reports
- 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
Palo Alto Networks Inc: 1 director
A director at Palo Alto Networks Inc sold 5,000 shares at 201.849USD 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 ...
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
Arista Networks Inc: 1 director
A director at Arista Networks Inc sold after exercising options/sold 56,000 shares at 92.230USD 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 directo...
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
- Wedbush Research
TSLA TESLA INC
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
INOD INNODATA
CVNA CARVANA CO. CLASS A
ANAB ANAPTYSBIO INC.
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
BASE COUCHBASE INC
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
ADBE ADOBE INC.
INOD INNODATA
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZS ZSCALER INC.
ESTC ELASTIC N.V.
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
SOUN SOUNDHOUND AI INC
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
- Pierre FerraguÊ
- Pierre FerraguÊ
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TOL TOLL BROTHERS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
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.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
HEAR TURTLE BEACH CORP.
HOV HOVNANIAN ENTERPRISES INC. CLASS A
SMCI SUPER MICRO COMPUTER
CRSR INC.
STX CORSAIR GAMING
ORKA SEAGATE TECHNOLOGY HLDGS PLC
ORUKA THERAPEUTICS INC
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
- Pierre FerraguÊ
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
CRM SALESFORCE.COM INC.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
INOD INNODATA
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
CVNA CARVANA CO. CLASS A
SNDK SANDISK CORPORATION
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ZG ZILLOW GROUP INC. CLASS A
ESTC ELASTIC N.V.
SAFE SAFEHOLD INC.
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
RVMD INC.
GBIO REVOLUTION MEDICINES
U GENERATION BIO
RKT UNITY SOFTWARE
ABNB ROCKET COMPANIES
AI AIRBNB INC. CLASS A
PLTR C3.AI
VRDN PALANTIR TECHNOLOGIES
NUVB VIRIDIAN THERAPEUTICS INC
SNOW NUVATION BIO INC (A)
STX SNOWFLAKE INC. CLASS A
APP SEAGATE TECHNOLOGY HLDGS PLC
CCSI APPLOVIN CORP
GFS CONSENSUS CLOUD SOLUTIONS INC
ALCC GLOBALFOUNDRIES INC
DBD ALTC ACQUISITION CORP
NOW-US DIEBOLD NIXDORF INCORPORATED
SERVICENOW
INC.
- Antoine Legault
- Daniel Ives
- Matthew Bryson
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CRM SALESFORCE.COM INC.
INOD INNODATA
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ESTC ELASTIC N.V.
AI C3.AI
PLTR PALANTIR TECHNOLOGIES
SNOW SNOWFLAKE INC. CLASS A
ALCC ALTC ACQUISITION CORP
NOW-US SERVICENOW
INC.
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