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NVIDIA Corp: 1 director

A director at NVIDIA Corp sold/gave away 2,000,000 shares at 0.000USD and 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 the last two years...

Marvell Technology Inc: 3 directors

Three Directors at Marvell Technology Inc sold 17,505 shares at between 121.120USD and 122.500USD. 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 director...

Dave Nicoski ... (+2)
  • 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.

Pierre FerraguÊ
  • Pierre FerraguÊ

35 Meetings in Taiwan, Korea & Japan Dec 2-12th Our top takeaways

We just returned from 2 weeks in Taiwan, Korea ad Japan where we me with leading tech suppliers. We have incremental colour on Blackwell design changes, ASIC ramps and HBM & CoWoS capacity, see below for our takeaways.

Arista Networks Inc: 2 directors

Two Directors at Arista Networks Inc sold/sold after exercising options 160,288 shares at between 108.289USD and 108.700USD. 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 ...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q24: Enterprise IT – Legacy recovery sustains; SaaS stabilizes;...

Today, we are publishing the Enterprise IT section of our 25th 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 Equipment, Industrials, Ride sharing & Delivery, and Foundry. Legacy IT further rebounded, with revenue growth accelerating and all major player...

Pierre FerraguÊ
  • Pierre FerraguÊ

Smartphones & PCs in 2025 – a health check in 10 slides.

Now that the bulk of the earnings season is behind us, we review how demand is shaping up for smartphones & PCs in 2025, and implications for semiconductors, in 5 slides each.

Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig
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