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NFLX

+34 pts



$NFLX - bulls see a stronger 2H with accelerating growth, while bears see more multiple compression ahead

By junkfoodlover on July 21, 2021, 11:54 a.m.
Tagged topics: streaming , growth stock , earnings results , JP Morgan , Needham , bull vs bear

Views: 120, Votes: 2, Responses: 0, Attachments: 28
TSM , AAPL , INTC

+32 pts



$TSMC - Needham addresses the bears, says 5nm margin 'issue' is transitory, sees $AAPL and $INTC 3nm ramp in 2022/2023

By bbern3 on July 19, 2021, 11:02 a.m.
Tagged topics: Needham , semiconductors , bull vs bear

Views: 283, Votes: 3, Responses: 0, Attachments: 11
TSM

+31 pts



$TSMC - JPM beat back the bears saying margin concerns overblown, sees beginning of a multi-year growth phase and no long-term margin concerns

By bbern3 on June 21, 2021, 10:37 a.m.
Tagged topics: near term vs long term , JP Morgan , bull vs bear , multi-year story , concerns overblown

Views: 120, Votes: 1, Responses: 0, Attachments: 4
MSFT

+1 pts





By b.picone96 on June 8, 2021, 4:04 p.m.
Tagged topics: valuations , margin expansion , deep dive , big tech , Morgan Stanley , bull vs bear , investor expectations

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

+35 pts



$MSFT - Morgan Stanley reiterates bullish rating despite investors concerns on durability of growth, margin expansion, and valuation (deep dive)

By mooreideas on June 7, 2021, 1:11 p.m.
Tagged topics: valuations , margin expansion , deep dive , big tech , Morgan Stanley , bull vs bear , investor expectations

Views: 154, Votes: 2, Responses: 1, Attachments: 55
TSLA

+33 pts



$TSLA - bulls see another solid quarter and setup for a big year, while bears see core auto biz return to loss and premium valuation likely tested

By cassie on April 27, 2021, 11:19 a.m.
Tagged topics: valuations , growing competition , earnings results , battery technology , electric vehicles , Deutsche Bank , JP Morgan , bull vs bear , first mover advantage

Views: 287, Votes: 3, Responses: 0, Attachments: 16
TSLA

+35 pts



$TSLA - RBC sees no near-term change to the debate on Tesla between bulls (BEV penetration, share gain, technology) and bears (valuations)

By cassie on April 5, 2021, 3:23 p.m.
Tagged topics: analyst checks , premium valuation , battery technology , electric vehicles , market share gains , vehicle deliveries , RBC , bull vs bear , EV penetration

Views: 190, Votes: 3, Responses: 0, Attachments: 3
ESTC , MDB

+1 pts



$ESTC - Barcalys says Elastic is mispriced because its stock does not reflect its strong fundamentals

By phenphen on March 23, 2021, 12:15 p.m.
Tagged topics: valuations , buying opportunity , software , Barclays , mispricing opportunity , buy the dip , bull vs bear

Views: 148, Votes: 1, Responses: 0, Attachments: 13
PLUG

+33 pts



$PLUG - even Barclays (a bear) thinks accounting restatements are a 'transient headwind'

By cassie on March 18, 2021, 6:40 p.m.
Tagged topics: Barclays , hydrogen fuel cell , buy the dip , bull vs bear , accounting restatement , temporary setback

Views: 115, Votes: 3, Responses: 0, Attachments: 4
NIO

+35 pts



thx

By khuntori on March 2, 2021, 6:10 p.m.
Tagged topics: China , earnings results , autonomous vehicles , electric vehicles , Deutsche Bank , Jefferies , bull vs bear

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