reports
Pierre FerraguÊ
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q24
We publish today our comprehensive quarterly bible: 224 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.
IFX
INFINEON TECHNOLOGIES AG
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
2GB 2G ENERGY AG
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
BSIB BE SEMICONDUCTOR (SWISS)
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
ARMH ARMEYSKI HLDG AD
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
2GB 2G ENERGY AG
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
BSIB BE SEMICONDUCTOR (SWISS)
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
ARMH ARMEYSKI HLDG AD
Pierre FerraguÊ
- Pierre FerraguÊ
Pierre FerraguÊ
- Pierre FerraguÊ
Bible 2Q24 – Ride-sharing & Delivery: Growth, margin expansion, and st...
Today, we are publishing the Ride sharing & Delivery section of our 24th 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. Later this week we will publish the final section, on Enterprise IT. Ride-sharing demand remained strong, with Uber’s bookings accelerating in 2Q24, making it the fastest-growing ride...
Wedbush Research
- Wedbush Research
XNCR
XENCOR INC.
TRIP TRIPADVISOR INC.
PRGS PROGRESS SOFTWARE CORPORATION
NVCR NOVOCURE LTD.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
DRI DARDEN RESTAURANTS INC.
MRSN MERSANA THERAPEUTICS
VTR VENTAS INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
BKNG BOOKING HOLDINGS INC.
EPRT ESSENTIAL PROPERTIES REALTY TRUST
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
RVMD REVOLUTION MEDICINES
BDTX BLACK DIAMOND THERAPEUTICS
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
FHTX FOGHORN THERAPEUTICS
TCRX TSCAN THERAPEUTICS INC
NUVL NUVALENT INC
ANRO ALTO NEUROSCIENCE INC
BNL BROADSTONE NET LEASE INC
RBRK RUBRIK INC
TRIP TRIPADVISOR INC.
PRGS PROGRESS SOFTWARE CORPORATION
NVCR NOVOCURE LTD.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
DRI DARDEN RESTAURANTS INC.
MRSN MERSANA THERAPEUTICS
VTR VENTAS INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AAPL APPLE INC.
BKNG BOOKING HOLDINGS INC.
EPRT ESSENTIAL PROPERTIES REALTY TRUST
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
RVMD REVOLUTION MEDICINES
BDTX BLACK DIAMOND THERAPEUTICS
ORIC ORIC PHARMACEUTICALS
ZNTL ZENTALIS PHARMACEUTICALS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
FHTX FOGHORN THERAPEUTICS
TCRX TSCAN THERAPEUTICS INC
NUVL NUVALENT INC
ANRO ALTO NEUROSCIENCE INC
BNL BROADSTONE NET LEASE INC
RBRK RUBRIK INC
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Pierre FerraguÊ
- Pierre FerraguÊ
Wedbush Research
- Wedbush Research
TPX
TEMPUR SEALY INTERNATIONAL INC
MTB M&T BANK CORPORATION
DPZ DOMINO'S PIZZA INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MFA MFA FINANCIAL INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
EXPE EXPEDIA GROUP INC.
DKS DICK'S SPORTING GOODS INC.
DECK DECKERS OUTDOOR CORPORATION
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
ABR ARBOR REALTY TRUST INC.
LULU LULULEMON ATHLETICA INC
PVH PVH CORP.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
PLYM PLYMOUTH INDUSTRIAL REIT INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
RC READY CAPITAL CORPORATION
COOP MR. COOPER GROUP INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PFSI PENNYMAC FINANCIAL SERVICES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
WOOF PETCO HEALTH AND WELLNESS
S SENTINELONE INC
YOU CLEAR SECURE INC
EWTX EDGEWISE THERAPEUTICS INC
MTB M&T BANK CORPORATION
DPZ DOMINO'S PIZZA INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NRZ NEW RESIDENTIAL INVESTMENT CORP.
MFA MFA FINANCIAL INC.
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
EXPE EXPEDIA GROUP INC.
DKS DICK'S SPORTING GOODS INC.
DECK DECKERS OUTDOOR CORPORATION
CRM SALESFORCE.COM INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
CAKE CHEESECAKE FACTORY INCORPORATED
ABR ARBOR REALTY TRUST INC.
LULU LULULEMON ATHLETICA INC
PVH PVH CORP.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
PLYM PLYMOUTH INDUSTRIAL REIT INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
RC READY CAPITAL CORPORATION
COOP MR. COOPER GROUP INC.
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
PFSI PENNYMAC FINANCIAL SERVICES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
WOOF PETCO HEALTH AND WELLNESS
S SENTINELONE INC
YOU CLEAR SECURE INC
EWTX EDGEWISE THERAPEUTICS INC
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Wedbush Research
- Wedbush Research
TTWO
TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
TOL TOLL BROTHERS INC.
