reports
- Pierre FerraguÊ
TSLA TESLA INC
NVDA NVIDIA CORPORATION
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
2330 TSMC
00992 LENOVO GROUP LIMITED
3661 ALCHIP TECHNOLOGIES INC.
00700 TENCENT HOLDINGS LTD.
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
40978Z ASML HOLDING NV
2357 TT HUAWEI TECHNOLOGIES CO
ASUSTEK COMPUTER
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Was That It?; Downgrading Discretionary and Energy Volatility finally picked up last Friday, and the S&P 500 (SPX) and Nasdaq 100 (QQQ) both gapped lower to close below their 20-day MAs for the first time in over three months. With that said, all of the major indexes (SPX, QQQ, DJI, IWM) rallied yesterday to fill their gaps from Friday and SPX and QQQ have reclaimed above their 20-day MAs; this is a bullish signal that suggests any further pullback is likely to be relatively shallow, and should ...
Bel Fuse Announces Participation in the 16th Annual Midwest IDEAS Conf...
Bel Fuse Announces Participation in the 16th Annual Midwest IDEAS Conference WEST ORANGE, N.J., Aug. 15, 2025 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB), a leading global manufacturer of products that power, protect and connect electronic circuits, today announced its participation in the 16th Annual Midwest IDEAS Conference: 16th Annual Midwest IDEAS ConferenceLynn Hutkin, CFOMark Hodkinson, VP Finance & Corporate ControllerTuesday, August 26, 2025InterContinental Chicago Magnificent MileConducting meetings throughout the day with a presentation at 10:15am ET The inves...
- Pierre FerraguÊ
Knowles Corp: 1 director
A director at Knowles Corp sold 21,047 shares at 20.020USD and the significance rating of the trade was 64/100. 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 over the last two years clearly sh...
Bel Fuse Inc. Announces Regular Quarterly Cash Dividend on its Class A...
Bel Fuse Inc. Announces Regular Quarterly Cash Dividend on its Class A and Class B Shares WEST ORANGE, N.J., July 31, 2025 (GLOBE NEWSWIRE) -- BEL FUSE INC. (NASDAQ:BELFA) and (NASDAQ:BELFB) today announced that its Board of Directors has declared regular quarterly cash dividends of $0.06 per share on the Company's Class A common shares and $0.07 per share on the Company's Class B common shares. Cash dividends for Class A and Class B common shares are payable on October 31, 2025 to shareholders of record on October 15, 2025. Bel currently has approximately 12,663,000 common shares ...
Bel Reports Second Quarter and First Half 2025 Results
Bel Reports Second Quarter and First Half 2025 Results WEST ORANGE, N.J., July 24, 2025 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB) today announced preliminary financial results for the second quarter and first half of 2025. Second Quarter 2025 Highlights Net sales of $168.3 million compared to $133.2 million in Q2-24. Up 26.3% from Q2-24Gross profit margin of 38.7%, compared to 40.1% in Q2-24GAAP net earnings attributable to Bel shareholders of $26.9 million versus GAAP net earnings attributable to Bel shareholders of $18.8 million in Q2-24Adjusted EBITDA of $35.2 milli...
- Pierre FerraguÊ
What makes a neo-cloud so special? Conversation with the CEO of togeth...
We hosted the second webcast of our AI transforming Industries series a few weeks ago. We had a fantastic conversation with Vipul Ved Prakash, CEO of together.ai, a GPU “Neo-Cloud” with tens of thousands of Nvidia GPUs deployed, powering open-source models and high-performance AI workloads at scale. Please see the link below our top thoughts on the back of this conversation, along with a full transcript.
Bel Fuse Schedules Second Quarter 2025 Financial Results Conference Ca...
Bel Fuse Schedules Second Quarter 2025 Financial Results Conference Call WEST ORANGE, N.J., July 11, 2025 (GLOBE NEWSWIRE) -- Bel Fuse Inc. (Nasdaq: BELFA and BELFB), a designer, manufacturer, and provider of products that power, protect and connect electronic circuits, today announced plans to release preliminary financial results for the second quarter after market close on Thursday, July 24, 2025. An earnings conference call has been scheduled as follows: When:Friday, July 25, 2025 at 8:30 a.m. ET Dial in:877.407.0784, or international: 201.689.8560 Online: How:Live over the intern...
