reports
- Pierre FerraguÊ
Bible 4Q24: Telecom Infrastructure – Recovery across the board
Today, we are publishing the Telecom Infrastructure section of our 26th 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. Telecom capex rebounded, up 13% YoY, driving a strong recovery across the value chain—from fixed and mobile equipment to semiconductors. Nokia remains our top pick in the sector.
Lattice Semiconductor Corp: 1 director
A director at Lattice Semiconductor Corp sold 10,000 shares at 63.971USD and the significance rating of the trade was 65/100. 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 ye...
- 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.
ULTA ULTA BEAUTY INC
SWN SOUTHWESTERN ENERGY COMPANY
RYAAY RYANAIR HOLDINGS PLC ADS
PZZA PAPA JOHN'S INTERNATIONAL INC.
PKXN POSCO
HXL HEXCEL CORPORATION
GNTX GENTEX CORPORATION
EEFT EURONET WORLDWIDE INC.
DIS WALT DISNEY COMPANY
CLMT CALUMET SPECIALTY PRODUCTS PARTNERS L.P.
CDNS CADENCE DESIGN SYSTEMS INC.
ALB ALBEMARLE CORPORATION
ALV ALLIANZ SE
DRO DRONESHIELD
CRI CARTER'S INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
PVH PVH CORP.
WB WEIBO CORP SPONSORED ADR CLASS A
YUMC YUM CHINA HOLDINGS INC.
LW LAMB WESTON HOLDINGS INC.
BHP BHP GROUP
NXE. NEXGEN ENERGY LTD
APTV APTIV PLC
CELH CELSIUS HOLDINGS INC.
AMD ADVANCED MICRO DEVICES INC.
SOM SOMERO ENTERPRISE
ALGM ALLEGRO MICROSYSTEMS
BBWI BATH & BODY WORKS INC
WOLF WOLFSPEED INC
DUOL DUOLINGO INC
INFA INFORMATICA INC
ZGN ERMENEGILDO ZEGNA NV
BRBR BELLRING BRANDS INC
MBLY MOBILEYE GLOBAL INC
- 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.
DOV DOVER CORPORATION
SON SONOCO PRODUCTS COMPANY
ADI ANALOG DEVICES INC.
UCTT ULTRA CLEAN HOLDINGS INC.
TXN TEXAS INSTRUMENTS INCORPORATED
SLAB SILICON LABORATORIES INC.
RBC REGAL BELOIT CORP
POWI POWER INTEGRATIONS INC.
NDSN NORDSON CORPORATION
MPWR MONOLITHIC POWER SYSTEMS INC.
MKSI MKS INSTRUMENTS INC.
MIDD MIDDLEBY CORPORATION
MCHP MICROCHIP TECHNOLOGY INCORPORATED
FCX FREEPORT-MCMORAN INC.
DIOD DIODES INCORPORATED
BERY BERRY GLOBAL GROUP INC
B BARNES GROUP INC.
AMBA AMBARELLA INC.
MHK MOHAWK INDUSTRIES INC.
SWKS SKYWORKS SOLUTIONS INC.
CENX CENTURY ALUMINUM COMPANY
ENPH ENPHASE ENERGY INC.
KLIC KULICKE & SOFFA INDUSTRIES INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
XYL XYLEM INC.
TYIA JOHNSON CONTROLS INTERNATIONAL PLC
JELD JELD-WEN HOLDING INC.
ICHR ICHOR HOLDINGS LTD.
MATW MATTHEWS INTERNATIONAL CORPORATION CLASS A
A2H5RW ERO COPPER
STM STABILUS SE
- 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.
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A
SEDG SOLAREDGE TECHNOLOGIES INC.
ROK ROCKWELL AUTOMATION INC.
ROCK GIBRALTAR INDUSTRIES INC.
RGEN REPLIGEN CORPORATION
NDSN NORDSON CORPORATION
MPWR MONOLITHIC POWER SYSTEMS INC.
JBT JOHN BEAN TECHNOLOGIES CORPORATION
I3N CHART INDUSTRIES INC.
FTNT FORTINET INC.
FOXF FOX FACTORY HOLDING CORP.
CGNX COGNEX CORPORATION
CEVA CEVA INC.
CDXS CODEXIS
CAMT CAMTEK LTD.
CALX CALIX NETWORKS
ASPN ASPEN AEROGELS
ENPH ENPHASE ENERGY INC.
