reports
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
SMCI SUPER MICRO COMPUTER
COGT INC.
VRDN COGENT BIOSCIENCES INC
NUVB VIRIDIAN THERAPEUTICS INC
STX NUVATION BIO INC (A)
GFS SEAGATE TECHNOLOGY HLDGS PLC
TYRA GLOBALFOUNDRIES INC
ANRO TYRA BIOSCIENCES INC
ZBIO ALTO NEUROSCIENCE INC
ZENAS BIOPHARMA INC.
Moody's Ratings says Intel's acquisition of Apollo's minority interest...
Announcement: Moody's Ratings says Intel's acquisition of Apollo's minority interest in Ireland JV is credit positive. Global Credit Research- 01 Apr 2026. New York, April 01, 2026-- Moody's Ratings said that Intel Corporation's plan to repurchase the 49% equity interest in its joint venture with Apollo, which owns and operates Fab 34 in Ireland, is credit positive for Intel.
- Antoine Chkaiban
Intel: is 35-40% Foundry gross margin ever achievable?
The gross margin of Intel Foundry is in negative territory today and were guided, back in 2024, to reach 35-40% in 2030. In today’s research we gather all what we know and can estimate about Intel and TSMC’s cost structures at the leading edge. From this baseline, we analyze the drivers of the current gap between the two, and assess how Intel could eventually achieve its goal. Is improving scale and process efficiency enough to get to 40% gross margins, despite the structurally higher cost...
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
WDC WESTERN DIGITAL CORPORATION
VYGR VOYAGER THERAPEUTICS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
ACRS ACLARIS THERAPEUTICS INC.
CDR CD PROJEKT S.A.
FRX_CN FENNEC PHARMACEUTICALS
7974 NINTENDO CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
OVID OVID THERAPEUTICS
ISR ISORAY
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
UBER UBER TECHNOLOGIES INC.
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PASG IDEAYA BIOSCIENCES
BDTX PASSAGE BIO
ACET BLACK DIAMOND THERAPEUTICS
KROS ADICET BIO INC
ORIC KEROS THERAPEUTICS
ZNTL ORIC PHARMACEUTICALS
BEAM ZENTALIS PHARMACEUTICALS
LRMR BEAM THERAPEUTICS
PRAX LARIMAR THERAPEUTICS INC
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
VRDN TRAVERE THERAPEUTICS INC
SANA VIRIDIAN THERAPEUTICS INC
PLTK SANA BIOTECHNOLOGY
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
STX DAY ONE BIOPHARMACEUTICALS INC
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
GMTX GLOBALFOUNDRIES INC
TYRA GEMINI THERAPEUTICS INC
PEPG TYRA BIOSCIENCES INC
EWTX PEPGEN INC
SLDB EDGEWISE THERAPEUTICS INC
DDI SOLID BIOSCIENCES INC
APGE DOUBLEDOWN INTERACTIVE CO LTD
EMBRAC B APOGEE THERAPEUTICS INC
DNTH EMBRACER GROUP AB
ORKA DIANTHUS THERAPEUTICS INC
BCAX ORUKA THERAPEUTICS INC
ZBIO BICARA THERAPEUTICS INC.
TLX ZENAS BIOPHARMA INC.
MAZE TELIX PHARMACEUTICALS LIMITED
JBIO MAZE THERAPEUTICS INC
IMA JADE BIOSCIENCES INC
IMAGENEBIO INC.
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 4Q25
We publish today our comprehensive quarterly bible: 243 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:
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.
IFX INFINEON TECHNOLOGIES AG
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
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NKTR NEKTAR THERAPEUTICS
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
ORIC INC.
U ORIC PHARMACEUTICALS
BUR UNITY SOFTWARE
STX BURFORD CAPITAL
UWMC SEAGATE TECHNOLOGY HLDGS PLC
GFS UWM HLDGS CORP
MLTX GLOBALFOUNDRIES INC
EWTX MOONLAKE IMMUNOTHERAPEUTICS
BCAX EDGEWISE THERAPEUTICS INC
BICARA THERAPEUTICS INC.
