reports
- Pierre FerraguÊ
Tesla in 2026: The dawn of Robotaxis. Top Pick.
The robotaxi market is at an inflection point, with Waymo, Tesla, and others expanding commercial operations this year. Tesla is best positioned to lead this transition. It benefits from three structural advantages versus peers: the lowest unit cost, a flexible supply base that avoids diminishing capital returns, and a massive fleet that accelerates learning and product improvement.
- Antoine Legault
- Matthew Bryson
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
- Pierre FerraguÊ
CES 2026: Nvidia the latest to validate Tesla's ADAS dominance
At CES yesterday, Nvidia unveiled the “Alpamayo” model family and development tools designed to speed up reasoning-driven autonomous vehicle deployment. This note updates our view following Mobileye's major US win and Nvidia's "Alpamayo" announcement.
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | QBTS, Memory, TSEM, GFS
META, GFS, TSEM, Edge AI: Delays Ray-Ban AR glasses global rollout due to strong US demand, limited inventoriesView: Meta said Tuesday that it’s delaying the international expansion of its Ray-Ban Display glasses due to inventory constraints and “unprecedented” demand in the US. “Since launching la
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Tesla Inc: 1 director
A director at Tesla Inc sold 60,000 shares at 445.396USD and the significance rating of the trade was 69/100. 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 show...
NVIDIA Corp: 1 director
A director at NVIDIA Corp sold 80,000 shares at 189.847USD and the significance rating of the trade was 73/100. 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 sh...
- Gary Brode
- Gary Brode
- Antoine Legault
- Matthew Bryson
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
NVIDIA BlueField-4 Powers New Class of AI-Native Storage Infrastructur...
NVIDIA BlueField-4 Powers New Class of AI-Native Storage Infrastructure for the Next Frontier of AI News Summary: NVIDIA BlueField-4 powers NVIDIA Inference Context Memory Storage Platform, a new kind of AI-native storage infrastructure designed for gigascale inference, to accelerate and scale agentic AI.The new storage processor platform is built for long-context-processing agentic AI systems with lightning-fast long- and short-term memory.Inference Context Memory Storage Platform extends AI agents’ long-term memory and enables high-bandwidth sharing of context across clusters of rack-sca...
NVIDIA Kicks Off the Next Generation of AI With Rubin — Six New Chips,...
NVIDIA Kicks Off the Next Generation of AI With Rubin — Six New Chips, One Incredible AI Supercomputer Extreme Codesign Across NVIDIA Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU and Spectrum-6 Ethernet Switch Slashes Training Time and Inference Token Generation Cost News Summary: The Rubin platform harnesses extreme codesign across hardware and software to deliver up to 10x reduction in inference token cost and 4x reduction in number of GPUs to train MoE models, compared with the NVIDIA Blackwell platform.NVIDIA Spectrum-X Ethernet Photonics switch systems ...
NVIDIA Releases New Physical AI Models as Global Partners Unveil Next-...
NVIDIA Releases New Physical AI Models as Global Partners Unveil Next-Generation Robots News Summary: From mobile manipulators to humanoids, Boston Dynamics, Caterpillar, Franka Robots, Humanoid, LG Electronics and NEURA Robotics debut new robots and autonomous machines built on NVIDIA technologies.NVIDIA releases new NVIDIA Cosmos and GR00T open models and data for robot learning and reasoning, Isaac Lab-Arena for robot evaluation and the OSMO edge-to-cloud compute framework to simplify robot training workflows.NVIDIA and Hugging Face integrate NVIDIA Isaac open models and libraries into ...
NVIDIA Announces Alpamayo Family of Open-Source AI Models and Tools to...
NVIDIA Announces Alpamayo Family of Open-Source AI Models and Tools to Accelerate Safe, Reasoning-Based Autonomous Vehicle Development News Summary: NVIDIA is the first to release an open reasoning VLA model designed to tackle long-tail autonomous driving challenges; NVIDIA Alpamayo family also includes simulation tools and datasets for AV development.Alpamayo 1, AlpaSim and Physical AI Open Datasets enable the development of vehicles that perceive, reason and act with humanlike judgment — enabling developers to fine-tune, distill and test models that unlock greater safety, robustness and ...
- Antoine Chkaiban
- Pierre FerraguÊ
- Pelham Smithers
- Antoine Legault
- Matthew Bryson
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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