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Global Macro

+56 pts



The Post-Pandemic Cycle: Part 3 — Searching for IDEAs (Innovators, Disruptors, Enablers & Adaptors)

By ethonomics on Oct. 13, 2021, 6:04 p.m.
Tagged topics: post-pandemic , Goldman Sachs , stock picking

Views: 104, Votes: 10, Responses: 2, Attachments: 2
CRWD , S

+36 pts



$CRWD - Needham says CrowdStrike is a true platform that is gaining share, and the industry is reacting

By realjoe on Oct. 13, 2021, 5:56 p.m.
Tagged topics: market share gains , Needham , security software

Views: 253, Votes: 3, Responses: 0, Attachments: 2
TSM

+34 pts



$TSMC and Sony to Partner in ¥800bn Plant Investment

By phenphen on Oct. 13, 2021, 5:53 p.m.
Tagged topics: partnership , Jefferies , Sony

Views: 64, Votes: 2, Responses: 0, Attachments: 2
TSM

+35 pts



$TSMC - Strong outlook remains intact

By phenphen on Oct. 13, 2021, 5:51 p.m.
Tagged topics: earnings preview , Jefferies , semiconductors

Views: 65, Votes: 2, Responses: 0, Attachments: 2
PLUG

+33 pts



$PLUG - Positive Green Hydrogen News with Phillips 66 and Airbus Agreements

By phenphen on Oct. 13, 2021, 5:50 p.m.
Tagged topics: Piper Sandler , hydrogen fuel cell , Phillips 66 , Airbus

Views: 64, Votes: 2, Responses: 0, Attachments: 2
US Macro

+30 pts



Food Inflation Meaningfully Strengthens in September

By phenphen on Oct. 13, 2021, 5:48 p.m.
Tagged topics: Oppenheimer , inflation fears , food inflation

Views: 41, Votes: 1, Responses: 0, Attachments: 2
AAPL , MCHP , TXN

+35 pts



$AAPL $MCHP $TXN - RayJay checks indicate #iPhone13 production change related to component shortages

By mooreideas on Oct. 13, 2021, 10:11 a.m.
Tagged topics: analyst checks , supply constrained , Raymond James , iPhone 13

Views: 204, Votes: 4, Responses: 0, Attachments: 2
SQ

+36 pts



$SQ - Jefferies says bulls see long runway for Seller, while bears believe ARPU has peaked

By realjoe on Oct. 13, 2021, 10:06 a.m.
Tagged topics: fintech , Cash App , Jefferies , investor feedback

Views: 59, Votes: 3, Responses: 0, Attachments: 2
REITs

+43 pts



Stagflation? The '05 Playbook

By cassie on Oct. 13, 2021, 9:47 a.m.
Tagged topics: Morgan Stanley , real estate , stagflation

Views: 74, Votes: 7, Responses: 0, Attachments: 2
PLUG

+38 pts



$PLUG - Morgan Stanley upgrades stock to Overweight ahead of investor day

By cassie on Oct. 13, 2021, 9:41 a.m.
Tagged topics: buying opportunity , analyst upgrade , Morgan Stanley , clean energy , hydrogen fuel cell

Views: 163, Votes: 3, Responses: 1, Attachments: 2
DDOG

+35 pts



$DDOG - Momentum remains strong

By beat_the_street on Oct. 13, 2021, 7:15 a.m.
Tagged topics: guidance , TAM , strong performance

Views: 55, Votes: 3, Responses: 0, Attachments: 2
ZM

+36 pts



$ZM - Perfect product fit; priced well

By beat_the_street on Oct. 13, 2021, 7:03 a.m.
Tagged topics: work from home , mergers and acquisitions , video conferencing

Views: 59, Votes: 4, Responses: 0, Attachments: 2
IEMG

+37 pts



Asia Pacific Equities

By KHUN on Oct. 12, 2021, 7:01 p.m.
Tagged topics: analyst checks , deep dive , economic recovery

Views: 74, Votes: 6, Responses: 0, Attachments: 2
DVYE

+33 pts



Emerging Markets Economics Daily

By KHUN on Oct. 12, 2021, 6:59 p.m.
Tagged topics: management commentary , analyst checks , economic recovery

