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Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Arista Networks Inc: 1 director

A director at Arista Networks Inc sold 8,000 shares at 140.434USD 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 cle...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/TenneT, Infineon, Real Estate Outlook 2026

German state takes 25.1% of TenneT Germany / Infineon reports an acquisition, good results, and a revised guidance / Real estate outlook 2026.

Pierre FerraguÊ
  • Pierre FerraguÊ

Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple....

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 27 names we followed last week, follow the link.

Pierre FerraguÊ
  • Pierre FerraguÊ

Meta 4Q25: 50% Capex intensity & 40% expense growth - replatforming ov...

Meta reported 4Q25. Please click the link for our updated perspective on hyperscale capex.

Pierre FerraguÊ
  • Pierre FerraguÊ

Texas Instruments: Industrial and auto semis recovering. Read-through ...

Texas Instruments reported 4Q25 this morning. Please click below for our take on the print.

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