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.

The Great Replatforming, part I – the Special Theory

Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...

Palo Alto Networks Inc: 1 director

A director at Palo Alto Networks Inc sold 5,000 shares at 201.849USD and 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 over the last two years ...

"Risk-On Moment" As Israel/Iran Ceasefire Begins...Tech Stocks Front a...

Tech Stocks Set to Shake Off Iran Jitters; Cyber Security Names Should...

The Tech Infrastructure Quarterly Bible 1Q25

We publish today our comprehensive quarterly bible: 237 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.

Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...

Today, we are publishing the Enterprise IT 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. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...

Growth in Public Cloud: Where from? What’s next?

Growth in Public Cloud reaccelerated, in line with our expectations, and, if anything, even stronger than we thought, and shifting fast, with AI representing an increasing share of public cloud growth, and with the fast-growing crowd of native AI start-ups becoming a meaningful segment. We gathered all the initial datapoints at hand and looked at all angles we could, to provide a first perspective of how public cloud is growing today and where it is headed next.

Bible 1Q25: Telecom Infrastructure – Mobile stabilizes off the lows, ...

Today, we are publishing the Telecom Infrastructure 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. In the coming weeks we will publish sections on Enterprise IT and PCs. Fixed equipment revenues are rebounding from the inventory correction, rising 9% YoY. RAN spending is stabilizing, up l...

Bible 1Q25 – Hyperscale & Cloud: Inference inflecting, more hints on 2...

Today, we are publishing the Hyperscale & Cloud 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. In the coming weeks we will publish sections on Telecom Infrastructure, Memory, Enterprise IT, and PCs. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, and acce...

Wedbush Morning Call - Jun 04 2025 7:02AM

Top 30 Tech Names to Play in the 4th Industrial Revolution

Wedbush Morning Call - May 29 2025 7:04AM

Doubling Down on Leveraging Data to Power AI Agents within Agentforce

Strong Results While Raising FY26 Guide; Agentforce Strategy Playing O...

TODAY @ 2:00 PM ET | Wedbush Analyst Call: Informatica + Salesforce Si...

Salesforce Acquiring Informatica; Right Deal at the Right Time

PSA Technology: Nvidia Unveils NVLink Fusion

With Nvidia unveiling its NVLink Fusion upgrade to the NVLink data transmission system at the Taiwan’s computer show Computex 2025, Pelham Smithers flags key beneficiaries.

Palo Alto Networks 3FQ25: Guide disappoints but everything playing out...

Palo Alto Networks reported 3FQ25 (1Q25) yesterday.

Wedbush Morning Call - May 21 2025 6:51AM