reports
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
WDC
WESTERN DIGITAL CORPORATION
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
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
- Wedbush Research
TPX
TEMPUR SEALY INTERNATIONAL INC
GEO GEO GROUP INC. (THE)
XENE XENON PHARMACEUTICALS INC
WING WINGSTOP INC.
TSLA TESLA INC
SAGE SAGE THERAPEUTICS INC.
RNG RINGCENTRAL INC. CLASS A
PZZA PAPA JOHN'S INTERNATIONAL INC.
NBIX NEUROCRINE BIOSCIENCES INC.
LOW LOWE'S COMPANIES INC.
KURA KURA ONCOLOGY INC.
HD HOME DEPOT INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CXW CORECIVIC INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
PTGX PROTAGONIST THERAPEUTICS
RDFN REDFIN CORPORATION
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
HEAR TURTLE BEACH CORP.
RH RESTORATION HARDWARE INC.
PINS PINTEREST INC. CLASS A
GOSS GOSSAMER BIO
STOK STOKE THERAPEUTICS
DT DYNATRACE INC.
DDOG DATADOG INC CLASS A
APRE APREA THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
U UNITY SOFTWARE
RZLT REZOLUTE
ABNB AIRBNB INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
VOR VOR BIOPHARMA
BUR BURFORD CAPITAL
CGEM CULLINAN ONCOLOGY INC
UPST UPSTART HOLDINGS
LBPH LONGBOARD PHARMACEUTICALS
VERA VERA THERAPEUTICS INC
TTD THE TRADE DESK
GLUE INC.
ARHS MONTE ROSA THERAPEUTICS INC
CCSI ARHAUS INC
RIVN CONSENSUS CLOUD SOLUTIONS INC
VIGL RIVIAN AUTOMOTIVE INC
PEPG VIGIL NEUROSCIENCE INC
TOST PEPGEN INC
EWTX TOAST INC
GETY EDGEWISE THERAPEUTICS INC
SKLZ GETTY IMAGES HOLDINGS INC
DNTH SKILLZ INC
CRBP DIANTHUS THERAPEUTICS INC
SYRE CORBUS PHARMACEUTICALS HOLDINGS INC.
SPYRE THERAPEUTICS INC.
GEO GEO GROUP INC. (THE)
XENE XENON PHARMACEUTICALS INC
WING WINGSTOP INC.
TSLA TESLA INC
SAGE SAGE THERAPEUTICS INC.
RNG RINGCENTRAL INC. CLASS A
PZZA PAPA JOHN'S INTERNATIONAL INC.
NBIX NEUROCRINE BIOSCIENCES INC.
LOW LOWE'S COMPANIES INC.
KURA KURA ONCOLOGY INC.
HD HOME DEPOT INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CXW CORECIVIC INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
PTGX PROTAGONIST THERAPEUTICS
RDFN REDFIN CORPORATION
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
HEAR TURTLE BEACH CORP.
RH RESTORATION HARDWARE INC.
PINS PINTEREST INC. CLASS A
GOSS GOSSAMER BIO
STOK STOKE THERAPEUTICS
DT DYNATRACE INC.
DDOG DATADOG INC CLASS A
APRE APREA THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
U UNITY SOFTWARE
RZLT REZOLUTE
ABNB AIRBNB INC. CLASS A
PLTR PALANTIR TECHNOLOGIES
VOR VOR BIOPHARMA
BUR BURFORD CAPITAL
CGEM CULLINAN ONCOLOGY INC
UPST UPSTART HOLDINGS
LBPH LONGBOARD PHARMACEUTICALS
VERA VERA THERAPEUTICS INC
TTD THE TRADE DESK
GLUE INC.
ARHS MONTE ROSA THERAPEUTICS INC
CCSI ARHAUS INC
RIVN CONSENSUS CLOUD SOLUTIONS INC
VIGL RIVIAN AUTOMOTIVE INC
PEPG VIGIL NEUROSCIENCE INC
TOST PEPGEN INC
EWTX TOAST INC
GETY EDGEWISE THERAPEUTICS INC
SKLZ GETTY IMAGES HOLDINGS INC
DNTH SKILLZ INC
CRBP DIANTHUS THERAPEUTICS INC
SYRE CORBUS PHARMACEUTICALS HOLDINGS INC.
SPYRE THERAPEUTICS INC.
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Daniel Ives ... (+6)
- Daniel Ives
- John Katsingris
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
WDC
WESTERN DIGITAL CORPORATION
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
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
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
WDC
WESTERN DIGITAL CORPORATION
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
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
- Wedbush Research
WDC
WESTERN DIGITAL CORPORATION
UDR UDR INC.
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.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LGIH LGI HOMES INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
ESS ESSEX PROPERTY TRUST INC.
EQR EQUITY RESIDENTIAL
CPT CAMDEN PROPERTY TRUST
BPMC BLUEPRINT MEDICINES CORP.
AXTI AXT INC.
