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GOOGL , AAPL

+31 pts



$GOOGL - Raymond James sees 'modest risk' to estimates from $AAPL court ruling, but says it will take time to play out

By mooreideas on Sept. 13, 2021, 6 p.m.
Tagged topics: App Store , Google Play , big tech , risk to estimates , Raymond James , Epic Games lawsuit

Views: 149, Votes: 1, Responses: 0, Attachments: 2
AAPL , GOOGL , FB , U , MTCH , BMBL

+37 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: 172, Votes: 2, Responses: 0, Attachments: 2
AMZN , GOOGL , FB , SNAP , UBER , LYFT , EXPE , ABNB , TWTR

+46 pts



Goldman bullish on $AMZN $FB $GOOGL $SNAP $UBER $LYFT $EXPE on still under-appreciated prospects but bearish on $ABNB and $TWTR on downside risk to estimates (deep dive)

By mooreideas on Sept. 13, 2021, 11:55 a.m.
Tagged topics: deep dive , big tech , Goldman Sachs

Views: 237, Votes: 6, Responses: 1, Attachments: 2
GOOGL , TTD

+31 pts



RBC says 2nd antitrust lawsuit against $GOOGL could help #OpenInternet players like $TTD

By labjordan on Sept. 3, 2021, 10:51 a.m.
Tagged topics: digital advertising , open internet , anti-trust , RBC , Department of Justice , adtech

Views: 135, Votes: 1, Responses: 0, Attachments: 2
APPS , GOOGL , AAPL

+38 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: 361, Votes: 3, Responses: 1, Attachments: 2
TSLA , PLTR , NVDA , GOOGL

+36 pts



$TSLA - Barclays (bear) says Elon Musk trying to recast Tesla as an 'AI Play'

By cassie on Aug. 19, 2021, 10:47 a.m.
Tagged topics: autonomous vehicles , electric vehicles , Barclays , AI Day

Views: 1273, Votes: 3, Responses: 0, Attachments: 2
SONO , GOOGL

+30 pts



$SONO - Preliminary win at ITC moves Sonos one step closer to IP monetization

By josiebe on Aug. 16, 2021, 12:29 p.m.
Tagged topics: Morgan Stanley , IP licensing revenue , smart speakers , Chromecast

Views: 82, Votes: 1, Responses: 0, Attachments: 2
NOW , PYPL , ETSY , FB , GOOGL , ADBE , MSFT , SBUX

+44 pts



Goldman raises S&P500 target to 4700, says high-margin growth stocks will remain winners

By ethonomics on Aug. 5, 2021, 10:44 a.m.
Tagged topics: growth stock , low interest rates , analyst raises target , Goldman Sachs , secular winner , Delta variant

Views: 187, Votes: 4, Responses: 0, Attachments: 2
MSFT , AMZN , GOOGL

+33 pts



$MSFT - Barclays believes Azure's share gain momentum will reaccelerate as enterprise IT spending springs back in 2H

By mooreideas on Aug. 4, 2021, 3:23 p.m.
Tagged topics: AWS , Azure , Google cloud , market share gains , IT spending , Barclays

Views: 88, Votes: 1, Responses: 0, Attachments: 2
FB , GOOGL , SNAP , AAPL

+31 pts



$FB - Needham thinks Facebook is spending billions to buy a smaller TAM with Metaverse

By phenphen on July 30, 2021, 8:53 a.m.
Tagged topics: augmented reality , TAM expansion , eCommerce , Needham , virtual reality , Metaverse

Views: 134, Votes: 1, Responses: 0, Attachments: 2
good profit
amazing CEO
CEO is BULLISH
new contracts
good business