reports
Palo Alto Networks Inc: 2 directors
Two Directors at Palo Alto Networks Inc sold 6,100 shares at between 160.415USD and 161.400USD. The significance rating of the trade was 68/100. 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 o...
- ABGSC Telecom Equipment Research
- Simon Granath
- ABGSC Telecom Equipment Research
- Simon Granath
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q25
We publish today our comprehensive quarterly bible: 243 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:
TSLA TESLA INC
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 LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobi...
Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobile Transformation Plan Press Release Nokia wins new 5G RAN deal with Virgin Media O2 to accelerate its Mobile Transformation Plan Deployment of Nokia’s latest AirScale RAN portfolio, including Massive MIMO radios, future‑proof baseband, and energy‑efficient next‑generation radio platforms, will help Virgin Media O2 to accelerate its Mobile Transformation PlanSignificant performance uplift for Virgin Media O2’s 5G network, with improvements in capacity, coverage, spectral efficiency, and customer-experienced speeds.Expan...
- Jonathan Moreland
PANW PALO ALTO NETWORKS INC.
OSUR ORASURE TECHNOLOGIES INC.
FMNB FARMERS NATIONAL BANC CORP.
NXRT NEXPOINT RESIDENTIAL TRUST INC.
LULU LULULEMON ATHLETICA INC
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
CRT CROSS TIMBERS ROYALTY TRUST
KYN KAYNE ANDERSON MLP INVESTMENT CO.
INSE INSPIRED ENTERTAINMENT
NEPH NEPHROS INC
NEXT NEXTDECADE
AXR AMREP
KOD KODIAK SCIENCES
NMM NAVIOS MARITIME PARTNERS
REEMF RARE ELEMENT RESOURCES
RPAY REPAY HOLDINGS (A)
AHCO ADAPTHEALTH
ADV ADVANTAGE SOLUTIONS INC (A)
PX P10 INC
AIRS AIRSCULPT TECHNOLOGIES INC
BORR BORR DRILLING LTD
TPST MILLENDO THERAPEUTICS
KMPH INC.
IAUX KEMPHARM INC
SBSW I-80 GOLD CORP.
MNR SIBANYE-STILLWATER LTD
TLPH MACH NATURAL RESOURCES LP
MXF TALPHERA INC.
IBIO THE MEXICO FUND
GF INC.
AFCG IBIO INC.
FMBM THE NEW GERMANY FUND
GSM INC.
AFC GAMMA
INC.
F & M BANK CORP
GLOBE SPECIALTY METALS INC.
- Jonathan Moreland
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
FB FACEBOOK INC. CLASS A
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
ZNTL ZENTALIS PHARMACEUTICALS
U UNITY SOFTWARE
VRDN VIRIDIAN THERAPEUTICS INC
NUVB NUVATION BIO INC (A)
GMTX GEMINI THERAPEUTICS INC
S SENTINELONE INC
TYRA TYRA BIOSCIENCES INC
ZBIO ZENAS BIOPHARMA INC.
BTGO BITGO HOLDINGS INC.
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
RSA 2026 Key Takeaways
Company Specific Key Takeaways:CRWD: CrowdStrike was the defining presence at RSA 2026 and our conversations reinforced our view that CRWD is the gold standard of cybersecurity in the AI era. Next-gen SIEM is well-positioned competitively given first-party Falcon data, no ingest costs, identity/pri
- Pierre FerraguÊ
Bible 4Q25 - Enterprise IT: Legacy outlook improving, SaaS growth stab...
The recovery has largely played out in Legacy, but growth rates keep accelerating. With agentic AI driving demand for traditional infrastructure, this could create positive surprises. Public-cloud growth also accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens with no sign of material reacceleration, suggesting that low-teens growth is becoming the new normal.
- Wedbush Research
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BMRN BIOMARIN PHARMACEUTICAL INC.
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
RZLT INC.
STX REZOLUTE
GFS SEAGATE TECHNOLOGY HLDGS PLC
VFS GLOBALFOUNDRIES INC
BLACK SPADE ACQUISITION CO
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Cisco Systems Inc: 1 director
A director at Cisco Systems Inc sold 4,892 shares at 77.974USD and the significance rating of the trade was 51/100. 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 clearl...
- Pierre FerraguÊ
Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility...
Today, we are publishing the Hyperscale & Cloud section of our 30th 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. AI is increasing capital intensity and productivity. Public cloud growth is approaching 35% YoY, constrained by capacity addition. Similar comments at every step of the supply chain: compute, m...
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
- ABGSC Telecom Equipment Research
- Simon Granath
Nokia Corp: 1 director
A director at Nokia Corp sold 33,500 shares at 6.994EUR and the significance rating of the trade was 52/100. 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...
Changes in Nokia Corporation's own shares
Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release18 March 2026 at 16:30 EETChanges in Nokia Corporation's own shares Espoo, Finland – A total of 1 222 899 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the incentive plans as announced on 2 October 2025. The number of own shares...
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa
Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote18.3.2026 klo 16.30Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Espoo – Nokia on tänään luovuttanut 1 222 899 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituksena Nokian osakepohjaisiin kannustinohjelmiin osallistuneille henkilöille ohjelmien ehtojen mukaisesti. Osakkeiden luovutus perustuu 2.10.2025 julkistettuun hallituksen päätökseen yhtiön hallussa olevien osakkeiden antamisesta kannustinohjelmien mukaisten sitoumusten täyttämiseksi. Nokia Oyj:n hallussa olevien omien osakkeiden lukum...
Nokia brings PON-based out-of-band management to data centers to save ...
Nokia brings PON-based out-of-band management to data centers to save space, power and cost Press ReleaseNokia brings PON-based out-of-band management to data centers to save space, power and cost Out-of-band management (OOBM) provides a secure and always-on control path to monitor, manage and recover critical server infrastructure in data centers. Nokia Aurelis for Data Centers is a purpose-built solution for out-of-band management.Aurelis leverages Passive Optical Network (PON) fiber technology to significantly reduce the amount of active equipment, power and operational cost. Espoo, F...
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.