FSLR FIRST SOLAR INC.
GNRC GENERAC HOLDINGS INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
TRMB TRIMBLE INC.
XYL XYLEM INC.
PAR PAR TECHNOLOGY CORP.
X UNITED STATES STEEL CORPORATION
GOLF ACUSHNET HOLDINGS CORP.
ASML ASML HOLDING N.V.
LCII LCI INDUSTRIES
APTV APTIV PLC
CLF CLEVELAND-CLIFFS INC
CLAR CLARUS CORPORATION
VICR VICOR CORP.
NIO NIO INC. SPONSORED ADR CLASS A
YETI YETI HOLDINGS
AZEK THE AZEK COMPANY
VRT VERTIV HOLDINGS CO (A)
OS OFFICINA STELLARE
LATTICE SEMICONDUCTOR sees a downgrade to Negative on account of less ...
The independent financial analyst theScreener just lowered the general evaluation of LATTICE SEMICONDUCTOR (US), active in the Semiconductors industry. As regards its fundamental valuation, the title now shows 1 out of 4 stars while market behaviour can be considered risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Negative. As of the analysis date January 7, 2022, the closing price was USD 68.81 and its targe...
- Dave Nicoski
- Ross LaDuke
TWOU 2U INC.
TGTX TG THERAPEUTICS INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SGMO SANGAMO THERAPEUTICS INC.
RRC RANGE RESOURCES CORPORATION
RP REALPAGE INC.
RNG RINGCENTRAL INC. CLASS A
RGR STURM RUGER & COMPANY INC.
RGEN REPLIGEN CORPORATION
PSX PHILLIPS 66
PRLB PROTO LABS INC.
NERV MINERVA NEUROSCIENCES
NBIX NEUROCRINE BIOSCIENCES INC.
MRTX MIRATI THERAPEUTICS INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
MKC MCCORMICK & COMPANY INCORPORATED
LOPE GRAND CANYON EDUCATION INC.
JKHY JACK HENRY & ASSOCIATES INC.
IPHI INPHI CORPORATION
IPGP IPG PHOTONICS CORPORATION
IIVI II-VI INCORPORATED
GWPH GW PHARMACEUTICALS PLC SPONSORED ADR
FTNT FORTINET INC.
FAST FASTENAL COMPANY
EXEL EXELIXIS INC.
CYTK CYTOKINETICS INCORPORATED
CTMX CYTOMX THERAPEUTICS INC.
BOX BOX INC. CLASS A
BMY BRISTOL-MYERS SQUIBB COMPANY
BGS B&G FOODS INC.
ATRC ATRICURE INC.
ALRM ALARM.COM HOLDINGS INC.
ABMD ABIOMED INC.
SHW SHERWIN-WILLIAMS COMPANY
AEM. AGNICO EAGLE MINES LIMITED
OR OSISKO GOLD ROYALTIES LTD
ENPH ENPHASE ENERGY INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
SAM BOSTON BEER COMPANY INC. CLASS A
CENTA CENTRAL GARDEN & PET CO A
MRAM EVERSPIN TECHNOLOGIES
COUP COUPA SOFTWARE INC.
NTLA INTELLIA THERAPEUTICS INC.
AXON AXON ENTERPRISE INC
NOMDN NOMAD FOODS LTD.
MDGL MADRIGAL PHARMACEUTICALS
OKTA OKTA INC. CLASS A
KALA KALA PHARMACEUTICALS INC.
BAND BANDWIDTH CLASS A
ACMR ACM RESEARCH
AVYA AVAYA HOLDINGS
SPY SPDR S&P 500 ETF
AZN ASTRAZENECA PLC ADS
DBX DROPBOX INC. CLASS A
LASR NLIGHT
LQDA LIQUIDIA CORPORATION
CNST CONSTELLATION PHARMACEUTICALS
ESTC ELASTIC N.V.
ARAV ARAVIVE
NGM NGM BIOPHARMACEUTICALS
NIU NIU TECHNOLOGIES ADS (N SHARES)
PD PAGERDUTY
BYND BEYOND MEAT
SCPL SCIPLAY
AVTR AVANTOR INC.
FSLY FASTLY
BSGM BIOSIG TECHNOLOGIES INC
UI UBIQUITI INC.
PSN PARSONS
NVAX NOVAVAX INC.
