reports
Pierre FerraguÊ
- Pierre FerraguÊ
Bible 2Q25 - Smartphones: 2025 weak and front-loaded. Increasing conce...
Dear all, Today, we are publishing the Smartphones section of our 28th 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. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equ...
Pierre FerraguÊ
- Pierre FerraguÊ
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
Finally, we would note, conceptually, we view this decision by the US government to levy a charge for certain foreign companies to procure US technology as worrisome, given it opens the door for the US to selectively tax a variety of companies/products that enjoy technology leadership positions. Bl
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
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
- Wedbush Research
TSLA
TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
AI C3.AI
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
SGMT SAGIMET BIOSCIENCES INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
AI C3.AI
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
SGMT SAGIMET BIOSCIENCES INC
Seth Basham
- Seth Basham
TSLA
TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
CXW CORECIVIC INC.
INOD INNODATA
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
U UNITY SOFTWARE
RBLX ROBLOX
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
MLTX MOONLAKE IMMUNOTHERAPEUTICS
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
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
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
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.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Wedbush Research
- Wedbush Research
GEO
GEO GROUP INC. (THE)
WLDN WILLDAN GROUP
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
KURA KURA ONCOLOGY INC.
EXPE EXPEDIA GROUP INC.
CXW CORECIVIC INC.
CTMX CYTOMX THERAPEUTICS INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
SKY SKYLINE CHAMPION CORPORATION
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
HEAR TURTLE BEACH CORP.
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
DDOG DATADOG INC CLASS A
ACET ADICET BIO INC
CRSR CORSAIR GAMING
PLTK PLAYTIKA HOLDING
TTD THE TRADE DESK
CCSI INC.
JANX CONSENSUS CLOUD SOLUTIONS INC
SOUN JANUX THERAPEUTICS INC
EWTX SOUNDHOUND AI INC
SKLZ EDGEWISE THERAPEUTICS INC
DNTH SKILLZ INC
NATL DIANTHUS THERAPEUTICS INC
OS NCR ATLEOS CORPORATION
ONESTREAM INC
WLDN WILLDAN GROUP
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
KURA KURA ONCOLOGY INC.
EXPE EXPEDIA GROUP INC.
CXW CORECIVIC INC.
CTMX CYTOMX THERAPEUTICS INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
SKY SKYLINE CHAMPION CORPORATION
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
HEAR TURTLE BEACH CORP.
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
DDOG DATADOG INC CLASS A
ACET ADICET BIO INC
CRSR CORSAIR GAMING
PLTK PLAYTIKA HOLDING
TTD THE TRADE DESK
CCSI INC.
JANX CONSENSUS CLOUD SOLUTIONS INC
SOUN JANUX THERAPEUTICS INC
EWTX SOUNDHOUND AI INC
SKLZ EDGEWISE THERAPEUTICS INC
DNTH SKILLZ INC
NATL DIANTHUS THERAPEUTICS INC
OS NCR ATLEOS CORPORATION
ONESTREAM INC
Anish Jog ... (+6)
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
While the latest update from the Trump administration now points to 50% total tariffs (up from 25% initially), we still expect negotiations between the two countries will continue to unfold over the coming days and weeks, and we would not exclude the possibility a trade deal (containing lower tarif
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
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
- Wedbush Research
XNCR
XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TRIP TRIPADVISOR 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
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CXW CORECIVIC INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
UBER UBER TECHNOLOGIES INC.
DT DYNATRACE INC.
RVMD REVOLUTION MEDICINES
ZNTL ZENTALIS PHARMACEUTICALS
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
IMNM IMMUNOME
PLTK PLAYTIKA HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
YOU CLEAR SECURE INC
ARTV ARTIVA BIOTHERAPEUTICS INC
DBD DIEBOLD NIXDORF INCORPORATED
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TRIP TRIPADVISOR 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
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CXW CORECIVIC INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
UBER UBER TECHNOLOGIES INC.
