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FB

+41 pts



$FB - Can META be a game changer?

By beat_the_street on Dec. 8, 2021, 7:30 p.m.
Tagged topics: Metaverse

Views: 26, Votes: 5, Responses: 1, Attachments: 1
PENN , RRR , BYD , GDEN , MGP , VICI , GLPI , AGS , IGT , SGMS , ACEL , DKNG

+41 pts



'22 Gaming Outlook: Post a Volatile '21, What Does '22 Have in Store?

By phenphen on Dec. 8, 2021, 6:40 p.m.
Tagged topics: deep dive , iGaming

Views: 26, Votes: 5, Responses: 1, Attachments: 4
TSM

+42 pts



$TSMC - structural drivers set to help TSMC outgrow the industry into 2022 and beyond

By bbern3 on Dec. 8, 2021, 4:50 p.m.
Tagged topics: semiconductors

Views: 113, Votes: 10, Responses: 0, Attachments: 2
SFIX

+35 pts



$SFIX - This Patient Needs More than Just Stitches; Messy Guide As Biz Transforms

By JH on Dec. 8, 2021, 6:12 p.m.
Tagged topics: retail , analyst lowers estimates , analyst downgrade , wedbush , apparel retail

Views: 15, Votes: 5, Responses: 0, Attachments: 1
V , MA , SQ , PYPL

+40 pts



$V $MA - index classification change could be a significant positive catalyst

By labjordan on Dec. 8, 2021, 4:43 p.m.
Tagged topics: fintech

Views: 106, Votes: 6, Responses: 1, Attachments: 1
RLAY , MRNA , KRON , RXRX , GRTS , EXAI , ABCL , SDGR , DNA , MSFT , GOOGL , NVDA , Health Tech

+37 pts



Byte-ology: The Convergence of Biotechnology and Technology

By ethonomics on Dec. 8, 2021, 5:06 p.m.
Tagged topics: AI , machine learning , deep dive

Views: 18, Votes: 5, Responses: 0, Attachments: 1
ENVX

+33 pts



$ENVX - It's Not All About EVs: Enovix Highlights the Value of Battery Innovation in Consumer Electronics

By phenphen on Dec. 8, 2021, 6:45 p.m.
Tagged topics: battery technology

Views: 8, Votes: 3, Responses: 0, Attachments: 1
S

+36 pts



$S - Strong Beat/Raise Delivering Above Expectations as Lockup Expires

By realjoe on Dec. 8, 2021, 4:56 p.m.
Tagged topics: lock-up expiration , earnings results

Views: 14, Votes: 5, Responses: 0, Attachments: 1
Cryptocurrency

+45 pts



Crypto technology is a dis-intermediating force, but one that is more likely to grow markets and create new engagement opportunities

By labjordan on Dec. 8, 2021, 12:24 p.m.
Tagged topics: deep dive , blockchain

Views: 121, Votes: 8, Responses: 1, Attachments: 1
Asia Tech

+41 pts



VR and AR industry - 2022 to be a breakthrough year (key trends & Asian supply chain beneficiaries)

By labjordan on Dec. 8, 2021, 1:12 p.m.
Tagged topics: deep dive , AR/VR trend , 2022 outlook

Views: 26, Votes: 6, Responses: 0, Attachments: 1
JD , BABA , PDD

+38 pts



UOBKayHian China Internet - Not out of the woods yet, downgrade PDD to Sell

By toranjaa on Dec. 8, 2021, 12:40 p.m.
Tagged topics: China

Views: 12, Votes: 2, Responses: 0, Attachments: 1
ROKU

+38 pts



$ROKU agreement extension with YouTube will help maintain its leadership in connected TV, and is supportive of its user growth

By labjordan on Dec. 8, 2021, 12:19 p.m.
Tagged topics: YouTube

Views: 91, Votes: 6, Responses: 0, Attachments: 1
MAPS

+35 pts



$MAPS - deep dive slide deck on leading listings marketplace for cannabis retailers / delivery services across US

By rIsILAwr on Dec. 8, 2021, 1:17 p.m.
Tagged topics: deep dive , Cannabis

Views: 14, Votes: 4, Responses: 0, Attachments: 1
GM , INTC

+34 pts



$INTC Mobileye IPO should provide a model for $GM to follow to unlock value in Cruise

By labjordan on Dec. 8, 2021, 12:57 p.m.
Tagged topics: Mobileye , Cruise , unlock value