CRNC CERENCE
DDOG DATADOG INC CLASS A
LVGO LIVONGO HEALTH
FVRR FIVERR INTERNATIONAL
AQST AQUESTIVE THERAPEUTICS
TWST TWIST BIOSCIENCE
ADPT ADAPTIVE BIOTECHNOLOGIES CORP.
REYN REYNOLDS CONSUMER PRODUCTS
SDGR INC.
SCHRÖDINGER
INC.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
S&P 500 Testing Key Resistance As we have outlined in recent weeks, our base case continues to be for near-term consolidation while the market is in a “wait-and-see†phase as it relates to states re-opening. The S&P 500 is again testing key resistance at the 61.8% Fibonacci retracement level of 2934.49 and also the 2950-3000 level we previously identified. We continue to have concerns that lead us to believe the market is not yet out of the woods, however these concerns are counterbalanced ...
LOGI LOGITECH INTERNATIONAL S.A.
NOW SERVICENOW INC.
XLRN ACCELERON PHARMA INC
WST WEST PHARMACEUTICAL SERVICES INC.
WIX WIX.COM LTD.
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TWOU 2U INC.
TECH BIO-TECHNE CORPORATION
STMP STAMPS.COM INC.
SRPT SAREPTA THERAPEUTICS INC.
SPLK SPLUNK INC.
SP8 SPARTAN MOTORS INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
RRC RANGE RESOURCES CORPORATION
RNG RINGCENTRAL INC. CLASS A
QDEL QUIDEL CORPORATION
PRLB PROTO LABS INC.
PODD INSULET CORPORATION
NVDA NVIDIA CORPORATION
NERV MINERVA NEUROSCIENCES
NDSN NORDSON CORPORATION
NBIX NEUROCRINE BIOSCIENCES INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
LOPE GRAND CANYON EDUCATION INC.
IPHI INPHI CORPORATION
IPGP IPG PHOTONICS CORPORATION
IIVI II-VI INCORPORATED
IDXX IDEXX LABORATORIES INC.
HZNP HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
HALO HALOZYME THERAPEUTICS INC.
FTNT FORTINET INC.
FFIV F5 NETWORKS INC.
FAST FASTENAL COMPANY
ECOM CHANNELADVISOR CORP
EBS EMERGENT BIOSOLUTIONS INC.
CTSO CYTOSORBENTS
CTMX CYTOMX THERAPEUTICS INC.
CTLT CATALENT INC
CRL CHARLES RIVER LABORATORIES INTERNATIONAL INC.
CGNX COGNEX CORPORATION
AUDC AUDIOCODES LTD.
ATVI ACTIVISION BLIZZARD INC.
ATRC ATRICURE INC.
AMPH AMPHASTAR PHARMACEUTICALS INC
ALRM ALARM.COM HOLDINGS INC.
ALLT ALLOT LTD
AKBA AKEBIA THERAPEUTICS INC.
ABMD ABIOMED INC.
IRBT IROBOT CORPORATION
ENB. ENBRIDGE INC.
SWKS SKYWORKS SOLUTIONS INC.
AEM. AGNICO EAGLE MINES LIMITED
ACLS AXCELIS TECHNOLOGIES INC.
BIO BIO-RAD LABORATORIES INC. CLASS A
ENPH ENPHASE ENERGY INC.
ENTG ENTEGRIS INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
THO THOR INDUSTRIES INC.
TREX TREX COMPANY INC.
CENTA CENTRAL GARDEN & PET CO A
EVBG EVERBRIDGE INC.
UTHR UNITED THERAPEUTICS CORPORATION
X UNITED STATES STEEL CORPORATION
COUP COUPA SOFTWARE INC.
CRSP CRISPR THERAPEUTICS AG
IRTC IRHYTHM TECHNOLOGIES INC.
ASML ASML HOLDING N.V.
MDGL MADRIGAL PHARMACEUTICALS
ZLAB ZAI LAB LTD. SPONSORED ADR
MDB MONGODB INC. CLASS A
AAPL APPLE INC.
WGO WINNEBAGO INDUSTRIES INC.
ACMR ACM RESEARCH
KRYS KRYSTAL BIOTECH INC
DBX DROPBOX INC. CLASS A
BTAI BIOXCEL THERAPEUTICS
TENB TENABLE HOLDINGS
CNST CONSTELLATION PHARMACEUTICALS
YMAB Y-MABS THERAPEUTICS
ALLO ALLOGENE THERAPEUTICS
TBIO TRANSLATE BIO
MRNA MODERNA INC.
