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Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig
Pierre FerraguÊ
  • Pierre FerraguÊ

Nvidia guide up, Palo Alto platformization, Soitec correction, and mor...

As always, during earnings season, we wrap-up what happened in the previous week.

KLA Corporation - September 2024 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: November 23, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Pierre FerraguÊ
  • Pierre FerraguÊ

Gen AI Big Idea Series - Chipletz CEO Bryan Black - Smart Substrate & ...

We hosted the fourth session of our Gen AI Big Idea series last week. We had a fantastic conversation with Bryan Black, CEO of Chipletz. We delved into the journey to panel-level chips, their applications, and the emerging ecosystem supporting them.

Dave Nicoski ... (+2)
  • 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.

Pierre FerraguÊ
  • Pierre FerraguÊ

Tesla: early thoughts on FSD v12.5.6.3 and the upcoming v13

FSD v12.5.6.3, released over HW4 last week, introduced material architectural changes and may pave the way for an acceleration of improvements. This note summarizes our updated thoughts.

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