reports
Antoine Legault ... (+2)
- 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
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
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.
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
- Wedbush Research
WDC
WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
EA ELECTRONIC ARTS INC.
EGHT 8X8 INC.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
U UNITY SOFTWARE
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
EWTX EDGEWISE THERAPEUTICS INC
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
EA ELECTRONIC ARTS INC.
EGHT 8X8 INC.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
U UNITY SOFTWARE
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
APP APPLOVIN CORP
EWTX EDGEWISE THERAPEUTICS INC
Wedbush Research
- Wedbush Research
WING
WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
EWTX EDGEWISE THERAPEUTICS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
IMAX IMAX CORPORATION
EGP EASTGROUP PROPERTIES INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
EWTX EDGEWISE THERAPEUTICS INC
Alicia Reese ... (+4)
- Alicia Reese
- Kade Barr
- Matthew McCartney
- Michael Pachter
Antoine Legault ... (+2)
- 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
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
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.
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 ... (+2)
- 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
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
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.
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
- Wedbush Research
W
WAYFAIR INC.
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
GOSS GOSSAMER BIO
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
TVTX INC.
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
NUVB AIRBNB INC. CLASS A
XMTR NUVATION BIO INC (A)
XOS XOMETRY
STX INC.
TTD XOS INC.
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM THE METALS COMPANY INC
SLDB GLOBALFOUNDRIES INC
CART CLEAR SECURE INC
LAC. RUMBLE INC
MXL-US SOLID BIOSCIENCES INC
MAPLEBEAR INC.
LITHIUM AMERICAS CORP NEW
MAXLINEAR
INC.
SHOP SHOPIFY INC.
WDC WESTERN DIGITAL CORPORATION
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
GOSS GOSSAMER BIO
DT DYNATRACE INC.
SMCI SUPER MICRO COMPUTER
TVTX INC.
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
NUVB AIRBNB INC. CLASS A
XMTR NUVATION BIO INC (A)
XOS XOMETRY
STX INC.
TTD XOS INC.
TMC SEAGATE TECHNOLOGY HLDGS PLC
GFS THE TRADE DESK
YOU INC.
RUM THE METALS COMPANY INC
SLDB GLOBALFOUNDRIES INC
CART CLEAR SECURE INC
LAC. RUMBLE INC
MXL-US SOLID BIOSCIENCES INC
MAPLEBEAR INC.
LITHIUM AMERICAS CORP NEW
MAXLINEAR
INC.
Daniel Ives ... (+4)
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
Antoine Legault ... (+2)
- 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
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
MXL-US GLOBALFOUNDRIES INC
MAXLINEAR
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
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
MXL-US GLOBALFOUNDRIES INC
MAXLINEAR
INC.
Seth Basham ... (+2)
- Seth Basham
- Wedbush Research
Pierre FerraguÊ
- Pierre FerraguÊ
Bible 1Q25 - Smartphones: 2025 weak and front-loaded? Rest of the year...
Dear all, Today, we are publishing the Smartphones section of our 27th 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. In the coming weeks we will publish sections on Automotive, Memory, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, Ride sharing & Delivery, Foundry, and Semicap Equ...
Antoine Legault ... (+2)
- 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
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
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.
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
- Wedbush Research
UBI
UBISOFT ENTERTAINMENT SA
TSLA TESLA INC
TOL TOLL BROTHERS INC.
SBRA SABRA HEALTH CARE REIT INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NHI NATIONAL HEALTH INVESTORS INC.
LTC LTC PROPERTIES INC.
WELL WELLTOWER INC.
GOOGL ALPHABET INC. CLASS A
CTRE CARETRUST REIT INC
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
BLDR BUILDERS FIRSTSOURCE INC.
ARGX ARGENX ADS
VTR VENTAS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
TSEM TOWER SEMICONDUCTOR LTD
HOV HOVNANIAN ENTERPRISES INC. CLASS A
PEAK HEALTHPEAK PROPERTIES INC.
ZNTL ZENTALIS PHARMACEUTICALS
HR HEALTHCARE TRUST OF AMERICA INC.
STRW STRAWBERRY FIELDS REIT INC.
ANRO ALTO NEUROSCIENCE INC
ORKA ORUKA THERAPEUTICS INC
JBIO JADE BIOSCIENCES INC
TSLA TESLA INC
TOL TOLL BROTHERS INC.
SBRA SABRA HEALTH CARE REIT INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NHI NATIONAL HEALTH INVESTORS INC.
LTC LTC PROPERTIES INC.
WELL WELLTOWER INC.
GOOGL ALPHABET INC. CLASS A
CTRE CARETRUST REIT INC
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
BLDR BUILDERS FIRSTSOURCE INC.
ARGX ARGENX ADS
VTR VENTAS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
TSEM TOWER SEMICONDUCTOR LTD
HOV HOVNANIAN ENTERPRISES INC. CLASS A
PEAK HEALTHPEAK PROPERTIES INC.
ZNTL ZENTALIS PHARMACEUTICALS
HR HEALTHCARE TRUST OF AMERICA INC.
STRW STRAWBERRY FIELDS REIT INC.
ANRO ALTO NEUROSCIENCE INC
ORKA ORUKA THERAPEUTICS INC
JBIO JADE BIOSCIENCES INC
Seth Basham ... (+2)
- Seth Basham
- Wedbush Research
Antoine Legault ... (+2)
- 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
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
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.
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 ... (+2)
- 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
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
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
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.
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
- Wedbush Research
PHM
PULTEGROUP INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BZH BEAZER HOMES USA INC.
AXTI AXT INC.
DHI D.R. HORTON INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
TMHC TAYLOR MORRISON HOME CORPORATION
ARGX ARGENX ADS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
BDTX INC.
LSEA BLACK DIAMOND THERAPEUTICS
IMNM LANDSEA HOMES CORP (A)
STX IMMUNOME
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
GETY MOONLAKE IMMUNOTHERAPEUTICS
DNTH GETTY IMAGES HOLDINGS INC
MXL-US DIANTHUS THERAPEUTICS INC
SDHC-US MAXLINEAR
INC.
SMITH DOUGLAS HOMES CORP.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
OFC CORPORATE OFFICE PROPERTIES TRUST
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BZH BEAZER HOMES USA INC.
AXTI AXT INC.
DHI D.R. HORTON INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
TMHC TAYLOR MORRISON HOME CORPORATION
ARGX ARGENX ADS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
BDTX INC.
LSEA BLACK DIAMOND THERAPEUTICS
IMNM LANDSEA HOMES CORP (A)
STX IMMUNOME
GFS SEAGATE TECHNOLOGY HLDGS PLC
MLTX GLOBALFOUNDRIES INC
GETY MOONLAKE IMMUNOTHERAPEUTICS
DNTH GETTY IMAGES HOLDINGS INC
MXL-US DIANTHUS THERAPEUTICS INC
SDHC-US MAXLINEAR
INC.
SMITH DOUGLAS HOMES CORP.
Seth Basham ... (+2)
- Seth Basham
- Wedbush Research
Antoine Legault ... (+2)
- 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
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
MXL-US GLOBALFOUNDRIES INC
MAXLINEAR
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
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
MXL-US GLOBALFOUNDRIES INC
MAXLINEAR
INC.
Pierre FerraguÊ
- Pierre FerraguÊ
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