AVTR AVANTOR INC.
NBSE NEUBASE THERAPEUTICS
GNMSY GENMAB A/S
UI UBIQUITI INC.
DT DYNATRACE INC.
AXLA AXCELLA HEALTH
DDOG DATADOG INC CLASS A
TWST TWIST BIOSCIENCE
ADPT ADAPTIVE BIOTECHNOLOGIES CORP.
- Dave Nicoski
- Ross LaDuke
DXCM DEXCOM INC.
SHOP SHOPIFY INC.
INCY INCYTE CORP
RGLD ROYAL GOLD INC
NEM NEWMONT CORPORATION
VEEV VEEVA SYSTEMS INC CLASS A
QRVO QORVO INC.
NUE NUCOR CORPORATION
NOW SERVICENOW INC.
MASI MASIMO CORPORATION
ZBRA ZEBRA TECHNOLOGIES CORPORATION CLASS A
TSCO TRACTOR SUPPLY COMPANY
TECH BIO-TECHNE CORPORATION
TEAM ATLASSIAN CORP. PLC CLASS A
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SFM SPROUTS FARMERS MARKETS INC.
RP REALPAGE INC.
ROK ROCKWELL AUTOMATION INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
PYPL PAYPAL HOLDINGS INC
PRLB PROTO LABS INC.
NERV MINERVA NEUROSCIENCES
MSCI MSCI INC. CLASS A
MPWR MONOLITHIC POWER SYSTEMS INC.
MOH MOLINA HEALTHCARE INC.
MNTA MOMENTA PHARMACEUTICALS INC.
MKTX MARKETAXESS HOLDINGS INC.
LMNX LUMINEX CORP
HZNP HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
HALO HALOZYME THERAPEUTICS INC.
GFI GOLD FIELDS LTD. ADS
FFIV F5 NETWORKS INC.
ETSY ETSY INC.
ELMD ELECTROMED
EBS EMERGENT BIOSOLUTIONS INC.
EBAY EBAY INC.
CYTK CYTOKINETICS INCORPORATED
CTMX CYTOMX THERAPEUTICS INC.
CTLT CATALENT INC
CIEN CIENA CORPORATION
CHMA CHIASMA
CHGG CHEGG INC.
CDNA CAREDX INC
VPA1 AVEO PHARMACEUTICALS INC.
AUDC AUDIOCODES LTD.
AU ANGLOGOLD ASHANTI LTD. ADS
AKBA AKEBIA THERAPEUTICS INC.
AGI. ALAMOS GOLD INC.
ADVM ADVERUM BIOTECHNOLOGIES
AAWW ATLAS AIR WORLDWIDE HOLDINGS INC.
K. KINROSS GOLD CORPORATION
CCO. CAMECO CORPORATION
SWKS SKYWORKS SOLUTIONS INC.
MAG. MAG SILVER CORP.
AEM. AGNICO EAGLE MINES LIMITED
ELA ELAND OIL & GAS
FREJA VERISEC AB
BIO BIO-RAD LABORATORIES INC. CLASS A
EA ELECTRONIC ARTS INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
MRTN MARTEN TRANSPORT LTD.
ODFL OLD DOMINION FREIGHT LINE INC.
SAM BOSTON BEER COMPANY INC. CLASS A
TREX TREX COMPANY INC.
WERN WERNER ENTERPRISES INC.
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC.
WMK WEIS MARKETS INC.
RVP RETRACTABLE TECHNOLOGIES INC.
CC CHEMOURS CO.
FLWS 1-800-FLOWERS.COM CL A
X UNITED STATES STEEL CORPORATION
COUP COUPA SOFTWARE INC.
SNDX SYNDAX PHARMACEUTICALS
KNSL KINSALE CAPITAL GROUP INC.
CDXC CHROMADEX CORP
IRTC IRHYTHM TECHNOLOGIES INC.
SPGI S&P GLOBAL INC.
SSRM SSR MINING INC
SPRO SPERO THERAPEUTICS
SE SEA ADS
BAND BANDWIDTH CLASS A
SIGA SIGA TECHNOLOGIES INC.
SMAR SMARTSHEET
AZN ASTRAZENECA PLC ADS
DOCU DOCUSIGN INC.
