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TSM

+9 pts



Chip prices and demand will lengthen chip cycle after 2 years of supply issues...

By 12MeterYacht on Jan. 13, 2022, 12:22 p.m.
Tagged topics: beat and raise , stronger for longer

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

+47 pts



$TSMC - beat and raise despite lofty expectations indicates this cycle likely stronger for longer

By bbern3 on Jan. 13, 2022, 12:03 p.m.
Tagged topics: beat and raise , stronger for longer

Views: 279, Votes: 6, Responses: 1, Attachments: 3
TSLA

+35 pts



$TSLA - strong results imply Telsa benefited from both strong operational execution and improving output in Shanghai

By ethonomics on Jan. 3, 2022, 1:04 p.m.
Tagged topics: electric vehicles , beat and raise

Views: 1673, Votes: 4, Responses: 0, Attachments: 1
CRWD , S

+1 pts



thanks...

By grinch123.yjy on Dec. 27, 2021, 8:13 p.m.
Tagged topics: beat and raise

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NVDA , MRVL , AVGO , ADI , NXPI , QRVO , TXN , VECO , AKTS , MPWR , SMTC

+1 pts



thanks for sharing...

By zk194588 on Dec. 13, 2021, 9:42 p.m.
Tagged topics: earnings preview , supply constrained , beat and raise , Oppenheimer , semiconductors

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

+36 pts



$AVGO - analysts believe Broadcom already has 100% backlog coverage for next year

By bbern3 on Dec. 10, 2021, 12:21 p.m.
Tagged topics: beat and raise

Views: 190, Votes: 5, Responses: 0, Attachments: 1
OKTA

+41 pts



$OKTA - secular demand drivers remain intact

By mooreideas on Dec. 2, 2021, 12:09 p.m.
Tagged topics: beat and raise

Views: 315, Votes: 9, Responses: 0, Attachments: 1
CRWD , S

+43 pts



$CRWD - Accelerating underlying growth metrics substantiate the expanding pipeline

By mooreideas on Dec. 2, 2021, 12:05 p.m.
Tagged topics: beat and raise

Views: 203, Votes: 7, Responses: 1, Attachments: 4
SNOW

+40 pts



$SNOW - long trajectory of rapid revenue growth, street estimates for FY23 appears too conservative

By mooreideas on Dec. 2, 2021, 11:55 a.m.
Tagged topics: beat and raise

Views: 175, Votes: 7, Responses: 0, Attachments: 4
ZS

+41 pts



$ZS - exceptional growth, strong retention & upsell, and strengthening demand; this is a stock to own despite rising rates

By mooreideas on Dec. 1, 2021, 4:31 p.m.
Tagged topics: beat and raise

Views: 210, Votes: 8, Responses: 0, Attachments: 1
PANW

+36 pts



$PANW - FQ1 beat reflects that the platform is realizing its potential

By josiebe on Nov. 19, 2021, 1:41 p.m.
Tagged topics: beat and raise

Views: 162, Votes: 5, Responses: 0, Attachments: 1
NVDA

+44 pts



$NVDA is ideally positioned for structural growth by dominating DC/cloud AI acceleration

By bbern3 on Nov. 18, 2021, 10:58 a.m.
Tagged topics: beat and raise , semiconductors , game changer

Views: 261, Votes: 8, Responses: 0, Attachments: 1
SE

+38 pts



$SE SEA Beats On Revenue And E-Commerce Shines

By Btam on Nov. 16, 2021, 11:16 p.m.
Tagged topics: Q3 results , eCommerce , beat and raise

Views: 71, Votes: 4, Responses: 0, Attachments: 1
TTD

+35 pts



$TTD Q3 looks to be a beat and raise, guidance likely still conservative

By labjordan on Nov. 8, 2021, 10:04 a.m.
Tagged topics: digital advertising , conservative guidance , earnings results , beat and raise

Views: 223, Votes: 5, Responses: 0, Attachments: 1
EA

+41 pts



$EA - another beat-and-raise quarter driven by Apex Legends and FIFA Ultimate Team helps ease concerns on Battlefield 2042

By junkfoodlover on Nov. 4, 2021, 12:03 p.m.
Tagged topics: Apex Legends , video games , beat and raise , FIFA , Battlefield 2042

Views: 219, Votes: 7, Responses: 0, Attachments: 3
F

+34 pts



$F Q3 is a beat-and-raise, but could 2022 upside be limited?

By cassie on Oct. 28, 2021, 10:34 a.m.
Tagged topics: electric vehicles , beat and raise , turnaround story , limited upside

Views: 44, Votes: 1, Responses: 0, Attachments: 2
MSFT

+43 pts



$MSFT - reacceleration of #Azure bodes well for the coming quarters

By mooreideas on Oct. 27, 2021, 12:10 p.m.
Tagged topics: Azure , earnings results , big tech , beat and raise , Microsoft Cloud

Views: 206, Votes: 5, Responses: 0, Attachments: 2
TSLA

+34 pts



$TSLA - Deutsche sees material upside potential for street estimates into 2022 following Q3 beat

By cassie on Oct. 21, 2021, 11:20 a.m.
Tagged topics: earnings results , electric vehicles , beat and raise , Deutsche Bank

Views: 46, Votes: 1, Responses: 0, Attachments: 2
NFLX

+40 pts



$NFLX - Deutsche downgrades stock from Buy to Hold, while most other analysts remain largely bullish

By mooreideas on Oct. 20, 2021, 10:19 a.m.
Tagged topics: earnings results , analyst downgrade , beat and raise , Squid Game

Views: 78, Votes: 2, Responses: 0, Attachments: 14
LULU

+33 pts



$LULU - analysts raise targets as Q2 beat-and-raise illustrate LULU's strong brand, pricing power, and athleisure's expanding TAM

By puckerman17 on Sept. 9, 2021, 11:06 a.m.
Tagged topics: TAM expansion , earnings results , analyst raises estimates , analyst raises target , beat and raise , athleisure

Views: 219, Votes: 2, Responses: 0, Attachments: 10