Daily Views on Tech Headlines | NVDA

Wedbush Morning Call - Dec 31 2025 7:04AM

Industry Down Cycle More Elongated Than Anticipated

Atos SE: 2 directors

Two Directors at Atos SE bought 5,500 shares at between 47.305EUR and 49.032EUR. The significance rating of the trade was 75/100. 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 tw...

Daily Views on Tech Headlines | AXTI, Samsung, Hynix

Top 5 Names to Play the AI Revolution into 2026

Daily Views on Tech Headlines | NVDA, AMD, QCOM

Large Deal for Almost Anyone but NVDA - While $20B is clearly a large number, it also only represents a little more than half of what we estimate as NVDA's net income for the current quarter. Net, while we can argue whether or not Groq's talent is worth $20B and also we view NVDA's spate of financi

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 |

Wedbush Morning Call - Dec 23 2025 7:03AM

Counting Clicks: November '25 Traffic Trends

Report Overview: Our analysis includes total web visits (desktop and mobile) to U.S. and international web domains, mobile app monthly active users (MAUs), daily active users (DAUs), and total time spent (where applicable). Throughout the report, we display Y/Y changes across each of these key metr

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

Wedbush Morning Call - Dec 22 2025 7:02AM

Expecting Big AI Driven Growth Year for Redmond; Street Will Be Surpri...

Amazon (Buy, $340 target) AGI re-org looks +ve for Trainium as "Great...

Earlier this week, AMZN CEO Andy Jassy announced the creation of “a new organization that drives our most expansive AI models (e.g. Nova—and the team we’ve called “AGI”), silicon development (e.g. Graviton, Trainium, Nitro), and quantum computing,” to be led by 27-year veteran, and AMZN lifer, Peter DeSantis.