reports
Okta Inc: 1 director
Two Directors at Okta Inc sold 7,241 shares at between 0.000USD and 101.190USD. The significance rating of the trade was 74/100. 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...
- Pierre FerraguÊ
Tariffs – How would a recession affect our coverage?
The tariffs announced by the Trump administration in the last two weeks have resulted in major swings in the stock market and broader concerns regarding the global economy. We developed a framework to understand the situation and interpret its daily evolution last week and follow up today with an initial perspective on potential macro implications.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
Palo Alto Networks Inc: 1 director
A director at Palo Alto Networks Inc sold 649,828 shares at 165.413USD and the significance rating of the trade was 72/100. 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 year...
- Wedbush Research
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
NFLX NETFLIX INC.
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
RH RESTORATION HARDWARE INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
BEAM BEAM THERAPEUTICS
FUBO FUBOTV
TTD THE TRADE DESK
APGE INC.
ORKA APOGEE THERAPEUTICS INC
ORUKA THERAPEUTICS INC
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Wedbush Research
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.
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
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.
- Wedbush Research
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
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Wedbush Research
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.
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
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.
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q24
We publish today our comprehensive quarterly bible: 240 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
IFX INFINEON TECHNOLOGIES AG
TXG 10X GENOMICS INC CLASS A
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Bible 4Q24: Enterprise IT – continued recovery in Legacy, stabilizatio...
Today, we are publishing the Enterprise IT section of our 26th 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. Legacy IT spending recovery continued, with major players again reporting double-digit order growth across core legacy portfolios. Al server demand remained strong, although some revenue recognition ...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
LEN LENNAR CORPORATION CLASS A
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
EPRT ESSENTIAL PROPERTIES REALTY TRUST
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
ASO ACADEMY SPORTS AND OUTDOORS
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
VOR VOR BIOPHARMA
STX SEAGATE TECHNOLOGY HLDGS PLC
TTD THE TRADE DESK
GLUE INC.
GFS MONTE ROSA THERAPEUTICS INC
NTST GLOBALFOUNDRIES INC
ANRO NETSTREIT CORP
BNL ALTO NEUROSCIENCE INC
BROADSTONE NET LEASE INC
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
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.
Cyberark Software Ltd: 5 directors
Five Directors at Cyberark Software Ltd sold after exercising options/sold 66,478 shares at between 344.870USD and 349.000USD. The significance rating of the trade was 100/100. 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 ...
- Daniel Ives
- Matthew Weiss
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Wedbush Research
QLYS QUALYS INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
WELL WELLTOWER INC.
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CTRE CARETRUST REIT INC
CRM SALESFORCE.COM INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
STRO SUTRO BIOPHARMA
DOCU DOCUSIGN INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
GOSS GOSSAMER BIO
GBIO GENERATION BIO
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
PAY INC.
VIGL PAYMENTUS HLDGS INC
SKLZ VIGIL NEUROSCIENCE INC
TRML SKILLZ INC
RBRK TOURMALINE BIO INC
RUBRIK INC
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
ROKU ROKU INC. CLASS A
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.
- Wedbush Research
WEN WENDY'S COMPANY
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CTMX CYTOMX THERAPEUTICS INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
IGMS IGM BIOSCIENCES
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
NUVB NUVATION BIO INC (A)
ELEV ELEVATION ONCOLOGY
FHTX FOGHORN THERAPEUTICS
IKNA IKENA ONCOLOGY INC
TTD THE TRADE DESK
SLDB INC.
ORKA SOLID BIOSCIENCES INC
ORUKA THERAPEUTICS INC
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