reports
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
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
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
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Magnificent Seven's Turn to Shine We remain near-term bullish since our 4/22/25 Compass, and our intermediate-term outlook remains bullish as well (as of our 5/14/25 Compass). We will maintain our bullish intermediate-term outlook as long as market dynamics remain healthy and the S&P 500 (SPX) is above 6200 (up from 6028-6059). Additionally, we discussed since our 10/14/25 Compass how our near-term bullish outlook remains intact as long as the SPX holds above 6550-6569, which coincided with the ...
TSLA TESLA INC
THC TENET HEALTHCARE CORPORATION
NVDA NVIDIA CORPORATION
HCA HCA HEALTHCARE INC
HAL HALLIBURTON COMPANY
GOOGL ALPHABET INC. CLASS A
CYH COMMUNITY HEALTH SYSTEMS INC.
MAGS MAGAL SECURITY SYSTEMS LTD.
RIGN TRANSOCEAN LTD.
AAPL APPLE INC.
SDRL SEADRILL LTD.
VAL VALARIS LTD
BORR BORR DRILLING LTD
ARKK ARK INNOVATION ETF
NE NOBLE CORP (NEW)
ARDT ARDENT HEALTH PARTNERS INC
- Wedbush Research
RNG RINGCENTRAL INC. CLASS A
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
NFLX NETFLIX INC.
ROKU ROKU INC. CLASS A
DDOG DATADOG INC CLASS A
FUBO FUBOTV
PLTR PALANTIR TECHNOLOGIES
NUVB NUVATION BIO INC (A)
TTD THE TRADE DESK
PAY INC.
SLDB PAYMENTUS HLDGS INC
SOLID BIOSCIENCES INC
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Dan Salmon
- Dan Salmon
Amazon (Buy, $270 target) Implications of the AWS + OpenAI deal – Is a...
This morning Amazon Web Services (AWS) announced a multi-year partnership to run OpenAI’s core AI workloads starting immediately. Our Take: Positive for AWS and our Top Pick AMZN, and we see several important implications: 1. This deal is well above our expectations for AWS’s share of OpenAI workloads 2. No mention of Trainium but that could come with Trainium3 3. This is likely the biggest piece of the “unannounced deals” in October 4. Increased likelihood of a commerce integration between AMZ...
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Pierre FerraguÊ
NOW SERVICENOW INC.
DAI DAIMLER AG
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
STX SEAGATE TECHNOLOGY PLC
MPWR MONOLITHIC POWER SYSTEMS INC.
GOOGL ALPHABET INC. CLASS A
GLW CORNING INC
FB FACEBOOK INC. CLASS A
EQIX EQUINIX INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AVT AVNET INC.
ARW ARROW ELECTRONICS INC.
ASM ASM INTERNATIONAL N.V.
AIXA AIXTRON SE
ASM PACIFIC TECHNOLOGY LIMITED
6723 RENESAS ELECTRONICS CORPORATION
8035 TOKYO ELECTRON LTD.
MELE MELEXIS NV
KLAC KLA CORPORATION
UMCB UNITED MICROELECTRONICS CORP (ADR)
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
VOW VOLKSWAGEN (VOW GR)
CKP CHECKPOINT SYSTEMS INC
NET CLOUDFLARE INC CLASS A
CADE CADENCE BANK
TEAM ATLASSIAN CORPORATION
CLS CELESTICA INC.
5930 SAMSUNG GROUP
- Gary Brode
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
- Pierre FerraguÊ
- Wedbush Research
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVCO CAVCO INDUSTRIES INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
HEAR TURTLE BEACH CORP.
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
TVTX INC.
RZLT TRAVERE THERAPEUTICS INC
DFH REZOLUTE
PLTK DREAM FINDERS HOMES
RBLX PLAYTIKA HOLDING
FHTX ROBLOX
STX FOGHORN THERAPEUTICS
GFS SEAGATE TECHNOLOGY HLDGS PLC
EWTX GLOBALFOUNDRIES INC
EDGEWISE THERAPEUTICS INC
- Dan Salmon
Amazon (Buy, $270 target) Emphatically rebutting the AWS bear case
What’s New: In this first take following tonight’s results, we focus on: 1. Addressing the AWS bear points one-by-one 2. AWS accelerates to +20% growth, backlog to $200B not counting October deals 3. 2025 capex guidance raised and at least one or more GW of capacity in 4Q 4. Project Rainier proves out Trainium2 before Trainium3 broadens the customer base 5. “Not constrained in any way” buying NVDA 6. Improved Amazon DSP capabilities supporting strong advertising growth 7. Agentic shopping will ...
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Positive Narrative Shift Ahead; OP, $330 PT
Figure 1. 3Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusGuidance notes: 3Q total revenue guidance of $174B to $179.5B; 3Q operating income guidance of $15.5B to $20.5B.Total revenue grew +13.4% Y/Y to $180.2B, outpacing St. estimates by ~140bps, while operating income of
- Pierre FerraguÊ
2026 AI Infra. outlook forming: XPU spending catching up with capex, u...
It has been a busy week with Nvidia’s comments in Washington and three hyperscalers reporting last night. Building on these updates, we have already formed a very insightful perspective on how AI infrastructure deployments are shaping up for next year. Please follow the link for our insight summarized on a single slide.
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AVGO BROADCOM INC.
660 SK HYNIX INC
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
RCUS ARCUS BIOSCIENCES
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
CRSR INC.
OCUP CORSAIR GAMING
FUBO OCUPHIRE PHARMA INC
DASH FUBOTV
PLTR DOORDASH
STX PALANTIR TECHNOLOGIES
GFS SEAGATE TECHNOLOGY HLDGS PLC
CART GLOBALFOUNDRIES INC
SNDK MAPLEBEAR INC.
SANDISK CORP
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