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TTD , FB , GOOGL , AMZN

+613 pts



Why TTD poised to be a big outperformer for 2020

By puckerman17 on Dec. 19, 2019, 1:14 p.m.
Tagged topics: digital advertising , US ad spend , political ads , ad units , OTT streaming services , no ad loads , pricing power , regulatory scrutiny , open internet

Views: 343, Votes: 3, Responses: 0, Attachments: 0
TSLA

+33 pts



Two positive data points for Tesla - software upgrade, and residual values in China

By puckerman17 on Dec. 19, 2019, 12:51 p.m.
Tagged topics: long-range option , Model 3 , software upgrade , dual-motor , residual values , Model S , Model X , China's dealer association , BMW X5 plug-in hybrid

Views: 279, Votes: 3, Responses: 0, Attachments: 0
AMZN , MSFT , GOOGL , IBM , ORCL

+49 pts



IBM and Oracle have already lost the cloud wars?

By cassie on Dec. 17, 2019, 11:08 a.m.
Tagged topics: cloud hyperscalers , AWS , cloud wars , developer adoption , enterprise base , Azure , AI , machine learning , Kubernetes , Google cloud , Red Hat

Views: 874, Votes: 2, Responses: 4, Attachments: 0
UBER

+44 pts



Why it would make sense to divest UBER Eats India

By realjoe on Dec. 16, 2019, 3:55 p.m.
Tagged topics: Uber Eats India , Zomato , DiDi , Yandex Taxi , Grab

Views: 662, Votes: 2, Responses: 1, Attachments: 0
TTD

+31 pts



4 takeaways from product demo at TTD's NYC office

By bbern3 on Dec. 16, 2019, 1:26 p.m.
Tagged topics: product demo , Next Wave , ad tech , forecasting module , Bryce Poll , connected TV

Views: 376, Votes: 1, Responses: 0, Attachments: 0
LULU

+12 pts



Advent's exit from LULU a sell signal or buying opportunity?

By josiebe on Dec. 13, 2019, 8:49 a.m.
Tagged topics: Advent , insider , buy signal , sell signal

Views: 969, Votes: 1, Responses: 1, Attachments: 0
AAPL

+42 pts



Weak China iPhone sales a near term downside risk for AAPL

By phenphen on Dec. 12, 2019, 2:17 p.m.
Tagged topics: analyst checks , China , ASP , iPhone 11 , iPhone shipments

Views: 574, Votes: 1, Responses: 1, Attachments: 0
HD

+48 pts



2020 outlook conservative or imply higher spending ahead?

By labjordan on Dec. 11, 2019, 8:36 a.m.
Tagged topics: analyst day , preliminary 2020 outlook , conservative

Views: 486, Votes: 1, Responses: 3, Attachments: 0
NFLX , DIS

+50 pts



US subscriber losses would mean it's no longer a growth stock

By junkfoodlover on Dec. 10, 2019, 8:13 a.m.
Tagged topics: Apple TV+ , Disney+ , subscriber losses , growing competition , Amazon , growth stock , international growth

Views: 675, Votes: 2, Responses: 2, Attachments: 0
LULU

+50 pts



The future of apparel is athletic

By phenphen on Dec. 9, 2019, 10:55 a.m.
Tagged topics: yoga pants , consumer lifestyles , health and wellness , athletic apparel

Views: 557, Votes: 3, Responses: 2, Attachments: 0
AMZN , MSFT , GOOGL

+44 pts



Street too optimistic on AWS margins

By phenphen on Dec. 6, 2019, 11:20 a.m.
Tagged topics: digital transformation , AWS , re:Invent conference , network hardware , enterprise adoption , Capital One data breach , Hybrid cloud

Views: 520, Votes: 2, Responses: 1, Attachments: 0
TD , TD

+49 pts



Weak investment banking appears to be a common theme this quarter

By labjordan on Dec. 5, 2019, 10:16 a.m.
Tagged topics: Q4 miss , slower volume growth , Canadian P&C , weak trading , Wholesale Banking , investment banks

Views: 497, Votes: 1, Responses: 2, Attachments: 0
DOL

+41 pts



Q3 looks a lot like Q2; SSSG beat but margin missed again

By mooreideas on Dec. 4, 2019, 8:51 a.m.
Tagged topics: guidance , SSSG , product mix , Q3 results , transaction size , volume , Halloween , gross margins , SG&A , labor costs

