reports
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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
HPP HUDSON PACIFIC PROPERTIES INC.
UMH UMH PROPERTIES INC.
UDR UDR INC.
TRNO TERRENO REALTY CORPORATION
STAG STAG INDUSTRIAL INC.
SBRA SABRA HEALTH CARE REIT INC.
RWT REDWOOD TRUST INC.
REXR REXFORD INDUSTRIAL REALTY INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
NHI NATIONAL HEALTH INVESTORS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LTC LTC PROPERTIES INC.
WELL WELLTOWER INC.
FR FIRST INDUSTRIAL REALTY TRUST INC.
ESS ESSEX PROPERTY TRUST INC.
EQR EQUITY RESIDENTIAL
EGP EASTGROUP PROPERTIES INC.
CTRE CARETRUST REIT INC
CPT CAMDEN PROPERTY TRUST
BXP BOSTON PROPERTIES INC.
AVB AVALONBAY COMMUNITIES INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
PLYM PLYMOUTH INDUSTRIAL REIT INC.
ROKU ROKU INC. CLASS A
VTR VENTAS INC.
AMZN AMAZON.COM INC.
RC READY CAPITAL CORPORATION
SAFE SAFEHOLD INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
DDOG DATADOG INC CLASS A
PEAK HEALTHPEAK PROPERTIES INC.
CSR CENTERSPACE
TTD THE TRADE DESK
HR INC.
STRW HEALTHCARE TRUST OF AMERICA INC.
STRAWBERRY FIELDS REIT INC.
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Scott Devitt
- Pierre FerraguÊ
Replatforming Analysts and Disintermediating SaaS? Top takes from our ...
We hosted the third webcast of our AI transforming Industries series last week. We had a fantastic conversation with Ketan Karkhanis, CEO of ThoughtSpot on how AI is disrupting business analytics. Please see the link below our top thoughts on the back of this conversation, along with a full transcript.
- Pierre FerraguÊ
Could hyperscalers finance $1.7tn annual Capex in 2035?
We published last week part I of our Great Replatforming series, looking into how the ramp of AI affects the economics of hyperscalers in the long run. We show, in today's one-slider, that they can comfortably grow capex from ~$340bn this year to ~$1.7tn in 2035.
- 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
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
LEN LENNAR CORPORATION CLASS A
IMAX IMAX CORPORATION
GME GAMESTOP CORP. CLASS A
EXPE EXPEDIA GROUP INC.
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CDR CD PROJEKT S.A.
OSTK OVERSTOCK.COM INC.
DHI D.R. HORTON INC.
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
HEAR TURTLE BEACH CORP.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
FUBO FUBOTV
U UNITY SOFTWARE
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
YOU CLEAR SECURE INC
GETY GETTY IMAGES HOLDINGS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
SKLZ SKILLZ INC
EMBRAC B EMBRACER GROUP AB
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MAA MID-AMERICA APARTMENT COMMUNITIES INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
NVIDIA Corp: 2 directors
Two Directors at NVIDIA Corp sold/sold after exercising options 327,652 shares at between 155.842USD and 157.132USD. 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 ...
- Dan Salmon
GOOGL/META/AMZN: More on TPUs + OpenAI and the impact of BIDU making E...
Last night, Reuters published its latest report on OpenAI’s work with Google Cloud Platform (GCP) and specifically the use of TPUs. Separately, BIDU announced it is making its Ernie family of foundation models open source. We have gotten questions on both pieces of news: regarding the first item’s impact on the GCP revenue outlook, and the second item’s outlook for META/Llama’s position in open-source foundation models.
Amazon Com Inc: 1 director
A director at Amazon Com Inc sold 3,324,926 shares at 221.564USD 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 clea...
- 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
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
RARE ULTRAGENYX PHARMACEUTICAL INC.
PRGS PROGRESS SOFTWARE CORPORATION
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
EA ELECTRONIC ARTS INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
MSFT MICROSOFT 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
STOK STOKE THERAPEUTICS
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
U UNITY SOFTWARE
TVTX TRAVERE THERAPEUTICS INC
VRDN VIRIDIAN THERAPEUTICS INC
PLTK PLAYTIKA HOLDING
BUR BURFORD CAPITAL
RBLX ROBLOX
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
APP APPLOVIN CORP
ATXS ASTRIA THERAPEUTICS INC
GMTX GEMINI THERAPEUTICS INC
VIGL VIGIL NEUROSCIENCE INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
DDI DOUBLEDOWN INTERACTIVE CO LTD
APGE APOGEE THERAPEUTICS INC
SKLZ SKILLZ INC
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Garvit Bhandari
Global Artificial Intelligence Industry June 2025
This report looks at the artificial intelligence (AI) industry worldwide. Artificial intelligence is an emerging industry whose applications are employed in a range of traditional industries, from industrial manufacturing, consumer goods, aviation, transportation, and healthcare. The report talks about the overall market size, expected growth rates as well current trends driving the growth in the industry.
- 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
MNKD MANNKIND CORP.
GOOGL ALPHABET INC. CLASS A
BCRX BIOCRYST PHARMACEUTICALS INC.
ACRS ACLARIS THERAPEUTICS INC.
PTGX PROTAGONIST THERAPEUTICS
ZG ZILLOW GROUP INC. CLASS A
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
COGT COGENT BIOSCIENCES INC
RKT ROCKET COMPANIES
APGE APOGEE THERAPEUTICS INC
- Daniel Ives
- Matthew Weiss
- Scott Devitt
- Dan Salmon
Alphabet (GOOGL, Buy, $210 target) Addressing the Top Questions on th...
The #1 set of incoming investor questions (by far) this year are about the future of AI Search & Chatbot convergence, and the volume has increased in recent weeks. This has been a major focus of our research and will continue to be throughout 2025. These are the most popular questions and our research addressing each one.
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