Gil Luria

Managing Director, Head of Technology Research at D.A. Davidson. This account and verified Gil Luria on LinkedIn are my only accounts - beware of impostors.

[Squawk on the Street @SquawkStreet]

"Nvidia is coming at the CPU market very hard."

@DADavidsonCo head of tech research @gilluria discusses $NVDA jumping into PC chips and the potential competitive threat for $AMD and $INTC:
https://t.co/CMaIjZ6a0E

[TipRanks @TipRanks]

Micron $MU price target raised to $1,500 from $1,000 at DA Davidson

DA Davidson raised the firm's price target on Micron to $1,500 from $1,000 and keeps a Buy rating on the shares.

After comparing the CPU and memory markets across commodity nature, changes in value, lessons from previous cycle and competition, the analyst asks: "why do AMD and INTC trade at over 40x while MU is trading at 9x even after a big run?" Competition "may be where the advantage is most clearly for memory, contrary to conventional wisdom," the analyst tells investors. Micron, SK Hynix and Samsung have "almost the entire DRAM/HBM market and we are not aware of any competition coming," the analyst added.

[The Information @theinformation]

AI agents are rapidly changing how enterprises procure software.

"It's now becoming increasingly clear that companies are going to buy their agents from Anthropic and from OpenAI."

“All the software vendors can do is make their platform more usable for those agents." — D.A. Davidson’s @gilluria:

[The Information @theinformation]

Today on TITV:

-Snowflake shares jump as AI product adoption grows | @gilluria, D.A. Davidson; @benitoz, Founder of BEP Research

-Exclusive: Apple to renew push for AI that runs on devices | @aatilley

-Exclusive: Microsoft to release new coding model | @aaronpholmes

[The Information @theinformation]

Today on TITV:

-Snowflake shares jump as AI product adoption grows | @gilluria, D.A. Davidson; @benitoz, Founder of BEP Research

-Exclusive: Apple to renew push for AI that runs on devices | @aatilley

-Exclusive: Microsoft to release new coding model | @aaronpholmes

📺 Tune in at 10 am PT / 1 pm ET on https://t.co/6QhjsNN0EX

[CNBC's Fast Money @CNBCFastMoney]

Will Cerebras go the way of the Concorde?

The market for $CBRS products may not be big enough to support the stock at levels reached in its first trading day, according to @DADavidsonCo's @gilluria:
https://t.co/f6GSnDibxw

[Squawk on the Street @SquawkStreet]

Jensen Huang doesn’t need President Trump to go to China, says D.A. Davidson’s @gilluria $NVDA https://t.co/LWtyoyaELe

[Jawwwn @jawwwn_]

D.A. Davidson analyst Gil Luria on Palantir:

“They’re in such good shape, they don’t need sales people to hit enterprises up.”

“They have more inbounds than they can handle.”

“Most of the CFOs we talked to that are their customers said they called Palantir —and Palantir’s in a position where they can be selective.”

“It’s a universe of 1.”

“The US government is increasingly reliant on Palantir for its most critical systems.”

“They’re in this trap—there’s nothing they can do to impress investors because every quarter keeps getting better. I don’t think they care.”

“I think they care that the business is doing phenomenally well.”

“We thought the commercial business would get bigger than the government business. The reason it’s not is because the government business accelerated a lot.”

“There’s not a lot of reason to believe this is going to stop anytime soon.”

Via @CNBC

[Ed Elson @edels0n]

Sharp lineup on @ProfGMarkets this week:

→ @RayDalio on America's looming debt crisis
→ @reidhoffman on the case for AI optimism
→ @JigarShahDC & Jon Parrella on how data centers are impacting the grid
→ @PatrickEBoyle on the SpaceX IPO (and what investors are missing)
→ @gilluria on Big Tech earnings
→ Sid Jain on why 2026 is a moment for emerging markets

Full episodes on YouTube: https://t.co/R1jdioGcKd

[Yahoo Finance @YahooFinance]

"Today is going to be mostly a victory lap for Tim Cook," D.A. Davidson head of technology research @gilluria says on $AAPL Q2 earnings. "He's going to be able to say that he's had a successful tenure. He's leaving them in great shape."

