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QCOM

+1 pts



thanks...

By i_sarut on Nov. 30, 2021, 1:44 p.m.
Tagged topics: mmWave , Huawei , semiconductors , attractive valuation

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

+16 pts



top highlights: * apple IDFA changes compel advertisers to go to Roku since it owns its 1P data * Roku's platform monetization is strong despite...

By ygenyk24 on Nov. 6, 2021, 10:16 p.m.
Tagged topics: digital advertising , connected TV , supply chain constraints , tough comps , earnings miss , attractive valuation

Views: 6, Votes: 2, Responses: 0, Attachments: 0
QCOM

+51 pts



$QCOM - supply catching up with demand should allow the stock to catch up too

By bbern3 on Nov. 4, 2021, 4:09 p.m.
Tagged topics: mmWave , Huawei , semiconductors , attractive valuation

Views: 226, Votes: 8, Responses: 1, Attachments: 1
ROKU

+53 pts



$ROKU supply chain headwinds and tough comps from 2020 pull-forward will pass, valuation appears attractive

By labjordan on Nov. 4, 2021, 11:29 a.m.
Tagged topics: digital advertising , connected TV , supply chain constraints , tough comps , earnings miss , attractive valuation

Views: 230, Votes: 8, Responses: 1, Attachments: 3
AMZN

+39 pts



$AMZN - with multiples back at historical trough and investment spend priced in, Morgan Stanley sees catalysts to turn investor sentiments

By mooreideas on Aug. 9, 2021, 11:15 a.m.
Tagged topics: buying opportunity , positive catalyst , eCommerce , Morgan Stanley , attractive valuation

Views: 202, Votes: 4, Responses: 0, Attachments: 2
BABA

+10 pts



Thanks for posting very interesting. Compared to the rest of China internet / tech stocks baba is definitely the most interesting. Has the biggest market...

By GekkoJLDN on Aug. 4, 2021, 12:24 p.m.
Tagged topics: China , regulatory environment , eCommerce , Goldman Sachs , attractive valuation

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

+48 pts



$BABA - Goldman has Alibaba on their Conviction Buy List, says anti-trust investigation is complete and the stock is very cheap

By puckerman17 on July 29, 2021, 10:48 a.m.
Tagged topics: China , regulatory environment , eCommerce , Goldman Sachs , attractive valuation

Views: 329, Votes: 7, Responses: 1, Attachments: 2
PAYC

+1 pts



Great article! Paycom is re-opening play on hiring....

By anon7828 on May 27, 2021, 12:18 a.m.
Tagged topics: positive catalyst , analyst checks , Oppenheimer , buy the dip , market sentiments , upside to estimates , attractive valuation , SaaS , limited downside

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

+32 pts



$ATVI - Goldman keeps Activision Blizzard on Conviction Buy rating after CoD-driven Q1 beat, says it is sustaining engagement gains from 2020

By junkfoodlover on May 5, 2021, 11:18 a.m.
Tagged topics: user engagement , earnings results , gaming , Call of Duty , Goldman Sachs , conviction buy , attractive valuation , pandemic gains

Views: 166, Votes: 1, Responses: 0, Attachments: 6
NFLX

+31 pts



$NFLX - Piper Sandler deep dive report calling Netflix a 'long-term winner' at an 'attractive entry point' (from Apr 1, 2021 as requested)

By mooreideas on April 18, 2021, 3:45 p.m.
Tagged topics: streaming , long-term story , deep dive , Piper Sandler , attractive valuation , long-term winner

Views: 80, Votes: 1, Responses: 0, Attachments: 12
PAYC

+35 pts



$PAYC - Oppenheimer checks indicate upside to Q1, sees catalyst for a shift in stock sentiment, and recommends buying the pullback

By josiebe on April 15, 2021, 2:24 p.m.
Tagged topics: positive catalyst , analyst checks , Oppenheimer , buy the dip , market sentiments , upside to estimates , attractive valuation , SaaS , limited downside

Views: 212, Votes: 3, Responses: 1, Attachments: 13
MSFT

+32 pts



$MSFT - Morgan Stanley data points to 'fulsome demand recovery' and 'strong Microsoft-specific fundamentals'

By phenphen on April 8, 2021, 4:49 p.m.
Tagged topics: analyst checks , secular growth , improving outlook , Morgan Stanley , attractive valuation , demand recovery , CIO survey

Views: 266, Votes: 2, Responses: 0, Attachments: 17