reports
- 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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Jonathan Chaplin
4Q24 Broadband Trends: Our broadband forecast
In this report we highlight a disconnect between our top-down forecast and our and “Consensus” bottom-up forecast for broadband subscribers. Either market growth is much worse than it appeared at the end of 2024, or Cable adds will be better than expected. We also update our top-down forecast and reprise our work on competitive positioning of the operators based on relative cNPS scores.
- 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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Weiss
- Scott Devitt
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
YOU CLEAR SECURE INC
RUM RUMBLE INC
CART MAPLEBEAR INC.
- 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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
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
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BPMC BLUEPRINT MEDICINES CORP.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
PINS PINTEREST INC. CLASS A
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
RVMD INC.
INZY REVOLUTION MEDICINES
TVTX INOZYME PHARMA
VRDN TRAVERE THERAPEUTICS INC
NUVB VIRIDIAN THERAPEUTICS INC
DAWN NUVATION BIO INC (A)
STX DAY ONE BIOPHARMACEUTICALS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
JANX GEMINI THERAPEUTICS INC
MLTX JANUX THERAPEUTICS INC
NUVL MOONLAKE IMMUNOTHERAPEUTICS
APGE NUVALENT INC
ORKA APOGEE THERAPEUTICS INC
ORUKA THERAPEUTICS INC
- Daniel Ives
- Matthew Weiss
- Scott Devitt
- Matthew Weiss
- Scott Devitt
- Dave Nicoski
- Ross LaDuke
Vermilion Booster Shots: Attractive bottom-fishing stocks
For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.
COP CONOCOPHILLIPS
SPTN SPARTANNASH CO
GE GENERAL ELECTRIC COMPANY
SLB.N SCHLUMBERGER NV
CNHI CNH INDUSTRIAL NV
WLDN WILLDAN GROUP
SIG SIGNET JEWELERS LIMITED
EVEREST RE GROUP LTD.
RDN RADIAN GROUP INC.
NSP INSPERITY INC.
NEU NEWMARKET CORPORATION
MOS MOSAIC COMPANY
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
LKQ LKQ CORPORATION
HOO HERBALIFE NUTRITION LTD.
HCA HCA HEALTHCARE INC
EEFT EURONET WORLDWIDE INC.
DVN DEVON ENERGY CORPORATION
DLTR DOLLAR TREE INC.
DG DOLLAR GENERAL CORPORATION
CTRE CARETRUST REIT INC
CROX CROCS INC.
BAX BAXTER INTERNATIONAL INC.
FDP FRESH DEL MONTE PRODUCE INC.
SJW SJW GROUP
EVTC EVERTEC INC.
POR PORTLAND GENERAL ELECTRIC COMPANY
YORW YORK WATER CO.
SEB SEABOARD CORP.
CELH CELSIUS HOLDINGS INC.
STNE STONECO
CMT COMPTON PETROLEUM CORP.
CNXC CONCENTRIX
- 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.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
NFLX NETFLIX INC.
PTGX PROTAGONIST THERAPEUTICS
ARGX ARGENX ADS
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
RH RESTORATION HARDWARE INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
BEAM BEAM THERAPEUTICS
FUBO FUBOTV
TTD THE TRADE DESK
APGE INC.
ORKA APOGEE THERAPEUTICS INC
ORUKA THERAPEUTICS INC
- Alicia Reese
- Kade Barr
- Matthew Weiss
- Michael Pachter
- Scott Devitt
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Jonathan Moreland
InsiderInsights Weekly Report: April 5, 2025
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
XPL SOLITARIO ZINC
UEPS NET 1 U.E.P.S. TECHNOLOGIES INC.
TTSH TILE SHOP HOLDINGS INC.
STAA STAAR SURGICAL CO.
SIG SIGNET JEWELERS LIMITED
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
RGP RESOURCES CONNECTION INC.
PBPB POTBELLY CORP.
PBF PBF ENERGY INC. CLASS A
CVGW CALAVO GROWERS INC.
CRMD CORMEDIX INC.
CRM SALESFORCE.COM INC.
CMC COMMERCIAL METALS COMPANY
CDXS CODEXIS
APA.. APA CORP.
AB ALLIANCEBERNSTEIN HOLDING L.P.
FLWS 1-800-FLOWERS.COM CL A
GWRS GLOBAL WATER RESOURCES
JELD JELD-WEN HOLDING INC.
SVRA SAVARA
WGO WINNEBAGO INDUSTRIES INC.
PNBK PATRIOT NATIONAL BANCORP
FF FIRST MINING GOLD
DOMO DOMO INCORPORATED
FUND ROYCE FOCUS TRUST
FGBI INC.
VEL FIRST GUARANTY BANCSHARES
ZYME VELOCITY COMPOSITES
RZLT ZYMEWORKS INC.
WOOF REZOLUTE
UAN INC.
VSCO PETCO HEALTH AND WELLNESS
BTMD CVR PARTNERS LP
EWTX VICTORIA'S SECRET & CO
TEAF HAYMAKER ACQUISITION CORP III
JMSB EDGEWISE THERAPEUTICS INC
ERNA ECOFIN SUSTAINABLE AND SOCIAL IMPACT TERM FUND
GTE JOHN MARSHALL BANCORP INC
SSII ETERNA THERAPEUTICS INC.
CATX GRAN TIERRA ENERGY INC.
ADVM SS INNOVATIONS INTERNATIONAL INC
SUNS PERSPECTIVE THERAPEUTICS
BNTC INC.
FG ADVERUM BIOTECHNOLOGIES INC.
ALMU SUNRISE REALTY TRUST
FTLF BENITEC BIOPHARMA INC
ECF F AND G ANNUITIES AND LIFE
INC.
AELUMA
INC.
FITLIFE BRANDS INC.
ELLSWORTH FUND LTD
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
Salesforce Inc: 1 director
A director at Salesforce Inc bought 3,882 shares at 257.283USD and the significance rating of the trade was 83/100. 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 clearl...
- Jonathan Moreland
InsiderInsights.com Daily Ratings Report: April 4, 2025
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
Tariffs. Figuring the right baseline to assess implications
Evaluating the consequences of tariffs is challenging. We chose to help layout a simple and strong analytical baseline to understand the first-order impact of tariffs on our coverage. In a few slides we have summarised the groundwork and look forward to continuing the work and help our readers make sense of implications in weeks to come.
- Jonathan Chaplin
Tariff impacts to US Communications Services
We haven’t done any work on this theme to date, and it would take weeks of work to get it right. With that caveat, we provide quick thoughts on the likely impacts of tariffs on the Wireless, Cable, and Fiber companies in this brief note.
- Jonathan Chaplin
4Q24 Wireless Trends: Expectations for net adds are too high
This report focuses on drivers of subscriber growth in 2025. Expectations for net adds are too high, though expectations for service revenue and EBTDA look fine. We also reprised our work on comparative NPS, provide a comprehensive review of 4Q24 trends, and update our long-term forecast
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