Daily Views on Tech Headlines

Daily Views on Tech Headlines | NVDA

Wedbush Morning Call - Dec 31 2025 7:04AM

Industry Down Cycle More Elongated Than Anticipated

Daily Views on Tech Headlines | AXTI, Samsung, Hynix

Daily Views on Tech Headlines | NVDA, AMD, QCOM

Large Deal for Almost Anyone but NVDA - While $20B is clearly a large number, it also only represents a little more than half of what we estimate as NVDA's net income for the current quarter. Net, while we can argue whether or not Groq's talent is worth $20B and also we view NVDA's spate of financi

Wedbush Morning Call - Dec 29 2025 6:55AM

Next Week CES Kicks Off a Key Year for AI Revolution; All Starts With ...

Nvidia scoops Groq - Our thoughts.

Daily Views on Tech Headlines | Memory, US-China, IONQ

We view the continuation of the existing partnership between the two parties as a vote of confidence for IONQ's forthcoming Tempo systems as well as a validation of the company's technological progress and value proposition. IONQSMIC: Raising prices?View: Security Times suggests SMIC is raising pri

Wedbush Morning Call - Dec 24 2025 6:59AM

Taiwan Supply Chain - November Revenue Results

Daily Views on Tech Headlines |

Wedbush Morning Call - Dec 23 2025 7:03AM

Counting Clicks: November '25 Traffic Trends

Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr

NVIDIA Corp: 2 directors

Two Directors at NVIDIA Corp sold/gave away 505,740 shares at between 0.000USD and 180.168USD. 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 ov...

The Tech Infrastructure Quarterly Bible 3Q25

We publish today our comprehensive quarterly bible: 242 pages of detailed analysis on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:

Daily Views on Tech Headlines | NVDA, GFS

PSMC, SNDK, MU: PSMC to produce memory for SanDisk or Micron?View: We struggle with this premise. While it is true 1) memory is tight and 2) a lack of cleanroom space is a bottleneck to bringing on capacity, we see limited to zero potential for a collaboration that would see PSCM enabled by MU or S

NVIDIA Corporation - October 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Gen AI Big Idea Series – The Broadcom Platform – ​Hock Tan, CEO

We hosted another session of the 5th annual BCG × NSR Gen-AI Big Idea Series this week. We will host a slate of exceptional speakers through Feb-26 (full line-up here). This session was a conversation with Hock Tan, CEO of Broadcom, along with Kirsten Spears, CFO, and Charlie Kawwas, President of the Semiconductor Solutions Group. Please see the link below for our takes.