Matthew (“Matt”) Bryson is a veteran Equity Research Analyst covering the Enterprise Hardware sector at Wedbush. He has followed the technology space for nearly two decades covering everything from hard drive subcomponent (i.e. Komag and Read-Rite) names to systems (i.e. Dell, EMC, and Super Micro) and software (i.e. Legato and Nutanix). He previously helped develop Avian Securities research platform and led technology research at ABR Investment Strategy, LLC. While at ABR, Matt was responsible for covering the entirety of the enterprise and consumer hardware universe. Because of the broad mandate and the continuously shifting landscape in technology, he regularly has necessarily shifted focus to keep abreast of developing trends, building a very broad understanding of the intersection of various the segments within tech. Matt has consistently engaged with private companies early in the venture process starting with companies like Lefthand and EqualLogic, with more recent contact with names including CNEX Labs, Vast Data, NGD Systems, and Liqid, He started his career in equity research as an analyst with Charles River Associates.
Matt holds a B.A. in economics and history from Williams College.
Matt’s Edge: Matt has built a deep understanding of the data center technology supply chains with regular travel to Silicon Valley and Asia to keep abreast of the latest supply/demand and technology trends. In turn, the strong industry network he has built provides early insight into both inflections in demand as well as potential forthcoming shifts in technology that have ramifications for both hardware vendors and their supply chains.
COMPANIES UNDER COVERAGE
- Advanced Micro Devices, Inc. (AMD)
- Diebold Nixdorf Inc (DBD)
- Intel Corporation (INTC)
- Micron Technology, Inc. (MU)
- NetApp, Inc. (NTAP)
- Nvidia Corporation (NVDA)
- Pure Storage, Inc. (PSTG)
- Seagate Technology (STX)
- Silicon Motion Technology Corp (SIMO)
- Taiwan Semiconductor (2330.TT)
- United Microelectronics Corp. (2303)
- Western Digital Corporation (WDC)