Find the latest insights and analysis from other gurus



Login to filter for stocks, topics, industries, and/or discussion type (Recommendation/Question/Opinion).

TSM , AMAT , LRCX , TER , ENTG

+37 pts



Goldman raises estimates for Wafer Fab Equipment to reflect capex upside, remains constructive on semiconductors

By bbern3 on Sept. 16, 2021, 11:05 a.m.
Tagged topics: analyst raises estimates , Goldman Sachs , semiconductors , wafer fab equipment

Views: 101, Votes: 3, Responses: 0, Attachments: 2
BABA , JD , PDD

+33 pts



$BABA $JD $PDD China Internet 2Q21 Results Round-Up

By BrianTham on Sept. 16, 2021, 10:10 a.m.
Tagged topics: Q2 results , China , Internet

Views: 23, Votes: 2, Responses: 0, Attachments: 2
AMZN , BABA , EBAY , ETSY , JD , SHOP

+32 pts



The Future of eCommerce on the Path to a New Normal

By underdog on Sept. 15, 2021, 11:19 p.m.
Tagged topics: eCommerce , deep dive , Stifel

Views: 38, Votes: 1, Responses: 0, Attachments: 2
US Macro

+30 pts



US Daily: The Effect of the Biden Vaccine Mandate on Vaccination and Employment

By underdog on Sept. 15, 2021, 11:16 p.m.
Tagged topics: Biden policies , vaccine hesitancy , unemployment

Views: 15, Votes: 1, Responses: 0, Attachments: 2
BABA , JD , VIPS

+31 pts



$BABA - China Ecommerce August online sales tracker: Worse-than-expected slowdown

By underdog on Sept. 15, 2021, 11:11 p.m.
Tagged topics: analyst checks , China , eCommerce , JP Morgan

Views: 20, Votes: 1, Responses: 0, Attachments: 2
SNOW

+33 pts



$SNOW - Notes from Fin. Services Summit: Vertical Focus Appears to Be Progressing Well

By underdog on Sept. 15, 2021, 11:09 p.m.
Tagged topics: Needham , Frank Slootman , data analytics software

Views: 16, Votes: 2, Responses: 0, Attachments: 2
BABA

+32 pts



Innovative fintech(CN) Peak Fintech Group

By shukrimahadi on Sept. 15, 2021, 8:17 p.m.
Tagged topics: China , growth stock , fintech

Views: 23, Votes: 2, Responses: 0, Attachments: 2
EA

+32 pts



$EA - Raymond James said #Battlefield2042 delay would be 'a mild negative' as long as it launches in time for the holidays

By junkfoodlover on Sept. 15, 2021, 2:10 p.m.
Tagged topics: gaming , Raymond James , Battlefield 2042

Views: 84, Votes: 1, Responses: 0, Attachments: 2
QCOM , MU , CRUS

+34 pts



Barclays says #iPhone13 was a disappointment for $QCOM, but a positive surprise for $MU / Memory

By bbern3 on Sept. 15, 2021, 11:25 a.m.
Tagged topics: Barclays , semiconductors , iPhone 13

Views: 189, Votes: 3, Responses: 0, Attachments: 2
STM , INTC , VSH

+36 pts



Morgan Stanley checks indicate Covid-related shutdowns in Malaysia is having greater impact on $INTC and $STM

By bbern3 on Sept. 15, 2021, 11:17 a.m.
Tagged topics: supply constrained , covid restrictions , Morgan Stanley , semiconductors , semi shortage

Views: 98, Votes: 3, Responses: 0, Attachments: 3
MVIS +50 pts
TDOC +30 pts
HEES +25 pts
ILMN +20 pts
TER +20 pts
TSLA +20 pts
XPEV +15 pts
NXPI +15 pts
ACN +15 pts
FB +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