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PZZA PAPA JOHN'S INTERNATIONAL 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
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
CMRX CHIMERIX INC
CAKE CHEESECAKE FACTORY INCORPORATED
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
BJRI BJ'S RESTAURANTS INC.
CFR CULLEN/FROST BANKERS INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
ALBO ALBIREO PHARMA
CVCO CAVCO INDUSTRIES INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES 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
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
ITOS ADICET BIO INC
ZNTL ITEOS THERAPEUTICS
LRMR ZENTALIS PHARMACEUTICALS
PRAX LARIMAR THERAPEUTICS INC
TVTX PRAXIS PRECISION MEDICINES
DFH TRAVERE THERAPEUTICS INC
VRDN DREAM FINDERS HOMES
RBLX VIRIDIAN THERAPEUTICS INC
DAWN ROBLOX
ELEV DAY ONE BIOPHARMACEUTICALS INC
OMGA ELEVATION ONCOLOGY
LBPH OMEGA THERAPEUTICS
STX LONGBOARD PHARMACEUTICALS
ATXS SEAGATE TECHNOLOGY HLDGS PLC
AVTE ASTRIA THERAPEUTICS INC
GFS AEROVATE THERAPEUTICS INC
VIGL GLOBALFOUNDRIES INC
TYRA VIGIL NEUROSCIENCE INC
TOST TYRA BIOSCIENCES INC
EWTX TOAST INC
BROS EDGEWISE THERAPEUTICS INC
CAVA DUTCH BROS INC
APGE CAVA GROUP INC
APOGEE THERAPEUTICS INC
Daniel Ives ... (+5)
- Daniel Ives
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Seth Basham
Pierre FerraguÊ
- Pierre FerraguÊ
The $300bn question: Can expectations for Hyperscaler capex in 2025 in...
We published yesterday a one-slider showing that Capex of Hyperscalers needs to beat current expectations by another 15-25% in order to match current expectations for Nvidia. In today’s research, we check how credible it would be, compared to the revisions we saw in the last 12 months and other historic precedents.
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Wedbush Research
- Wedbush Research
TPX
TEMPUR SEALY INTERNATIONAL INC
UBI UBISOFT ENTERTAINMENT SA
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EAT BRINKER INTERNATIONAL INC.
BIIB BIOGEN INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
GRBK GREEN BRICK PARTNERS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
AX AXOS FINANCIAL INC.
ARVN ARVINAS HOLDING
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
VRDN AIRBNB INC. CLASS A
DAWN VIRIDIAN THERAPEUTICS INC
STX DAY ONE BIOPHARMACEUTICALS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
HR GLOBALFOUNDRIES INC
HEALTHCARE TRUST OF AMERICA INC.
UBI UBISOFT ENTERTAINMENT SA
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EAT BRINKER INTERNATIONAL INC.
BIIB BIOGEN INC.
BBY BEST BUY CO. INC.
AXTI AXT INC.
GRBK GREEN BRICK PARTNERS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
AX AXOS FINANCIAL INC.
ARVN ARVINAS HOLDING
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
VRDN AIRBNB INC. CLASS A
DAWN VIRIDIAN THERAPEUTICS INC
STX DAY ONE BIOPHARMACEUTICALS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
HR GLOBALFOUNDRIES INC
HEALTHCARE TRUST OF AMERICA INC.
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Dan Salmon
- Dan Salmon
Jonathan Chaplin
- Jonathan Chaplin
Pierre FerraguÊ
- Pierre FerraguÊ
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Wedbush Research
- Wedbush Research
TPX
TEMPUR SEALY INTERNATIONAL INC
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MCD MCDONALD'S CORPORATION
INTC INTEL CORPORATION
HMST HOMESTREET INC.
GOOGL ALPHABET INC. CLASS A
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
EWBC EAST WEST BANCORP INC.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
SKY SKYLINE CHAMPION CORPORATION
BJRI BJ'S RESTAURANTS INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RH RESTORATION HARDWARE INC.
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
FUBO INC.
FNMA FUBOTV
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
INC.
GLOBALFOUNDRIES INC
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SAGE SAGE THERAPEUTICS INC.
PSTG PURE STORAGE INC. CLASS A
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MCD MCDONALD'S CORPORATION
INTC INTEL CORPORATION
HMST HOMESTREET INC.
GOOGL ALPHABET INC. CLASS A
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
EWBC EAST WEST BANCORP INC.
CAKE CHEESECAKE FACTORY INCORPORATED
AXTI AXT INC.
SKY SKYLINE CHAMPION CORPORATION
BJRI BJ'S RESTAURANTS INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CMG CHIPOTLE MEXICAN GRILL INC.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RH RESTORATION HARDWARE INC.
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
FUBO INC.
FNMA FUBOTV
STX FEDERAL NATIONAL MORTGAGE ASSOCIATION
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
INC.
GLOBALFOUNDRIES INC
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