Latest ideas and analyses related to big tech

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FB , GOOGL , SNAP , PUBM

+33 pts



$FB $GOOG $SNAP $IAS $PUBM Jefferies Positive On Digital Ads 2H 2021 Outlook

By BrianTham on Sept. 20, 2021, 3:26 a.m.
Tagged topics: 2H , big tech , improving outlook

Views: 87, Votes: 2, Responses: 0, Attachments: 2
MSFT

+37 pts



$MSFT - Morgan Stanley sees potential for 10% dividend increase in 'mid-Sept', raises target to $331

By mooreideas on Sept. 14, 2021, 11:53 a.m.
Tagged topics: dividend growth , big tech , analyst raises target , Morgan Stanley

Views: 102, Votes: 3, Responses: 0, Attachments: 2
GOOGL , AAPL

+32 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: 158, Votes: 1, Responses: 0, Attachments: 2
AAPL , GOOGL , FB , U , MTCH , BMBL

+38 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: 181, Votes: 2, Responses: 0, Attachments: 2
AAPL

+30 pts



$AAPL - Needham says #EPIC decision was a 'clear win' for Apple

By labjordan on Sept. 13, 2021, 1:53 p.m.
Tagged topics: big tech , Needham , Epic Games lawsuit

Views: 221, Votes: 1, Responses: 0, Attachments: 2
AMZN , GOOGL , FB , UBER , SNAP , TWTR , LYFT , ABNB , EXPE

+2 pts





By siraphop01544@gmail.com on Sept. 13, 2021, 1:48 p.m.
Tagged topics: deep dive , big tech , Goldman Sachs

Views: 6, Votes: 2, Responses: 0, Attachments: 0
AMZN , GOOGL , FB , SNAP , UBER , LYFT , EXPE , ABNB , TWTR

+50 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: 255, Votes: 8, Responses: 1, Attachments: 2
AAPL

+36 pts



$AAPL - JP Morgan says #AppStore #AntiSteering Policy is likely to have only modest impact

By mooreideas on Aug. 27, 2021, 6:23 p.m.
Tagged topics: App Store , big tech , JP Morgan , anti-steering policy

Views: 192, Votes: 3, Responses: 0, Attachments: 2
GOOGL

+1 pts





By mourinhaplays on Aug. 27, 2021, 3:16 p.m.
Tagged topics: digital advertising , YouTube , big tech , Needham , breakup value

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

+31 pts



BUG cybersecurity breakout!

By supersaverguydc978e5d237e4a7b on Aug. 27, 2021, 2:12 p.m.
Tagged topics: big tech , technical analysis , cybersecurity

Views: 21, Votes: 2, Responses: 0, Attachments: 1