reports
- Wedbush Research
VYGR VOYAGER THERAPEUTICS 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
NTLA INTELLIA THERAPEUTICS INC.
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
ZNTL INC.
TLS ZENTALIS PHARMACEUTICALS
STX TELOS
GFS SEAGATE TECHNOLOGY HLDGS PLC
GETY GLOBALFOUNDRIES INC
DDI GETTY IMAGES HOLDINGS INC
DOUBLEDOWN INTERACTIVE CO LTD
- 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
- Dan Salmon
Pinterest (PINS, Buy, $45 target) Agentic commerce fears are way over...
Post print, PINS forged a new trough multiple on risk of a prolonged, tariff-related UCAN slowdown and fears of disintermediation by AI agents. The former is understandable; the latter is not and we walk through the reasons why in the report
- 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
- 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
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
Tariffs, Tech, NATL: Reciprocal tariffs in Jeopardy?View: The Supereme Court justices appeared skeptical of the Trump administration's arguments that the Executive Branch has the power to levy broad reciprocal tariffs. While we would see a return to a pre-reciprocal tariff regimen as broadly positi
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
- Dan Salmon
Snap Inc. (SNAP, Neutral, $8 target) Revenue growth in-line, and Perpl...
What’s New: In this first take following tonight’s results, we focus on: 1. Stock pops on improved results and surprise Perplexity deal 2. DR recovers & continued enthusiasm for SMBs, but large advertisers down 3. North America DAUs steady but we remain cautious as age verification rolls out 4. Perplexity boosts the AI narrative 5. Very good cost control and margins
- Dan Salmon
- Dan Salmon
The Match Group (MTCH, Neutral, $31 target) A show-me story with gree...
Nothing in this print was thesis-changing or moved our numbers materially, as management continues to set the groundwork for product improvements in trust, security, and recommendations ahead of a large product launch in spring 2026, and an expected “resurgence” in 2026 and 2027, particularly at Tinder.
- 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
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
CTMX CYTOMX THERAPEUTICS INC.
AXTI AXT INC.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EGHT 8X8 INC.
ANAB ANAPTYSBIO INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
PINS PINTEREST INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
CRSR INC.
VRDN CORSAIR GAMING
IMNM VIRIDIAN THERAPEUTICS INC
DAWN IMMUNOME
XMTR DAY ONE BIOPHARMACEUTICALS INC
TNGX XOMETRY
STX INC.
HOWL TANGO THERAPEUTICS
RIVN INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
CMPX WEREWOLF THERAPEUTICS INC
SYRE RIVIAN AUTOMOTIVE INC
BCAX GLOBALFOUNDRIES INC
CBIO COMPASS THERAPEUTICS
SPYRE THERAPEUTICS INC.
BICARA THERAPEUTICS INC.
CRESCENT BIOPHARMA INC.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
Rising AI Risk; OP, Lowering PT to $34
Figure 2. 3Q25 ResultsSource: Company reports, Wedbush estimates, FactSet consensusGuide: 3Q revenue guide of $1,033mm to $1,053mm; 3Q adj. EBITDA guide of $282mm to $302mmPinterest reported modest 3Q revenues. Revenue in the quarter of $1,049mm (+16.8% Y/Y) was in line with expectations and the hi
Amazon Com Inc: 2 directors
Two Directors at Amazon Com Inc sold 32,673 shares at between 250.030USD and 250.582USD. The significance rating of the trade was 70/100. 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...
- Dan Salmon
Pinterest (PINS, Buy, $49 target) US tariff impact clouds otherwise st...
What’s New: In this first take following tonight’s results, we focus on: 1. Is Retail/Home Furnishing tariff headwind temporary or more structural? 2. Advertising growth solid as new ad products continue rolling out 3. Looking for more clarity on taking audience data off-platform 4. Global user growth remains strong, including North America 5. AI winner or loser? Investors are still not sure 6. Margin outlook remains strong and on track for long-term target
- Dan Salmon
- 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
- Dan Salmon
- Dan Salmon
Meta Platforms (META, Buy, $800 target) AI investment = Metaverse inve...
Our target declines to $800 from $900 on lower estimates. With that said, 4Q25 revenue guidance appears low, with both implied impression and pricing growth decelerating against easier comps. In the report, we also discuss the AI = Metaverse narrative that has taken hold, the addition of $30B of new debt and why we are ending share buybacks in our model.
- 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...
- 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
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