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Thematic Research: Data Center Buildout
Sep 27, 2024
AI is driving a surge in demand for data centers as data continues to grow exponentially. Data Center spend estimates at $215B in 2023 with...
Seasonal Stock Setup: Software Cloud Networking Name Showing Relative Strength
Nov 17, 2022
Arista Networks (ANET) has a strong seasonal history in November with 7 of the last 8 years higher since its IPO for an average November...
Seasonal Stock Setup: Tech Equipment Growth Name Ready to Resume Strong Trend
Mar 16, 2022
Arista Networks (ANET) – ANET is a $9.1B tech equipment name that has been showing relative strength this month while Tech stocks faced pressure, it...
Management Commentary 11-1-2021
Nov 01, 2021
On Semi (ON) earnings call discussing demand trends… “The demand of our intelligent power and sensing solutions in our strategic end markets continues to outpace...
Market Recap 7-13-21 (ORMP, FLR, AMGN, KWEB, CRTO, MOXC, ASAN, TAP, WW, SKX, TGT, LVS, MLCO, EXPE, ABNB, CZR, HLT, SHOO, TSCO, NKE, DISCA, WYNN, REAL, EAT, DQ, CLR, VOYA, IIPR, FICO, SDGR, SAVA, UNH, XRAY, XLRN, NKTR, CYTK, SPR, BA, HWM, DHI, RTX, BBL, BG, JNPR, CLVT, MGNI, ZI, FB, FEYE, PLAB, ANET, RNG, PWFL, PLTR, SE, VEEV)
Jul 13, 2021