reports
- 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.
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
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ARDX ARDELYX INC
2303 UNITED MICROELECTRONICS CORP.
ANAB ANAPTYSBIO INC.
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SMCI SUPER MICRO COMPUTER
PASG INC.
TVTX PASSAGE BIO
SANA TRAVERE THERAPEUTICS INC
STX SANA BIOTECHNOLOGY
TCRX SEAGATE TECHNOLOGY HLDGS PLC
GFS TSCAN THERAPEUTICS INC
ARTV GLOBALFOUNDRIES INC
SYRE ARTIVA BIOTHERAPEUTICS INC
USAR SPYRE THERAPEUTICS INC.
TRAX V USA RARE EARTH INC
FIRST TRACKS BIOTHERAPEUTICS INC
- Anish Jog
- Chase Tohanczyn
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
1Q Preview; Expect Good Big Tech Earnings as AI Revolution Accelerates
AAPLWith Cook leaving as CEO this will be a monumental conference call for Apple. Investors will be laser focused on Cook's comments around leaving and breadcrumbs around the much anticipated AI strategy now under Ternus. Back to numbers, Apple will announce its FY2Q26 (March) results on April 30th
- Antoine Chkaiban
- Pierre FerraguÊ
- Pierre FerraguÊ
- 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.
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
Advanced Micro Devices Inc: 1 director
A director at Advanced Micro Devices Inc sold after exercising options/sold 33,109 shares at 255.540USD and the significance rating of the trade was 67/100. 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...
- 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.
SANM SANMINA CORPORATION
ON ON SEMICONDUCTOR CORPORATION
MXL MAXLINEAR INC
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
JACK JACK IN THE BOX INC.
INTC INTEL CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CABO CABLE ONE INC.
AXTI AXT INC.
SILC SILICOM LTD.
AAOI APPLIED OPTOELECTRONICS INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
VSH VISHAY INTERTECHNOLOGY INC.
HPE HEWLETT PACKARD ENTERPRISE CO.
INTT INTEST CORP.
AEHR AEHR TEST SYSTEMS
RFIL RF INDUSTRIES LTD.
AMD ADVANCED MICRO DEVICES INC.
AMKR AMKOR TECHNOLOGY INC.
TIGO MILLICOM INTERNATIONAL CELLULAR S.A.
VICR VICOR CORP.
LASR NLIGHT
DELL DELL TECHNOLOGIES INC CLASS C
NVTS NAVITAS SEMICONDUCTOR CORP
AIP ARTERIS INC
STGW STAGWELL INC
ADTN ADTRAN HOLDINGS INC
COHR COHERENT CORP
RDW REDWIRE CORP
LUNR INTUITIVE MACHINES INC
WOLF META WOLF AG
TOYO TOYO CO LTD
FLY FIREFLY AEROSPACE INC
XNDU.USD XTRACKERS NASDAQ 100 SWAP UCITS ETF
SMT-F STARS MICROELECTRONICS (THAILAND) P
WATT ENERGOUS CORPORATION
SATL SATELLOGIC 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.
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
- Pierre FerraguÊ
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
KNSA KINIKSA PHARMACEUTICALS
SMCI SUPER MICRO COMPUTER
NUVB INC.
STX NUVATION BIO INC (A)
GFS SEAGATE TECHNOLOGY HLDGS PLC
AVTX GLOBALFOUNDRIES INC
AVALO 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
- 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
Broadcom Announces Tanzu Platform Agent Foundations: Bringing PaaS Sim...
Broadcom Announces Tanzu Platform Agent Foundations: Bringing PaaS Simplicity and Enterprise Security to AI Agents on VMware Cloud Foundation NEW YORK, April 15, 2026 (GLOBE NEWSWIRE) -- Today, at the AI in Finance Summit, Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, announced VMware Tanzu Platform agent foundations, introducing a secure-by-default agentic runtime designed to accelerate the delivery of autonomous AI applications. By extending the trusted code-to-production simplicity of T...
- 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.
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines |AVGO, Memory, Semicap, SNX
The question for capital equipment in general rather, in our view, is how elevated might demand get to in the out years, which will in part demand on the sustainability (and perceived sustainability) of AI data center requirements through 2027 and into the latter parts of this decade, as well as mo
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.
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
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