DUBA DRDGOLD LTD. ADS
SCPL SCIPLAY
AVTR AVANTOR INC.
VAPO VAPOTHERM
GNMSY GENMAB A/S
ADPT ADAPTIVE BIOTECHNOLOGIES CORP.
ZYXI ZYNEX
CGEN COMPUGEN LTD.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Upside Momentum Lost, But Not Breaking Down Uptrends from the March lows were violated late last week for the S&P 500, Nasdaq, and Dow. Additionally, the S&P 500 failed to break above the 61.8% Fibonacci retracement level of 2934.49, while the Nasdaq and Dow also stalled at key resistance levels. This tells us that recent highs are likely to represent a near-term top. As we outlined in last week's Compass, our base case was for some near-term consolidation while the market is in a “wait-and-s...
QRVO QORVO INC.
TECH BIO-TECHNE CORPORATION
IMMU IMMUNOMEDICS INC.
HALO HALOZYME THERAPEUTICS INC.
GFI GOLD FIELDS LTD. ADS
FFIV F5 NETWORKS INC.
EQIX EQUINIX INC.
ELMD ELECTROMED
EBS EMERGENT BIOSOLUTIONS INC.
CIEN CIENA CORPORATION
CDNA CAREDX INC
AXTI AXT INC.
AUDC AUDIOCODES LTD.
AGI. ALAMOS GOLD INC.
IRBT IROBOT CORPORATION
CCO. CAMECO CORPORATION
AEM. AGNICO EAGLE MINES LIMITED
SSL. SANDSTORM GOLD LTD.
LSCC LATTICE SEMICONDUCTOR CORPORATION
VICR VICOR CORP.
MR MONTAGE RESOURCES CORP.
- Dave Nicoski
- Ross LaDuke
SHOP SHOPIFY INC.
CSX CSX CORPORATION
ADI ANALOG DEVICES INC.
WING WINGSTOP INC.
WIFI BOINGO WIRELESS INC.
USNA USANA HEALTH SCIENCES INC.
TBPH THERAVANCE BIOPHARMA INC
SCCO SOUTHERN COPPER CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
PYPL PAYPAL HOLDINGS INC
PRLB PROTO LABS INC.
NGVC NATURAL GROCERS BY VITAMIN COTTAGE INC
MTLS MATERIALISE ADS
MKTX MARKETAXESS HOLDINGS INC.
MGPI MGP INGREDIENTS INC.
MANT MANTECH INTERNATIONAL CORPORATION CLASS A
LMNX LUMINEX CORP
KHC KRAFT HEINZ COMPANY
INDB INDEPENDENT BANK CORP.
HALO HALOZYME THERAPEUTICS INC.
GBCI GLACIER BANCORP INC.
FRC FIRST REPUBLIC BANK
EBS EMERGENT BIOSOLUTIONS INC.
DIOD DIODES INCORPORATED
CTLT CATALENT INC
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHMA CHIASMA
CEVA CEVA INC.
CERS CERUS CORP.
CACI CACI INTERNATIONAL INC CLASS A
ANSS ANSYS INC.
ALXN ALEXION PHARMACEUTICALS INC.
AGI. ALAMOS GOLD INC.
AAWW ATLAS AIR WORLDWIDE HOLDINGS INC.
UNP UNION PACIFIC CORPORATION
OSTK OVERSTOCK.COM INC.
LFVN LIFEVANTAGE
GFI GFI INFORMATIQUE S.A.
PJT PJT PARTNERS INC. CLASS A
CCO. CAMECO CORPORATION
MAG. MAG SILVER CORP.
DSG. DESCARTES SYSTEMS GROUP INC.
BILL BILLING SERVICES GROUP LD
CRUS CIRRUS LOGIC INC.
ENTG ENTEGRIS INC.
GLOB GLOBANT SA
LSCC LATTICE SEMICONDUCTOR CORPORATION
PETS PETMED EXPRESS INC.
SAM BOSTON BEER COMPANY INC. CLASS A
THS TREEHOUSE FOODS INC.
FIZZ NATIONAL BEVERAGE CORP.
CYRX CRYOPORT INC.
IRTC IRHYTHM TECHNOLOGIES INC.
NMI. KIRKLAND LAKE GOLD LTD.
ATGE ADTALEM GLOBAL EDUCATION INC.
