INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
SMCI | 3 Surprises + 3 Non-Surprises
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HOUSING: DECK & REPLAY | 2Q24 & FY2024 HOUSING THEMES
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Bench | Adding Longs (INTC, XIACY, NVDA); Shorts (JD)
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VIK | PRE-IPO CALL REPLAY | SKOL… TO GROWTH! Learn More
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Following our detailed review of the industry and company, Viking Holdings (VIK) starts off on our Long Bias list. Join us via the link below to watch.

Update to our Macro Outlook
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Update to our Macro Outlook
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Replay & Themes Deck | 2Q24 US Housing Update & Outlook
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Replay | Data Update (March/April 2024) - AAPL, SMCI, BABA, JD
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Financials 1Q24 Earnings Recap | COF
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Invite | NKE – The Next Supercycle Starting, or Massive False Start? Learn More
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NKE is at a crossroads – that's not debatable, but will it win? And what shocks will reverberate through the supply chain while it tries?

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