옵션 체인은 다양한 행사가격과 만기일에 대한 ViewRay의 주식 옵션 주요 데이터를 보여줍니다. 트레이더들은 이 정보를 사용하여 잠재적 거래를 분석하고 ViewRay에 대한 시장 심리를 평가합니다..

ViewRay (OTC:VRAYQ) 주식, 옵션 체인

ViewRay Inc is a radiation therapy and imaging technology company. It designs, manufactures, and markets radiation therapy systems that provide real-time imaging during radiation treatment. Its product portfolio encompasses The MRIdian linac system, The MRIdian system, the Monte Carlo treatment planning system, etc. The company holds the license for its combination of MRI and radiation therapy technologies. Geographically, it derives a majority of its revenue from the United States.

ViewRay Inc

Cabaletta Bio's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CABA#NYSE">CABA</a>) short percent of float has risen 25.26% since its last report. The company recently reported that it has 4.50 million shares sold short, which is 9.52% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.0 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Cabaletta Bio Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734363921_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Cabaletta Bio has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Cabaletta Bio's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Cabaletta Bio's peer group average for short interest as a percentage of float is 8.59%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

Trading Ideas

CABA

Peering Into Cabaletta Bio's Recent Short Interest

Rocket Lab USA's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RKLB#NYSE">RKLB</a>) short percent of float has fallen 8.31% since its last report. The company recently reported that it has 49.28 million shares sold short, which is 13.79% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.71 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Rocket Lab USA Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734363916_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Rocket Lab USA has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Rocket Lab USA's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Rocket Lab USA's peer group average for short interest as a percentage of float is 2.45%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

RKLB

(RKLB) - Analyzing Rocket Lab USA's Short Interest

Mobileye Global's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MBLY#NYSE">MBLY</a>) short percent of float has fallen 3.8% since its last report. The company recently reported that it has 20.87 million shares sold short, which is 29.08% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.74 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Mobileye Global Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734363911_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Mobileye Global has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Mobileye Global's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Mobileye Global's peer group average for short interest as a percentage of float is 6.03%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

MBLY

Peering Into Mobileye Global's Recent Short Interest

Viking Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VKTX#NASDAQ">VKTX</a>) has outperformed the market over the past 5 years by 30.12% on an annualized basis producing an average annual return of 43.71%. Currently, Viking Therapeutics has a market capitalization of $5.24 billion. 
Buying $100 In VKTX: If an investor had bought $100 of VKTX stock 5 years ago, it would be worth $596.07 today based on a price of $47.00 for VKTX at the time of writing.
<h3>Viking Therapeutics's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734363908_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

VKTX

$100 Invested In This Stock 5 Years Ago Would Be Worth This Much Today

HC Wainwright &amp; Co. analyst Joseph Pantginis reiterates Pharming (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PHAR#NASDAQ">PHAR</a>) with a Buy and maintains $37 price target.

Price Target

Reiteration

Analyst Ratings

PHAR

HC Wainwright & Co. Reiterates Buy on Pharming, Maintains $37 Price Target

Morgan Stanley analyst Jorge Kuri upgrades Banco Macro (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMA#NYSE">BMA</a>) from Underweight to Overweight and announces $12.5 price target.

Upgrades

Morgan Stanley Upgrades Banco Macro to Overweight, Announces $12.5 Price Target

Management

VLGEA

Village Super Market Appoints John J. Sumas As CEO; Nicholas J. Sumas Ii Appointed President & Chairman Of Board

HC Wainwright &amp; Co. analyst Douglas Tsao reiterates Viridian Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRDN#NASDAQ">VRDN</a>) with a Buy and maintains $34 price target.

