reports
- Antoine Chkaiban
- Pierre FerraguÊ
Traditional server CPU shipments to rebound for multiple years
Traditional CPU-based server shipments declined 30% over the past five years, as hyperscalers prioritized AI infrastructure and the traditional server installed base grew much more slowly. Over the next few years, replacement demand should accelerate materially as aging fleets are refreshed, driving a multi-year rebound in traditional server CPU shipments. Please click the link below for the full detail, in one slide.
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
OVID OVID THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
APGE GLOBALFOUNDRIES INC
SYRE APOGEE THERAPEUTICS INC
ORKA SPYRE THERAPEUTICS INC.
ORUKA THERAPEUTICS INC
- 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
NVIDIA Launches Ising, the World’s First Open AI Models to Accelerate ...
NVIDIA Launches Ising, the World’s First Open AI Models to Accelerate the Path to Useful Quantum Computers NVIDIA Ising Delivers Breakthrough Performance in Quantum Calibration and Error Correction, Empowering Researchers and Enterprises to Build Scalable, High-Performance Quantum Systems News Summary: The NVIDIA Ising open model family delivers the world’s best AI-based quantum processor calibration capabilities, as well as quantum error-correction decoding that is up to 2.5x faster and 3x more accurate than traditional approaches.Leading quantum enterprises, academic institutions and r...
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines |SiPh, TSEM, TSMC, AI
It makes limited sense to us that NVDA would purchase an established PC company given the competition (which would invariably result) with its current customers in the PC and server space, not to mention the negative implications for GMs, as well as the questionable value add (with the bulk of PC s
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.
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
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
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
PTGX PROTAGONIST THERAPEUTICS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
COGT REVOLUTION MEDICINES
TVTX COGENT BIOSCIENCES INC
SANA TRAVERE THERAPEUTICS INC
NUVB SANA BIOTECHNOLOGY
STX NUVATION BIO INC (A)
GLUE SEAGATE TECHNOLOGY HLDGS PLC
TASK MONTE ROSA THERAPEUTICS INC
GFS TASKUS INC
CMPX GLOBALFOUNDRIES INC
MLTX COMPASS THERAPEUTICS
TYRA MOONLAKE IMMUNOTHERAPEUTICS
DNTH TYRA BIOSCIENCES INC
SYRE DIANTHUS THERAPEUTICS INC
SPYRE THERAPEUTICS INC.
- Dan Salmon
Alphabet (GOOGL, Buy, $380 target) Amazon (AMZN, Buy/Top Pick, $280 ta...
Last week we: 1. Updated our Anthropic P&L, compute spend estimates and the AI lab’s contributions to AWS and GCP revenues. 2. Lowered our AWS AI revenue after CEO Jassy announced a $15B+ revenue run-rate in the annual letter to shareholders. In this report we make two more adjustments: 1. We have added this morning’s CRWV + Anthropic partnership to our P&L/compute estimates, leading to share adjustments for AWS and GCP. 2. Added an estimate of spend through direct chip sales for both GCP and AW...
- 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.
UCTT ULTRA CLEAN HOLDINGS INC.
TTMI TTM TECHNOLOGIES INC.
SATS ECHOSTAR CORPORATION CLASS A
RYAM RAYONIER ADVANCED MATERIALS INC
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
AMOT ALLIED MOTION TECHNOLOGIES
MUR MURPHY OIL CORPORATION
D4V G. WILLI-FOOD INTERNATIONAL LTD.
GTN GRAY TELEVISION INC.
PARR PAR PACIFIC HOLDINGS INC
VSH VISHAY INTERTECHNOLOGY INC.
ICHR ICHOR HOLDINGS LTD.
FEIM FREQUENCY ELECTRONICS INC.
AMD ADVANCED MICRO DEVICES INC.
ATOM ATOMERA
LWLG LIGHTWAVE LOGIC
BE BLOOM ENERGY
ZNTL ZENTALIS PHARMACEUTICALS
ELYM ELIEM THERAPEUTICS INC
VERA VERA THERAPEUTICS INC
ENVX ENOVIX CORP
ASTS AST SPACEMOBILE INC
SG SWEETGREEN INC
ECVT ECOVYST INC
MUX ONTO INNOVATION INC.
LUNR MCEWEN MINING INC.
OPTX INTUITIVE MACHINES INC
FBRX SYNTEC OPTICS HLDGS INC
FORTE BIOSCIENCES INC
- 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.
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
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
ANAB ANAPTYSBIO INC.
OVID OVID THERAPEUTICS
ISR ISORAY
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
REPL REPLIMUNE GROUP
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
TVTX REVOLUTION MEDICINES
NUVB TRAVERE THERAPEUTICS INC
STX NUVATION BIO INC (A)
TASK SEAGATE TECHNOLOGY HLDGS PLC
GFS TASKUS INC
CMPX GLOBALFOUNDRIES INC
EWTX COMPASS THERAPEUTICS
NUVL EDGEWISE THERAPEUTICS INC
TLX NUVALENT INC
TELIX PHARMACEUTICALS LIMITED
- 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
- Antoine Chkaiban
Server CPUs: A brave new world!
Dear all, In the last few months, the outlook for server CPU has dramatically changed. The recovery in demand for traditional cloud deployments, which we had been calling for a while, kicked off at last, violently, while the explosive spread of agentic AI creates an entire new segment for the market with strong durable growth prospects. At the same time, the competitive landscape is evolving fast, with custom CPUs and Arm’s own part accelerating from the critical mass they patiently built in r...
- Antoine Legault
- Matthew Bryson
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
STAA STAAR SURGICAL CO.
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
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
IDYA INC.
ZNTL IDEAYA BIOSCIENCES
PLTR ZENTALIS PHARMACEUTICALS
RBLX PALANTIR TECHNOLOGIES
STX ROBLOX
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT GLOBALFOUNDRIES INC
TLX CI&T INC
BTGO TELIX PHARMACEUTICALS LIMITED
BITGO HOLDINGS INC.
- Dan Salmon
- 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.
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
STAA STAAR SURGICAL CO.
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
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
OSTK OVERSTOCK.COM INC.
2303 UNITED MICROELECTRONICS CORP.
GLOB GLOBANT SA
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
TSEM TOWER SEMICONDUCTOR LTD
SMCI SUPER MICRO COMPUTER
SNOW INC.
STX SNOWFLAKE INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
CINT GLOBALFOUNDRIES INC
BTGO CI&T INC
BITGO HOLDINGS INC.
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