[Yahoo Finance @YahooFinance]

“Demand for AI compute has skyrocketed,” D.A. Davidson head of technology research @gilluria says, adding: “Agentic tools just take up so much more compute than any other use of AI.”

[The Information @theinformation]

Apple is entering its next phase as Tim Cook prepares to step down in September.

"The next phase of evolution, really 5, 10, 15 years is still going to be more about hardware..." — @gilluria, Managing Director at D.A. Davidson

[CNBCOvertime @CNBCOvertime]

‘Expect more hardware innovation from incoming @Apple CEO John Ternus,’ says @DADavidsonCo’s @gilluria
https://t.co/1chVlIOlfl

[Schwab Network @SchwabNetwork]

.@gilluria shares his bullish outlook on $IBM and $NOW ahead of earnings.

He also talks to $AAPL and the company’s path forward as CEO Tim Cook steps down.

For more: https://t.co/iPlPFd34wE

[The Information @theinformation]

Today on TITV:

-Apple names John Ternus next CEO | @gilluria, Managing Director of D.A. Davidson

-Musk bought $1.4B in SpaceX shares from employees | @PauValida, @coryweinberg

-@Adobe unveils new AI agents for marketing | Rachel Thornton, CMO of Adobe Enterprise

-Adobe expands Nvidia, Microsoft, Anthropic Partnerships | Amit Ahuja, SVP of Customer Experience Orchestration Platform and Products at Adobe

-@DICKS Sporting Goods’ VP of Product Jason Cherok on the company’s approach to agentic commerce

-A macro view on AI adoption and ROI | Taylor Schreiner, Senior Director & Head of Adobe Digital Insights

[Money Movers @moneymoverscnbc]

"The demand for compute isn't just sustaining – it's accelerating."

@DADavidsonCo head of tech research @gilluria reacts to $TSM's latest earnings beat and its capex investments in Taiwan, Japan and Arizona:
https://t.co/ZQBXe1B7J9

[The Information @theinformation]

Meta’s new AI model is just “okay” according to @gilluria.

“It puts Meta in the mix… with your Grok’s and your Chinese competitors, which is an improvement because as of a week ago, they weren't really even in the mix.”

[The Information @theinformation]

Today on TITV:

-OpenAI forecasts advertising to hit $102B by 2030 | @srimuppidi

-Nebius in talks to buy Israeli AI startup AI21 | @PauValida

-ServiceNow’s new agent tackles customer data wars | @LauraBratton5

-Meta unveils new AI models | @gilluria, Managing Director, Head of Technology Research at D.A. Davidson

📺 Tune in at 10 am PT / 1 pm ET on https://t.co/5h1hOsDWUc

[Yahoo Finance @YahooFinance]

Apple has continued to survive and thrive, even when many of its tech peers have not, because of its “obsessive approach to delighting consumers,” D.A. Davidson head of technology research @gilluria says.

[Prof G Markets @ProfGMarkets]

‘Is the Oil Crisis About to Break Global Supply Chains?’

Ed Elson (@edels0n) speaks with Ryan Petersen about how rising oil prices and the closure of the Strait of Hormuz could cause the worst supply chain disruption of our lifetime.

Then, Ed is joined by Gil Luria to discuss why software stocks sold off again after Anthropic released a new tool on Claude Cowork.

Finally, Ed breaks down the evidence of insider trading on the Iran War this week. 

Ryan Petersen (@typesfast) is the CEO of Flexport – one of the world’s leading freight and logistics platforms. Gil Luria (@gilluria) is the Head of Technology Research at D.A. Davidson. 

Ep available now in reply👇