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TSLA

+32 pts



$TSLA - couple of first takes on Q3 results...

By ethonomics on Oct. 2, 2020, 9:59 a.m.
Tagged topics: Q3 results , vehicle deliveries , first takes

Views: 120, Votes: 3, Responses: 0, Attachments: 2
Housing

+31 pts



Goldman says US house price growth accelerating, but rent growth moderating

By ethonomics on Oct. 1, 2020, 1 p.m.
Tagged topics: analyst checks , US housing , rent growth , price growth

Views: 114, Votes: 1, Responses: 0, Attachments: 27
AMZN

+31 pts



$AMZN - Pivotal Research says street has been valuing Amazon "all wrong", and explains why it is the best mega cap for years ahead

By phenphen on Oct. 1, 2020, 12:46 p.m.
Tagged topics: valuations , analyst checks , long-term story

Views: 131, Votes: 1, Responses: 0, Attachments: 8
AMZN

+32 pts



$AMZN - Jefferies gets "logistics expert" to analyze Amazon's fulfillment network

By phenphen on Oct. 1, 2020, 7:32 a.m.
Tagged topics: capacity expansion , analyst checks , grocery delivery , expert analysis

Views: 306, Votes: 1, Responses: 0, Attachments: 1
TSLA

+35 pts



$TSLA - Jefferies gets "battery expert" to analyze technical claims at Battery Day

By cassie on Sept. 30, 2020, 11:36 a.m.
Tagged topics: analyst checks , Battery Day , expert analysis

Views: 151, Votes: 1, Responses: 0, Attachments: 17
TSLA

+31 pts



$TSLA - Credit Suisse says Q3 likely to meet rising expectations

By phenphen on Sept. 30, 2020, 7:57 a.m.
Tagged topics: analyst checks , Q3 results , electric vehicles , vehicle deliveries

Views: 141, Votes: 1, Responses: 0, Attachments: 5
GOOGL , FB , SNAP

+31 pts



$GOOGL, $FB, $SNAP - Barclays and Jefferies see continued digital ad recovery

By mooreideas on Sept. 29, 2020, 10:18 a.m.
Tagged topics: analyst checks , digital advertising , COVID-19

Views: 113, Votes: 2, Responses: 0, Attachments: 12
WMT

+34 pts



$WMT - some optimistic data points from investor meetings hosted by Credit Suisse

By josiebe on Sept. 29, 2020, 7:53 a.m.
Tagged topics: analyst checks , COVID-19 , Walmart+ , investor meetings

Views: 134, Votes: 1, Responses: 0, Attachments: 2
NFLX

+30 pts



$NFLX - Jefferies raises target on potential price hike, which could add $500m-$1bn to F'21 revenues

By realjoe on Sept. 28, 2020, 8:30 a.m.
Tagged topics: price increase , analyst checks , pricing power

Views: 115, Votes: 1, Responses: 0, Attachments: 8
AMZN

+38 pts



$AMZN - analysts at Needham estimate media business now worth nearly $600bn with launch of Luna

By labjordan on Sept. 25, 2020, 10:29 a.m.
Tagged topics: Luna , hidden value , video games

Views: 149, Votes: 2, Responses: 1, Attachments: 4
Global Macro

+32 pts



Barclays data show flights from 50 largest global airports still ~50% below Jan levels (vs. ~80% below at trough)

By puckerman17 on Sept. 24, 2020, 11:46 a.m.
Tagged topics: COVID-19 , return-to-normal , travel recovery

Views: 131, Votes: 2, Responses: 0, Attachments: 7
GOOGL

+31 pts



$GOOGL - Morgan Stanley data shows Google still at the top of the e-Commerce funnel, by far

By labjordan on Sept. 24, 2020, 9:29 a.m.
Tagged topics: analyst checks , COVID-19 , eCommerce , Shelter-In Holiday

Views: 150, Votes: 1, Responses: 0, Attachments: 14
US Macro

+33 pts



Goldman downgrades Q4 growth expectations on the lack of further fiscal support

By phenphen on Sept. 24, 2020, 8:15 a.m.
Tagged topics: COVID-19 , lower GDP forecast , fiscal stimulus

