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BABA , JD , PDD

+36 pts



OCBC China Internet Report – What to make of delisting concerns

By toranjaa on Dec. 7, 2021, 2:01 p.m.
Tagged topics: China Internet #China $NYSE:BABA

Views: 23, Votes: 4, Responses: 0, Attachments: 1
JPM

+36 pts



Global Financials : State of Play Heading into 2022

By KHUN on Dec. 7, 2021, 1:44 p.m.
Tagged topics: valuations , analyst upgrade , financial servicesj

Views: 23, Votes: 4, Responses: 0, Attachments: 1
AMZN , MSFT , VZ , DISH , T , TMUS , ONDS , ATEX

+39 pts



Wireless is converging with cloud, and the next 5 years will see more disruption than in the past 2 decades

By mooreideas on Dec. 7, 2021, 11:56 a.m.
Tagged topics: deep dive , disruptive technology , 5G network

Views: 30, Votes: 3, Responses: 1, Attachments: 1
ESPR

+33 pts



ESPR : Dilutive Offering Bolsters Capital Position; Reduce TP

By KHUN on Dec. 7, 2021, 1:46 p.m.
Tagged topics: valuations , analyst checks , analyst downgrade

Views: 12, Votes: 3, Responses: 0, Attachments: 1
INFA

+33 pts



$INFA : Good Start Out of the Gates

By KHUN on Dec. 7, 2021, 1:45 p.m.
Tagged topics: valuations , analyst checks , analyst downgrade

Views: 11, Votes: 3, Responses: 0, Attachments: 1
HCXY

+33 pts



Healthcare Services Weekly Check- up

By KHUN on Dec. 7, 2021, 1:41 p.m.
Tagged topics: valuations , analyst checks , healthcare

Views: 10, Votes: 3, Responses: 0, Attachments: 1
LI

+33 pts



$LI - Vehicle Margin Improves; Q4 Delivery Implies Better Supply; 400 Stores By FY22

By cassie on Dec. 7, 2021, 1:16 p.m.
Tagged topics: earnings results

Views: 12, Votes: 3, Responses: 0, Attachments: 1
MRNA , PFE , MRK

+33 pts



Experts expect more variants to emerge but acknowledge that the severity of case surges has dramatically diminished

By mooreideas on Dec. 7, 2021, 12:05 p.m.
Tagged topics: covid vaccines

Views: 11, Votes: 3, Responses: 0, Attachments: 1
TSLA

+33 pts



Global xEV trend

By cassie on Dec. 7, 2021, 11:39 a.m.
Tagged topics: electric vehicles

Views: 12, Votes: 3, Responses: 0, Attachments: 1
SPY

+33 pts



ADSS Morning Briefs

By beat_the_street on Dec. 7, 2021, 5:57 a.m.
Tagged topics: Morning Briefs

Views: 11, Votes: 2, Responses: 0, Attachments: 1
CHD

+33 pts



$CHD Positive View Of Church & Dwight's Acquisition Of TheraBreath

By BrianTham on Dec. 7, 2021, 3:03 a.m.
Tagged topics: increased scale , international expansion , mergers and acquisitions

Views: 13, Votes: 3, Responses: 0, Attachments: 1
LUV

+38 pts



$LUV Thoughts On Southwest Airlines' Upcoming Dec 8 Investor Day

By BrianTham on Dec. 7, 2021, 1:39 a.m.
Tagged topics: investor day , airlines , omicron variant

Views: 16, Votes: 4, Responses: 0, Attachments: 1
DOCU

+32 pts



$DOCU - DOCU Experiencing a Post-Pandemic Hangover

By beat_the_street on Dec. 6, 2021, 11:36 p.m.
Tagged topics: earnings results

Views: 9, Votes: 2, Responses: 0, Attachments: 1
S

+32 pts



$S preview (with attachment)

By realjoe on Dec. 6, 2021, 4:20 p.m.
Tagged topics: earnings preview

Views: 18, Votes: 2, Responses: 0, Attachments: 1
US Macro

+38 pts



Omicron, Tapering and the Implication for Markets

By phenphen on Dec. 6, 2021, 4:17 p.m.
Tagged topics: omicron variant

Views: 20, Votes: 3, Responses: 1, Attachments: 1
Global Macro

+37 pts



China Economics - Policy at the Inflection Point

By phenphen on Dec. 6, 2021, 4:13 p.m.
Tagged topics: China

Views: 21, Votes: 3, Responses: 1, Attachments: 1
Global Macro

+32 pts



The Omicron Delay - Bank of England now seems a bit more cautious with hiking rates too quickly

By phenphen on Dec. 6, 2021, 4:11 p.m.
Tagged topics: rate hike , omicron variant

Views: 11, Votes: 2, Responses: 0, Attachments: 1
AAPL

+34 pts



$AAPL - iPhone Lead Times Reverse Trend to Expand; See Limited Signs of Demand Moderation

By mooreideas on Dec. 6, 2021, 4:01 p.m.
Tagged topics: lead times , iPhone 13

Views: 13, Votes: 2, Responses: 0, Attachments: 1
NFLX

+33 pts



$NFLX should be bought on weakness, given strong content slate, lapping tough comps, favorable seasonality

By mooreideas on Dec. 6, 2021, 3:58 p.m.
Tagged topics: buying opportunity

Views: 15, Votes: 2, Responses: 0, Attachments: 1
TSM , QCOM , NVDA , AAPL , INTC

+45 pts



$TSM - Recent customer decisions on leading ledge foundry nodes largely favorable to TSMC

By bbern3 on Dec. 6, 2021, 3:16 p.m.
Tagged topics: semiconductors

Views: 153, Votes: 7, 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