Views: 313, Votes: 1, Responses: 1, Attachments: 0
RY

+41 pts



Q4 miss on weak Capital Markets should lower RY's premium valuation

By labjordan on Dec. 4, 2019, 7:49 a.m.
Tagged topics: messy quarter , Capital Markets , deal closings , Insurance , Investor & Treasury Services , Canadian Banking , Wealth Management , Q4 miss , premium valuation

Views: 457, Votes: 1, Responses: 1, Attachments: 0
CRM

+63 pts



Q4 RPO guide likely to weigh on stock today

By phenphen on Dec. 4, 2019, 12:05 a.m.
Tagged topics: Q3 , FX impact , remaining performance obligation , RPO , Q4 , seaonally strongest quarter

Views: 424, Votes: 1, Responses: 4, Attachments: 0
ATTO , GIB.A

+39 pts



Atento could be more than a five bagger in less than 5 years

By SafetyInNumbers on Dec. 3, 2019, 11:01 a.m.
Tagged topics: financial leverage , multibagger , management change , increase margins

Views: 488, Votes: 2, Responses: 1, Attachments: 0
AMZN , JWN , WMT , EBAY , TGT , JCP

+62 pts



Winners And Losers of Holiday Sales So Far

By realjoe on Dec. 2, 2019, 8:02 a.m.
Tagged topics: US Thanksgiving , strong online sales growth , Cyber Monday , Christmas , Black Friday

Views: 462, Votes: 5, Responses: 4, Attachments: 0
DELL , INTC

+42 pts



Looks like dead money for now

By ethonomics on Nov. 27, 2019, 3:47 p.m.
Tagged topics: China , dead money for now , mixed Q3 , lowered sales outlook , CPU shortage , server , price competition , component cost

Views: 384, Votes: 1, Responses: 1, Attachments: 0
BOX , CRM , MSFT

+61 pts



Takeout may be Box's best thesis

By realjoe on Nov. 27, 2019, 9:07 a.m.
Tagged topics: low expectations , Q3 beat , billings , bookings , net retention , expand margins , takeout candidate

Views: 510, Votes: 2, Responses: 2, Attachments: 0
DLTR

+43 pts



Don't buy until there's visibility to margin improvement

By cassie on Nov. 26, 2019, 4:24 p.m.
Tagged topics: Q3 miss , comparable store sales , Family Dollar , Dollar Tree , lowered Q4 outlook , weak margins , freight costs , wages , tariffs , DC costs , mix shift to consumables

Views: 391, Votes: 1, Responses: 2, Attachments: 0
AAPL: 9 Buy, 0 Sell, 4 Take Profit, 1 Cover Short
AMZN: 9 Buy, 0 Sell, 5 Take Profit, 0 Cover Short
FB: 7 Buy, 1 Sell, 4 Take Profit, 0 Cover Short
MSFT: 5 Buy, 2 Sell, 2 Take Profit, 0 Cover Short
GOOGL: 6 Buy, 0 Sell, 0 Take Profit, 0 Cover Short
Supersaverguy short HOOD on 01/15/2022, 10.8%, +10 pts
realmomobags long PDD on 01/19/2022, 7.5%, +7 pts
Highwave short NVDA on 01/19/2022, 7.3%, +7 pts
markymark32322 short INTC on 01/19/2022, 5.2%, +5 pts
srk47chennaiexpress long SQSP on 01/19/2022, 5.0%, +5 pts
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kenneth.haugland short SPY on 01/19/2022, 2.2%, +2 pts
i_sarut long ABNB on 01/19/2022, 2.1%, +2 pts
i_sarut long BKNG on 01/19/2022, 2.1%, +2 pts
chomu12 long ZNGA on 01/15/2022, 0.8%, +0 pts
Spcebull short SE on 12/28/2021, 29.1%, +30 pts
scottchia short SHLS on 01/11/2022, 26.9%, +26 pts
Supersaverguy long ATVI on 12/24/2021, 25.5%, +26 pts
toranjaa short NVDA on 01/13/2022, 15.9%, +15 pts
guanyq1975 short UBER on 12/28/2021, 13.6%, +13 pts
kat long NRDY on 01/11/2022, 12.3%, +12 pts
adilovitsj long BABA on 12/23/2021, 11.2%, +16 pts
Supersaverguy short HOOD on 01/15/2022, 10.8%, +10 pts
hsh.billy short CHGG on 01/11/2022, 9.1%, +9 pts
lejooon long T on 12/23/2021, 9.0%, +10 pts