VRDN

HC Wainwright & Co. Reiterates Buy on Viridian Therapeutics, Maintains $34 Price Target

<a href="https://www.benzinga.com/24/11/42145521/netapp-analysts-raise-their-forecasts-after-strong-earnings">JPMorgan analyst Samik Chatterjee</a> upgraded the rating for NetApp Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NTAP#NASDAQ">NTAP</a>) from Neutral to Overweight, while raising the price target from $150 to $160.
The company's revenue growth is likely to accelerate, driven by higher IT budgets for data centers and storage infrastructure of Enterprises looking to leverage AI use cases, according to JPMorgan.
The NetApp Thesis: Apart from higher enterprise spending, the company is also poised to benefit from its continued share gains from the recent pace of innovation, Chatterjee said in the upgrade note.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
"In addition to recent expansion in product portfolio via addition of C-series products, we expect more launches in relation to C-series products, Block storage (ASA products) as well as products based on disaggregated architecture, which will further enhance the already robust product portfolio and drive growth," the analyst wrote.
In late November, NetApp reported <a href="https://www.benzinga.com/24/11/42145521/netapp-analysts-raise-their-forecasts-after-strong-earnings">better-than-expected quarterly results</a>.
The company's revenue growth could accelerate closer to the mid-point or higher-end of the company's latest guidance range, Chatterjee added.
"With resilient gross margins and operating leverage, we expect the modest revenue growth acceleration to be sufficient in relation to driving more material upsides to earnings estimates," Chatterjee further stated.
NTAP Price Action: Shares of NetApphad risen by 2.41% to $124.90 at the time of publication on Monday.
Read More: 
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<li><a href="https://www.benzinga.com/content/42459200/2-ai-stocks-that-gap-and-crapped-for-a-dip-buying-opportunity">2 AI Stocks That Gap and Crapped for a Dip Buying Opportunity</a></li>
</ul>
Image: Shutterstock

Analyst Color

Long Ideas

NTAP

NetApp Is Poised For Revenue Growth Acceleration With AI Spending: Analyst

Stryker's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYK#NYSE">SYK</a>) short percent of float has fallen 11.36% since its last report. The company recently reported that it has 4.24 million shares sold short, which is 1.17% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.25 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Stryker Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734363022_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Stryker has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Stryker's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Stryker's peer group average for short interest as a percentage of float is 3.89%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

How Is The Market Feeling About Stryker?

Verisk Analytics's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRSK#NYSE">VRSK</a>) short percent of float has fallen 8.45% since its last report. The company recently reported that it has 2.43 million shares sold short, which is 1.95% of all regular shares that are available for trading. Based on its trading volume, it would take traders 3.94 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Verisk Analytics Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734363017_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Verisk Analytics has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Verisk Analytics's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Verisk Analytics's peer group average for short interest as a percentage of float is 3.32%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

VRSK

Looking Into Verisk Analytics's Recent Short Interest

Stryker (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SYK#NYSE">SYK</a>) has outperformed the market over the past 10 years by 3.21% on an annualized basis producing an average annual return of 14.51%. Currently, Stryker has a market capitalization of $143.03 billion. 
Buying $1000 In SYK: If an investor had bought $1000 of SYK stock 10 years ago, it would be worth $3,942.99 today based on a price of $375.20 for SYK at the time of writing.
<h3>Stryker's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734363015_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Stryker Stock In The Last 10 Years

