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US Macro

+30 pts



Goldman says, looking into 2021, companies that invest for growth and M&A will continue to outperform those that return capital to shareholders

By phenphen on Oct. 31, 2020, 1:41 a.m.
Tagged topics: capital allocation priorities , growth stock , return of capital , acquisitions

Views: 77, Votes: 1, Responses: 0, Attachments: 36
Housing

+30 pts



Goldman sees home price appreciation and rising home ownership extend into 2021

By ethonomics on Oct. 30, 2020, 11:28 a.m.
Tagged topics: residential mortgages , low interest rates , home ownership

Views: 47, Votes: 1, Responses: 0, Attachments: 26
FB

+30 pts



$FB - analyst highlights biggest worries for Facebook's long-term outlook

By puckerman17 on Oct. 30, 2020, 11:03 a.m.
Tagged topics: regulatory risks , COVID-19 , subscriber engagement

Views: 42, Votes: 1, Responses: 0, Attachments: 15
NFLX

+30 pts



$NFLX - Jefferies says Netflix's $1 price hike may drive short-term churn, but long-term growth intact

By junkfoodlover on Oct. 30, 2020, 1:20 a.m.
Tagged topics: price increase , subscriber churn , long-term growth

Views: 46, Votes: 1, Responses: 0, Attachments: 1
AMZN

+30 pts



$AMZN - sample of analyst reactions to Q3 results...basically all bullish

By josiebe on Oct. 30, 2020, 1:05 a.m.
Tagged topics: growth outlook , Q3 beat , eCommerce

Views: 51, Votes: 1, Responses: 0, Attachments: 5
TSLA , Autos , Natural Resources

+38 pts



Goldman sees tightening supply for lithium, nickel, and cobalt as electrical vehicles increase penetration

By cassie on Oct. 29, 2020, 1:48 p.m.
Tagged topics: analyst checks , battery technology , electric vehicles

Views: 79, Votes: 3, Responses: 0, Attachments: 24
SHOP

+30 pts



$SHOP - RBC believes Shopify's strong growth will last "well beyond" COVID

By puckerman17 on Oct. 29, 2020, 1:19 p.m.
Tagged topics: growth stock , COVID-19 , earnings beat

Views: 49, Votes: 1, Responses: 0, Attachments: 7
AAPL

+30 pts



$AAPL - Goldman sees downside risk to F'Q4 due to late iPhone launch, believes 2021 expectations too high

By josiebe on Oct. 29, 2020, 6:14 a.m.
Tagged topics: street expectations , analyst checks , iPhone 12

Views: 39, Votes: 1, Responses: 0, Attachments: 5
AAPL

+31 pts



$AAPL - preliminary IDC smartphone shipment data suggests better than feared iPhone sales for Sept quarter: Morgan Stanley

By bbern3 on Oct. 29, 2020, 12:32 a.m.
Tagged topics: analyst checks , lower buyside expectations , iPhone shipments

Views: 43, Votes: 1, Responses: 0, Attachments: 5
TSLA

+31 pts



$TSLA - Morgan Stanley says charging infrastructure is an underappreciated bottleneck to mass EV penetration in the US

By cassie on Oct. 28, 2020, 4:29 p.m.
Tagged topics: electric vehicles , charging infrastructure , climate change

Views: 76, Votes: 1, Responses: 0, Attachments: 29
MVIS +50 pts
UNH +40 pts
HEES +25 pts
TSLA +20 pts
SPLK +15 pts
XPEV +15 pts
NXPI +15 pts
TIGR +10 pts
FUTU +10 pts
FEYE +10 pts
TSLA: 18 Buy, 4 Sell, 2 Take Profit, 1 Cover Short
FB: 10 Buy, 1 Sell, 1 Take Profit, 1 Cover Short
AAPL: 10 Buy, 1 Sell, 1 Take Profit, 0 Cover Short
AMZN: 10 Buy, 0 Sell, 2 Take Profit, 0 Cover Short
GOOGL: 10 Buy, 0 Sell, 2 Take Profit, 0 Cover Short
zhangbaicheng66 long VNE on 07/20/2021, 62.8%, +50 pts
rogoman long ROKU on 07/20/2021, 17.6%, +17 pts
william.a.asmar long SQ on 07/20/2021, 12.1%, +12 pts
minhnt0826 long FB on 07/20/2021, 10.5%, +10 pts
PoiznX long FB on 07/20/2021, 10.5%, +10 pts
william.a.asmar long DKNG on 07/20/2021, 10.2%, +10 pts
somethingsomwhere long FB on 07/22/2021, 7.6%, +7 pts
minhnt0826 long GOOGL on 07/20/2021, 7.6%, +7 pts
adam.j.during long AMD on 07/20/2021, 6.1%, +6 pts
minhnt0826 long LYFT on 07/20/2021, 5.2%, +7 pts
zhangbaicheng66 long VNE on 07/20/2021, 62.8%, +50 pts
rocket_ short RIDE on 06/29/2021, 61.7%, +50 pts
clockwisecap1 long ROKU on 07/17/2021, 19.9%, +19 pts
mingming.lin long ROKU on 07/17/2021, 19.9%, +19 pts
learnoptions9 long ROKU on 07/17/2021, 19.9%, +19 pts
rogoman long ROKU on 07/20/2021, 17.6%, +17 pts
thegaurav short NIO on 07/07/2021, 16.5%, +17 pts
jpcoleman.coleman long TTD on 07/17/2021, 15.3%, +15 pts
rogoman long TTD on 07/17/2021, 15.3%, +15 pts
kouroshshafizadeh long ETSY on 07/15/2021, 12.7%, +14 pts