reports
Cisco Systems Inc: 2 directors
Two Directors at Cisco Systems Inc sold 19,604 shares at between 63.497USD and 63.970USD. The significance rating of the trade was 63/100. 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 th...
Ciena Corp: 1 director
A director at Ciena Corp sold 6,800 shares at 79.890USD and the significance rating of the trade was 58/100. 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 years clearly showi...
- Pierre FerraguÊ
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
OSIS OSI SYSTEMS INC.
HURN HURON CONSULTING GROUP INC.
CIEN CIENA CORPORATION
CAR AVIS BUDGET GROUP INC.
ATI ALLEGHENY TECHNOLOGIES INCORPORATED
MRAM EVERSPIN TECHNOLOGIES
OVBC OHIO VALLEY BANC CORP
GTXMQ GARRETT MOTION INC.
BSIG BRIGHTSPHERE INVESTMENT GROUP INC.
CSTM CONSTELLIUM SE CLASS A
HWM HOWMET AEROSPACE INC.
LRN STRIDE INC
HIMS HIMS AND HERS HEALTH INC (A)
2VZ LEONARDO DRS INC.
ALAB ASTERA LABS INC
AUID AUTHID INC
NUTX NUTEX HEALTH INC
MBX MBX BIOSCIENCES INC.
ANET ARISTA NETWORKS INC
ALMU AELUMA INC
JNVR JANOVER INC
- 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
- Pierre FerraguÊ
- Pierre FerraguÊ
Getting over Tariffs – Step back. Rethink. Move on.
Swings observed in the last 10 days has been second to none. The Great Financial Crisis and Covid didn’t get us in a worst spot. Make no mistake: The markets are panicking today even more than when the world came to a COVID standstill, with the individual contributors to the vast majority of the world’s GDP locked down. How reasonable is that? Very little, in our view. The polarization of the political landscape has created a global brain freeze. Few analyses calmly assess the U.S. administrati...
- Pierre FerraguÊ
ARC-AGI-2: Pushing the measure of intelligence beyond test-time comput...
The ARC team has announced ARC-AGI-2 and published initial benchmarking results, after ARC-AGI-1 got saturated by o3. The race to AGI is reset. Fascinating. For what all investors need to understand about the most important benchmark of the industry, summarized on a single slide, see the attached article.
- 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 ...
- Pierre FerraguÊ
Bible 4Q24 – Hyperscale & Cloud: material capex revisions, now consist...
Today, we are publishing the Hyperscale & Cloud 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. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, driven by strong demand for both traditional & AI infrastructure. Capex grew 73% YoY and 25% QoQ, 11% above con...
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
Moody's Ratings assigns A1 ratings to Cisco's new senior unsecured not...
Moody's Ratings (Moody's) assigned A1 ratings to Cisco Systems, Inc.'s (Cisco) proposed senior unsecured notes. All other ratings including the A1 long-term rating, Prime-1 (P-1) short-term rating, and stable outlook remain unchanged. The proposed notes will be used to repay a portion of Cisco's $11...
- Pierre FerraguÊ
PANW PALO ALTO NETWORKS INC.
AMAT APPLIED MATERIALS INC.
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
9984 SOFTBANK GROUP CORP.
CSCO CISCO SYSTEMS INC.
MBLY MOBILEYE NV
BESI LYFT
LYFT UBER TECHNOLOGIES INC.
UBER 10X GENOMICS INC CLASS A
TXG 1933 INDUSTRIES
TGIF BE SEMICONDUCTOR (SWISS)
BSIB 1895 BANCORP OF WISCONSIN INC
- Pierre FerraguÊ
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
VIAV VIAVI SOLUTIONS INC
ROLL RBC BEARINGS INCORPORATED
NRIM NORTHRIM BANCORP INC.
KEYS KEYSIGHT TECHNOLOGIES INC
JBT JOHN BEAN TECHNOLOGIES CORPORATION
GLW CORNING INC
EMN EASTMAN CHEMICAL COMPANY
CIEN CIENA CORPORATION
CAMT CAMTEK LTD.
BMI BADGER METER INC.
BEN FRANKLIN RESOURCES INC.
TATT TAT TECHNOLOGIES LTD.
INTT INTEST CORP.
PLSE PULSE BIOSCIENCES
LCUT LIFETIME BRANDS
ISSC INNOVATIVE SOLUTIONS & SUPPORT INC.
SRTS SENSUS HEALTHCARE
FTG111 FLATEXDEGIRO AG
CVCO CAVCO INDUSTRIES INC.
ATGE ADTALEM GLOBAL EDUCATION INC.
JHG JANUS HENDERSON GROUP PLC
BKR BAKER HUGHES COMPANY CLASS A
INS INTELLIGENT SYSTEMS CORP.
AVGO BROADCOM INC.
CSPI CSP INC.
TSSI TSS INC
INMB INMUNE BIO
TARS TARSUS PHARMACEUTICALS
HIMS HIMS AND HERS HEALTH INC (A)
GTLB GITLAB INC
VERV VERVE THERAPEUTICS INC
LNSR LENSAR INC
TEAM ATLASSIAN CORPORATION
BKSY BLACKSKY TECHNOLOGY INC
BBCN39 JPMORGAN BETABUILDERS CANADA BDR
VATE INNOVATE CORP
MNPR MONOPAR THERAPEUTICS INC.
Raj Juneja appointed as President of Cisco Canada
Raj Juneja appointed as President of Cisco Canada Toronto, Jan. 28, 2025 (GLOBE NEWSWIRE) -- Today, Cisco, the worldwide leader in security and networking, has appointed Raj Juneja as President, Cisco Canada effective February 1, 2025. With more than 25 years of experience in the technology sector, Juneja has a keen understanding of the challenges and opportunities leaders face today and the role that data plays in connecting and protecting organizations. “It’s a privilege to take on this role at such an important time for Canada, our customers and partners, and the industry,” sai...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Ciena Corporation and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 18 December 2024 in which we reassessed the appropriateness of the ratings in the context...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Cisco Systems, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 12 December 2024 in which we reassessed the appropriateness of the ratings in the conte...
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