- Pierre FerraguÊ
Replatforming Analysts and Disintermediating SaaS? Top takes from our ...
We hosted the third webcast of our AI transforming Industries series last week. We had a fantastic conversation with Ketan Karkhanis, CEO of ThoughtSpot on how AI is disrupting business analytics. Please see the link below our top thoughts on the back of this conversation, along with a full transcript.
- Pierre FerraguÊ
The Great Replatforming, part I – the Special Theory
Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
Cisco Systems Inc: 2 directors
Two Directors at Cisco Systems Inc sold 24,404 shares at between 65.521USD and 65.536USD. 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 over th...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 pages of detailed analyses 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.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Bible 1Q25 – Enterprise IT: AI drives Cloud growth, SaaS not reacceler...
Today, we are publishing the Enterprise IT 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. Legacy IT spending is moderating after a strong 2H24, but public-cloud growth remains steady as AI demand offsets a slowdown in traditional workloads. SaaS revenue growth remains in the low-teens with...
- Pierre FerraguÊ
Growth in Public Cloud: Where from? What’s next?
Growth in Public Cloud reaccelerated, in line with our expectations, and, if anything, even stronger than we thought, and shifting fast, with AI representing an increasing share of public cloud growth, and with the fast-growing crowd of native AI start-ups becoming a meaningful segment. We gathered all the initial datapoints at hand and looked at all angles we could, to provide a first perspective of how public cloud is growing today and where it is headed next.
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
- Pierre FerraguÊ
Bible 1Q25 – Hyperscale & Cloud: Inference inflecting, more hints on 2...
Today, we are publishing the Hyperscale & Cloud 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 Telecom Infrastructure, Memory, Enterprise IT, and PCs. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, and acce...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
Farouq Tuweiq Assumes CEO Role
Farouq Tuweiq Assumes CEO Role Daniel Bernstein Transitions to Chairman of the Board WEST ORANGE, N.J., May 27, 2025 (GLOBE NEWSWIRE) -- A New Chapter for Bel Fuse Inc. Today marks an exciting milestone in Bel Fuse’s journey. After more than two decades leading the company as President and Chief Executive Officer — and over 45 years of service — Dan Bernstein will be stepping into a new role as Chairman of the Board following today’s Annual Meeting of Shareholders. Dan’s tenure as CEO began in 2001, and during that time, he led Bel through a period of significant transformation. U...
Bel Appoints Lynn Hutkin as Chief Financial Officer
Bel Appoints Lynn Hutkin as Chief Financial Officer WEST ORANGE, N.J., May 20, 2025 (GLOBE NEWSWIRE) -- The Board of Directors of Bel Fuse Inc. (Nasdaq: BELFA and BELFB) (“Bel” or the “Company”) today announced the appointment of Lynn Hutkin as Bel’s Chief Financial Officer (CFO) effective immediately following Bel’s Annual Meeting of Shareholders to be held May 27, 2025. She will be responsible for Bel’s financial strategies and will lead the global finance organization, including planning, treasury, tax, reporting and investor relations. In her new role Ms. Hutkin is succeeding Farouq T...
- Pierre FerraguÊ
Bel Fuse Inc. Announces Regular Quarterly Cash Dividend on its Class A...
Bel Fuse Inc. Announces Regular Quarterly Cash Dividend on its Class A and Class B Shares WEST ORANGE, N.J., April 28, 2025 (GLOBE NEWSWIRE) -- BEL FUSE INC. (NASDAQ:BELFA) and (NASDAQ:BELFB) today announced that its Board of Directors has declared regular quarterly cash dividends of $0.06 per share on the Company's Class A common shares and $0.07 per share on the Company's Class B common shares. Cash dividends for Class A and Class B common shares are payable on August 1, 2025 to shareholders of record on July 15, 2025. Bel currently has approximately 12,667,000 common shares ...
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