reports
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
Samsung, Memory: Samsung expects CQ3 profit to grow 158% to ~12 Tr Won ($8.5B)View: Samsung yesterday announced its 3Q operating profit is expected to grow ~32% Y/Y to 12.1 trillion won ($8.5B), marking its highest levels since 2Q22 and far exceeding consensus of ~10 trillion won. Although detailed
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
- Dan Salmon
AI Exec Series Recap: Character.ai on competing with RBLX & Insta, and...
Last week, we hosted the latest edition of our AI Executive Speaker Series with Karan Anand, CEO of Character.ai. The replay is HERE and in the report we cover key takeaways from the conversation, including: 1. Character.ai today & what lies ahead: from AI research to competing with RBLX 2. The ad opportunity & how Character leverage’s GOOGL’s AdMob, APP & META 3. Character’s work with open-source models from META’s Llama to DeepSeek to Qwen 4. Industry AI investment/returns (GOOGL, META, OpenAI...
- Antoine Legault
- Matthew Bryson
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
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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.
XENE XENON PHARMACEUTICALS INC
SEDG SOLAREDGE TECHNOLOGIES INC.
RUN SUNRUN INC.
LTRX LANTRONIX INC.
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
LAKE LAKELAND INDUSTRIES INC.
CEVA CEVA INC.
ASPS ALTISOURCE PORTFOLIO SOLUTIONS S.A.
ALB ALBEMARLE CORPORATION
EFR ENERGY FUELS
RELL RICHARDSON ELECTRONICS LTD.
NTLA INTELLIA THERAPEUTICS INC.
UAMY UNITED STATES ANTIMONY CORP.
BOMN BOSTON OMAHA
ICL ICL GROUP LTD.
LWLG LIGHTWAVE LOGIC
IMTX IMMATICS N V (A)
ARRY ARRAY TECHNOLOGIES
IMVT IMMUNOVANT
RLAY RELAY THERAPEUTICS
FLUX FLUX POWER HOLDINGS
GLUE MONTE ROSA THERAPEUTICS INC
ASTS AST SPACEMOBILE INC
TRDA ENTRADA THERAPEUTICS INC
JANX JANUX THERAPEUTICS INC
APLD APPLIED BLOCKCHAIN INC
IE IVANHOE ELECTRIC INC
NUVL NUVALENT INC
COHR COHERENT CORP
CRML CLAL INDUSTRIES & BEVERAGES LTD
GPCR STRUCTURE THERAPEUTICS
OCS OCULIS HOLDING AG
LAES SEALSQ CORP
NB NIOCORP DEVELOPMENTS LTD.
METBV FORTREA HOLDINGS INC.
FTREV SAGIMET BIOSCIENCES INC
SGMT BYRNA TECHNOLOGIES INC
BYRN ENGENE HOLDINGS INC
ENGN SPYRE THERAPEUTICS INC.
SYRE NEUROGENE INC
NGNE RAMACO RESOURCES INC.
METC TOYO CO LTD
TOYO SERVE ROBOTICS INC
SERV UPSTREAM BIO INC
UPB CIDARA THERAPEUTICS INC.
CDTX AMERICAN BATTERY TECHNOLOGY COMPANY
ABAT TVARDI THERAPEUTICS INC
TVRD USA RARE EARTH INC
USAR HYCROFT MINING HOLDING CORPORATION
HYMC CATALYST PERINI STRATEGIC INCOM ORD
CSIOX CHARGEPOINT HOLDINGS INC.
CHPT KULR TECHNOLOGY GROUP INC.
KULR GRAFTECH INTERNATIONAL LTD.
EAF GLOBALSTAR INC.
GSAT INHIBRX BIOSCIENCES INC.
INBX KON TUM CONSTRUCTION MATERIALS ORD
- Antoine Legault
- Matthew Bryson
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
Lantronix to Showcase Edge AI Drone Platform at AUSA 2025, Highlightin...
Lantronix to Showcase Edge AI Drone Platform at AUSA 2025, Highlighting Strategic Partnerships and UAV Innovations Highlighting NDAA-compliant Edge AI solutions supporting the U.S. Army SRR program and integrations with Gremsy and Teledyne FLIR platforms IRVINE, Calif., Oct. 09, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: LTRX), a global leader in compute and connectivity IoT solutions powering Edge AI applications, today announced that CEO Saleel Awsare will represent the company at the Association of the United States Army () Annual Meeting & Exposition in Washington D.C., Oct. 13–15, 2025. Du...
