reports
- Alicia Reese
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Kade Barr
- Matthew McCartney
- Matthew Weiss
- Michael Piccolo
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Alicia Reese
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Kade Barr
- Matthew McCartney
- Matthew Weiss
- Michael Piccolo
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CRM SALESFORCE.COM INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
ACET INC.
PLTR ADICET BIO INC
SANA PALANTIR TECHNOLOGIES
SNOW SANA BIOTECHNOLOGY
STX SNOWFLAKE INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
TYRA MOONLAKE IMMUNOTHERAPEUTICS
EWTX TYRA BIOSCIENCES INC
ARTV EDGEWISE THERAPEUTICS INC
DBD ARTIVA BIOTHERAPEUTICS INC
BCAX DIEBOLD NIXDORF INCORPORATED
AVTX BICARA THERAPEUTICS INC.
AVALO THERAPEUTICS INC
- Seth Basham
- Wedbush Research
VRNS VARONIS SYSTEMS INC.
TSLA TESLA 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
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
CRM SALESFORCE.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
TENB TENABLE HOLDINGS
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
FUBO INC.
U FUBOTV
PLTR UNITY SOFTWARE
SNOW PALANTIR TECHNOLOGIES
RBLX SNOWFLAKE INC. CLASS A
STX ROBLOX
APP SEAGATE TECHNOLOGY HLDGS PLC
TTD APPLOVIN CORP
GFS THE TRADE DESK
DDI INC.
TLX GLOBALFOUNDRIES INC
DOUBLEDOWN INTERACTIVE CO LTD
TELIX PHARMACEUTICALS LIMITED
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
The Software Armageddon is Here; 5 Names to Buy in this "Software Gara...
MSFT - We believe that Microsoft is on its way to accelerating cloud and AI monetization, which is going to comprise a bigger piece of Redmond going forward and will ultimately spur growth and margins over the coming years. While Anthropic has seen significant advancements in model performance and
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Salesforce, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 26 January 2026 in which we reassessed the appropriateness of the ratings in the context o...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
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
CRM SALESFORCE.COM INC.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
NTLA INTELLIA THERAPEUTICS 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
TSEM TOWER SEMICONDUCTOR LTD
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
RVMD INC.
AI REVOLUTION MEDICINES
STX C3.AI
GFS SEAGATE TECHNOLOGY HLDGS PLC
QBTS GLOBALFOUNDRIES INC
IONQ D-WAVE QUANTUM INC.
CART IONQ INC
MAPLEBEAR INC.
- Michael Piccolo
Daily Recap: WBD/NFLX,LKQ,SKYT/IONQ, LE,HOLX,GME,BOBS,ONL,CCA,PUM,CRM,...
Warner Bros. Discovery, Inc. (WBD - $28.24) and Netflix Inc. (NFLX - $85.70)News Reports Senate Antitrust Panel Chair Raises Concerns Over Pending Merger. According to the WSJ, Senator Mike Lee, chairman of the Senate Judiciary Committee's Subcommittee on Antitrust, Competition Policy & Consume
Salesforce Inc: 1 director
A director at Salesforce Inc sold 3,893 shares at 238.704USD and the significance rating of the trade was 78/100. 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 ...
- Jonathan Moreland
GLP GLOBAL PARTNERS LP
CRM SALESFORCE.COM INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
IGR CBRE CLARION GLOBAL REAL ESTAT
GRX THE GABELLI HEALTHCARE & WELLNESSRX TRUST
AZYO AZIYO BIOLOGICS
DLHC DALEIGH HOLDINGS CORP
IMNM IMMUNOME
PROP PRAIRIE OPERATING CO.
MXF THE MEXICO FUND
GF INC.
HYMC THE NEW GERMANY FUND
INC.
HYCROFT MINING HOLDING CORPORATION
- Pierre FerraguÊ
Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud servi...
Today, we are publishing the Enterprise IT section of our 29th 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 stabilizing after a strong 2H24, while public-cloud growth accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens ...
- Jonathan Moreland
ZEUS OLYMPIC STEEL INC.
XOMA XOMA
NWBI NORTHWEST BANCSHARES INC.
NRIM NORTHRIM BANCORP INC.
MERC MERCER INTERNATIONAL INC.
MCY MERCURY GENERAL CORPORATION
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
CRM SALESFORCE.COM INC.
CE CELANESE CORPORATION
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
APLE APPLE HOSPITALITY REIT INC
AMH AMERICAN HOMES 4 RENT CLASS A
MGM MGM RESORTS INTERNATIONAL
OXM OXFORD INDUSTRIES INC.
RSG REPUBLIC SERVICES INC.
MHH MASTECH DIGITAL
WMG WARNER MUSIC GROUP CORP.
NHF NEXPOINT CREDIT STRATEGIES FUN
PMTS CPI CARD GROUP
NWPP NEW PEOPLES BANKSHARES INC.
MIDD THE MIDDLEBY CORPORATION
AVTR AVANTOR
SELF INC.
ALTG SELF STORAGE GROUP
IMVT INC.
ORIC ALTA EQUIPMENT GROUP INC.
NOG IMMUNOVANT INC
MRVI ORIC PHARMACEUTICALS
DMAC NORTHERN OIL AND GAS
AMR MARAVAI LIFESCIENCES HOLDINGS
NRDY DIAMEDICA THERAPEUTICS INC.
