reports
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 3Q24
We publish today our comprehensive Quarterly Bible: 238 pages of detailed analyses 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.
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
NOAA NOKIA TRADEGATE EXCHANGE
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
AMD ASML HOLDING NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
ERIC-B ERICSSON LM-B SHS
ERICB EU GRABTAXI HOLDINGS PTE LTD
0967655D WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
- 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.
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
NVIDIA Corp: 1 director
A director at NVIDIA Corp sold/gave away 2,000,000 shares at 0.000USD and 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 over the last two years...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TXRH TEXAS ROADHOUSE INC.
TPH TRI POINTE HOMES INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
LGIH LGI HOMES INC.
LEN LENNAR CORPORATION CLASS A
INTC INTEL CORPORATION
HMST HOMESTREET INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EWBC EAST WEST BANCORP INC.
CCS CENTURY COMMUNITIES INC.
AXTI AXT INC.
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
LSEA LANDSEA HOMES CORP (A)
STX SEAGATE TECHNOLOGY HLDGS PLC
TTD THE TRADE DESK
SWI INC.
GFS SOLARWINDS CORP
ALCC GLOBALFOUNDRIES INC
LAC. ALTC ACQUISITION CORP
OS LITHIUM AMERICAS CORP NEW
ONESTREAM INC
- Daniel Ives
- Sam Brandeis
- 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
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
- Dan Salmon
AI Summit NYC Recap: GOOGL/Gemini 2.0, OpenAI, AI Capex read-throughs,...
Last week, we attended the AI Summit NYC, where GOOGL and OpenAI were among the presenters. In the note, we review our top takeaways from dozens of executive conversations, panels and presentations, specifically: 1. GOOGL: Gemini capabilities are awesome, developers have barely noticed yet 2. OpenAI: 12 Days of OpenAI finishes this week 3. Infra takeaways from CSCO, HPE, Groq: implications for AI capex 4. AI in Ads: IPG boosting clients’ “brand voice” in Gen AI Search 5. ETSY: Multiple AI levers...
- Daniel Ives
- Matthew McCartney
- Sam Brandeis
- Seth Basham
- 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.
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
- Daniel Ives
- Matthew McCartney
- Sam Brandeis
- Seth Basham
- Steven Wahrhaftig
- Daniel Ives
- Matthew McCartney
- Sam Brandeis
- Seth Basham
- 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.
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
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
GOOGL ALPHABET 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
IDYA INC.
CSR IDEAYA BIOSCIENCES
STX CENTERSPACE
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Daniel Ives
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- 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
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
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
WBA WALGREENS BOOTS ALLIANCE INC
TSLA TESLA INC
TGTX TG THERAPEUTICS INC.
NVCR NOVOCURE LTD.
MXL MAXLINEAR INC
DAKT DAKTRONICS INC.
CIEN CIENA CORPORATION
JOUT JOHNSON OUTDOORS INC. CLASS A
AAOI APPLIED OPTOELECTRONICS INC.
GIII G-III APPAREL GROUP LTD.
FLXS FLEXSTEEL INDUSTRIES INC.
KINS KINGSTONE COS. INC.
SENEA SENECA FOODS CORP. CL A
RH RH
REVG REV GROUP INC.
STRT STRATTEC SECURITY CORP.
RIOT RIOT BLOCKCHAIN
AVGO BROADCOM INC.
ATOM ATOMERA
TARS TARSUS PHARMACEUTICALS
UPST UPSTART HOLDINGS
NOTV INOTIV INC
MRVL MARVELL TECHNOLOGY INC
QUBT QUANTUM COMPUTING INC
REE REE AUTOMOTIVE LTD
TASK TASKUS INC
VSCO VICTORIA'S SECRET & CO
ACHR ARCHER AVIATION INC
FINW FINWISE BANCORP
STVN STEVANATO GRP SPA
CRDO CREDO TECHNOLOGY GRP HLDG LTD
RGTI RIGETTI COMPUTING INC
OPFI OPPFI INC
COHR COHERENT CORP
ATGL ALPHA TECHNOLOGY GROUP LTD
BTSG BRIGHTSPRING HEALTH SERVICES INC.
AS AMER SPORTS INC.
ALAB ASTERA LABS INC
AIRJ MONTANA TECHNOLOGIES CORP
BKKT BAKKT HOLDINGS INC.
GRALV GRAIL INC.
RDDT REDDIT INC
SERV SERVE ROBOTICS INC
CDTX CIDARA THERAPEUTICS INC.
AMPL AMPLITUDE INC
LGCY LEGACY EDUCATION INC.
CCB CHASE CAPITAL VIII CAP SEC H 8.25%
- Pierre FerraguÊ
- 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.
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
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