reports
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
Memory: Spot prices move higherView: While TrendForce focuses primarily on DDR4 shortages in its midweek update (and a suspension of quotes), we believe DDR5 availability has tightened further to the point where it's difficult for spot market participants to get pricing for those parts as well. And
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
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR 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
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
NFLX NETFLIX INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ANAB ANAPTYSBIO INC.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
BEAM INC.
DASH BEAM THERAPEUTICS
ABNB DOORDASH
STX AIRBNB INC. CLASS A
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
CINT GLOBALFOUNDRIES INC
YOU CI&T INC
PRME CLEAR SECURE INC
CART PRIME MEDICINE INC
MAPLEBEAR INC.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
TRIP TRIPADVISOR INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
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
CART MAPLEBEAR INC.
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- Chase Tohanczyn
- Matthew Weiss
- Scott Devitt
- 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
AMD Showcases “Helios” Rack-Scale Platform Built on the Open Compute P...
AMD Showcases “Helios” Rack-Scale Platform Built on the Open Compute Project Open Rack for AI, Introduced by Meta News Highlights: At OCP Global Summit 2025, AMD showcased its “Helios” rack-scale design, an open-based AI reference platform aligned with the new Open Rack Wide (ORW) standard contributed to OCP by MetaPowered by AMD Instinct™ GPUs, EPYC™ CPUs and AMD Pensando™ advanced networking, “Helios” will deliver the performance, efficiency, and scalability needed for next-generation AI workloads."Helios" underscores the focus from AMD to build the infrastructure needed to meet the worl...
- Pierre FerraguÊ
Semicon West: 2026 outlook? Does AI drive growth? DRAM architectures? ...
Last week we attended the 2025 edition of the Semicon West conference, the key event for investors focused on the semiconductor equipment market. Over two days we hosted more than a dozen meetings with companies across the semiconductor value chain. Here are our key takeaways.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
AMAT APPLIED MATERIALS INC.
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
ASM ASM INTERNATIONAL N.V.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
AMD ASML HOLDING N.V.
ASML ASML HOLDING NV
AVGO ADVANCED MICRO DEVICES INC.
SOH1 ASML
BESI BROADCOM INC.
SOITEC
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines
Samsung, Memory: Samsung expects CQ3 profit to grow 158% to ~12 Tr Won ($8.5B)View: Samsung yesterday announced its 3Q operating profit is expected to grow ~32% Y/Y to 12.1 trillion won ($8.5B), marking its highest levels since 2Q22 and far exceeding consensus of ~10 trillion won. Although detailed
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
AI Exec Series Recap: Character.ai on competing with RBLX & Insta, and...
Last week, we hosted the latest edition of our AI Executive Speaker Series with Karan Anand, CEO of Character.ai. The replay is HERE and in the report we cover key takeaways from the conversation, including: 1. Character.ai today & what lies ahead: from AI research to competing with RBLX 2. The ad opportunity & how Character leverage’s GOOGL’s AdMob, APP & META 3. Character’s work with open-source models from META’s Llama to DeepSeek to Qwen 4. Industry AI investment/returns (GOOGL, META, OpenAI...
NVIDIA DGX Spark Arrives for World’s AI Developers
NVIDIA DGX Spark Arrives for World’s AI Developers News Summary: NVIDIA founder and CEO Jensen Huang delivers DGX Spark to Elon Musk at SpaceX.This week, NVIDIA and its partners are shipping DGX Spark, the world’s smallest AI supercomputer, delivering NVIDIA’s AI stack in a compact desktop form factor.Acer, ASUS, Dell Technologies, GIGABYTE, HPI, Lenovo and MSI debut DGX Spark systems, expanding access to powerful AI computing.Built on the NVIDIA Grace Blackwell architecture, DGX Spark integrates NVIDIA GPUs, CPUs, networking, CUDA libraries and NVIDIA AI software, accelerating agentic and...
NVIDIA Spectrum-X Ethernet Switches Speed Up Networks for Meta and Ora...
NVIDIA Spectrum-X Ethernet Switches Speed Up Networks for Meta and Oracle Hyperscalers Broaden Adoption of NVIDIA Networking Solutions to Drive Giga-Scale AI Data Center Performance News Summary: Meta to introduce switches built on NVIDIA Spectrum Ethernet for its Facebook Open Switching System platform. Oracle to build giga-scale AI supercomputers with Spectrum-X Ethernet switches. SAN JOSE, Calif., Oct. 13, 2025 (GLOBE NEWSWIRE) -- NVIDIA today announced that Meta and Oracle will boost their AI data center networks with ™ Ethernet networking switches. Meta and Oracle are standa...
- 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 Corp: 1 director
A director at NVIDIA Corp sold 225,000 shares at 190.601USD and the significance rating of the trade was 67/100. 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 s...
Moody's Ratings upgrades AMD's rating to A1; outlook changes to stable
Moody's Ratings (Moody's) upgraded the senior unsecured ratings for Advanced Micro Devices, Inc. ("AMD") and its wholly-owned subsidiary, Xilinx, Inc. ("Xilinx"), to A1 from A2, and the long-term issuer rating of Xilinx to A1 from A2. We affirmed AMD's Prime-1 short-term commercial paper program rat...
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- William Nestuk
QCOM QUALCOMM INC
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
6383 DAIFUKU CO. LTD.
6954 FANUC CORPORATION
6702 FUJITSU LIMITED
6504 FUJI ELECTRIC CO. LTD.
6503 MITSUBISHI ELECTRIC CORP.
6645 OMRON CORPORATION
6268 NABTESCO CORPORATION
6273 SMC CORPORATION
9984 SOFTBANK GROUP CORP.
6506 YASKAWA ELECTRIC CORPORATION
6324 JT HARMONIC DRIVE SYSTEMS
- 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
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.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STTK SHATTUCK LABS
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SYRE SPYRE THERAPEUTICS INC.
DBD DIEBOLD NIXDORF INCORPORATED
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