Views: 114, Votes: 2, Responses: 0, Attachments: 5
DIS

+31 pts



$DIS - Needham lowers estimates on continuing COVID impact

By mooreideas on Sept. 24, 2020, 6:59 a.m.
Tagged topics: analyst checks , COVID-19 , analyst lowers estimates

Views: 112, Votes: 1, Responses: 0, Attachments: 6
TSLA

+32 pts



$TSLA - summary of analyst thoughts following Battery Day

By ethonomics on Sept. 23, 2020, 10:09 a.m.
Tagged topics: analyst checks , Battery Day , After the event

Views: 111, Votes: 2, Responses: 0, Attachments: 7
AAPL

+31 pts



$AAPL - Raymond James raise estimates ahead of iPhone 12 launch on "favorable mix"

By bbern3 on Sept. 22, 2020, 9:14 a.m.
Tagged topics: pricing , analyst checks , 5G iPhone cycle , product mix

Views: 111, Votes: 1, Responses: 0, Attachments: 5
ISRG , ADSK , NOW , PYPL , VRTX

+36 pts



Goldman highlights "The Future Five" - 5 stocks that have compelling secular growth opportunities

By ethonomics on Sept. 21, 2020, 1:55 p.m.
Tagged topics: buying opportunity , TAM , secular growth

Views: 173, Votes: 4, Responses: 0, Attachments: 32
TSLA

+30 pts



$TSLA - Morgan Stanley previews Battery Day with "7 Mind Blowing Things" they're expecting

By ethonomics on Sept. 17, 2020, 11:18 a.m.
Tagged topics: positive catalyst , analyst checks , Battery Day

Views: 129, Votes: 1, Responses: 0, Attachments: 3
TSLA

+30 pts



$TSLA - CS raises target ahead of Battery Day, says it's a pillar of growth for next 20 years

By ethonomics on Sept. 16, 2020, 7:59 a.m.
Tagged topics: positive catalyst , analyst raises estimates , Battery Day

Views: 137, Votes: 1, Responses: 0, Attachments: 28
TSLA

+30 pts



$TSLA - Tesla weekly app download suggests growth in China

By ethonomics on Sept. 14, 2020, 10:04 a.m.
Tagged topics: analyst checks , China , app downloads

Views: 110, Votes: 1, Responses: 0, Attachments: 3
TSLA: 3 Buy, 0 Sell, 2 Take Profit, 2 Cover Short
GOOGL: 1 Buy, 0 Sell, 5 Take Profit, 0 Cover Short
BABA: 0 Buy, 0 Sell, 3 Take Profit, 1 Cover Short
MSFT: 0 Buy, 0 Sell, 4 Take Profit, 0 Cover Short
XOM: 0 Buy, 0 Sell, 3 Take Profit, 0 Cover Short
lejooon short EMBRAC-B on 09/20/2022, 2.8%, +2 pts
fitot7 long BNTX on 09/20/2022, -2.4%, +0 pts
dhdhdh.j long RBLX on 09/21/2022, -2.4%, +0 pts
fitot7 long MRNA on 09/20/2022, -3.3%, +1 pts
fitot7 long INTC on 09/20/2022, -6.5%, +0 pts
wsissener long TSLA on 09/20/2022, -10.9%, +0 pts
bearpillow short ON on 09/09/2022, 11.4%, +11 pts
ayesha short ULTA on 09/01/2022, 7.0%, +7 pts
wsissener long SPT on 09/03/2022, 5.6%, +20 pts
lejooon short EMBRAC-B on 09/20/2022, 2.8%, +2 pts
sobrimustafa long TSLA on 08/31/2022, -0.9%, +11 pts
fitot7 long BNTX on 09/20/2022, -2.4%, +0 pts
dhdhdh.j long RBLX on 09/21/2022, -2.4%, +0 pts
wsissener long ARGX on 09/08/2022, -2.7%, +3 pts
fitot7 long MRNA on 09/20/2022, -3.3%, +1 pts
thegaurav long FSR on 09/08/2022, -3.9%, +11 pts