Views: 59, Votes: 3, Responses: 0, Attachments: 2
NET

+35 pts



$NET - Piper Sandler downgraded Cloudflare on heightened valuation and expectations

By josiebe on Oct. 12, 2021, 3:40 p.m.
Tagged topics: premium valuation , analyst downgrade , Piper Sandler , high expectations , edge cloud

Views: 265, Votes: 1, Responses: 0, Attachments: 2
MTCH , BMBL

+39 pts



$MTCH $BMBL - Jefferies says #datingapps are due for a turnaround

By junkfoodlover on Oct. 12, 2021, 3:30 p.m.
Tagged topics: buying opportunity , dating apps , turnaround , Jefferies , online dating

Views: 260, Votes: 4, Responses: 0, Attachments: 2
FB , GOOGL , SNAP , AMZN , FTCH , UBER , ATVI , COMP

+47 pts



6 Key Debates Heading into '22

By labjordan on Oct. 12, 2021, 2:04 p.m.
Tagged topics: digital advertising , ride share , eCommerce , Morgan Stanley , Metaverse

Views: 114, Votes: 5, Responses: 1, Attachments: 2
S , PANW , OKTA , TENB

+35 pts



$S $PANW $OKTA $TENB - Morgan Stanley data points to accelerating security demand environment

By ethonomics on Oct. 12, 2021, 1:51 p.m.
Tagged topics: analyst checks , secular growth , Morgan Stanley , security software

Views: 242, Votes: 2, Responses: 0, Attachments: 2
NFLX

+37 pts



$NFLX - Jefferies says Netflix's ability to curate content and find a global audience will likely extend to gaming

By mooreideas on Oct. 12, 2021, 12:58 p.m.
Tagged topics: streaming , gaming , earnings preview , Jefferies , Squid Games

Views: 165, Votes: 2, Responses: 1, Attachments: 2
GOOGL , MSFT , AMZN

+37 pts



$GOOGL - Jefferies hosted cloud expert sees no slowdown

By mooreideas on Oct. 12, 2021, 12:55 p.m.
Tagged topics: digital transformation , AWS , Azure , Google cloud , Jefferies

Views: 67, Votes: 3, Responses: 0, Attachments: 2
AMZN: 3 Buy, 2 Sell, 2 Take Profit, 0 Cover Short
TSLA: 2 Buy, 0 Sell, 2 Take Profit, 0 Cover Short
META: 2 Buy, 0 Sell, 1 Take Profit, 0 Cover Short
ROKU: 0 Buy, 0 Sell, 2 Take Profit, 0 Cover Short
GOOGL: 2 Buy, 0 Sell, 0 Take Profit, 0 Cover Short
Forprophet long MU on 09/30/2022, 7.9%, +7 pts
scottchia long AMZN on 10/01/2022, 6.5%, +7 pts
kstarek long EVA on 09/30/2022, 5.8%, +5 pts
jyyoung96 long DDOG on 10/04/2022, 4.8%, +4 pts
rishabag007 long AMZN on 10/04/2022, 3.8%, +4 pts
Mat long AMZN on 10/04/2022, 3.8%, +4 pts
markymark32322 long NKE on 10/04/2022, 3.8%, +3 pts
Polymatheia long META on 10/01/2022, 3.4%, +3 pts
CoquiAlesanco short AMZN on 10/04/2022, -3.7%, +0 pts
kstarek long VET on 09/27/2022, 29.4%, +29 pts
kstarek long XOM on 09/27/2022, 13.4%, +13 pts
fitot7 long USD on 09/27/2022, 10.6%, +10 pts
Forprophet long MU on 09/30/2022, 7.9%, +7 pts
scottchia long AMZN on 10/01/2022, 6.5%, +7 pts
dhdhdh.j long RBLX on 09/21/2022, 6.2%, +6 pts
arvat long AZO on 09/23/2022, 5.9%, +5 pts
kstarek long EVA on 09/30/2022, 5.8%, +5 pts
Polymatheia long BAM on 09/29/2022, 4.8%, +4 pts
jyyoung96 long DDOG on 10/04/2022, 4.8%, +4 pts