Mark Cuban Compared Bananas To Bitcoin – ‘I'd Rather Have Bananas. I Can Eat Bananas' And Says Crypto Is ‘So Complicated' For 99% Of People
<a href="https://www.benzinga.com/personal-finance/24/09/40985018/mark-cubans-black-amex-card-was-declined-trying-to-buy-a-140-000-bottle-of-champagne-after-his-n">Mark Cuban</a> isn't exactly known for sugarcoating things; his take on Bitcoin is no exception. In a 2019 Wired Q&amp;A on YouTube, Cuban delivered one of his most memorable zingers: "I'd rather have bananas. I can eat bananas. Crypto, not so much." It wasn't just a throwaway line either – he had a full breakdown of why he felt that way and it's surprisingly practical.
Cuban clarified that Bitcoin's value is entirely speculative for him. "Bitcoin is worth what somebody will pay for it," he said, comparing it to collectibles like baseball cards, comic books and artwork. "There's no real intrinsic value. You can't eat a baseball card," he pointed out. "Your artwork might look good on the wall, but not much you can do with it. Bitcoin – there's even less you can do with it."
Don't Miss:
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<li>The global games market is projected to generate $272B by the end of the year —<a href="https://www.benzinga.com/money/gameflip"> for $0.55/share, this VC-backed startup with a 7M+ userbase gives investors easy access to this asset market.</a></li>
<li>‘Scrolling To UBI' — Deloitte's #1 fastest-growing software company allows users to earn money on their phones. <a href="https://www.benzinga.com/money/mode-mobile-2">You can invest TODAY for just $0.26/share with a $1000 minimum.</a></li>
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If that sounds harsh, Cuban wasn't done yet. He called out the complexity of crypto, saying, "Crypto is so complicated for 99% of the population. Do you put it in a device? Do you print it out? How do you keep it from being hacked?" He didn't dismiss the underlying technology – he sees potential in blockchain – but his issue with Bitcoin is its lack of utility and accessibility for everyday people.
Despite all this criticism, Cuban wasn't telling people to avoid Bitcoin entirely. He's just always been up-front about the risks. In 2017, he told Vanity Fair, "If you're a true adventurer and you want to <a href="https://www.benzinga.com/personal-finance/24/08/40318568/mark-cuban-says-to-get-rich-invest-10-of-savings-in-high-risk-investments-but-if-its-bitcoin-thr">throw the Hail Mary</a>, you might take 10% [of your savings] and put it in Bitcoin or ethereum. But, if you do that, you've got to pretend you've already lost your money."
See Also: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
By 2024, Cuban's outlook on Bitcoin had evolved somewhat. In a July post on X, he speculated that geopolitical uncertainty and the declining value of the U.S. dollar could push Bitcoin into "safe haven" territory, much like gold. "How high can the price go? Way higher than you think," he wrote. "Remember, the market for BTC is global. The supply has a final limit of 21m BTC, with unlimited fractionalization. Crazy? It already happens in countries facing hyperinflation."
Mark Cuban's take on Bitcoin is pretty straightforward: it's not worthless, but it's not the slam dunk some make it out to be. He wants people to understand what they're investing in and not just buy into the hype.
His infamous banana analogy wasn't about mocking crypto – it was about arguing that Bitcoin is only worth what someone else is willing to pay.&nbsp;
Trending: It&#8217;s no wonder Jeff Bezos holds over $70 million in art — <a href="https://www.benzinga.com/money/masterworks">this alternative asset has outpaced the S&amp;P 500 since 1995, delivering an average annual return of 11.4%. Here&#8217;s how everyday investors are getting started.</a>
Regarding financial advice, Cuban's been vocal about the pitfalls of credit card debt, emphasizing that <a href="https://www.benzinga.com/personal-finance/24/11/42248381/mark-cuban-insists-credit-cards-are-not-your-friend-and-proposes-taking-out-a-personal-loan-for-expenses-instead-is-this-a-smart-move">paying off high-interest debt</a> is one of the best investments you can make. In an interview with Money, he said, "Using a credit card is OK if you pay it off at the end of the month. Just recognize that the 18% or 20% or 30% you're paying in credit card debt will cost you a lot more than you ever could earn anywhere else."
Cuban also advises against investing in things you don't understand. He once wrote, "If you don't fully understand the risks of an investment you are contemplating, it's OK to do nothing."
Before diving into any investment, it's wise to <a href="https://www.benzinga.com/money/are-you-rich">consult with a financial advisor</a> to ensure it aligns with your financial goals and risk tolerance.
Read Next:
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<li>Inspired by Uber and Airbnb &#8211; Deloitte's fastest-growing software company is transforming 7 billion smartphones into income-generating assets &#8211; <a href="https://www.benzinga.com/money/mode-mobile-2">with $1,000 you can invest at just $0.26/share!</a></li>
<li>Many are using this retirement income calculator to check if they&#8217;re on pace —<a href="https://www.benzinga.com/money/how-do-i-calculate-my-retirement-income-adv"> here&#8217;s a breakdown on what&#8217;s behind this formula.</a></li>
</ul>