AVB AVALONBAY COMMUNITIES INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
BDTX INC.
BEAM BLACK DIAMOND THERAPEUTICS
COGT BEAM THERAPEUTICS
PLTR COGENT BIOSCIENCES INC
VOR PALANTIR TECHNOLOGIES
STX VOR BIOPHARMA
TCRX SEAGATE TECHNOLOGY HLDGS PLC
GFS TSCAN THERAPEUTICS INC
GMTX GLOBALFOUNDRIES INC
ARTV GEMINI THERAPEUTICS INC
ARTIVA BIOTHERAPEUTICS INC
UDR UDR INC.
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.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LGIH LGI HOMES INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
ESS ESSEX PROPERTY TRUST INC.
EQR EQUITY RESIDENTIAL
CPT CAMDEN PROPERTY TRUST
BPMC BLUEPRINT MEDICINES CORP.
AXTI AXT INC.
AVB AVALONBAY COMMUNITIES INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
ANAB ANAPTYSBIO INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
BDTX INC.
BEAM BLACK DIAMOND THERAPEUTICS
COGT BEAM THERAPEUTICS
PLTR COGENT BIOSCIENCES INC
VOR PALANTIR TECHNOLOGIES
STX VOR BIOPHARMA
TCRX SEAGATE TECHNOLOGY HLDGS PLC
GFS TSCAN THERAPEUTICS INC
GMTX GLOBALFOUNDRIES INC
ARTV GEMINI THERAPEUTICS INC
ARTIVA BIOTHERAPEUTICS INC
Daniel Ives ... (+4)
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
Amazon Com Inc: 3 directors
Three Directors at Amazon Com Inc sold 1,076,956 shares at between 198.960USD and 200.066USD. The significance rating of the trade was 68/100. 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 ove...
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
WDC
WESTERN DIGITAL CORPORATION
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
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
- Wedbush Research
MTB
M&T BANK CORPORATION
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WLDN WILLDAN GROUP
WDC WESTERN DIGITAL CORPORATION
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TCBI TEXAS CAPITAL BANCSHARES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RF REGIONS FINANCIAL CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PEGA PEGASYSTEMS INC.
PB PROSPERITY BANCSHARES INC.(R)
OHI OMEGA HEALTHCARE INVESTORS INC.
NYCB NEW YORK COMMUNITY BANCORP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
KEY KEYCORP
IMAX IMAX CORPORATION
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
GERN GERON CORP.
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
EGP EASTGROUP PROPERTIES INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTRE CARETRUST REIT INC
COLB COLUMBIA BANKING SYSTEM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BMRN BIOMARIN PHARMACEUTICAL INC.
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
ASND ASCENDIS PHARMA A/S SPONSORED ADR
CFR CULLEN/FROST BANKERS INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
PTGX PROTAGONIST THERAPEUTICS
HOPE HOPE BANCORP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
VICI VICI PROPERTIES INC
SE SEA ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AX AXOS FINANCIAL INC.
SAFE SAFEHOLD INC.
LC LENDINGCLUB CORP
IDYA IDEAYA BIOSCIENCES
KROS KEROS THERAPEUTICS
U UNITY SOFTWARE
RZLT REZOLUTE
LSEA LANDSEA HOMES CORP (A)
PLTR PALANTIR TECHNOLOGIES
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
FHTX FOGHORN THERAPEUTICS
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
MLTX MOONLAKE IMMUNOTHERAPEUTICS
EWTX EDGEWISE THERAPEUTICS INC
GETY GETTY IMAGES HOLDINGS INC
SKLZ SKILLZ INC
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WLDN WILLDAN GROUP
WDC WESTERN DIGITAL CORPORATION
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TCBI TEXAS CAPITAL BANCSHARES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RF REGIONS FINANCIAL CORPORATION
PPBI PACIFIC PREMIER BANCORP INC.
PEGA PEGASYSTEMS INC.
PB PROSPERITY BANCSHARES INC.(R)
OHI OMEGA HEALTHCARE INVESTORS INC.
NYCB NEW YORK COMMUNITY BANCORP INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
KEY KEYCORP
IMAX IMAX CORPORATION
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
GOOGL ALPHABET INC. CLASS A
GLPI GAMING AND LEISURE PROPERTIES INC.
GERN GERON CORP.
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
EGP EASTGROUP PROPERTIES INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTRE CARETRUST REIT INC
COLB COLUMBIA BANKING SYSTEM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BMRN BIOMARIN PHARMACEUTICAL INC.
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
ASND ASCENDIS PHARMA A/S SPONSORED ADR
CFR CULLEN/FROST BANKERS INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
PTGX PROTAGONIST THERAPEUTICS
HOPE HOPE BANCORP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
VICI VICI PROPERTIES INC
SE SEA ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AX AXOS FINANCIAL INC.
SAFE SAFEHOLD INC.
