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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
005930 Samsung Electro...
TSFA Taiwan Semicond... ... (+7)

Anticipating the memory supply-demand balance of 2026, on a single sli...

In our Micron initiation in 2022, we introduced a unique framework to track memory supply and demand, based on COGS and PPE. In today’s one-slider, we update our view on memory supply-demand balance for 2026.

005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
MU MICRON TECHNOLOGY INC.
2330 TSMC
000660 SK HYNIX INC
5930 SAMSUNG ELECTRONICS CO LTD
660 SAMSUNG ELECTRONICS
15h / 35m 15h / 35m 1 EN
Michael Piccolo
  • Michael Piccolo
PREMIUM
STAA Staar Surgical ...
GOOGL Alphabet Inc. C... ... (+6)

Daily Recap: TASK, STAA, CCRN, HZO, AES, RNA, ARKO, FUBO, BARK, SITM, ...

TaskUs, Inc. (TASK - $11.11)AI Pivot Underway, We Think Up to the TASK; Mike Piccolo Initiating Coverage at OUTPERFORM with $15 Price Target. We are initiating coverage on TASK with an OUTPERFORM rating and a price target of $15 per share as we believe shares represent an attractive risk/reward opp

STAA STAAR SURGICAL CO.
GOOGL ALPHABET INC. CLASS A
CCRN CROSS COUNTRY HEALTHCARE INC.
MSFT MICROSOFT CORPORATION
FUBO FUBOTV
TASK TASKUS INC
21h / 4m 21h / 4m 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
STAA STAAR SURGICAL CO.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
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
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CCRN CROSS COUNTRY HEALTHCARE INC.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
PLTR INC.
VRDN PALANTIR TECHNOLOGIES
IMNM VIRIDIAN THERAPEUTICS INC
STX IMMUNOME
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
TYRA GLOBALFOUNDRIES INC
SGMT TYRA BIOSCIENCES INC
SAGIMET BIOSCIENCES INC
23h / 37m 23h / 37m 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
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
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
VRDN VIRIDIAN THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
23h / 42m 23h / 42m 1 EN
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
02/03/26 February 3, 2026 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
005930 Samsung Electro...
MU Micron Technolo... ... (+4)

Where is the cost of HBM going ? A perspective on a single slide

We publish today a single slide on how we expect the cost and price of HBM to evolve in the next few years. Link below.

005930 SAMSUNG ELECTRONICS CO. LTD.
MU MICRON TECHNOLOGY INC.
000660 SK HYNIX INC
5930 SAMSUNG ELECTRONICS CO LTD
02/02/26 February 2, 2026 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
INFINEON INFINEON TECHNO...
TSLA TESLA INC ... (+9)

Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple....

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 27 names we followed last week, follow the link.

INFINEON INFINEON TECHNOLOGIES AG
TSLA TESLA INC
ASM ASM INTERNATIONAL N.V.
ASML ASML HOLDING NV
AAPL ASML
MSFT APPLE INC.
LRCX MICROSOFT CORPORATION
AAPL US LAM RESEARCH CORPORATION
APPLE INC
02/02/26 February 2, 2026 1 EN
Anish Jog ... (+7)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
AMD ADVANCED MICRO DEVICES INC.
02/02/26 February 2, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
PREMIUM
WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | SNDK, NVDA

While TSMC has exited the GaN space both VIS and GF have licensed TSMC's 650 and 80V technology. We tend to see GF as more likely to realize greater benefits if GaN demand indeed grows at an accelerated pace, given GF's pre-existing efforts in the space, which TSMC's IP only builds upon. We'd also

