reports
- Pierre FerraguÊ
Bible 3Q24 – Foundries: TSMC outperforming on all fronts
Today, we are publishing the final section of our 25th Tech Infrastructure Quarterly Bible on Foundries. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. TSMC is outperforming peers on both revenue growth and gross margin trajectory. We expect this trend to continue next year, supported by several company-specific tailwinds: Intel increasing out...
- 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
- Alicia Reese
- Kade Barr
- Michael Pachter
- Daniel Ives
- Matthew McCartney
- Sam Brandeis
- Seth Basham
- Steven Wahrhaftig
- Pierre FerraguÊ
- 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
- 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
- Pierre FerraguÊ
- Alicia Reese
- Kade Barr
- Michael Pachter
- 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
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR 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
- 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
TRIP TRIPADVISOR INC.
QLYS QUALYS INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
MELI MERCADOLIBRE INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
7974 NINTENDO CO. LTD.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
BKNG BOOKING HOLDINGS INC.
RH RESTORATION HARDWARE INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
YOU INC.
SLDB CLEAR SECURE INC
DNTH SOLID BIOSCIENCES INC
CART DIANTHUS THERAPEUTICS INC
MAPLEBEAR INC.
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
PEP PEPSICO INC.
ANTM ANTHEM INC.
NUE NUCOR CORPORATION
NXPIN NXP SEMICONDUCTORS NV
CSX CSX CORPORATION
TXT TEXTRON INC.
TX. TERNIUM S.A. SPONSORED ADR
TDG TRANSDIGM GROUP INCORPORATED
SAIC SCIENCE APPLICATIONS INTERNATIONAL CORP.
PII POLARIS INC.
KMB KIMBERLY-CLARK CORPORATION
HCA HCA HEALTHCARE INC
GD GENERAL DYNAMICS CORPORATION
FANG DIAMONDBACK ENERGY INC.
DCI DONALDSON COMPANY INC.
CVS CVS HEALTH CORPORATION
CAL CALERES INC.
CACI CACI INTERNATIONAL INC CLASS A
BAH BOOZ ALLEN HAMILTON HOLDING CORPORATION CLASS A
AVAV AEROVIRONMENT INC.
ASH ASHLAND GLOBAL HOLDINGS INC.
AMAT APPLIED MATERIALS INC.
ACGL ARCH CAPITAL GROUP LTD.
AIG AMERICAN INTERNATIONAL GROUP INC.
CNR. CANADIAN NATIONAL RAILWAY COMPANY
TEX TEREX CORPORATION
MEG. MEG ENERGY CORP.
MUR MURPHY OIL CORPORATION
MMC MARSH & MCLENNAN COMPANIES INC.
FRO FERRO S.A.
ITKA ANHEUSER-BUSCH INBEV N.V. ADS
FI FRANK'S INTERNATIONAL NV
GES GUESS? INC.
WFT.. WEATHERFORD INTERNATIONAL PLC
XYL XYLEM INC.
QCOM.. QUALCOMM INC.
AMD ADVANCED MICRO DEVICES INC.
AMEH APOLLO MEDICAL HOLDINGS INC
CI CIGNA CORPORATION
STNG SCORPIO TANKERS INC.
UBER UBER TECHNOLOGIES INC.
RXST RXSIGHT INC
CHRD CHORD ENERGY CORPORATION
TNK FRONTLINE PLC
TEEKAY TANKERS LTD.
Soitec continues its collaboration with MIT's Microsystems Technology ...
Soitec continues its collaboration with MIT's Microsystems Technology Laboratories, thereby strengthening its presence in the United States Soitec continues its collaboration with MIT's Microsystems Technology Laboratories, thereby strengthening its presence in the United States Soitec continues its research and membership agreement with MIT’s Microsystems Technology Laboratories. This agreement covers research in innovative semiconductor materials for diverse applications, including mobile communications, power devices, sensors and quantum computing.This cooperation embodies one of the fo...
Soitec poursuit sa collaboration avec le Microsystems Technology Labor...
Soitec poursuit sa collaboration avec le Microsystems Technology Laboratories du MIT renforçant ainsi sa présence aux États-Unis Soitec poursuit sa collaboration avec le Microsystems Technology Laboratories du MIT renforçant ainsi sa présence aux États-Unis Soitec poursuit son accord de recherche et de partenariat avec le Microsystems Technology Laboratories du MIT. Cet accord couvre la recherche sur des matériaux semi-conducteurs innovants pour diverses applications - notamment les communications mobiles, les dispositifs de puissance, les capteurs et l’informatique quantique.Cette coopéra...
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