Find the latest insights and analysis from other gurus



Login to filter for stocks, topics, industries, and/or discussion type (Recommendation/Question/Opinion).
Sort by: Top New

TSLA

+32 pts



$TSLA - Goldman sees price cut as a "modest negative"

By cassie on May 28, 2020, 12:15 p.m.
Tagged topics: analyst checks , China , price reduction

Views: 186, Votes: 2, Responses: 0, Attachments: 0
ROKU

+30 pts



$ROKU - some positive data points from recent analyst checks

By mooreideas on May 27, 2020, 12:04 p.m.
Tagged topics: connected TV , COVID-19 , CPM , post-COVID

Views: 182, Votes: 3, Responses: 0, Attachments: 0
TSLA , F

+31 pts



$TSLA - some good news out of EU for EVs

By ethonomics on May 25, 2020, 11:16 a.m.
Tagged topics: global EV market , incentives , VAT

Views: 151, Votes: 2, Responses: 0, Attachments: 0
FB

+31 pts



$FB - well-timed launch of Facebook Shops set to drive ad revenue from SMBs

By cassie on May 22, 2020, 12:10 p.m.
Tagged topics: ad revenue , COVID-19 , Facebook Shops

Views: 258, Votes: 2, Responses: 0, Attachments: 0
NVDA

+32 pts



$NVDA should see rapidly expanding TAM as world transitions from creating data to actually analyzing data

By phenphen on May 21, 2020, 10:08 a.m.
Tagged topics: AI , machine learning , expanding TAM

Views: 183, Votes: 3, Responses: 0, Attachments: 0
TSLA

+32 pts



$TSLA: some stats out of China recovering from COVID-19

By ethonomics on April 29, 2020, 1:16 p.m.
Tagged topics: Model 3 , COVID-19 , light vehicle production , electric vehicles

Views: 227, Votes: 1, Responses: 0, Attachments: 0
CSCO , MSFT , ZM , RNG , FIVN

+30 pts



$ZM, $RNG, $FIVN - intial COVID-driven tailwind becoming a headwind

By phenphen on April 22, 2020, 1:12 p.m.
Tagged topics: analyst checks , COVID-19 , stay-at-home

Views: 312, Votes: 2, Responses: 0, Attachments: 0
FB , GOOGL , TWTR , SNAP , TTD , CDLX , CRTO

+43 pts



Latest data suggests digital ads bottomed in mid-March, improving in April

By bbern3 on April 21, 2020, 9:41 a.m.
Tagged topics: analyst checks , digital advertising , COVID-19 , eCommerce

Views: 252, Votes: 2, Responses: 1, Attachments: 0
NFLX , DIS

+31 pts



$NFLX Thoughts ahead of Q1 print next week

By realjoe on April 17, 2020, 11:39 a.m.
Tagged topics: analyst checks , Disney+ , COVID-19 , stay-at-home

Views: 166, Votes: 1, Responses: 0, Attachments: 0
AAPL

+31 pts



$AAPL - some early data on App Store trends through COVID

By josiebe on April 15, 2020, 1:25 p.m.
Tagged topics: China , 5G iPhone cycle , COVID-19 , stay-at-home

Views: 341, Votes: 2, Responses: 0, Attachments: 0
TSLA

+32 pts



COVID-19 bought $TSLA time to extend its lead

By phenphen on April 14, 2020, 1:22 p.m.
Tagged topics: COVID-19 , electrification , software

Views: 294, Votes: 3, Responses: 0, Attachments: 0
FB , GOOGL , AAPL , AMZN

+38 pts



COVID-19 making $FB, $GOOGL, $AAPL and $AMZN look better in Washington

By phenphen on April 13, 2020, 10:15 a.m.
Tagged topics: data privacy , COVID-19 , regulatory outlook , anti-trust , fake news

Views: 237, Votes: 2, Responses: 1, Attachments: 0
DIS , VZ

+32 pts



$DIS - Putting Disney+ early success into context

By mooreideas on April 9, 2020, 11:37 a.m.
Tagged topics: Disney+ , COVID-19 , stay-at-home , Marvel , Star Wars , park closures

Views: 389, Votes: 1, Responses: 0, Attachments: 0
NFLX

+37 pts



Stay-at-home appears to be extending $NFLX's lead from international growth

By realjoe on April 8, 2020, 7:45 a.m.
Tagged topics: analyst checks , international growth , subscriber growth , COVID-19 , Tiger King

Views: 242, Votes: 1, Responses: 1, Attachments: 0
BYND

+31 pts



Some early data on the impact to $BYND from COVID-19

By realjoe on April 8, 2020, 7:17 a.m.
Tagged topics: retail , analyst checks , Europe , COVID-19 , Foodservice , QSRs

Views: 290, Votes: 1, Responses: 0, Attachments: 0
ATVI , EA , TTWO

+32 pts



$ATVI stands to benefit most from stay-at-home during COVID-19

By ethonomics on April 7, 2020, 12:50 p.m.
Tagged topics: analyst checks , COVID-19 , stay-at-home , Call of Duty , Warzone , World of Warcraft , sports titles

Views: 258, Votes: 2, Responses: 0, Attachments: 0
SPOT

+43 pts



$SPOT may not be as defensive previous thought

By cassie on April 6, 2020, 8:40 a.m.
Tagged topics: COVID-19 , podcasts , Amazon Music , subscriber churn

Views: 268, Votes: 2, Responses: 2, Attachments: 0
AAPL

+30 pts



Assumptions for $AAPL through this crisis

By josiebe on April 3, 2020, 10:32 a.m.
Tagged topics: analyst checks , China , iPhone , service growth , upgrade cycle , App Store , coronavirus , store closures , supply chain constraints , Rest of World

Views: 244, Votes: 1, Responses: 0, Attachments: 0
BYND

+30 pts



Time to look at BYND again?

By ethonomics on April 2, 2020, 10:09 a.m.
Tagged topics: China , COVID-19 , plant based meat

Views: 289, Votes: 1, Responses: 0, Attachments: 0
SHOP

+36 pts



Pain for $SHOP could sustain for a while

By puckerman17 on April 2, 2020, 8:44 a.m.
Tagged topics: guidance , analyst checks , China , web traffic volume , gross merchandise volume , GMV

Views: 258, Votes: 1, Responses: 1, Attachments: 0
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