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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
CSCO

+30 pts



$CSCO - a return to work leads to a return to growth, but supply constraints could hold back growth and slow recovery of what's lost last year

By phenphen on May 20, 2021, 3:37 p.m.
Tagged topics: earnings results , supply constrained , Needham , return to office , networking spend

Views: 101, Votes: 1, Responses: 0, Attachments: 10
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+1 pts





By mooreideas on May 20, 2021, 1:46 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+9 pts





By anon7828 on May 20, 2021, 1:42 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 7, Votes: 3, Responses: 1, Attachments: 0
AVGO , MRVL , GOOGL , AMZN , MSFT , BABA , ERIC , NOK , CSCO , JNPR , AMD , STM , INTC

+37 pts



$AVGO, $MRVL - JP Morgan sees strong resurgence in custom chip market, believes market leaders Broadcom and Marvell poised to dominate

By mooreideas on May 20, 2021, 1:32 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 160, Votes: 3, Responses: 2, Attachments: 6
ZM , FIVN , RNG , CSCO , JCOM , TEAM , GOOGL , FB , SMAR , MSFT

+31 pts



$ZM, $FIVN, $RNG - Piper Sandler says 'party isn't over' for the communication software space as downloads slow but remain up vs pre-pandemic

By labjordan on April 16, 2021, 1:24 p.m.
Tagged topics: app downloads , work from home , pandemic trends , post-pandemic , Piper Sandler , return to office , video conferencing , zoom calls

Views: 129, Votes: 1, Responses: 0, Attachments: 16
AMZN , NFLX , ROKU , SHOP , W , CSCO , ETSY , V , WYNN , BA , ST , ZM , CMG , CVS , MCD , ROST , WBA , DAL , WDC , AXP , CAR , CHTR , DPZ , KO , LUV

+5 pts



P

By Melyche on April 4, 2021, 3:37 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , NFLX , ROKU , SHOP , W , CSCO , ETSY , V , WYNN , BA , ST , ZM , CMG , CVS , MCD , ROST , WBA , DAL , WDC , AXP , CAR , CHTR , DPZ , KO , LUV

+5 pts



Rep

By Melyche on April 4, 2021, 3:37 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 1, Votes: 1, Responses: 0, Attachments: 0
CSCO

+5 pts



BEST IDEA IN SEMIS

By johnoneoff on April 1, 2021, 11:53 a.m.
Tagged topics: management commentary , shift to subscription model , post-COVID , JP Morgan , Raymond James , Cisco Live , realignment of investments

Views: 1, Votes: 1, Responses: 0, Attachments: 0
CSCO

+7 pts



$CSCO - analysts optimistic on Cisco's realignment of investment for a post-COVID world after attending Cisco Live

By phenphen on April 1, 2021, 11:27 a.m.
Tagged topics: management commentary , shift to subscription model , post-COVID , JP Morgan , Raymond James , Cisco Live , realignment of investments

Views: 207, Votes: 2, Responses: 1, Attachments: 6