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Pierre FerraguÊ
  • Pierre FerraguÊ

Elon Musk wants 50 million H100 equivalent up and running by 2030 - Ou...

Musk ambitions to deploy 50m H100-equivalent GPUs for xAI within five years. In this note, we estimate the capex required and explore implications for tech infrastructure, in a single slide.

 PRESS RELEASE

Blink Charging and Nexxtlab Team to Provide Simplified Energy Manageme...

Blink Charging and Nexxtlab Team to Provide Simplified Energy Management Solutions Throughout Europe Bowie, Md., Aug. 26, 2025 (GLOBE NEWSWIRE) --  (NASDAQ: BLNK), a leading global owner, operator and provider of electric vehicle (EV) charging equipment and services, has teamed up with Nexxtlab, a Luxembourg-headquartered energy management company, to deliver new energy usage tools designed to simplify the energy transition for businesses utilizing EV fleets throughout Europe. Nexxtlab’s Smartmaster platform, now incorporating Blink EV charging locations across Belgium, the Netherlands, ...

 PRESS RELEASE

Blink and Presto Announce Strategic Collaboration to Provide Advanced ...

Blink and Presto Announce Strategic Collaboration to Provide Advanced Tools for EV Fleet Charging New Collaboration Delivers a Streamlined Approach for EV Fleet and Rideshare Drivers to Charge on the Blink Network Through the Presto App Nationwide.  Bowie, Md., Aug. 21, 2025 (GLOBE NEWSWIRE) --  (NASDAQ: BLNK) (“Blink” or the “Company”), a leading global owner, operator and provider of electric vehicle (EV) charging equipment and services; and , a leading roaming platform for EV fleets on the go, have announced a new collaboration that enhances charging network infrastructure and expands...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Speculative Areas Still Leading; Staying Bullish We have discussed since late-July how the S&P 500 (SPX) had not closed below its 20-day MA for three months, but that even when it does, "all we would expect to happen is for a new, less-steep uptrend to form." That is precisely what has happened after the SPX finally lost its 20-day MA (for one whole day) on 8/1/25, only to get back to all-time highs last week. Therefore, we remain near-term bullish since our 4/22/25 Compass, and our intermediat...

 PRESS RELEASE

BLINK CHARGING ANNOUNCES SECOND QUARTER 2025 RESULTS

BLINK CHARGING ANNOUNCES SECOND QUARTER 2025 RESULTS Second quarter 2025 total revenues grew 38% sequentially to $28.7 million compared to the first quarter of 2025Second quarter 2025 service revenues grew 46% year-over-year to $11.8 millionCompany incurred approximately $16.5 million in largely one-time, non-cash charges in the quarterReduced compensation expenses by 22% year-over-year; eliminated $8 million in annualized expenses through efficienciesSubsequent to quarter end, Blink acquired Zemetric, Inc., a charging infrastructure company with tailored solutions for fleets, multi-family,...

Pierre FerraguÊ
  • Pierre FerraguÊ

CoreWeave profitability; DeepSeek’s ASIC try; Semicap; PC pull-forward...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 9 names we followed last week, follow the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ

AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 34 names we followed last week, follow the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ

Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who...

Bloomberg reported overnight that Tesla is shutting down its Dojo supercomputer. See below for key facts and our take.

Garvit Bhandari
  • Garvit Bhandari

US EV Charging Infrastructure Update - July 2025

This report provides the latest update on the US EV Charging Infrastructure. It contains information - about number of charging stations, number of charging ports, state-level information on EV Charging infrastructure as well as information on which company currently has the largest network of EV charging stations/ports in the United States.

Anish Jog ... (+5)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt

Moody's Ratings affirms Tesla's Baa3 issuer rating, outlook remains st...

Moody's Ratings (Moody's) affirmed the Baa3 long-term issuer rating of Tesla, Inc. (Tesla). The outlook remains stable. The affirmation reflects our expectation that Tesla's vehicle technology, software and AI competencies provide a platform for continuing innovation and new product offerings. The...

 PRESS RELEASE

Blink Charging and Imperial Center Expand EV Fast Charging Access Alon...

Blink Charging and Imperial Center Expand EV Fast Charging Access Along Key SR-111 Gateway Near U.S.–Mexico Border Ten 180 kW dual-port chargers to serve critical north-south traffic on State Route 111, supporting cross-border, regional, and east-west I-8 corridor travel Bowie, Md., July 31, 2025 (GLOBE NEWSWIRE) --  (NASDAQ: BLNK) (“Blink” or the “Company”), a leading global owner, operator, and provider of electric vehicle (EV) charging equipment and services, today announced the installation of ten new 180 kW dual-port DC Fast Chargers, delivering 20 charging ports at a key transporta...

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