LC LENDINGCLUB CORP
IDYA IDEAYA BIOSCIENCES
KROS KEROS THERAPEUTICS
U UNITY SOFTWARE
RZLT REZOLUTE
LSEA LANDSEA HOMES CORP (A)
PLTR PALANTIR TECHNOLOGIES
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
FHTX FOGHORN THERAPEUTICS
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
MLTX MOONLAKE IMMUNOTHERAPEUTICS
EWTX EDGEWISE THERAPEUTICS INC
GETY GETTY IMAGES HOLDINGS INC
SKLZ SKILLZ INC
Kevin Merritt
- Kevin Merritt
MTB
M&T BANK CORPORATION
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
CMA COMERICA INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
EWTX EDGEWISE THERAPEUTICS INC
WDC WESTERN DIGITAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
CMA COMERICA INCORPORATED
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
WOOF PETCO HEALTH AND WELLNESS
RBLX ROBLOX
EWTX EDGEWISE THERAPEUTICS INC
Gary Brode
- Gary Brode
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
WDC
WESTERN DIGITAL CORPORATION
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
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
Daniel Ives ... (+4)
- Daniel Ives
- John Katsingris
- Sam Brandeis
- Steven Wahrhaftig
Dan Salmon
- Dan Salmon
Antoine Legault ... (+2)
- Antoine Legault
- Matthew Bryson
WDC
WESTERN DIGITAL CORPORATION
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
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
- Wedbush Research
UBI
UBISOFT ENTERTAINMENT SA
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
CMRX CHIMERIX INC
CAKE CHEESECAKE FACTORY INCORPORATED
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
BJRI BJ'S RESTAURANTS INC.
CFR CULLEN/FROST BANKERS INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
ALBO ALBIREO PHARMA
CVCO CAVCO INDUSTRIES INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
ITOS ADICET BIO INC
ZNTL ITEOS THERAPEUTICS
LRMR ZENTALIS PHARMACEUTICALS
PRAX LARIMAR THERAPEUTICS INC
TVTX PRAXIS PRECISION MEDICINES
DFH TRAVERE THERAPEUTICS INC
VRDN DREAM FINDERS HOMES
RBLX VIRIDIAN THERAPEUTICS INC
DAWN ROBLOX
ELEV DAY ONE BIOPHARMACEUTICALS INC
OMGA ELEVATION ONCOLOGY
LBPH OMEGA THERAPEUTICS
STX LONGBOARD PHARMACEUTICALS
ATXS SEAGATE TECHNOLOGY HLDGS PLC
AVTE ASTRIA THERAPEUTICS INC
GFS AEROVATE THERAPEUTICS INC
VIGL GLOBALFOUNDRIES INC
TYRA VIGIL NEUROSCIENCE INC
TOST TYRA BIOSCIENCES INC
EWTX TOAST INC
BROS EDGEWISE THERAPEUTICS INC
CAVA DUTCH BROS INC
APGE CAVA GROUP INC
APOGEE THERAPEUTICS INC
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TXRH TEXAS ROADHOUSE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
CNK CINEMARK HOLDINGS INC.
CMRX CHIMERIX INC
CAKE CHEESECAKE FACTORY INCORPORATED
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
BJRI BJ'S RESTAURANTS INC.
CFR CULLEN/FROST BANKERS INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
ALBO ALBIREO PHARMA
CVCO CAVCO INDUSTRIES INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
PINS PINTEREST INC. CLASS A
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
ITOS ADICET BIO INC
ZNTL ITEOS THERAPEUTICS
LRMR ZENTALIS PHARMACEUTICALS
PRAX LARIMAR THERAPEUTICS INC
TVTX PRAXIS PRECISION MEDICINES
DFH TRAVERE THERAPEUTICS INC
VRDN DREAM FINDERS HOMES
RBLX VIRIDIAN THERAPEUTICS INC
DAWN ROBLOX
ELEV DAY ONE BIOPHARMACEUTICALS INC
OMGA ELEVATION ONCOLOGY
LBPH OMEGA THERAPEUTICS
STX LONGBOARD PHARMACEUTICALS
ATXS SEAGATE TECHNOLOGY HLDGS PLC
AVTE ASTRIA THERAPEUTICS INC
GFS AEROVATE THERAPEUTICS INC
VIGL GLOBALFOUNDRIES INC
TYRA VIGIL NEUROSCIENCE INC
TOST TYRA BIOSCIENCES INC
EWTX TOAST INC
BROS EDGEWISE THERAPEUTICS INC
CAVA DUTCH BROS INC
APGE CAVA GROUP INC
APOGEE THERAPEUTICS INC
Dan Salmon
- Dan Salmon
Amazon (AMZN, Buy, $225 target) First Take: Is this the new normal for...
What’s New: In this first take following tonight’s results, we focus on: 1. Retail leverage keeps improving: is this the new normal? 2. AWS revenue growth fine, margins better than we feared 3. Gen AI for Retail: still difficult to quantify, but several promising irons in the fire 4. $75B of capex this year, growing again next year
Daniel Ives ... (+5)
- Daniel Ives
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Seth Basham
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