reports
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
LYFT LYFT
PINS PINTEREST INC. CLASS A
DT DYNATRACE INC.
DDOG DATADOG INC CLASS A
SMCI SUPER MICRO COMPUTER
STX INC.
CCSI SEAGATE TECHNOLOGY HLDGS PLC
GFS CONSENSUS CLOUD SOLUTIONS INC
GMTX GLOBALFOUNDRIES INC
DNTH GEMINI THERAPEUTICS INC
CART DIANTHUS THERAPEUTICS INC
MAPLEBEAR INC.
- Dan Salmon
Alphabet (Buy, target rises to $380) Frontier AI winner confirmed, bu...
Our target increases to $380 from $330 on higher revenue, adj. EBITDA, EPS and long-term FCF (partially offset by lower near-term FCF due to higher capex). Investment Thesis: GOOGL has given back some gains after the print, understandable considering the post-Search remedies multiple expansion. The higher capex has sunk into near-term FCF estimates and DCFs, but strong Search performance and a game-changing quarter from Cloud give us confidence in long-term AI ROIC.
- Pierre FerraguÊ
Energy storage for AI datacenters: $12-40bn deployment opportunity in ...
Datacenters are increasingly co-locating battery storage to improve economics, grid resilience, and speed of deployment. We publish today our view on the energy storage opportunity in datacenters, summarized on a single slide. Please click the link for more details.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- 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
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
APRE INC.
NUVB APREA THERAPEUTICS
STX NUVATION BIO INC (A)
GFS SEAGATE TECHNOLOGY HLDGS PLC
SLDB GLOBALFOUNDRIES INC
SOLID BIOSCIENCES INC
- Pierre FerraguÊ
Moody's Ratings assigns Aa2 rating to Alphabet's new senior unsecured ...
Moody's Ratings (Moody's) assigned Aa2 ratings to Alphabet Inc.'s (Alphabet) proposed senior unsecured notes, which will be comprised of various maturities. Alphabet will use the proceeds from the proposed offering for general corporate purposes, which may include the repayment of some outstanding d...
- Alicia Reese
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Kade Barr
- Matthew McCartney
- Matthew Weiss
- Michael Piccolo
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Alicia Reese
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Kade Barr
- Matthew McCartney
- Matthew Weiss
- Michael Piccolo
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CRM SALESFORCE.COM INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
ACET INC.
PLTR ADICET BIO INC
SANA PALANTIR TECHNOLOGIES
SNOW SANA BIOTECHNOLOGY
STX SNOWFLAKE INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
TYRA MOONLAKE IMMUNOTHERAPEUTICS
EWTX TYRA BIOSCIENCES INC
ARTV EDGEWISE THERAPEUTICS INC
DBD ARTIVA BIOTHERAPEUTICS INC
BCAX DIEBOLD NIXDORF INCORPORATED
AVTX BICARA THERAPEUTICS INC.
AVALO THERAPEUTICS INC
- Seth Basham
- 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
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
SpaceX: Can the 10-ton 1MW space datacenter fly? A first-principle vie...
The development of space technology infrastructure is accelerating this year, to our delight. Expect from us more and more research on the topic. A good place to start was to assess the feasibility of the 10-ton, 1 MW space datacenter pitched by Elon Musk. For our first-principle perspective, summarized on a single slide, follow the link. Stay tuned for more on the economics of this datacenter, and its implications on the supply chain.
- Pierre FerraguÊ
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.
AVGO BROADCOM INC.
660 SK HYNIX INC
- 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.
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
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
AXTI AXT 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
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
SMCI SUPER MICRO COMPUTER
PASG INC.
CRSR PASSAGE BIO
ABNB CORSAIR GAMING
RBLX AIRBNB INC. CLASS A
STX ROBLOX
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Prove It Mode Triggered; OP, $300 PT
Figure 1. 4Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusGuidance notes: 4Q total revenue guidance of $206B to $213B; 4Q operating income guidance of $21B to $26B.Amazon reported healthy 4Q results. Total revenue grew +13.6% Y/Y to $213.4B, ~90bps ahead of St. estimates ca
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