reports
NVIDIA Corp: 1 director
A director at NVIDIA Corp sold 200,000 shares at 187.818USD and 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 over the last two years clearly s...
- Antoine Legault
- Matthew Bryson
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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- 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
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PINS PINTEREST INC. CLASS A
SMCI SUPER MICRO COMPUTER
RVMD INC.
CRSR REVOLUTION MEDICINES
RBLX CORSAIR GAMING
STX ROBLOX
TTD SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
INC.
GLOBALFOUNDRIES INC
- 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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
Tesla in 2026: The dawn of Robotaxis. Top Pick.
The robotaxi market is at an inflection point, with Waymo, Tesla, and others expanding commercial operations this year. Tesla is best positioned to lead this transition. It benefits from three structural advantages versus peers: the lowest unit cost, a flexible supply base that avoids diminishing capital returns, and a massive fleet that accelerates learning and product improvement.
- Dan Salmon
Cloud AI Revenue Update - higher utilization offsets lower chip count ...
We have updated our bottom-up estimates for Amazon Web Services (AWS) and Google Cloud Platform’s (GCP) revenues from AI products and services. Key Takeaway: Lower installed custom silicon offset by higher utilization and steady pricing on strong demand. We are raising near-term Cloud revenue estimates for both companies and slightly lowering longer-term revenue. The changes are driven by higher pricing for B200s, increasing near-term adoption by external customers and higher utilization, offse...
- 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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Dan Salmon
Expert Call Recap: Ken Rona, Chief AI Officer at JWX AI stacks (GOOGL...
Prior to the holidays, we hosted Ken Rona, Chief AI Officer at JWX for a fantastic discussion comparing different AI stacks and coding tools, as well as his views on how AI and agentic technology are disrupting ad tech. A replay of the call is available HERE and the key topics included
- Pierre FerraguÊ
- Pierre FerraguÊ
CES 2026: Nvidia the latest to validate Tesla's ADAS dominance
At CES yesterday, Nvidia unveiled the “Alpamayo” model family and development tools designed to speed up reasoning-driven autonomous vehicle deployment. This note updates our view following Mobileye's major US win and Nvidia's "Alpamayo" announcement.
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | QBTS, Memory, TSEM, GFS
META, GFS, TSEM, Edge AI: Delays Ray-Ban AR glasses global rollout due to strong US demand, limited inventoriesView: Meta said Tuesday that it’s delaying the international expansion of its Ray-Ban Display glasses due to inventory constraints and “unprecedented” demand in the US. “Since launching la
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Gary Brode
Broadcom Launches Unified Wi-Fi 8 Platform for Seamless AI Experiences...
Broadcom Launches Unified Wi-Fi 8 Platform for Seamless AI Experiences in Homes New Wi-Fi 8 chipset and AI processor provide the performance and uptime needed for operators to enable the next generation of AI applications in the home LAS VEGAS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- CES -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the launch of its next-generation BCM4918 accelerated processing unit (APU) and two new dual-band Wi-Fi 8 devices, the BCM6714 and BCM6719, marking another milestone in its long legacy of W...
- Gary Brode
- 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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
NVIDIA BlueField-4 Powers New Class of AI-Native Storage Infrastructur...
NVIDIA BlueField-4 Powers New Class of AI-Native Storage Infrastructure for the Next Frontier of AI News Summary: NVIDIA BlueField-4 powers NVIDIA Inference Context Memory Storage Platform, a new kind of AI-native storage infrastructure designed for gigascale inference, to accelerate and scale agentic AI.The new storage processor platform is built for long-context-processing agentic AI systems with lightning-fast long- and short-term memory.Inference Context Memory Storage Platform extends AI agents’ long-term memory and enables high-bandwidth sharing of context across clusters of rack-sca...
NVIDIA Kicks Off the Next Generation of AI With Rubin — Six New Chips,...
NVIDIA Kicks Off the Next Generation of AI With Rubin — Six New Chips, One Incredible AI Supercomputer Extreme Codesign Across NVIDIA Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU and Spectrum-6 Ethernet Switch Slashes Training Time and Inference Token Generation Cost News Summary: The Rubin platform harnesses extreme codesign across hardware and software to deliver up to 10x reduction in inference token cost and 4x reduction in number of GPUs to train MoE models, compared with the NVIDIA Blackwell platform.NVIDIA Spectrum-X Ethernet Photonics switch systems ...
NVIDIA Releases New Physical AI Models as Global Partners Unveil Next-...
NVIDIA Releases New Physical AI Models as Global Partners Unveil Next-Generation Robots News Summary: From mobile manipulators to humanoids, Boston Dynamics, Caterpillar, Franka Robots, Humanoid, LG Electronics and NEURA Robotics debut new robots and autonomous machines built on NVIDIA technologies.NVIDIA releases new NVIDIA Cosmos and GR00T open models and data for robot learning and reasoning, Isaac Lab-Arena for robot evaluation and the OSMO edge-to-cloud compute framework to simplify robot training workflows.NVIDIA and Hugging Face integrate NVIDIA Isaac open models and libraries into ...
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