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
Samsung, NVDA: Jensen Huang reportedly confirms Samsung’s HBM3e qualView: Per News1 Korea, Jensen has personally informed Samsung that its HBM3e has passed NVIDIA’s quality qualification tests and that NVDA intends to place orders. The two companies, in turn, are now reportedly fine-tuning details
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
- Matthew Bryson
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
TSLA TESLA INC
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
NFLX NETFLIX INC.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
ACET ADICET BIO INC
STTK SHATTUCK LABS
BEAM BEAM THERAPEUTICS
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
TTD THE TRADE DESK
PRME INC.
SYRE PRIME MEDICINE INC
JBIO SPYRE THERAPEUTICS INC.
JADE BIOSCIENCES INC
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Dan Salmon
AWS/GCP: How long does it take to pay off an XPU?
We take a closer look at how long it takes for AWS and GCP to pay back the investment in both GPUs and custom chips (TPUs and Trainium) on both a revenue and contribution margin basis, using our estimates of per-chip costs and realized pricing for each of AWS and GCP.
- Dan Salmon
- Antoine Legault
- Matthew Bryson
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
- Matthew Bryson
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
- Matthew Bryson
Daily Views on Tech Headlines
As such, 1) we see a continued opportunity for NVDA (and other US vendors) to again sell parts into China (even assuming capabilities remain limited vs. Western product) and 2) we believe that US vendors should have a significant advantage competing in other geographies (vs. Chinese offerings) assu
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
- Alicia Reese
- Kade Barr
- Matthew McCartney
TODAY | WEDBUSH INVITE | Advisor Call: Navigating the Mobile Ad Landsc...
• A look at ad targeting algorithms: AppLovin’s AXON vs. Unity’s Vector• Consolidation in the mobile advertising ecosystem• AppLovin’s expansion into eCommerce and CTV advertising• The efficacy of AppLovin and Unity’s ad platforms in generalEric Benjamin Seufert is a media strategist, quantitative
Penyelesaian Dron Lantronix Edge AI Mengintegrasikan Platform Gremsy d...
Penyelesaian Dron Lantronix Edge AI Mengintegrasikan Platform Gremsy dan Teledyne FLIR untuk Masa Penerbangan yang Lebih Lama dan Lebih Cekap Kerjasama Strategik ini meletakkan Lantronix dalam kedudukan untuk mencapai pertumbuhan jangka panjang bermargin tinggi dalam pasaran dron pertahanan dan komersial, yang dijangka mencecah AS$57.8 bilion menjelang tahun 2030* IRVINE, California, Oct. 03, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: LTRX), peneraju global dalam penyelesaian pengkomputeran dan kesalinghubungan IoT yang memacu aplikasi Edge AI, hari ini mengumumkan bahawa penyelesaiannya yang m...
Solução de Drone Edge AI da Lantronix Integra Plataformas Gremsy e Tel...
Solução de Drone Edge AI da Lantronix Integra Plataformas Gremsy e Teledyne FLIR Para Voos Mais Longos e Eficientes Colaboração estratégica posiciona a Lantronix para um crescimento de longo prazo e alta margem nos mercados de defesa e drones comerciais projetados para atingir US $57,8 bilhões até 2030* IRVINE, Califórnia, Oct. 02, 2025 (GLOBE NEWSWIRE) -- A (NASDAQ: LTRX), líder global em soluções de IoT de computação e conectividade que alimentam aplicativos Edge AI, anunciou hoje que sua solução compatível com NDAA/TAA foi selecionada pela Gremsy, fabricante global líder de estabili...
โซลูชันโดรน Lantronix Edge AI ผสานรวมแพลตฟอร์ม Gremsy และ Teledyne FLI...
โซลูชันโดรน Lantronix Edge AI ผสานรวมแพลตฟอร์ม Gremsy และ Teledyne FLIR เพื่อระยะเวลาการบินที่ยาวนานและมีประสิทธิภาพมากขึ้น ความร่วมมือเชิงกลยุทธ์ช่วยให้ Lantronix เติบโตในระยะยาวและมีอัตรากำไรสูงในตลาดโดรนเชิงการทหารและพาณิชย์ ซึ่งคาดการณ์ว่าจะสูงถึง 57.8 หมื่นล้านดอลลาร์สหรัฐภายในปี 2030* เออร์ไวน์ รัฐแคลิฟอร์เนีย, Oct. 03, 2025 (GLOBE NEWSWIRE) -- (NASDAQ: LTRX) ผู้นำระดับโลกด้านโซลูชัน IoT ด้านการประมวลผลและการเชื่อมต่อที่ขับเคลื่อนแอปพลิเคชัน Edge AI ประกาศในวันนี้ว่าโซลูชันที่สอดคล้องกับมาตรฐาน NDAA/TAA ของบริษัทได้รับเลือกจาก Gremsy ผู้ผลิตอุปกรณ์กันสั่นกล้องแบบกิมบอลขั้นสูงชั้น...
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