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FIVN , RNG , ZM , NTNX , FFIV , CVLT , NET

+35 pts



Piper Sandler identifies top software picks for 2H following earnings season, driven by cloud communication, security secular shift, and gaming tailwinds

By labjordan on June 10, 2021, 1:06 p.m.
Tagged topics: gaming , software , analyst top pick , Piper Sandler , security software , cloud communication

Views: 108, Votes: 2, Responses: 0, Attachments: 12
UPS

+30 pts



$UPS - RayJay says UPS is a 'Strong Buy' because of the shift toward ecommerce and solid pricing environment

By cassie on June 10, 2021, 12:04 p.m.
Tagged topics: guidance , analyst day , eCommerce , Raymond James , high expectations , last mile delivery

Views: 83, Votes: 1, Responses: 0, Attachments: 3
TSLA , RIDE , AAPL , GM , F

+31 pts



$TSLA - Deutsche says May's China sales data disproves concerns on demand

By cassie on June 10, 2021, 11:56 a.m.
Tagged topics: analyst checks , China , electric vehicles , Deutsche Bank , strong demand

Views: 270, Votes: 1, Responses: 0, Attachments: 11
RIDE

+30 pts



$RIDE - RBC sees Lordstown's market as "small and fiercely competitive", recommends staying away from stock (deep dive)

By cassie on June 10, 2021, 11:40 a.m.
Tagged topics: downside risk , e-pickups , growing competition , electric vehicles , deep dive , RBC , small TAM

Views: 104, Votes: 1, Responses: 0, Attachments: 49
PANW , CRWD , CSCO

+35 pts



$PANW - Deutsche provides an in-depth look at why a large US enterprise is going "All-In" with Palo Alto Networks solutions

By junkfoodlover on June 10, 2021, 11:29 a.m.
Tagged topics: Prisma Cloud , deep dive , Deutsche Bank , cybersecurity , Prisma Access , Cloudgenix , SASE architecture

Views: 84, Votes: 3, Responses: 0, Attachments: 3
FSLY , AKAM , NET

+31 pts



$FSLY - Oppenheimer downgrades stock after outage, says it would impact 2H growth

By josiebe on June 10, 2021, 11:17 a.m.
Tagged topics: outage , management departure , tough comps , risk to estimates , Oppenheimer , cloud service providers

Views: 83, Votes: 1, Responses: 0, Attachments: 4
EA

+30 pts



$EA - Jefferies (bull) says lack of campaign or battle royale could hinder Battlefield 2042's broader appeal and limit longevity

By josiebe on June 10, 2021, 10:09 a.m.
Tagged topics: Battlefield 2042 , campaign mode , battle royale , gaming, #Jefferies

Views: 74, Votes: 1, Responses: 0, Attachments: 5
GME

+30 pts



$GME - Q1 sales up 25% with acceleration in May, continues to fortify balance sheet, and announcement of new management came earlier than expected

By josiebe on June 10, 2021, 10:02 a.m.
Tagged topics: new management , balance sheet , earnings results , eCommerce , video games

Views: 90, Votes: 1, Responses: 0, Attachments: 2
IAC

+30 pts



$IAC - surprise CFO departure likely to raise questions, but does not change the bullish thesis of the stock

By rIsILAwr on June 9, 2021, 11:29 a.m.
Tagged topics: buying opportunity , thesis unchanged , management departure , Jefferies

Views: 87, Votes: 1, Responses: 0, Attachments: 1
US Macro

+38 pts



Goldman real time data indicate 'back-to-normal' activities are now just 15% below pre-COVID levels, compared to 25% below just 2 weeks ago

By phenphen on June 9, 2021, 11:20 a.m.
Tagged topics: analyst checks , reopening , travel recovery , Goldman Sachs

Views: 106, Votes: 3, Responses: 1, Attachments: 14
QCOM +100 pts
MVIS +50 pts
UNH +40 pts
SPLK +15 pts
VIAC +10 pts
FUTU +10 pts
FEYE +10 pts
COIN: 8 Buy, 1 Sell, 1 Take Profit, 0 Cover Short
PLTR: 10 Buy, 0 Sell, 0 Take Profit, 0 Cover Short
TSLA: 3 Buy, 3 Sell, 1 Take Profit, 2 Cover Short
XPEV: 6 Buy, 1 Sell, 0 Take Profit, 1 Cover Short
NIO: 8 Buy, 0 Sell, 0 Take Profit, 0 Cover Short
Studybuddies long UWMC on 06/08/2021, 12.3%, +12 pts
excelmint long UWMC on 06/08/2021, 12.3%, +12 pts
jacobz6 long CRWD on 06/08/2021, 7.4%, +7 pts
jayshaw711 long NIO on 06/10/2021, 6.9%, +6 pts
GekkoJLDN long STEM on 06/11/2021, 6.8%, +6 pts
markkooijman1 long NIO on 06/11/2021, 6.8%, +6 pts
yonathan.vindy long NIO on 06/11/2021, 6.8%, +6 pts
rogoman long COUP on 06/11/2021, 4.8%, +4 pts
uniqueerique long AMZN on 06/08/2021, 4.7%, +4 pts
chrissydarnton long LI on 06/11/2021, 4.1%, +4 pts
pk long XPEV on 05/18/2021, 58.9%, +50 pts
gauravhagarwal long XPEV on 05/25/2021, 42.5%, +42 pts
darrinsc long PLTR on 05/14/2021, 34.3%, +34 pts
chrissydarnton long XPEV on 05/28/2021, 28.1%, +28 pts
goodjob0225 long STEM on 05/28/2021, 27.9%, +31 pts
yrc7777 long STEM on 05/28/2021, 27.9%, +31 pts
Noto long PLUG on 05/18/2021, 27.7%, +34 pts
chrissydarnton long NIO on 05/25/2021, 27.3%, +27 pts
anon7828 long NVDA on 05/19/2021, 27.2%, +27 pts
jakk03 long STEM on 05/27/2021, 23.4%, +26 pts