Personal Finance

Mark Cuban Says He'd Take Bananas Over Bitcoin Because He Could 'Eat The Bananas' – Calls Crypto 'So Complicated' For 99% Of People

Vaxcyte's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PCVX#NYSE">PCVX</a>) short percent of float has risen 13.95% since its last report. The company recently reported that it has 11.03 million shares sold short, which is 10.05% of all regular shares that are available for trading. Based on its trading volume, it would take traders 7.9 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock/">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest">List of the most shorted stocks</a>
<h3>Vaxcyte Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1734363011_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Vaxcyte has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Vaxcyte's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://pro.benzinga.com/">Benzinga Pro</a>, Vaxcyte's peer group average for short interest as a percentage of float is 4.86%, which means the company has more short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze/">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

PCVX

(PCVX) - Analyzing Vaxcyte's Short Interest

<a href="https://medium.com/@mingchikuo/nvidia-gb300-b300-drmos-testing-update-severe-thermal-issues-with-aos-mps-order-trends-may-be-e324ab6a0a2b">https://medium.com/@mingchikuo/nvidia-gb300-b300-drmos-testing-update-severe-thermal-issues-with-aos-mps-order-trends-may-be-e324ab6a0a2b</a>
Event: The DrMOS chips currently being tested for the GB300/B300 system are AOS's 5x5 and MPS's 5x6. My latest supply chain survey indicates that AOS's chips were experiencing severe thermal issues.
Analysis: 1. Nvidia prioritized testing AOS's 5x5 DrMOS for two reasons: 1) To strengthen its bargaining power against MPS to lower costs, and 2) AOS has more excellent expertise in the design and production of 5x5 DrMOS. 2. The chip itself may not solely cause the thermal issue but could also result from insufficient optimization in other designs, such as system thermal management. 3. If the issue remains unresolved, Nvidia may take proactive measures to avoid delays in GB300/B300 mass production. These could include 1) Engaging alternative 5x5 DrMOS suppliers, such as requesting test samples from MPS, and 2) Accelerating testing of MPS's 5x6 DrMOS. Such actions could dampen the market's highly optimistic outlook on AOS's future orders in the short term. 4. 5x6 DrMOS comes with higher costs but offers better thermal performance. If the thermal issue with 5x5 DrMOS persists, the likelihood of Nvidia switching to 5x6 DrMOS will increase, potentially benefiting MPS, which has a technology advantage in the 5x6 design.
Conclusion: With GB300/B300 still some time away from mass production, This event doesn't mean that AOS can't eventually benefit from GB300/B300. However, to avoid repeating delays seen with GB200/B200, Nvidia's efforts to seek alternative 5x5 DrMOS suppliers or to accelerate testing of MPS's 5x6 DrMOS could impact the market's high expectations for AOS's orders in the near term.

AOSL

NVDA

Analyst Ming-Chi Kuo Says "Nvidia GB300/B300 DrMOS Testing Update: Severe Thermal Issues With AOS, MPS Order Trends May Be Better-Than-Feared" - Medium

Maxim Group analyst Naz Rahman downgrades NeuroSense Therapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NRSN#NASDAQ">NRSN</a>) from Buy to Hold.

Downgrades

NRSN

Maxim Group Downgrades NeuroSense Therapeutics to Hold

JMP Securities analyst Mitch Germain reiterates Xometry (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XMTR#NASDAQ">XMTR</a>) with a Market Outperform and maintains $42 price target.

XMTR

JMP Securities Reiterates Market Outperform on Xometry, Maintains $42 Price Target

JMP Securities analyst Mitch Germain reiterates W.P. Carey (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WPC#NYSE">WPC</a>) from Market Perform to Market Perform.

JMP Securities Reiterates Market Perform on W.P. Careyto Market Perform

JMP Securities analyst Nicholas Jones reiterates Vacasa (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VCSA#NASDAQ">VCSA</a>) from Market Perform to Market Perform.

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