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Hans Mosesmann

Managing Director and Senior Research Analyst at Rosenblatt Securities

Miami, FL, US

Hans Mosesmann is a Managing Director and Senior Research Analyst at Rosenblatt Securities, specializing in technology and semiconductor research with coverage of leading companies such as NVIDIA, AMD, Broadcom, Lattice Semiconductor, Microchip Technology, and Monolithic Power Systems. He has established a strong track record, achieving a price target met ratio of 67.22% and an average return per transaction of 32.10%, with a 69% success rate on his stock recommendations and notable top calls on names like Broadcom and Super Micro Computer. Mosesmann began his Wall Street career in the 1990s and joined Rosenblatt Securities in the mid-2010s after prior experience at other investment research firms. He holds multiple professional credentials including FINRA registration and industry-standard securities licenses.

Hans Mosesmann's questions to D-Wave Quantum (QBTS) leadership

Question · Q4 2025

Hans Mosesmann of Rosenblatt Securities requested an update on the Advantage3 system, specifically seeking information on circuit tests, overall progress, and its anticipated capabilities relative to the Advantage2 system.

Answer

CEO Alan Baratz highlighted two key functional elements for Advantage3: analog-digital capability and multi-chip architecture for more rapid scaling. He mentioned that each generation will feature more qubits, increased connectivity, and higher coherence times. He reported that D-Wave has received its first chips incorporating analog-digital controls and is close to having its first chips demonstrating multi-chip interconnect, indicating good progress on all fronts.

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Fintool can predict D-Wave Quantum logo QBTS's earnings beat/miss a week before the call

Hans Mosesmann's questions to MONOLITHIC POWER SYSTEMS (MPWR) leadership

Question · Q4 2024

Hans Mosesmann asked for the revenue split between AI and non-AI within the enterprise data segment and inquired about the customer share split between their historical AI customer and newer accelerator customers for the year.

Answer

EVP and CFO Bernie Blegen reiterated that the lines between AI and non-AI are blurry, making a meaningful split impossible to provide. CEO Michael Hsing added that customers do not want them to disclose these numbers. Regarding the customer split, Michael Hsing stated they do not have a clear picture at this time and are not in a position to answer, both due to product overlap and customer confidentiality.

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Fintool can predict MONOLITHIC POWER SYSTEMS logo MPWR's earnings beat/miss a week before the call

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