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WORK , CRM

+30 pts



$CRM, $WORK - Barclays says Slack deal not cheap but still below implied valuation, see Salesforce shares recovering

By labjordan on Dec. 1, 2020, 6:10 p.m.
Tagged topics: valuations , acquisition , analyst checks

Views: 58, Votes: 1, Responses: 0, Attachments: 2
AMD , NVDA

+42 pts



$AMD, $NVDA - RBC says crypto mining is expected to decline in 2021/2022

By mooreideas on Dec. 1, 2020, 5:12 p.m.
Tagged topics: GPU , ethereum , cryptocurrency mining

Views: 77, Votes: 2, Responses: 0, Attachments: 1
TSLA , Autos

+39 pts



Barclays estimates EVs could represent 75% of new vehicle sales in North America by 2035, and 80% by 2040 with the proposed Zero Emission Vehicles Act

By phenphen on Dec. 1, 2020, 4:52 p.m.
Tagged topics: analyst estimates , electric vehicles , Zero Emission Vehicles Act

Views: 61, Votes: 3, Responses: 0, Attachments: 33
MRNA , AZN

+32 pts



$MRNA - Morgan Stanley says Moderna's current valuation implies that its COVID vaccine will be used for the vast majority of the US

By mooreideas on Dec. 1, 2020, 11:38 a.m.
Tagged topics: market share leader , COVID-19 , vaccine

Views: 67, Votes: 2, Responses: 0, Attachments: 3
SHOP

+30 pts



$SHOP - Street says Shopify's GMV growth of 76% during Black Friday and Cyber Monday is due to a more spread out spending this year

By puckerman17 on Dec. 1, 2020, 11:08 a.m.
Tagged topics: Cyber Monday , Black Friday , GMV , pandemic trends

Views: 47, Votes: 1, Responses: 0, Attachments: 7
AMZN

+32 pts



$AMZN - Jefferies expert panel see AWS' leadership as rock solid into 2021

By labjordan on Dec. 1, 2020, 1:43 a.m.
Tagged topics: analyst checks , cloud hyperscalers , AWS

Views: 66, Votes: 2, Responses: 0, Attachments: 2
WORK , CRM

+30 pts



$WORK - Barclays downgrades Slack from Buy to Hold on share price appreciation and M&A deal risk

By labjordan on Nov. 30, 2020, 6:37 p.m.
Tagged topics: valuations , acquisitions , deal risk

Views: 79, Votes: 1, Responses: 0, Attachments: 5
NKLA , GM

+30 pts



$NKLA, $GM - Deutsche recommends staying on the sidelines for Nikola given large technical selling pressure and execution risk

By cassie on Nov. 30, 2020, 6:09 p.m.
Tagged topics: analyst checks , partnership , lock-up expiration , electric vehicles

Views: 56, Votes: 1, Responses: 0, Attachments: 5
GS , JPM , BAC

+35 pts



$GS, $JPM, $BAC - Morgan Stanley downgrades all three banks to Underweight as they see better upside in consumer finance stocks in the recovery

By ethonomics on Nov. 30, 2020, 5:32 p.m.
Tagged topics: analyst checks , cyclical recovery , analyst downgrade

Views: 55, Votes: 1, Responses: 0, Attachments: 84
Retail , eCommerce

+30 pts



Goldman analyses show smaller crowds, tight inventory, and lower promotions year over year

By phenphen on Nov. 30, 2020, 10:39 a.m.
Tagged topics: Black Friday , pandemic spending , brick and mortar

Views: 79, Votes: 1, Responses: 0, Attachments: 18
MVIS +50 pts
TDOC +30 pts
HEES +25 pts
ILMN +20 pts
TSLA +20 pts
TER +20 pts
XPEV +15 pts
ACN +15 pts
FB +15 pts
NXPI +15 pts
PLTR: 16 Buy, 1 Sell, 3 Take Profit, 1 Cover Short
NIO: 6 Buy, 1 Sell, 5 Take Profit, 1 Cover Short
AMZN: 9 Buy, 3 Sell, 0 Take Profit, 0 Cover Short
TSLA: 3 Buy, 0 Sell, 4 Take Profit, 3 Cover Short
UBER: 7 Buy, 1 Sell, 1 Take Profit, 0 Cover Short
kouroshshafizadeh long RSI on 09/14/2021, 16.3%, +16 pts
jiret67696@ppp998.com long RSI on 09/14/2021, 16.3%, +16 pts
chrissydarntondarnton@gmail.com long PLTR on 09/15/2021, 9.0%, +9 pts
louie.kwan long PLTR on 09/15/2021, 9.0%, +9 pts
hectordavid_ep long PLTR on 09/15/2021, 9.0%, +9 pts
richardocs long PLTR on 09/16/2021, 5.7%, +5 pts
mark333 long ABNB on 09/15/2021, 3.0%, +2 pts
vkiselev91 long LYFT on 09/16/2021, 2.7%, +2 pts
csk.fan.forever long UBER on 09/16/2021, 2.7%, +2 pts
BrianTham long UBER on 09/16/2021, 2.7%, +2 pts
i_sarut long AFRM on 09/04/2021, 26.4%, +32 pts
Mrdeeds93 long PLTR on 08/21/2021, 19.2%, +19 pts
TheCatnamedMittens long PLTR on 08/21/2021, 19.2%, +19 pts
zhelevhi long PLTR on 08/21/2021, 19.2%, +19 pts
CGTrdel long PLTR on 08/20/2021, 18.5%, +18 pts
christopherdicksoninv long PLTR on 08/20/2021, 18.5%, +18 pts
christianmichaels12234@gmail.com long PLTR on 08/20/2021, 18.5%, +18 pts
Chrisasss long JD on 08/19/2021, 17.8%, +27 pts
jiret67696@ppp998.com long RSI on 09/14/2021, 16.3%, +16 pts
kouroshshafizadeh long RSI on 09/14/2021, 16.3%, +16 pts