SPRO SPERO THERAPEUTICS
CUE CUE BIOPHARMA INC
LBC LUTHER BURBANK CORP
TENB TENABLE HOLDINGS
LVGO LIVONGO HEALTH
FVRR FIVERR INTERNATIONAL
BIG BANK MILLENNIUM SA
ADPT ADAPTIVE BIOTECHNOLOGIES CORP.
- Dave Nicoski
- Ross LaDuke
RGLD ROYAL GOLD INC
NEM NEWMONT CORPORATION
ILMN ILLUMINA INC.
VRSN VERISIGN INC.
UNH UNITEDHEALTH GROUP INCORPORATED
TYL TYLER TECHNOLOGIES INC.
TSLA TESLA INC
TER TERADYNE INC.
SNPS SYNOPSYS INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
NVDA NVIDIA CORPORATION
NPTN NEOPHOTONICS
NDAQ NASDAQ INC.
MPWR MONOLITHIC POWER SYSTEMS INC.
MOH MOLINA HEALTHCARE INC.
MKTX MARKETAXESS HOLDINGS INC.
LLNW LIMELIGHT NETWORKS
INTC INTEL CORPORATION
HUM HUMANA INC.
EBAY EBAY INC.
DRNA DICERNA PHARMACEUTICALS
CNC CENTENE CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
ANSS ANSYS INC.
AMED AMEDISYS INC.
ABX. BARRICK GOLD CORPORATION
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
FIVN FIVE9 INC.
CCO. CAMECO CORPORATION
AEM. AGNICO EAGLE MINES LIMITED
EA ELECTRONIC ARTS INC.
ENTG ENTEGRIS INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
4MG MATCH GROUP INC.
SAM BOSTON BEER COMPANY INC. CLASS A
TDC TERADATA CORPORATION
ZNGA ZYNGA INC. CLASS A
INSG INSEEGO CORP
SPGI S&P GLOBAL INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
SWCH SWITCH
DOCU DOCUSIGN INC.
PING PING IDENTITY HOLDING
FVRR FIVERR INTERNATIONAL
CGEN COMPUGEN LTD.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Growth Surging Relative to Value Note: This report is presented in an abbreviated format, as we are in production of our January US Macro Vision book. As we head into Q4 earnings season we remain bullish on the broad market. Our bullish outlook is supported by the themes highlighted below: • Price Trends Remain Bullish. Price trends for major indexes in the US (large-, mid-, and small-caps) and abroad (MSCI EM and EAFE) remain on bullish trajectories. • Internals are Healthy. Advance/dec...
STMICROELECTRONICS N.V. ADS
WYNN WYNN RESORTS LIMITED
SNPS SYNOPSYS INC.
SLAB SILICON LABORATORIES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RMBS RAMBUS INC.
POWI POWER INTEGRATIONS INC.
ON ON SEMICONDUCTOR CORPORATION
MPWR MONOLITHIC POWER SYSTEMS INC.
MAS MELCO RESORTS & ENTERTAINMENT LIMITED SPONSORED ADR
MCHP MICROCHIP TECHNOLOGY INCORPORATED
LVS LAS VEGAS SANDS CORP.
IPHI INPHI CORPORATION
HIMX HIMAX TECHNOLOGIES INC. SPONSORED ADR
DIOD DIODES INCORPORATED
CREE CREE INC.
CDNS CADENCE DESIGN SYSTEMS INC.
ASX ASE TECHNOLOGY HOLDING
ANSS ANSYS INC.
AMBA AMBARELLA INC.
ADSK AUTODESK INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
SWKS SKYWORKS SOLUTIONS INC.
CRUS CIRRUS LOGIC INC.
LSCC LATTICE SEMICONDUCTOR CORPORATION
MGM MGM RESORTS INTERNATIONAL
SMI SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP. ADS (REP 50 ORD SHS)
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC.
UMCB UNITED MICROELECTRONICS CORP (ADR)
DASTY DASSAULT SYSTEMES SA
SGH SMART GLOBAL HOLDINGS INC.
AMD ADVANCED MICRO DEVICES INC.
TSEM TOWER SEMICONDUCTOR LTD
- Zev Spiro
- CMT
Lattice Semiconductor Corporation (LSCC) Report– Primary Uptrend Sig...
The following report depicts the bullish trigger of a four year long bullish continuation pattern that signaled a primary uptrend and significantly higher prices. It includes an actionable opportunity, and money management guidelines including price target, support, and protective stops.
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