MELI MERCADOLIBRE INC.
LOW LOWE'S COMPANIES INC.
HD HOME DEPOT INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TRIP TRIPADVISOR INC.
TOL TOLL BROTHERS INC.
MELI MERCADOLIBRE INC.
LOW LOWE'S COMPANIES INC.
HD HOME DEPOT INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Wedbush Research
- Wedbush Research
SHOP
SHOPIFY INC.
PHM PULTEGROUP INC.
KMX CARMAX INC.
XENE XENON PHARMACEUTICALS INC
TRIP TRIPADVISOR INC.
SAGE SAGE THERAPEUTICS INC.
PANW PALO ALTO NETWORKS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NBIX NEUROCRINE BIOSCIENCES INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
STOK STOKE THERAPEUTICS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
LBPH LONGBOARD PHARMACEUTICALS
TTD THE TRADE DESK
PL INC.
YOU PLANET LABS PBC
EWTX CLEAR SECURE INC
RUM EDGEWISE THERAPEUTICS INC
EMBRAC B RUMBLE INC
CART EMBRACER GROUP AB
MAPLEBEAR INC.
PHM PULTEGROUP INC.
KMX CARMAX INC.
XENE XENON PHARMACEUTICALS INC
TRIP TRIPADVISOR INC.
SAGE SAGE THERAPEUTICS INC.
PANW PALO ALTO NETWORKS INC.
NRZ NEW RESIDENTIAL INVESTMENT CORP.
NBIX NEUROCRINE BIOSCIENCES INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
ARDX ARDELYX INC
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
NICE NICE LTD
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
STOK STOKE THERAPEUTICS
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
LBPH LONGBOARD PHARMACEUTICALS
TTD THE TRADE DESK
PL INC.
YOU PLANET LABS PBC
EWTX CLEAR SECURE INC
RUM EDGEWISE THERAPEUTICS INC
EMBRAC B RUMBLE INC
CART EMBRACER GROUP AB
MAPLEBEAR INC.
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
SHOP
SHOPIFY INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
YOU INC.
RUM CLEAR SECURE INC
CART RUMBLE INC
MAPLEBEAR INC.
TRIP TRIPADVISOR INC.
MELI MERCADOLIBRE INC.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
SE SEA ADS
AMZN AMAZON.COM INC.
BKNG BOOKING HOLDINGS INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
TTD THE TRADE DESK
YOU INC.
RUM CLEAR SECURE INC
CART RUMBLE INC
MAPLEBEAR INC.
Pierre FerraguÊ
- Pierre FerraguÊ
Daniel Ives ... (+6)
- Daniel Ives
- John Katsingris
- Matthew Weiss
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
Ben Harwood ... (+2)
- Ben Harwood
- Pierre FerraguÊ
Daniel Ives ... (+5)
- Daniel Ives
- John Katsingris
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Wedbush Research
- Wedbush Research
TRIP
TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
EXPE EXPEDIA GROUP INC.
DENN DENNY'S CORPORATION
AXTI AXT INC.
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
AX AXOS FINANCIAL INC.
ARVN ARVINAS HOLDING
LYFT LYFT
SAFE SAFEHOLD INC.
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
LC LENDINGCLUB CORP
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
YOU GLOBALFOUNDRIES INC
PEPG CLEAR SECURE INC
PEPGEN INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
EXPE EXPEDIA GROUP INC.
DENN DENNY'S CORPORATION
AXTI AXT INC.
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
AX AXOS FINANCIAL INC.
ARVN ARVINAS HOLDING
LYFT LYFT
SAFE SAFEHOLD INC.
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
LC LENDINGCLUB CORP
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
STX AIRBNB INC. CLASS A
GFS SEAGATE TECHNOLOGY HLDGS PLC
YOU GLOBALFOUNDRIES INC
PEPG CLEAR SECURE INC
PEPGEN INC
Matthew Weiss ... (+3)
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Wedbush Research
- Wedbush Research
LOGN
LOGITECH INTERNATIONAL S.A.
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EGHT 8X8 INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
AVGO BROADCOM INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
VRDN AIRBNB INC. CLASS A
PHVS VIRIDIAN THERAPEUTICS INC
MRVL PHARVARIS NV
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
EWTX GLOBALFOUNDRIES INC
EDGEWISE THERAPEUTICS INC
WSM WILLIAMS-SONOMA INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EGHT 8X8 INC.
SE SEA ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
AVGO BROADCOM INC.
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
DASH INC.
ABNB DOORDASH
VRDN AIRBNB INC. CLASS A
PHVS VIRIDIAN THERAPEUTICS INC
MRVL PHARVARIS NV
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
EWTX GLOBALFOUNDRIES INC
EDGEWISE THERAPEUTICS INC
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