INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Update to our Macro Outlook
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Update to our Macro Outlook
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NVDA (Also AMD) | Vendors Color - H20 Banned in China?
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FedEx Flash Call Invite | 15pct EPS Growth Isn’t A Funeral? | FDX, UPS, EXPD
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Hedgeye Monthly Inflation Nowcast
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CPRI | FTC Case Looking Bullish For CPRI Deal Closing Learn More
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At the close of testimony yesterday, the FTC case for an injunction to prevent deal closure looks weak.

INVITE | DLTR Black Book | Cyclical or Competitive? Buying Opportunity or End of an Era? Learn More
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We are presenting our Black Book on September 23rd at 2 PM ET.

Short Alchip (3661.TW) - Less Demand on Inferentia 3 (AMZN) + Inferentia 2 EOL + Gaudi 3 (INTC) Math
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INTC + AWS
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INTC + AWS
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