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 |

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...

Bible 3Q25 – Foundries: Strong set-up for TSMC into 2026. Downside ris...

Today, we are publishing the Foundry section of our 29th Tech Infrastructure Quarterly Bible. 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 increased its 2025 growth outlook to 35%, as we anticipated. For other foundries, expectations were revised down 1pt to 9% growth in 2025, which implies a reasonable 2% sequential growth in 4Q. For ne...

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.

Daily Views on Tech Headlines | TSMC, META, AXTI

META, AI: Meta prepares major AI push in 1H26View: Meta is accelerating its AI strategy with the development of two new flagship AI models. According to The Wall Street Journal, its image and video generation system code-named "Mango," and a text-based LLM dubbed "Avocado" are both expected in the

Micron 1FQ26: Our thesis has played out fully. Wait for a cyclical en...

Micron reported 1FQ26 last night. Please click the link below for our take on the print.

Daily Views on Tech Headlines | ASML, IONQ

Wedbush Morning Call - Dec 18 2025 7:03AM

How Good It Can Get? Apparently Pretty Darn Good!

Bible 3Q25 – PCs: 2026 guided flat, weak refresh ahead

Today, we are publishing the PCs section of our 29th Tech Infrastructure Quarterly Bible. 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. PC revenue growth sustained, driven by RoW, while N.A. softened following 1H25 tariff-related pull-ins. Despite the ongoing Windows 10 and AI PC refresh cycle, OEMs guided 2026 PC units flat-to-down, with limi...

Daily Views on Tech Headlines | AMZN, ORCL, AAPL, AVGO, OpenAI

Wedbush Morning Call - Dec 17 2025 6:57AM