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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
02/02/26 February 2, 2026 1 EN
Wedbush Research
  • Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
NFLX NETFLIX INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT 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
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
GOSS GOSSAMER BIO
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ZNTL KEROS THERAPEUTICS
BEAM ZENTALIS PHARMACEUTICALS
LRMR BEAM THERAPEUTICS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
VRDN DOORDASH
PLTK VIRIDIAN THERAPEUTICS INC
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
STX DAY ONE BIOPHARMACEUTICALS INC
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GMTX GLOBALFOUNDRIES INC
TYRA GEMINI THERAPEUTICS INC
EWTX TYRA BIOSCIENCES INC
SLDB EDGEWISE THERAPEUTICS INC
APGE SOLID BIOSCIENCES INC
DNTH APOGEE THERAPEUTICS INC
CGON DIANTHUS THERAPEUTICS INC
ORKA CG ONCOLOGY INC
BCAX ORUKA THERAPEUTICS INC
ZBIO BICARA THERAPEUTICS INC.
TLX ZENAS BIOPHARMA INC.
MAZE TELIX PHARMACEUTICALS LIMITED
JBIO MAZE THERAPEUTICS INC
JADE BIOSCIENCES INC
02/02/26 February 2, 2026 1 EN
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
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
02/02/26 February 2, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
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.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
02/02/26 February 2, 2026 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
AAPL APPLE INC.
AAPL US APPLE INC

Apple 1FQ26: strong iPhone 17 cycle materializing; valuation already f...

Apple reported 1FQ26 on Thursday. Please click the link below for our take on the print.

AAPL APPLE INC.
AAPL US APPLE INC
01/31/26 January 31, 2026 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
005930 Samsung Electro...
MU Micron Technolo... ... (+4)

Samsung & Hynix 4Q25: Implications for memory & Micron

Samsung and Hynix reported this week. Please see the link for our take on the read-through for Micron and the broader memory market

005930 SAMSUNG ELECTRONICS CO. LTD.
MU MICRON TECHNOLOGY INC.
000660 SK HYNIX INC
5930 SAMSUNG ELECTRONICS CO LTD
01/30/26 January 30, 2026 1 EN
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
01/30/26 January 30, 2026 1 EN
Wedbush Research
  • Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE 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.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
PASG INC.
ABNB PASSAGE BIO
RBLX AIRBNB INC. CLASS A
STX ROBLOX
QUBT SEAGATE TECHNOLOGY HLDGS PLC
GFS QUANTUM COMPUTING INC
RGTI GLOBALFOUNDRIES INC
QBTS RIGETTI COMPUTING INC
IONQ D-WAVE QUANTUM INC.
SNDK IONQ INC
SANDISK CORP
01/30/26 January 30, 2026 1 EN
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
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
01/30/26 January 30, 2026 1 EN
Anish Jog ... (+7)
  • Anish Jog
  • Chase Tohanczyn
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
PREMIUM
AAPL APPLE INC.

Cupertino Delivers Robust iPhone Sales With Strong Outlook; AI on the ...

A Closer Look at FY1Q26 (December) ResultsRevenueApple reported total revenue of $143.76 billion (up 16% y/y) above the Street's $138.39 billion estimate and well above the company’s guidance of 10% y/y – 12% y/y growth with the company’s installed base surpassing 2.5 billion and the company seeing

01/29/26 January 29, 2026 1 EN
Michael Piccolo
  • Michael Piccolo
PREMIUM
GOOGL Alphabet Inc. C...
AMZN Amazon.com Inc... ... (+5)

Daily Recap: WBD/NFLX, ALKT, VSEC, IP, MOD/THRM, JOBY, INMD, AES, HON,...

Warner Bros. Discovery, Inc. (WBD - $27.98) and Netflix Inc. (NFLX - $84.64)News Reports Paramount Is Not Prepared to Bid Higher. According to Variety, David Ellison's Paramount Skydance (PSKY) has pursued a hostile $30-per-share all-cash takeover bid for WBD (total enterprise value of $108.4 billi

GOOGL ALPHABET INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
UBER UBER TECHNOLOGIES INC.
ABNB AIRBNB INC. CLASS A
01/29/26 January 29, 2026 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
PREMIUM
WDC Western Digital...
SIMON Silicon Motion ... ... (+19)

Daily Views on Tech Headlines | Memory, NVDA, Quantum

We would also point out that to date, China has invested over $15B in its domestic quantum ecosystem, compared to just under $8B in the US (per QED-C State of Global Quantum Industry), once again highlighting the need for additional Federal funding of the US' quantum ecosystem.Given the vested inte

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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
01/29/26 January 29, 2026 1 EN
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