Views: 101, Votes: 5, Responses: 0, Attachments: 1
ARHS , RH , W , WSM

+32 pts



$ARHS $RH $W $WSM - Record luxury real estate momentum driving home furnishings demand

By rIsILAwr on Dec. 8, 2021, 12:49 p.m.
Tagged topics: luxury real estate , home furnishings

Views: 8, Votes: 2, Responses: 0, Attachments: 1
AER , AES , ALK , ALL , AMZN , AAPL , ASND , BAC , BBWI , BERY , BMRN , BLMN , BYD , AVGO , CAT , CVE , DXCM , DIS , DLB , DOW , DRVN , EWTX , LLY , EQT , FRC , FISV , GL , HTZ , HON , HUM , INTA , JLL , KLAC , MAN , MAXR , MSFT , MHK , MDLZ , NMIH , NSC , OLPX , PHR , PLUG , PCOR , RLAY , SLB , SWTX , STLD , SUM , RUN , TRGP , TMO , TMUS

+74 pts



Top stock picks by sector and strategy for 2022

By mooreideas on Dec. 7, 2021, 12:20 p.m.
Tagged topics: deep dive , analyst top pick , 2022 outlook

Views: 215, Votes: 14, Responses: 3, Attachments: 2
CRM

+36 pts



$CRM : Slack Outperformance Overshadowed by Mulesoft and cRPO Deceleration

By KHUN on Dec. 7, 2021, 10:33 p.m.
Tagged topics: valuations , analyst checks , analyst raises target

Views: 19, Votes: 4, Responses: 0, Attachments: 1
TSLA , LAD , SAH , PAG , AN , CVNA , KMX , ABG , GPI

+35 pts



Franchise Auto Dealerships - D2C/EV Deep-Dive: Moving from 'Narrative' to 'Numbers'; Risks More than Discounted While Opportunities Underappreciated

By cassie on Dec. 7, 2021, 4:30 p.m.
Tagged topics: deep dive

Views: 17, Votes: 3, Responses: 0, Attachments: 1
SNOW

+38 pts



$SNOW : Bigger, Better, Faster

By KHUN on Dec. 7, 2021, 1:40 p.m.
Tagged topics: valuations , analyst checks , analyst upgrade

Views: 22, Votes: 5, Responses: 0, Attachments: 1
Global Macro , US Macro

+32 pts



Omicron likely to have modest economic impact; East Asia, Northern Europe & Canada have greater downside risks

By ethonomics on Dec. 7, 2021, 4:52 p.m.
Tagged topics: omicron variant

Views: 11, Votes: 2, Responses: 0, Attachments: 1
AMZN: 18 Buy, 0 Sell, 8 Take Profit, 3 Cover Short
FB: 11 Buy, 1 Sell, 2 Take Profit, 0 Cover Short
AAPL: 9 Buy, 0 Sell, 5 Take Profit, 0 Cover Short
MSFT: 11 Buy, 0 Sell, 3 Take Profit, 0 Cover Short
PYPL: 7 Buy, 1 Sell, 4 Take Profit, 0 Cover Short
tomiLuka long APPS on 12/04/2021, 17.8%, +17 pts
tb long STEM on 12/04/2021, 10.8%, +10 pts
realmomobags long LI on 12/04/2021, 10.8%, +10 pts
tb long RUN on 12/07/2021, 10.7%, +10 pts
realmomobags long NIO on 12/04/2021, 9.0%, +9 pts
alvinhom70 long ESTC on 12/03/2021, 8.5%, +8 pts
toranjaa long OKTA on 12/03/2021, 8.5%, +8 pts
Supersaverguy long NIO on 12/07/2021, 8.4%, +8 pts
rosstychan111 long SNOW on 12/07/2021, 8.4%, +8 pts
lejooon long PTON on 12/07/2021, 8.0%, +8 pts
PolyNikes short ZM on 11/17/2021, 35.7%, +43 pts
haroldw short NET on 11/20/2021, 31.5%, +42 pts
thegaurav short PDD on 11/20/2021, 31.1%, +50 pts
sgrant94920 long MRVL on 11/16/2021, 25.2%, +25 pts
csk.fan.forever long MRVL on 11/25/2021, 23.6%, +23 pts
Blue long MRVL on 11/25/2021, 23.6%, +23 pts
haroldw short HOOD on 11/20/2021, 22.2%, +34 pts
tomiLuka long APPS on 12/04/2021, 17.8%, +17 pts
rothira long AAPL on 11/16/2021, 16.7%, +16 pts
George88 long AAPL on 11/16/2021, 16.7%, +16 pts