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DKNG , PENN , RSI

+30 pts



$DKNG - Needham hosted expert says approval of Florida compact with Seminole Tribe likely, but the opposition would likely take it to courts

By phenphen on June 11, 2021, 11:39 a.m.
Tagged topics: analyst checks , regulatory environment , sports betting , online gambling , Needham , iGaming , Florida gaming expansion

Views: 84, Votes: 1, Responses: 0, Attachments: 3
AMZN , WMT , W , TGT , ULTA , BBY , DKS , BJ , COST , HD , LOW

+30 pts



JPM believes retail won't die, but ecom won't step back on reopening, and $AMZN will overtake $WMT as largest US retailer in 2022 (deep dive)

By mooreideas on June 11, 2021, 11:14 a.m.
Tagged topics: retail , home improvement , eCommerce , deep dive , pandemic spending , post-pandemic , JP Morgan , sporting goods

Views: 99, Votes: 1, Responses: 0, Attachments: 106
DKNG

+37 pts



$DKNG - Goldman confident in DraftKings' leading position after hosting in-person investor meetings with management

By phenphen on June 11, 2021, 10:58 a.m.
Tagged topics: non deal roadshow , sports betting , online gambling , Goldman Sachs , iGaming

Views: 120, Votes: 3, Responses: 1, Attachments: 3
FSLY

+32 pts



$FSLY - RBC sees long-term opportunity in Edge and Security, but believes the stock is fully valued (deep dive)

By josiebe on June 11, 2021, 10:51 a.m.
Tagged topics: premium valuation , deep dive , edge computing , RBC , security software

Views: 96, Votes: 2, Responses: 0, Attachments: 41
COUR , DBX , DOCU , JCOM , PEGA , TWLO , ZM , FSLY , SMAR , DCT

+35 pts



$ZM, $TWLO, $PEGA - RBC believes pandemic's tailwinds for software are long-lasting, identifies 3 top picks for post-pandemic (deep dive)

By josiebe on June 11, 2021, 10:45 a.m.
Tagged topics: valuations , stay-at-home , software , deep dive , work from home , post-pandemic , analyst top pick , RBC

Views: 113, Votes: 2, Responses: 1, Attachments: 29
SNOW

+32 pts



$SNOW - Snowflake is targeting big growth, but questions linger over its TAM and margins

By labjordan on June 11, 2021, 10:33 a.m.
Tagged topics: margins , premium valuation , growth stock , TAM expansion , software , Needham

Views: 85, Votes: 1, Responses: 0, Attachments: 7
IAC , VMEO

+30 pts



$IAC - Piper Sandler sees 'opportunistic entry point' for stock post $VMEO spin

By puckerman17 on June 11, 2021, 10:17 a.m.
Tagged topics: valuations , buying opportunity , analyst checks , spin-off , Piper Sandler , Vimeo spin

Views: 86, Votes: 1, Responses: 0, Attachments: 8
TSLA

+35 pts



$TSLA - Goldman says Model S Plaid is important to illustrate Tesla's technology leadership, shrugs off China sales concerns, estimates 2021 deliveries to beat expectations

By cassie on June 11, 2021, 9:49 a.m.
Tagged topics: analyst checks , China , electric vehicles , Goldman Sachs , Model S Plaid

Views: 195, Votes: 4, Responses: 0, Attachments: 5
BLK , BSIG , BEN , IVZ , TROW , VCTR , VRTS , WETF , SCHW , EQT , BX , WFC

+32 pts



Morgan Stanley see the rise of Alternative Asset Managers and fall of Traditional Asset Managers driven by demand for private market access (deep dive)

By ethonomics on June 10, 2021, 1:28 p.m.
Tagged topics: Wealth Management , deep dive , cryptocurrency , Morgan Stanley , ESG investors , alternative asset managers , UHNW , private market access

Views: 92, Votes: 2, Responses: 0, Attachments: 89
HMC

+40 pts



Auto/Parts: Virtuous cycle to sustain through 2023

By arstgurujai on June 10, 2021, 1:15 p.m.
Tagged topics: autonomous vehicles , automobile , automative demand

Views: 93, Votes: 4, Responses: 0, Attachments: 11
QCOM +100 pts
MVIS +50 pts
UNH +40 pts
SPLK +15 pts
VIAC +10 pts
FUTU +10 pts
FEYE +10 pts
COIN: 8 Buy, 1 Sell, 1 Take Profit, 0 Cover Short
PLTR: 10 Buy, 0 Sell, 0 Take Profit, 0 Cover Short
TSLA: 3 Buy, 3 Sell, 1 Take Profit, 2 Cover Short
XPEV: 6 Buy, 1 Sell, 0 Take Profit, 1 Cover Short
NIO: 8 Buy, 0 Sell, 0 Take Profit, 0 Cover Short
Studybuddies long UWMC on 06/08/2021, 12.3%, +12 pts
excelmint long UWMC on 06/08/2021, 12.3%, +12 pts
jacobz6 long CRWD on 06/08/2021, 7.4%, +7 pts
jayshaw711 long NIO on 06/10/2021, 6.9%, +6 pts
GekkoJLDN long STEM on 06/11/2021, 6.8%, +6 pts
markkooijman1 long NIO on 06/11/2021, 6.8%, +6 pts
yonathan.vindy long NIO on 06/11/2021, 6.8%, +6 pts
rogoman long COUP on 06/11/2021, 4.8%, +4 pts
uniqueerique long AMZN on 06/08/2021, 4.7%, +4 pts
chrissydarnton long LI on 06/11/2021, 4.1%, +4 pts
pk long XPEV on 05/18/2021, 58.9%, +50 pts
gauravhagarwal long XPEV on 05/25/2021, 42.5%, +42 pts
darrinsc long PLTR on 05/14/2021, 34.3%, +34 pts
chrissydarnton long XPEV on 05/28/2021, 28.1%, +28 pts
goodjob0225 long STEM on 05/28/2021, 27.9%, +31 pts
yrc7777 long STEM on 05/28/2021, 27.9%, +31 pts
Noto long PLUG on 05/18/2021, 27.7%, +34 pts
chrissydarnton long NIO on 05/25/2021, 27.3%, +27 pts
anon7828 long NVDA on 05/19/2021, 27.2%, +27 pts
jakk03 long STEM on 05/27/2021, 23.4%, +26 pts