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Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
ANET Arista Networks... ... (+9)

Tariffs. Figuring the right baseline to assess implications

Evaluating the consequences of tariffs is challenging. We chose to help layout a simple and strong analytical baseline to understand the first-order impact of tariffs on our coverage. In a few slides we have summarised the groundwork and look forward to continuing the work and help our readers make sense of implications in weeks to come.

IFX INFINEON TECHNOLOGIES AG
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
18h / 32m 18h / 32m 1 EN
Wedbush Research
  • Wedbush Research
SHOP SHOPIFY INC.
UBI UBISOFT ENTERTAINMENT SA
PHM PULTEGROUP INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
TOL TOLL BROTHERS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
BLDR BUILDERS FIRSTSOURCE INC.
EA ELECTRONIC ARTS INC.
TMHC TAYLOR MORRISON HOME CORPORATION
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
UFPI UFP INDUSTRIES INC.
TTD THE TRADE DESK
YOU INC.
APGE CLEAR SECURE INC
CART APOGEE THERAPEUTICS INC
ORKA MAPLEBEAR INC.
ZBIO ORUKA THERAPEUTICS INC
ZENAS BIOPHARMA INC.
04/04/25 April 4, 2025 1 EN
Alicia Reese ... (+10)
  • Alicia Reese
  • Antoine Legault
  • Daniel Ives
  • Kade Barr
  • Matthew Bryson
  • Matthew Weiss
  • Michael Pachter
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
UBI UBISOFT ENTERTAINMENT SA
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
04/03/25 April 3, 2025 1 EN
Wedbush Research
  • Wedbush Research
SGI SOMNIGROUP INTERNATIONAL INC
W WAYFAIR INC.
KMX CARMAX INC.
WSM WILLIAMS-SONOMA INC.
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TSCO TRACTOR SUPPLY COMPANY
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.
MNRO MONRO INC
LOW LOWE'S COMPANIES INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
HD HOME DEPOT INC.
GPC GENUINE PARTS COMPANY
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
DKS DICK'S SPORTING GOODS INC.
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
BMRN BIOMARIN PHARMACEUTICAL INC.
BBY BEST BUY CO. INC.
AZO AUTOZONE INC.
AXTI AXT INC.
AAP ADVANCE AUTO PARTS INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ORLY O'REILLY AUTOMOTIVE INC.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CVNA CARVANA CO. CLASS A
ROKU ROKU INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PRPL PURPLE INNOVATION
RH RESTORATION HARDWARE INC.
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
ASO INC.
FUBO ACADEMY SPORTS AND OUTDOORS
TVTX FUBOTV
PLTR TRAVERE THERAPEUTICS INC
WOOF PALANTIR TECHNOLOGIES
PLTK PETCO HEALTH AND WELLNESS
RBLX PLAYTIKA HOLDING
RMBL ROBLOX
STX RUMBLEON INC
ARHS SEAGATE TECHNOLOGY HLDGS PLC
GFS ARHAUS INC
EWTX GLOBALFOUNDRIES INC
EDGEWISE THERAPEUTICS INC
04/03/25 April 3, 2025 1 EN
Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
04/03/25 April 3, 2025 1 EN
Wedbush Research
  • Wedbush Research
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
EWTX EDGEWISE THERAPEUTICS INC
04/02/25 April 2, 2025 1 EN
Daniel Ives ... (+2)
  • Daniel Ives
  • Sam Brandeis
04/02/25 April 2, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
TSLA TESLA INC

Tesla 1Q25 Deliveries: First quarter likely a trough; multiple drivers...

Tesla reported 1Q25 production & deliveries earlier today. Please see the attached article for our take on the numbers.

