$SMCI +12.9% — SUPERMICRO DELIVERS NVIDIA VERA RUBIN NVL4 END-TO-END BLUEPRINT FOR HPC AND AI

$CIEN, $CSCO, $NOK

$SMCI AH $36.20 (+2.09%) — SUPERMICRO DELIVERS $NVDA VERA RUBIN NVL4 END-TO-END BLUEPRINT WITH NATIVE FP64 FOR CONVERGED HPC AND AI INFRASTRUCTURE

$VST — AVOID 📊 | 6 MONTHS THESIS

$PTC — AVOID 📊

$SNPS — HOLD 📊 | 6 MONTHS THESIS

$ROST — AVOID 📊 | 6 MONTHS THESIS

$SNPS — WATCHLIST 📊 | 6 MONTHS THESIS

$SMCI — ADD 📊

$PTC — BUY 📊

$VST — AVOID 📊 | 6 MONTHS THESIS

$SNPS — WATCHLIST 📊 | 6 MONTHS THESIS

$PTC — BUY 📊

$VST — BUY 📊 | 6 MONTHS THESIS

$PTC — BUY 📊

$ANET — BUY 📊

$VST — Owns and operates competitive power generation assets.

$ANET — Designs and sells high-speed networking equipment.

$CSCO — Designs and sells networking hardware, software, and services.

$ROST — Off-price retailer of brand-name apparel and home goods.

$ANET

$AN — AN

$ANTH

$ANET 🔴 Insider SELL: BECHTOLSHEIM ANDREAS SELLs 78,802 shares at $164.06 — worth $43.0M (+5 more) (0.9% ADV, 0.007% mkt cap)

$ANTH $SPAX

$ANET 🔴 Insider SELL: Duda Kenneth SELLs 17,333 shares at $0.00 — worth $0 (0.2% ADV, 0.001% mkt cap)

$ANGI ⚪ Insider GRANT: Welch Suzy received 2,580 shares (equity compensation) (+1 more)

$ANIX 🟢 Insider BUY: Titterton Lewis H jr BUYs 2,836 shares at $2.64 — worth $7K

$ANIP 🔴 Insider SELL: Cook Meredith SELLs 500 shares at $82.03 — worth $41K

$ANNX 8-K filed