reports
- Wedbush Research
TRIP TRIPADVISOR INC.
EXPE EXPEDIA GROUP INC.
RDFN REDFIN CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
VIGL VIGIL NEUROSCIENCE INC
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
- Gary Brode
- Antoine Legault
- Matthew Bryson
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
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
TRNO TERRENO REALTY CORPORATION
STAG STAG INDUSTRIAL INC.
SBRA SABRA HEALTH CARE REIT INC.
RHP RYMAN HOSPITALITY PROPERTIES INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
O REALTY INCOME CORPORATION
NHI NATIONAL HEALTH INVESTORS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
GOOGL ALPHABET INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
ETSY ETSY INC.
ESS ESSEX PROPERTY TRUST INC.
EGP EASTGROUP PROPERTIES INC.
CTRE CARETRUST REIT INC
CRM SALESFORCE.COM INC.
CMRX CHIMERIX INC
APLE APPLE HOSPITALITY REIT INC
SLM SLM CORP
NTLA INTELLIA THERAPEUTICS INC.
PK PARK HOTELS & RESORTS INC.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
VICI VICI PROPERTIES INC
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
ESTC ELASTIC N.V.
EPRT ESSENTIAL PROPERTIES REALTY TRUST
SAFE SAFEHOLD INC.
PEAK HEALTHPEAK PROPERTIES INC.
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
UPST UPSTART HOLDINGS
NTST NETSTREIT CORP
HR HEALTHCARE TRUST OF AMERICA INC.
PGY PAGAYA TECHNOLOGIES LTD
BNL BROADSTONE NET LEASE INC
- Daniel Ives
- John Katsingris
- Matthew Weiss
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Sid Rajeev
Efficiency Outweighs Revenue Headwinds
KIDZ.V (TSX) / KDOZF (NASDAQ) Q3-2024 Highlights. Revenue fell 19% YoY, missing estimates by 9%, but EPS improved due to higher margins and cost reductions. KIDZ is poised to benefit from stricter ad regulations like COPPA 2.0 and aims to expand its audience with Prado, a new ad platform for teens and parents. With a strong Q4 rebound expected and trading at a 72% discount to peers (EV/R 0.9x vs 3.03x), KIDZ shows potential for long-term growth. Read the full report for insights.
- Dan Salmon
Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the ...
Yesterday the DOJ filed its proposed remedies in the Search antitrust case. The recommended divestiture of Chrome drew most of the headlines. And while potentially very negative for GOOGL (as are all proposed remedies), we don’t believe it is the most impactful to the market for general search services.
- Pierre FerraguÊ
Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & ...
We hosted the fourth session of our Gen AI Big Idea series last week. We had a fantastic conversation with Bryan Black, CEO of Chipletz. We delved into the journey to panel-level chips, their applications, and the emerging ecosystem supporting them.
- Antoine Legault
- Matthew Bryson
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
LOGI LOGITECH INTERNATIONAL S.A.
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
PTGX PROTAGONIST THERAPEUTICS
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
RH RESTORATION HARDWARE INC.
CRSR CORSAIR GAMING
STX SEAGATE TECHNOLOGY HLDGS PLC
TTD THE TRADE DESK
ARHS INC.
GFS ARHAUS INC
GLOBALFOUNDRIES INC
- 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
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
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
- Sid Rajeev
Q3 Disappoints, But Consumer Demand Shifts to Affordable Competitors
This report provides an in-depth analysis of Zepp Health Corporation's (NYSE: ZEPP) Q3-2024 performance, highlighting a 4% QoQ revenue increase but a 49% YoY decline due to lower unit sales and product discontinuations. The report examines the launch of the T-Rex 3 smartwatch, supply chain constraints, and Zepp's competitive positioning in the global smartwatch market. It also discusses management's optimistic Q4 guidance, industry trends, and the valuation discrepancy between Zepp's market cap ...
NVIDIA Announces Upcoming Events for Financial Community
NVIDIA Announces Upcoming Events for Financial Community SANTA CLARA, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) -- NVIDIA will present at the following events for the financial community: UBS Global Technology and AI ConferenceTuesday, Dec. 3, 6:35 a.m. Pacific time J.P. Morgan Healthcare ConferenceMonday, Jan. 13, 9:45 a.m. Pacific time Interested parties can listen to the live audio webcast of NVIDIA financial presentations at . Webcast replays are available for 90 days afterward. About NVIDIA (NASDAQ: NVDA) is the world leader in accelerated computing. For further information, conta...
- Alicia Reese
- Antoine Legault
- Daniel Ives
- John Katsingris
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
- Dan Salmon
Ad Expert Call Takeaways: GOOGL Ad Tech, TTD, PMax, Advantage+, and th...
Yesterday, we hosted a call with Jeremy Woodlee, CEO of Santa Ynez Partners, a boutique advisory firm focused on digital media and ad tech. Previously, he spent three years at Accenture leading its global relationship with Google Ads after spending 11 years at Google, and three years at Magnite (fka Rubicon Project).
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