reports
- Pierre FerraguÊ
Bible 1Q25 – Autos: recovery on track. Expect strong momentum through ...
Today, we are publishing the automotive section of our 27th 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. Auto semi revenues declined, reflecting the ongoing inventory correction. However, nearly all companies have now called the bottom. We expect strong sequential momentum through 2025, which should suppor...
American Lithium Mourns the Passing of Board Member Carsten Korch
American Lithium Mourns the Passing of Board Member Carsten Korch VANCOUVER, British Columbia, May 21, 2025 (GLOBE NEWSWIRE) -- American Lithium Corp. (“American Lithium” or the “Company”) (TSX-V:LI | OTCQX:AMLIF | Frankfurt:5LA1) announces with deep sorrow the passing of Carsten Korch, esteemed Independent Director and valued member of the Audit Committee. Mr. Korch joined the Board of Directors on October 3, 2022, bringing over 30 years of entrepreneurial experience across various sectors. Based in Peru, he helped to guide the Company's strategic initiatives, particularly in South Am...
- Seth Basham
- Wedbush Research
- Wedbush Research
TSLA TESLA INC
TOL TOLL BROTHERS INC.
SBRA SABRA HEALTH CARE REIT INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NHI NATIONAL HEALTH INVESTORS INC.
LTC LTC PROPERTIES INC.
WELL WELLTOWER INC.
GOOGL ALPHABET INC. CLASS A
CTRE CARETRUST REIT INC
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
BLDR BUILDERS FIRSTSOURCE INC.
ARGX ARGENX ADS
VTR VENTAS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
TSEM TOWER SEMICONDUCTOR LTD
HOV HOVNANIAN ENTERPRISES INC. CLASS A
PEAK HEALTHPEAK PROPERTIES INC.
ZNTL ZENTALIS PHARMACEUTICALS
HR HEALTHCARE TRUST OF AMERICA INC.
STRW STRAWBERRY FIELDS REIT INC.
ANRO ALTO NEUROSCIENCE INC
ORKA ORUKA THERAPEUTICS INC
JBIO JADE BIOSCIENCES INC
- Seth Basham
- Wedbush Research
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BZH BEAZER HOMES USA INC.
AXTI AXT INC.
DHI D.R. HORTON INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
TMHC TAYLOR MORRISON HOME CORPORATION
ARGX ARGENX ADS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
BDTX INC.
LSEA BLACK DIAMOND THERAPEUTICS
IMNM LANDSEA HOMES CORP (A)
STX IMMUNOME
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
GETY MOONLAKE IMMUNOTHERAPEUTICS
DNTH GETTY IMAGES HOLDINGS INC
MXL-US DIANTHUS THERAPEUTICS INC
SDHC-US MAXLINEAR
INC.
SMITH DOUGLAS HOMES CORP.
- Seth Basham
- Wedbush Research
- Wedbush Research
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.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
EXPE EXPEDIA GROUP INC.
BZH BEAZER HOMES USA INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ROKU ROKU INC. CLASS A
VTR VENTAS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
DNLI DENALI THERAPEUTICS INC
ARVN ARVINAS HOLDING
TVTX TRAVERE THERAPEUTICS INC
ABNB AIRBNB INC. CLASS A
PLTK PLAYTIKA HOLDING
STX SEAGATE TECHNOLOGY HLDGS PLC
APP APPLOVIN CORP
GFS GLOBALFOUNDRIES INC
YOU CLEAR SECURE INC
CART MAPLEBEAR INC.
DBD DIEBOLD NIXDORF INCORPORATED
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Wedbush Research
TSLA TESLA INC
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
LOW LOWE'S COMPANIES INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
SE SEA ADS
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
PEAK HEALTHPEAK PROPERTIES INC.
IDYA IDEAYA BIOSCIENCES
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
XMTR XOMETRY
TTD INC.
YOU THE TRADE DESK
EWTX INC.
RUM CLEAR SECURE INC
CART EDGEWISE THERAPEUTICS INC
RUMBLE INC
MAPLEBEAR INC.
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Julie Boote
PSA Autos / New Mobility: Review of Auto Stocks in Light of Import Tar...
As US auto tariffs remain in place, investors need to assess whether auto-related government negotiations will be successful, and what automakers can do to mitigate the potential surge in costs. Analyst Julie Boote reviews potential outcomes.
- Wedbush Research
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
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
PINS PINTEREST INC. CLASS A
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
RVMD INC.
INZY REVOLUTION MEDICINES
TVTX INOZYME PHARMA
VRDN TRAVERE THERAPEUTICS INC
NUVB VIRIDIAN THERAPEUTICS INC
DAWN NUVATION BIO INC (A)
STX DAY ONE BIOPHARMACEUTICALS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
JANX GEMINI THERAPEUTICS INC
MLTX JANUX THERAPEUTICS INC
NUVL MOONLAKE IMMUNOTHERAPEUTICS
APGE NUVALENT INC
ORKA APOGEE THERAPEUTICS INC
ORUKA THERAPEUTICS INC
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- 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
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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.
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
Bible 4Q24 – Autos: a trough is emerging. One of our favored semi sect...
Today, we are publishing the Automotive 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. In the coming weeks we will publish sections on Cloud Infrastructure, Memory, Telecom Equipment, Enterprise IT, Ride sharing & Delivery, and Foundry. Auto semi revenues declined sharply as the industry ...
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.