Posts on INFN

Latest ideas and analyses related to Infinera Corporation Common Stock

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INFN

+52 pts



2Q22 Report: Better Than Feared; Progress on Show Me Story

By Thomasidea on July 30, 2022, 8:46 a.m.
Tagged topics: Data infrastructure

Views: 17, Votes: 3, Responses: 0, Attachments: 1
AAPL , QCOM , XRX , FFIV , JNPR , TEL , APH , GLW , ST , NATI , INFN , TER

+38 pts



Thoughts Into The EPS Prints This Week (AAPL, QCOM, XRX, FFIV, JNPR, TEL, APH, GLW, ST, NATI, INFN, TER)

By scorpioduck on July 25, 2022, 2:06 p.m.
Tagged topics: earnings preview

Views: 22, Votes: 4, Responses: 1, Attachments: 1
VVNT , COMM , AVYA , AAPL , CRSR , CMBM , INFN , HPE , CIEN , QCOM , ANET , PSTG

+44 pts



Assessing deep recession risk for 27 companies; Trimming Base cases further as recession risk increases

By ethonomics on July 6, 2022, 6:40 p.m.
Tagged topics: analyst lowers estimates , recession risk

Views: 43, Votes: 6, Responses: 0, Attachments: 1
WMT , SQ , JPM , FSLR , TXT , WING , BAX , INFN , TROW , WY

+17 pts



The Nasdaq Index is down 28% YTD (S&P500 is down 17.9% YTD). Investors are pricing in a lot of concerns, including inflation risk, growth scare,...

By marschenntdeb729bd97b0413b on May 12, 2022, 12:39 a.m.
Tagged topics: trade ideas

Views: 32, Votes: 6, Responses: 0, Attachments: 0
JPM , WING , WMT , SQ , BAX , TXT , WY , TROW , FSLR , INFN

+36 pts



Hedging with options on low cash flow stocks; Tactical Trades: JPM, WING, WMT, SQ

By ethonomics on May 11, 2022, 5:54 p.m.
Tagged topics: trade ideas

Views: 21, Votes: 2, Responses: 1, Attachments: 1
ANET , AVYA , CDW , CSCO , CIEN , COMM , DELL , FFIV , FN , HPE , HPQ , IIVI , INFN , JNPR , KEYS , LITE , NATI , NTAP , VIAV , WOLF , XRX

+33 pts



Networking & Hardware - investors finally returning to fundamentals

By bbern3 on April 18, 2022, 10:58 a.m.
Tagged topics: earnings preview

Views: 24, Votes: 2, Responses: 0, Attachments: 1
ADI , GFS , MCHP , NXPI , ON , TXN , INTC , AAPL , DELL , HPE , HPQ , ANET , CASA , CIEN , CSCO , INFN , JNPR , PLTR , COMM , GLW , IIVI , LITE

+52 pts



Acute semis shortfalls are easing, but inventory channel checks point to weaker end-demand affecting tech hardware

By bbern3 on Dec. 21, 2021, 11:32 a.m.
Tagged topics: deep dive , supply constrained , semiconductors

Views: 117, Votes: 10, Responses: 0, Attachments: 1