- Jonathan Moreland
PANW PALO ALTO NETWORKS INC.
OSUR ORASURE TECHNOLOGIES INC.
FMNB FARMERS NATIONAL BANC CORP.
NXRT NEXPOINT RESIDENTIAL TRUST INC.
LULU LULULEMON ATHLETICA INC
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
CRT CROSS TIMBERS ROYALTY TRUST
KYN KAYNE ANDERSON MLP INVESTMENT CO.
INSE INSPIRED ENTERTAINMENT
NEPH NEPHROS INC
NEXT NEXTDECADE
AXR AMREP
KOD KODIAK SCIENCES
NMM NAVIOS MARITIME PARTNERS
REEMF RARE ELEMENT RESOURCES
RPAY REPAY HOLDINGS (A)
AHCO ADAPTHEALTH
ADV ADVANTAGE SOLUTIONS INC (A)
PX P10 INC
AIRS AIRSCULPT TECHNOLOGIES INC
BORR BORR DRILLING LTD
TPST MILLENDO THERAPEUTICS
KMPH INC.
IAUX KEMPHARM INC
SBSW I-80 GOLD CORP.
MNR SIBANYE-STILLWATER LTD
TLPH MACH NATURAL RESOURCES LP
MXF TALPHERA INC.
IBIO THE MEXICO FUND
GF INC.
AFCG IBIO INC.
FMBM THE NEW GERMANY FUND
GSM INC.
AFC GAMMA
INC.
F & M BANK CORP
GLOBE SPECIALTY METALS INC.
- Jonathan Moreland
Palo Alto Networks Inc: 1 director
A director at Palo Alto Networks Inc bought 68,085 shares at 146.875USD and the significance rating of the trade was 69/100. 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 yea...
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
FB FACEBOOK INC. CLASS A
WVE WAVE LIFE SCIENCES
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
ZNTL ZENTALIS PHARMACEUTICALS
U UNITY SOFTWARE
VRDN VIRIDIAN THERAPEUTICS INC
NUVB NUVATION BIO INC (A)
GMTX GEMINI THERAPEUTICS INC
S SENTINELONE INC
TYRA TYRA BIOSCIENCES INC
ZBIO ZENAS BIOPHARMA INC.
BTGO BITGO HOLDINGS INC.
- Anish Jog
- Daniel Ives
- Sam Brandeis
- Steven Wahrhaftig
RSA 2026 Key Takeaways
Company Specific Key Takeaways:CRWD: CrowdStrike was the defining presence at RSA 2026 and our conversations reinforced our view that CRWD is the gold standard of cybersecurity in the AI era. Next-gen SIEM is well-positioned competitively given first-party Falcon data, no ingest costs, identity/pri
- Pierre FerraguÊ
Bible 4Q25 - Enterprise IT: Legacy outlook improving, SaaS growth stab...
The recovery has largely played out in Legacy, but growth rates keep accelerating. With agentic AI driving demand for traditional infrastructure, this could create positive surprises. Public-cloud growth also accelerates on broad-based strength across AI and traditional workloads. SaaS revenue growth remains in the low-teens with no sign of material reacceleration, suggesting that low-teens growth is becoming the new normal.
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
DNLI DENALI THERAPEUTICS INC
TSEM TOWER SEMICONDUCTOR LTD
CHWY CHEWY INC. CLASS A
SMCI SUPER MICRO COMPUTER
BEAM INC.
STX BEAM THERAPEUTICS
GFS SEAGATE TECHNOLOGY HLDGS PLC
SERV GLOBALFOUNDRIES INC
MAZE SERVE ROBOTICS INC
MAZE THERAPEUTICS INC
- Pierre FerraguÊ
- Antoine Legault
- Matthew Bryson
Daily Views on Tech Headlines | ARM, INTC, AMD, Transformers
MSFT, Data center: Microsoft to rent site Open AI and Oracle discardedView: Bloomberg is reporting that Microsoft has agreed to terms to rent a 700 MW facility in Abilene. The site had been initially set for development to support Oracle and OpenAI requirements, but the latter seemingly walked away
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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