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Alicia Reese ... (+11)
  • Alicia Reese
  • Antoine Legault
  • Daniel Ives
  • Kade Barr
  • Matthew Bryson
  • Matthew Weiss
  • Michael Gerbino
  • Michael Pachter
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
12h / 25m 12h / 25m 1 EN
Ben Harwood ... (+2)
  • Ben Harwood
  • Pierre FerraguÊ
PREMIUM
AAPL APPLE INC.
WOLF WOLFSPEED INC ... (+3)

Wolfspeed 2FQ25: slow recovery, margins bottomed, funding progress. N...

Wolfspeed reported 4Q24 (2FQ25) yesterday. Please see the link below for our take on the print.

AAPL APPLE INC.
WOLF WOLFSPEED INC
AAPL US APPLE INC
12h / 29m 12h / 29m 1 EN
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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
18h / 37m 18h / 37m 1 EN
Wedbush Research
  • Wedbush Research
PHM PULTEGROUP INC.
WFC WELLS FARGO & COMPANY
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.
MTH MERITAGE HOMES CORPORATION
MNRO MONRO INC
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EAT BRINKER INTERNATIONAL INC.
CCS CENTURY COMMUNITIES INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DELL DELL TECHNOLOGIES INC CLASS C
TVTX TRAVERE THERAPEUTICS INC
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
PEPG PEPGEN INC
SMCI-US SUPER MICRO COMPUTER
INC.
20h / 5m 20h / 5m 1 EN
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
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
20h / 42m 20h / 42m 1 EN
Antoine Legault ... (+8)
  • Antoine Legault
  • Daniel Ives
  • Matthew Bryson
  • Matthew Weiss
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
01/29/25 January 29, 2025 1 EN
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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
01/29/25 January 29, 2025 1 EN
Wedbush Research
  • Wedbush Research
TPX TEMPUR SEALY INTERNATIONAL INC
LOGN LOGITECH INTERNATIONAL S.A.
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
SNBR SLEEP NUMBER CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PRPL PURPLE INNOVATION
PINS PINTEREST INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
AIRC APARTMENT INCOME REIT
CGEM CULLINAN ONCOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
INC.
01/29/25 January 29, 2025 1 EN
Antoine Legault ... (+8)
  • Antoine Legault
  • Daniel Ives
  • Matthew Bryson
  • Matthew Weiss
  • Michael Gerbino
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
NVDA NVIDIA CORPORATION
FB FACEBOOK INC. CLASS A
CRM SALESFORCE.COM INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PLTR PALANTIR TECHNOLOGIES
01/28/25 January 28, 2025 1 EN
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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
01/28/25 January 28, 2025 1 EN
Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson
VMW VMWARE INC. CLASS A
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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
INC.
01/27/25 January 27, 2025 1 EN
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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
01/27/25 January 27, 2025 1 EN
Wedbush Research
  • Wedbush Research
VMW VMWARE INC. CLASS A
PHM PULTEGROUP INC.
WDC WESTERN DIGITAL CORPORATION
TOL TOLL BROTHERS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KBH KB HOME
INTC INTEL CORPORATION
BZH BEAZER HOMES USA 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
MHO M/I HOMES INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
HOV HOVNANIAN ENTERPRISES INC. CLASS A
UFPI UFP INDUSTRIES INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
SMCI-US SUPER MICRO COMPUTER
RH-US INC.
RESTORATION HARDWARE INC.
01/27/25 January 27, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
AAPL APPLE INC.

Apple: iPhone demand is disappointing. Our thesis is playing out

Recent datapoints suggest iPhone shipments will miss expectations this quarter. Please click the link below for our take on a single slide.

01/24/25 January 24, 2025 1 EN
Pierre FerraguÊ
  • Pierre FerraguÊ
PREMIUM
IFX INFINEON TECHNO...
ON ON Semiconducto... ... (+5)

Silicon carbide: Growth, Chinese competition, prices, etc. Takeaways ...

We hosted JC Eloy, CEO of Yole, for a conference call on silicon carbide and the broader power semiconductor market in late December. Please see the link below for our key takeaways.

IFX INFINEON TECHNOLOGIES AG
ON ON SEMICONDUCTOR CORPORATION
STM STMICROELECTRONICS NV
SOH1 SOITEC
WOLF WOLFSPEED INC
01/24/25 January 24, 2025 1 EN
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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
01/24/25 January 24, 2025 1 EN
Wedbush Research
  • Wedbush Research
TSLA TESLA INC
QLYS QUALYS INC.
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
ZNTL ZENTALIS PHARMACEUTICALS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
ALCC ALTC ACQUISITION CORP
01/24/25 January 24, 2025 1 EN
Alicia Reese ... (+10)
  • Alicia Reese
  • Antoine Legault
  • Daniel Ives
  • Kade Barr
  • Matthew Bryson
  • Matthew Weiss
  • Michael Gerbino
  • Michael Pachter
  • Sam Brandeis
  • Scott Devitt
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
01/23/25 January 23, 2025 1 EN
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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SMCI-US SUPER MICRO COMPUTER
INC.
01/23/25 January 23, 2025 1 EN
Wedbush Research
  • Wedbush Research
XENE XENON PHARMACEUTICALS INC
SAGE SAGE THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NBIX NEUROCRINE BIOSCIENCES INC.
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
ARDX ARDELYX INC
EA ELECTRONIC ARTS INC.
AAPL APPLE INC.
APLS APELLIS PHARMACEUTICALS
TVTX TRAVERE THERAPEUTICS INC
PLTR PALANTIR TECHNOLOGIES
01/23/25 January 23, 2025 1 EN
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