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TSLA , GM

+47 pts



$TSLA - Needham (long-term Tesla bear) says GM could hurt Tesla's dominance aspirations...what does everyone think?

By cassie on Nov. 20, 2020, 11:01 a.m.
Tagged topics: intensified competition , analyst checks , electric vehicles

Views: 145, Votes: 8, Responses: 0, Attachments: 3
NIO

+30 pts



$NIO, $XPEV - JP Morgan says new Chinese stimulus policy could accelerate auto sales growth into 1H21 at up to 20%

By cassie on Nov. 19, 2020, 4:58 p.m.
Tagged topics: analyst checks , China , auto stimulus

Views: 126, Votes: 3, Responses: 0, Attachments: 2
DIS

+36 pts



$DIS - Deutsche data shows Disney World attendance climbed to highest daily average since reopening in July

By mooreideas on Nov. 19, 2020, 9:05 a.m.
Tagged topics: analyst checks , Disney World , Universal Parks , geolocation data

Views: 124, Votes: 2, Responses: 0, Attachments: 4
WDAY

+38 pts



$WDAY - street sees improving outlook, but expects conservative guide ahead of Q3 results

By realjoe on Nov. 18, 2020, 3:04 p.m.
Tagged topics: analyst checks , Q3 results , cyclical recovery

Views: 118, Votes: 3, Responses: 0, Attachments: 24
AAPL

+32 pts



$AAPL - Goldman says 10K suggests non-TAC/App Store Services growth slowing

By realjoe on Nov. 17, 2020, 6:32 p.m.
Tagged topics: service revenue growth , analyst checks , 10K review

Views: 118, Votes: 2, Responses: 0, Attachments: 4
NFLX

+33 pts



$NFLX - management says at virtual RBC conference new subscribers during COVID not any less sticky

By junkfoodlover on Nov. 17, 2020, 5:03 p.m.
Tagged topics: management commentary , analyst checks , streaming , subscriber growth , COVID-19

Views: 136, Votes: 4, Responses: 0, Attachments: 1
GM

+30 pts



$GM - Deutsche expects GM to soon reveal accelerated plans toward selling 1m EVs per year by 2025

By cassie on Nov. 17, 2020, 7:42 a.m.
Tagged topics: analyst checks , capital allocation , electric vehicles , SUV

Views: 102, Votes: 1, Responses: 0, Attachments: 5
MRNA , PFE

+30 pts



$MRNA, $PFE - Goldman says Moderna's COVID vaccine has more favorable storage requirements than Pfizer's

By mooreideas on Nov. 16, 2020, 11 a.m.
Tagged topics: analyst checks , COVID-19 , vaccine

Views: 122, Votes: 2, Responses: 0, Attachments: 4
Retail

+30 pts



Morgan Stanley sees earnings upside for retailers given favorable weather, improving consumer confidence, early Holiday

By ethonomics on Nov. 13, 2020, 6:46 p.m.
Tagged topics: analyst checks , back to school , holiday sales , Shelter-In Holiday

Views: 108, Votes: 1, Responses: 0, Attachments: 25
AAPL

+30 pts



$AAPL - JP Morgan says iPhone sales strengthening in China

By josiebe on Nov. 13, 2020, 3:54 p.m.
Tagged topics: analyst checks , China , 5G iPhone cycle

Views: 109, Votes: 1, Responses: 0, Attachments: 2
AAPL

+30 pts



$AAPL - JP Morgan data shows iPhone 12 and 12 Pro sales tracking better than iPhone 11, shorter wait times due to better supply

By josiebe on Nov. 13, 2020, 11:59 a.m.
Tagged topics: analyst checks , iPhone 12 , iPhone 12 Pro , lead times

Views: 128, Votes: 2, Responses: 0, Attachments: 3
BABA , JD

+36 pts



Goldman estimates nearly 50% of grocery shopping in China will be done online by 2025, compared to ~20% today

By puckerman17 on Nov. 12, 2020, 1:17 a.m.
Tagged topics: analyst checks , China , online grocery shopping

Views: 125, Votes: 4, Responses: 0, Attachments: 52
TGT , ULTA

+32 pts



$TGT, $ULTA - Jefferies says Ulta + Target retail partnership is a "win-win" that will help both better capture customers

By bbern3 on Nov. 10, 2020, 11:43 p.m.
Tagged topics: retail , analyst checks , partnership

Views: 103, Votes: 3, Responses: 0, Attachments: 6
TSLA

+30 pts



$TSLA - Credit Suisse says global EV penetration reached a monthly record in September, but there's still a lot of headroom for growth

By phenphen on Nov. 10, 2020, 1:24 a.m.
Tagged topics: analyst checks , China , global EV market , electric vehicles

Views: 124, Votes: 3, Responses: 0, Attachments: 11
US Macro

+32 pts



Goldman now sees rising odds of a "skinny" fiscal stimulus passage in December

By puckerman17 on Nov. 8, 2020, 4:06 p.m.
Tagged topics: analyst checks , US election 2020 , fiscal stimulus

Views: 90, Votes: 2, Responses: 0, Attachments: 3
Travel

+32 pts



Barclays data show departures from the 50 largest global airports are still 46% below January levels

By ethonomics on Nov. 5, 2020, 12:03 a.m.
Tagged topics: analyst checks , COVID-19 , flight departures

Views: 145, Votes: 2, Responses: 0, Attachments: 8
US Macro

+30 pts



Barclays data suggests 749k new jobless claims for week ending Oct 31, as COVID cases accelerate

By ethonomics on Nov. 4, 2020, 11:49 p.m.
Tagged topics: analyst checks , COVID-19 , jobless claims

Views: 123, Votes: 1, Responses: 0, Attachments: 10
AMD , INTC

+30 pts



$AMD - Goldman upgrades AMD on signs of market share gains and improving profitability

By phenphen on Nov. 4, 2020, 11:28 a.m.
Tagged topics: analyst checks , share gains , analyst upgrade

Views: 109, Votes: 1, Responses: 0, Attachments: 13
TTD

+31 pts



$TTD - Jefferies expect big Q3 beat, but says it might already be priced in

By labjordan on Nov. 3, 2020, 12:54 a.m.
Tagged topics: analyst checks , priced in , earnings beat

Views: 116, Votes: 1, Responses: 0, Attachments: 1
AMZN

+30 pts



$AMZN - Jefferies finds some bullish data points in Amazon's latest 10Q filing

By phenphen on Nov. 1, 2020, 2:40 p.m.
Tagged topics: capacity expansion , analyst checks , AWS

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