04/02/25 April 2, 2025 1 EN
Daniel Ives ... (+3)
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
04/02/25 April 2, 2025 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
AAPL APPLE INC.
04/02/25 April 2, 2025 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
NVDA NVIDIA CORPORATION
AAPL APPLE INC.
04/01/25 April 1, 2025 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
GM GENERAL MOTORS COMPANY
03/31/25 March 31, 2025 1 EN
Wedbush Research
  • Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VRNT VERINT SYSTEMS INC.
TXRH TEXAS ROADHOUSE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SAGE SAGE THERAPEUTICS INC.
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NBIX NEUROCRINE BIOSCIENCES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
TMC INC.
YOU THE METALS COMPANY INC
TYRA CLEAR SECURE INC
EWTX TYRA BIOSCIENCES INC
SYRE EDGEWISE THERAPEUTICS INC
SPYRE THERAPEUTICS INC.
03/28/25 March 28, 2025 1 EN
Daniel Ives ... (+5)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
GM GENERAL MOTORS COMPANY
03/28/25 March 28, 2025 1 EN
Alicia Reese ... (+10)
  • Alicia Reese
  • Antoine Legault
  • Daniel Ives
  • Kade Barr
  • Matthew Bryson
  • Matthew Weiss
  • Michael Pachter
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
UBI UBISOFT ENTERTAINMENT SA
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
03/27/25 March 27, 2025 1 EN
Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke
EUR 45.63
PGR Progressive Cor...
WRN Western Copper ... ... (+20)

Vermilion Compass: Weekly Equity Strategy

Major Low Likely in Place on S&P 500 In our 2/25/25 Compass, we discussed our expectation for near-term downside as the S&P 500 and Nasdaq 100 (QQQ) displayed several bearish short-term developments. We also said it likely means at least another 2-4 weeks of consolidation, that one or two 8-10% pullbacks in a given year on the SPX is common (even during bull markets), and to not be surprised if there is a test of the bottom of the range at either 5770-5850 or 5600-5670, where we would be buyers...

PGR PROGRESSIVE CORPORATION
WRN WESTERN COPPER AND GOLD
TSLA TESLA INC
TMO THERMO FISHER SCIENTIFIC INC.
SCCO SOUTHERN COPPER CORPORATION
ORI OLD REPUBLIC INTERNATIONAL CORPORATION
MSTR MICROSTRATEGY INCORPORATED CLASS A
KMPR KEMPER CORPORATION
HMN HORACE MANN EDUCATORS CORPORATION
FCX FREEPORT-MCMORAN INC.
FAF FIRST AMERICAN FINANCIAL CORPORATION
AXS AXIS CAPITAL HOLDINGS LIMITED
TKO. TASEKO MINES LIMITED
AIG AMERICAN INTERNATIONAL GROUP INC.
K. KINROSS GOLD CORPORATION
AIZ ASSURANT INC.
19KQ BALWIN PROPERTIES PTY LTD
THG HANOVER INSURANCE GROUP INC.
WRB W. R. BERKLEY CORPORATION
PLTR PALANTIR TECHNOLOGIES
03/27/25 March 27, 2025 1 EN
Wedbush Research
  • Wedbush Research
TSLA TESLA INC
GME GAMESTOP CORP. CLASS A
CDR CD PROJEKT S.A.
ISR ISORAY
CHWY CHEWY INC. CLASS A
WOOF PETCO HEALTH AND WELLNESS
03/27/25 March 27, 2025 1 EN
Daniel Ives ... (+3)
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
03/26/25 March 26, 2025 1 EN
Antoine Chkaiban
  • Antoine Chkaiban
PREMIUM
TSLA TESLA INC
MBLY MOBILEYE NV ... (+3)

Mobileye win at Volkswagen: Passenger ADAS flying lower, not higher, a...

Mobileye announced this morning its first design win for Surround ADAS: Volkswagen group. See the attached article for key facts, and our take.

TSLA TESLA INC
MBLY MOBILEYE NV
VOW VOLKSWAGEN AG
03/25/25 March 25, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
TSLA TESLA INC

Tesla: Some good reasons to buy the bottom. Buy, $465

We see good reasons to buy the bottom on Tesla. For details see the attached article.

03/25/25 March 25, 2025 1 EN
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