reports
- 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.
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
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.
- Dan Salmon
Ads Expert Call Recap: TTD & PUB/OMC in Focus +ve read throughs for G...
Earlier this week, we hosted Brendan Moorcroft (former Chief Engineering Solutions Officer at Publicis Groupe) to discuss The Trade Desk, rising competition from Amazon DSP and Google DV360, and the shifting economics and transparency pressures reshaping programmatic.
- 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.
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
SRPT SAREPTA 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DNLI DENALI THERAPEUTICS INC
TSEM TOWER SEMICONDUCTOR LTD
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
BEAM INC.
STX BEAM THERAPEUTICS
GFS SEAGATE TECHNOLOGY HLDGS PLC
SERV GLOBALFOUNDRIES INC
MAZE SERVE ROBOTICS INC
MAZE THERAPEUTICS INC
- Pierre FerraguÊ
- Dan Salmon
- Michael Piccolo
Daily Recap: TERN/MRK, AMZN, ABVX, JHG/VCTR, RGR, BLX, GRF, CDLX/PAR, ...
Abivax SA (ABVX - $110.17)News Reports CEO Signals No Rush to Sell, Plans Capital Raise After Critical Phase 3 Maintenance Data. ABVX's CEO Marc de Garidel told CNBC on 3/24/26 that the company plans to raise capital after releasing top-line results from its pivotal Phase 3 ABTECT-UC maintenance tr
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | ARM, INTC, AMD, Transformers
MSFT, Data center: Microsoft to rent site Open AI and Oracle discardedView: Bloomberg is reporting that Microsoft has agreed to terms to rent a 700 MW facility in Abilene. The site had been initially set for development to support Oracle and OpenAI requirements, but the latter seemingly walked away
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.
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
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
- Dan Salmon
GOOGL Newfront Insights: Y’all know me, still the same OG (+ read thro...
GOOGL hosted its annual Newfront presentation in NYC yesterday. The focus was almost entirely on the Google Marketing Platform, especially GOOGL’s demand-side platform (DSP), DV 360. In the note, we review the implications of several new announcements, including: 1. Setting the Scene: The evolution of GOOGL’s NewFront participation & key themes 2. Live Sports Biddable Suite for DV 360 ups the ante versus TTD and AMZN DSP 3. SKU-level reporting + KR partnership bring more commerce media into DV 3...
- 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.
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
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DNLI DENALI THERAPEUTICS INC
STRO SUTRO BIOPHARMA
SMCI SUPER MICRO COMPUTER
TVTX INC.
VRDN TRAVERE THERAPEUTICS INC
STX VIRIDIAN THERAPEUTICS INC
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
PEPG GLOBALFOUNDRIES INC
EWTX PEPGEN INC
ABVX EDGEWISE THERAPEUTICS INC
ANRO ABIVAX
MAZE ALTO NEUROSCIENCE INC
AVTX MAZE THERAPEUTICS INC
AVALO THERAPEUTICS INC
- Pierre FerraguÊ
Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility...
Today, we are publishing the Hyperscale & Cloud section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. AI is increasing capital intensity and productivity. Public cloud growth is approaching 35% YoY, constrained by capacity addition. Similar comments at every step of the supply chain: compute, m...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX 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.
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
STAA STAAR SURGICAL CO.
SRPT SAREPTA 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
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
DNLI DENALI THERAPEUTICS INC
SMCI SUPER MICRO COMPUTER
IDYA INC.
TVTX IDEAYA BIOSCIENCES
PLTR TRAVERE THERAPEUTICS INC
VRDN PALANTIR TECHNOLOGIES
STX VIRIDIAN THERAPEUTICS INC
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
PEPG GLOBALFOUNDRIES INC
EWTX PEPGEN INC
SLDB EDGEWISE THERAPEUTICS INC
APGE SOLID BIOSCIENCES INC
ANRO APOGEE THERAPEUTICS INC
MAZE ALTO NEUROSCIENCE INC
MAZE THERAPEUTICS 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.
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
SRPT SAREPTA 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
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
CDR CD PROJEKT S.A.
2303 UNITED MICROELECTRONICS CORP.
OVID OVID THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
SMCI SUPER MICRO COMPUTER
LRMR INC.
SANA LARIMAR THERAPEUTICS INC
STX SANA BIOTECHNOLOGY
RIVN SEAGATE TECHNOLOGY HLDGS PLC
GFS RIVIAN AUTOMOTIVE INC
PL GLOBALFOUNDRIES INC
MLTX PLANET LABS PBC
GETY MOONLAKE IMMUNOTHERAPEUTICS
LAC. GETTY IMAGES HOLDINGS INC
LITHIUM AMERICAS CORP NEW
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | SMCI, NVDA, Memory, MU
We see this deal as representing tens of billions of dollars for NVDA and contributing significantly to its announced target of $1T+ in Blackwell/Rubin sales by the conclusion of 2027. And, we would continue to point out that it is difficult to see a scenario where NVDA momentum isn't sustained thr
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.
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
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