ABSI ALPHA METALLURGICAL RESOURCES INC
IMMX NERDY INC.
LUCY ABSCI CORP
LIN IMMIX BIOPHARMA INC
MNR INNOVATIVE EYEWEAR INC
XELB LINDE PUBLIC LIMITED COMPANY
FEAM MACH NATURAL RESOURCES LP
SEVN XCEL BRANDS INC.
5E ADVANCED MATERIALS INC.
SEVEN HILLS REALTY TRUST
- Jonathan Moreland
NWBI NORTHWEST BANCSHARES INC.
MMLP MARTIN MIDSTREAM PARTNERS L.P.
DIN DINE BRANDS GLOBAL INC.
CRM SALESFORCE.COM INC.
CBRL CRACKER BARREL OLD COUNTRY STORE INC.
TZOO TRAVELZOO
NHF NEXPOINT CREDIT STRATEGIES FUN
DMAC DIAMEDICA THERAPEUTICS INC.
ZIP ZIPRECRUITER
NRDY INC.
LIN NERDY INC.
MXF LINDE PUBLIC LIMITED COMPANY
MDRR THE MEXICO FUND
GF INC.
CBIO MEDALIST DIVERSIFIED REIT INC.
SINT THE NEW GERMANY FUND
GMRE INC.
SEVN CRESCENT BIOPHARMA INC.
SINTX TECHNOLOGIES INC.
GLOBAL MEDICAL REIT INC.
SEVEN HILLS REALTY TRUST
- Wedbush Research
MU MICRON TECHNOLOGY INC.
MCS MARCUS CORPORATION
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
EGHT 8X8 INC.
PTGX PROTAGONIST THERAPEUTICS
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
NICE NICE LTD
DOCU DOCUSIGN INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
ORIC ORIC PHARMACEUTICALS
PRAX PRAXIS PRECISION MEDICINES
XOS XOS INC.
ALIT FOLEY TRASIMENE ACQUISITION CORP
TTD THE TRADE DESK
GMTX INC.
NUVL GEMINI THERAPEUTICS INC
CART NUVALENT INC
BCAX MAPLEBEAR INC.
BICARA THERAPEUTICS INC.
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
RPM RPM INTERNATIONAL INC.
UNVA UNILEVER PLC ADS
LNG CHENIERE ENERGY INC.
WDAY WORKDAY INC. CLASS A
SYY SYSCO CORPORATION
SLGN SILGAN HOLDINGS INC.
SLF. SUN LIFE FINANCIAL INC.
POST POST HOLDINGS INC.
PG PROCTER & GAMBLE COMPANY
OMC OMNICOM GROUP INC
MKTX MARKETAXESS HOLDINGS INC.
MKC MCCORMICK & COMPANY INCORPORATED
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
LOPE GRAND CANYON EDUCATION INC.
GIS GENERAL MILLS INC.
CPB CAMPBELL SOUP COMPANY
CHD CHURCH & DWIGHT CO. INC.
CALM CAL-MAINE FOODS INC.
CAG CONAGRA BRANDS INC.
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
AMSF AMERISAFE INC.
NFLX NETFLIX INC.
EFX. ENERFLEX
STN. STANTEC INC
BRO BROWN & BROWN INC.
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
AJG ARTHUR J. GALLAGHER & CO.
RDED RELX PLC
NTNX NUTANIX INC. CLASS A
TRNS TRANSCAT
KNSL KINSALE CAPITAL GROUP INC.
WDFC WD-40 COMPANY
AXON AXON ENTERPRISE INC
CRVL CORVEL CORP.
ZLAB ZAI LAB LTD. SPONSORED ADR
SMPL SIMPLY GOOD FOODS CO
ABT ABBOTT LABORATORIES
ZS ZSCALER INC.
SPOT SPOTIFY TECHNOLOGY SA
IIIV I3 VERTICALS
VITL VITAL FARMS
LI LI AUTO INC. SPONSORED ADR CLASS A
OTIS OTIS WORLDWIDE CORPORATION
TT TRANE TECHNOLOGIES PLC
2VZ LEONARDO DRS INC.
SKWD SKYWARD SPECIALTY INS GROUP INC
LIN LINDE PUBLIC LIMITED COMPANY
ASPI ASP ISOTOPES INC
TRI THOMSON REUTERS CORPORATION
TXO TXO PARTNERS L.P.
WAY WAYSTAR HOLDING CORP
- Wedbush Research
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
CRM SALESFORCE.COM INC.
BBY BEST BUY CO. INC.
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ROKU ROKU INC. CLASS A
HEAR TURTLE BEACH CORP.
CRSR CORSAIR GAMING
ORIC ORIC PHARMACEUTICALS
AI C3.AI
SNOW SNOWFLAKE INC. CLASS A
LAC. LITHIUM AMERICAS CORP NEW
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Good Results with 4Q Revenue Above Street; Need to Continue on Path Fo...
A Closer Look at FY3Q26 (October) ResultsRevenueTotal revenue of $10.26 billion (up 9% y/y and 8% y/y in CC) was in line with both the company’s guidance range for revenue between $10.24 billion and $10.29 billion and the Street’s $10.27 billion estimate driven by Agentforce, Data 360, and Agentfor
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