DT DYNATRACE INC.
RVMD REVOLUTION MEDICINES
ZNTL ZENTALIS PHARMACEUTICALS
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
IMNM IMMUNOME
PLTK PLAYTIKA HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
YOU CLEAR SECURE INC
ARTV ARTIVA BIOTHERAPEUTICS INC
DBD DIEBOLD NIXDORF INCORPORATED
Anish Jog ... (+4)
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Scott Devitt
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
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES 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
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Wedbush Research
- Wedbush Research
GEO
GEO GROUP INC. (THE)
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RNG RINGCENTRAL INC. CLASS A
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
SKY SKYLINE CHAMPION CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EGHT 8X8 INC.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
GOSS GOSSAMER BIO
SMCI SUPER MICRO COMPUTER
DAWN INC.
STX DAY ONE BIOPHARMACEUTICALS INC
ALIT SEAGATE TECHNOLOGY HLDGS PLC
RIVN FOLEY TRASIMENE ACQUISITION CORP
GFS RIVIAN AUTOMOTIVE INC
SYRE GLOBALFOUNDRIES INC
SPYRE THERAPEUTICS INC.
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RNG RINGCENTRAL INC. CLASS A
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
AXTI AXT INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
SKY SKYLINE CHAMPION CORPORATION
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EGHT 8X8 INC.
CVCO CAVCO INDUSTRIES INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
GOSS GOSSAMER BIO
SMCI SUPER MICRO COMPUTER
DAWN INC.
STX DAY ONE BIOPHARMACEUTICALS INC
ALIT SEAGATE TECHNOLOGY HLDGS PLC
RIVN FOLEY TRASIMENE ACQUISITION CORP
GFS RIVIAN AUTOMOTIVE INC
SYRE GLOBALFOUNDRIES INC
SPYRE THERAPEUTICS INC.
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
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
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
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
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.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES 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
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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
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
Greater China Research Team
- Greater China Research Team
Greater China Strategy Alpha Picks: August Conviction Calls
In July, the HSI and MSCI China index extended their growths, rising 2.9% mom and 4.5% mom respectively to reach their peak on 24 July before pulling pack in the latest week, as investors tend to take profit after the Politburo announcement. With another 90-day tariff delay from the US, we maintain a positive outlook for leading domestic stocks in healthcare and IT. New additions to our BUY list are JBM Healthcare and Lenovo. We take profit on CATL, Han’s Laser, KE Holdings and Longfor.
A117ME
ALIBABA GROUP HOLDING LTD. SPONSORED ADR
01177 SINO BIOPHARMACEUTICAL LIMITED
002472 ZHEJIANG SHUANGHUAN DRIVELINE (A)
00700 TENCENT HOLDINGS LTD.
01810 XIAOMI CORP. CLASS B
TME TENCENT MUSIC ENTERTAINMENT GROUP SPONSORED ADR CLASS A
01801 INNOVENT BIOLOGICS INC.
09988 ALIBABA GROUP HOLDING LTD.
02618 JD LOGISTICS INC
02161 JBM (HEALTHCARE) LTD
1698 HK TENCENT MUSIC ENTERTAINMENT GROUP
01177 SINO BIOPHARMACEUTICAL LIMITED
002472 ZHEJIANG SHUANGHUAN DRIVELINE (A)
00700 TENCENT HOLDINGS LTD.
01810 XIAOMI CORP. CLASS B
TME TENCENT MUSIC ENTERTAINMENT GROUP SPONSORED ADR CLASS A
01801 INNOVENT BIOLOGICS INC.
09988 ALIBABA GROUP HOLDING LTD.
02618 JD LOGISTICS INC
02161 JBM (HEALTHCARE) LTD
1698 HK TENCENT MUSIC ENTERTAINMENT GROUP
Pierre FerraguÊ
- Pierre FerraguÊ
Loading...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.