reports
- Pierre FerraguÊ
GTC 2025 – Making sense of the AI bull case.
We attended GTC this week in San Jose and hosted our inaugural New Street GTC after-party (If you didn’t attend, make sure you get a ticket for next year, it is the hottest event of the conference!) It gave us the opportunity to catch-up at length with Nvidia executives and our most valuable contacts in the entire ecosystem. Please follow the link below for our updated thoughts.
- Pierre FerraguÊ
Bible 4Q24: Enterprise IT – continued recovery in Legacy, stabilizatio...
Today, we are publishing the Enterprise IT section of our 26th 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 recovery continued, with major players again reporting double-digit order growth across core legacy portfolios. Al server demand remained strong, although some revenue recognition ...
- Pierre FerraguÊ
Bible 4Q24 – PCs: Windows 10 & AI PC refresh cycle pushed out further
Today, we are publishing the PC section of our 26th 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. PC shipments are stabilizing. IDC notes a slow return to growth, with OEMs highlighting Enterprise again outperformed consumer. The Windows 10 & AI PC refresh cycle is being pushed out further, but the supply ...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
LEN LENNAR CORPORATION CLASS A
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
DRI DARDEN RESTAURANTS INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
EPRT ESSENTIAL PROPERTIES REALTY TRUST
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
ASO ACADEMY SPORTS AND OUTDOORS
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
VOR VOR BIOPHARMA
STX SEAGATE TECHNOLOGY HLDGS PLC
TTD THE TRADE DESK
GLUE INC.
GFS MONTE ROSA THERAPEUTICS INC
NTST GLOBALFOUNDRIES INC
ANRO NETSTREIT CORP
BNL ALTO NEUROSCIENCE INC
BROADSTONE NET LEASE INC
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
Workday Inc: 1 director
A director at Workday Inc sold 86,672 shares at 247.645USD and the significance rating of the trade was 79/100. 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...
ServiceNow and NVIDIA Advance Agentic AI to Redefine Enterprise Intell...
SAN JOSE, Calif.--(BUSINESS WIRE)-- NVIDIA GTC – (NYSE: NOW), the AI platform for business transformation, today announced an expansion of its partnership with NVIDIA to advance agentic AI, building on the companies’ efforts to redefine enterprise intelligence. Together, ServiceNow and NVIDIA are optimizing AI agent deployment for maximum business impact with evaluation tools and integration of with the ServiceNow Platform to accelerate agentic AI for businesses in every industry. These new capabilities add to ServiceNow’s recently launched , which helps ensure teams of AI agents work in ha...
- Pierre FerraguÊ
AI buildouts: How is 2026 shaping up? What do we know already?
The outlook for 2025 AI datacenter spending is solid, with the debate now shifting to 2026 and the supply-demand trajectory. As the last earnings season is still fresh in our minds and our team just came back from Asia, we have gathered in this short note all what we know so far of 2026, and implications.
- Daniel Ives
- Matthew Weiss
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Wedbush Research
QLYS QUALYS INC.
OHI OMEGA HEALTHCARE INVESTORS INC.
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
WELL WELLTOWER INC.
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CTRE CARETRUST REIT INC
CRM SALESFORCE.COM INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HEAR TURTLE BEACH CORP.
STRO SUTRO BIOPHARMA
DOCU DOCUSIGN INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
GOSS GOSSAMER BIO
GBIO GENERATION BIO
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
PAY INC.
VIGL PAYMENTUS HLDGS INC
SKLZ VIGIL NEUROSCIENCE INC
TRML SKILLZ INC
RBRK TOURMALINE BIO INC
RUBRIK INC
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
NFLX NETFLIX INC.
7974 NINTENDO CO. LTD.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
ServiceNow’s Latest Platform Release Adds to Thousands of AI Agents Ac...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- (NYSE: NOW), the AI platform for business transformation, today announced the , unleashing new AI agents across CRM, HR, IT, and more, for faster, smarter workflows and maximum, end-to-end business impact. These latest innovations include teams of preconfigured AI agents that deliver productivity and predictable outcomes from day one, on a single platform, as well as capabilities to build, onboard, and manage the entire AI agent lifecycle. Because data fuels AI, the company also announced expansion of its Knowledge Graph with advancements to its Common S...
ServiceNow Yokohama Release Empowers Businesses to Navigate Complexity...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- (NYSE: NOW), the AI platform for business transformation, today unveiled the , advancing automation, governance, and workflow intelligence to help businesses navigate operational complexity. With this release, organizations can accelerate application development, improve workflow performance, and enhance customer experiences—all while maintaining the highest standards of governance and security. From ServiceNow Studio, which provides a unified workspace for rapid application development and governance, to enhanced self service portals which enable custom...
- Pierre FerraguÊ
GPUs vs. ASICs – Clash of the titans.
Broadcom announced last week an additional 2 engagements for its custom compute business, bringing the total to 7, with 3 already in production. In today’s work, we take a deep dive into GPU and ASIC throughput and TCO to assess how the market is likely to evolve in the coming years. Our findings should provide investors with a valuable framework ahead of Nvidia’s upcoming announcements at GTC next week.
- Pierre FerraguÊ
Bible 4Q24 – Hyperscale & Cloud: material capex revisions, now consist...
Today, we are publishing the Hyperscale & Cloud section of our 26th 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. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, driven by strong demand for both traditional & AI infrastructure. Capex grew 73% YoY and 25% QoQ, 11% above con...
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
Arista Networks Inc: 1 director
A director at Arista Networks Inc sold/sold after exercising options 160,000 shares at 84.850USD and 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 direct...
ServiceNow to Extend Leading Agentic AI to Every Employee for Every Co...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- ServiceNow (NYSE: NOW), the AI platform for business transformation, today announced it has signed a definitive agreement to acquire Moveworks. The acquisition will combine ServiceNow’s agentic AI and automation strengths with Moveworks’ front-end AI assistant and enterprise search technology to unlock new experiences for every employee for every corner of the business. Following closing, together with Moveworks, ServiceNow – with thousands of AI agents already deployed – will continue to drive use of its agentic AI ServiceNow Platform to accelerate enter...
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
MRVL MARVELL TECHNOLOGY INC
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
DBD DIEBOLD NIXDORF INCORPORATED
NCR-US NCR CORP.
- Wedbush Research
WEN WENDY'S COMPANY
TSLA TESLA INC
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CTMX CYTOMX THERAPEUTICS INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
IGMS IGM BIOSCIENCES
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
NUVB NUVATION BIO INC (A)
ELEV ELEVATION ONCOLOGY
FHTX FOGHORN THERAPEUTICS
IKNA IKENA ONCOLOGY INC
TTD THE TRADE DESK
SLDB INC.
ORKA SOLID BIOSCIENCES INC
ORUKA THERAPEUTICS INC
- Alicia Reese
- Antoine Legault
- Daniel Ives
- Kade Barr
- Matthew Bryson
- Matthew Weiss
- Michael Gerbino
- Michael Pachter
- Sam Brandeis
- Scott Devitt
QLYS QUALYS INC.
NVDA NVIDIA CORPORATION
GOOGL ALPHABET INC. CLASS A
GME GAMESTOP CORP. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CRM SALESFORCE.COM INC.
7974 NINTENDO CO. LTD.
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
FUBO FUBOTV
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
INC.
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