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AAPL , GOOGL , FB , U , MTCH , BMBL

+38 pts



Morgan Stanley says #AppStore fee changes would impact $AAPL revenues by 2% in 'worse case', accelerate mobile gaming consolidation

By labjordan on Sept. 13, 2021, 5:19 p.m.
Tagged topics: market consolidation , App Store , big tech , Morgan Stanley , mobile gaming , Epic Games lawsuit , in-app purchases

Views: 181, Votes: 2, Responses: 0, Attachments: 2
AAPL

+30 pts



$AAPL - Needham says #EPIC decision was a 'clear win' for Apple

By labjordan on Sept. 13, 2021, 1:53 p.m.
Tagged topics: big tech , Needham , Epic Games lawsuit

Views: 221, Votes: 1, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - Piper Sandler data indicates only 6% of Americans plan to buy/upgrade to #iPhone13, but expects interest to grow

By mooreideas on Sept. 9, 2021, 11:59 a.m.
Tagged topics: analyst checks , analyst raises target , Piper Sandler , iPhone 13

Views: 175, Votes: 3, Responses: 0, Attachments: 2
F , AAPL

+30 pts



$F - Barclays says Ford's tech hire from $AAPL indicates that recurring revenue streams are the next big source of value to OEMs

By cassie on Sept. 9, 2021, 11:31 a.m.
Tagged topics: electric vehicles , Barclays , autotech , new hire

Views: 2356, Votes: 1, Responses: 0, Attachments: 2
QCOM , AAPL

+33 pts



$QCOM - RayJay says street is underestimating revenues from #iPhone13 and overestimating risk of $AAPL's own 5G modem

By bbern3 on Sept. 8, 2021, 11:13 a.m.
Tagged topics: 5G iPhone cycle , Huawei , Raymond James , iPhone 13 , upside to estimates

Views: 468, Votes: 2, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - Heading into September iPhone 13 Launch Underlying Demand Looks Strong

By lejooon on Sept. 5, 2021, 4:30 p.m.
Tagged topics: 5G iPhone cycle , regulatory risks , strong demand

Views: 162, Votes: 2, Responses: 0, Attachments: 2
APPS , GOOGL , AAPL

+39 pts



$APPS - Oppenheimer says Digital Turbine is a #BabyFAANG poised to take greater share of the $300bn TAM in #AdTech

By josiebe on Sept. 1, 2021, 11:30 a.m.
Tagged topics: valuations , Oppenheimer , adtech , underpenetrated TAM , Baby FAANG

Views: 371, Votes: 3, Responses: 1, Attachments: 2
AAPL , AKAM , FSLY , NET

+33 pts



Piper Sandler says #iCloud+ #PrivateRelay is a differentiator for $AAPL, and medium-to-long-term positive for $AKAM $FSLY and $NET (deep dive)

By josiebe on Sept. 1, 2021, 11:21 a.m.
Tagged topics: deep dive , Piper Sandler , CDNs , iCloud+ Private Relay

Views: 248, Votes: 1, Responses: 0, Attachments: 2
AAPL

+36 pts



$AAPL - JP Morgan says #AppStore #AntiSteering Policy is likely to have only modest impact

By mooreideas on Aug. 27, 2021, 6:23 p.m.
Tagged topics: App Store , big tech , JP Morgan , anti-steering policy

Views: 192, Votes: 3, Responses: 0, Attachments: 2
TSM , AAPL

+40 pts



$TSMC - price increases should relief market concerns on the longevity of the semis upcycle into 2022

By bbern3 on Aug. 25, 2021, 12:29 p.m.
Tagged topics: alleviate concerns , analyst raises estimates , analyst raises target , JP Morgan , Needham , semiconductors

Views: 156, Votes: 4, Responses: 1, Attachments: 4
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