Latest ideas and analyses related to buying opportunity

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
MRVL , ADI , ON , MCHP , NXPI , TXN , XLNX

+10 pts





By barryiro on Sept. 16, 2021, 10:53 p.m.
Tagged topics: buying opportunity , supply constrained , Goldman Sachs , strong demand , semiconductors

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

+30 pts



$DELL - Goldman sees near-term value unlock opportunity, adds stock to their Conviction List

By ethonomics on Sept. 14, 2021, 12:19 p.m.
Tagged topics: buying opportunity , positive catalyst , deleverage , Goldman Sachs , conviction buy

Views: 65, Votes: 1, Responses: 0, Attachments: 2
ADI , MRVL , NXPI , XLNX , ON , TXN , MCHP

+46 pts



Goldman expects tight semi supply to extend to at least 2022, recommends owning stocks in the sector

By bbern3 on Sept. 3, 2021, 9:35 a.m.
Tagged topics: buying opportunity , supply constrained , Goldman Sachs , strong demand , semiconductors

Views: 151, Votes: 5, Responses: 1, Attachments: 2
UBER

+1 pts





By wngnln on Aug. 28, 2021, 1:08 p.m.
Tagged topics: buying opportunity , ride share , analyst top pick , Morgan Stanley

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

+33 pts



$ADSK - analysts say look past the noise in the guidance, and buy on any pullback

By phenphen on Aug. 27, 2021, 5:57 p.m.
Tagged topics: buying opportunity , earnings results , software

Views: 22, Votes: 1, Responses: 0, Attachments: 10
CRM

+34 pts



$CRM - analysts see strength as broad-based and sustainable, expect stock to move higher

By junkfoodlover on Aug. 26, 2021, 12:47 p.m.
Tagged topics: buying opportunity , beat and raise , Goldman Sachs , RBC , Barclays , sustainable growth

Views: 101, Votes: 1, Responses: 0, Attachments: 6
NIO

+1 pts





By Random333 on Aug. 25, 2021, 10:56 p.m.
Tagged topics: buying opportunity , China , electric vehicles , Deutsche Bank , upside to estimates

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

+47 pts



Morgan Stanley names $UBER as their Top 'Non-FANG' pick, sees ~80% upside (deep dive)

By realjoe on Aug. 25, 2021, 1:33 p.m.
Tagged topics: buying opportunity , ride share , analyst top pick , Morgan Stanley

Views: 135, Votes: 5, Responses: 1, Attachments: 2
NIO

+46 pts



$NIO - Deutsche expects 2022 will be 'fast and furious', raises 2022-23 delivery forecast, even if near term is uneventful

By cassie on Aug. 13, 2021, 12:22 p.m.
Tagged topics: buying opportunity , China , electric vehicles , Deutsche Bank , upside to estimates

Views: 148, Votes: 7, Responses: 1, Attachments: 2
TSM

+37 pts



$TSMC - Goldman says 'clear EBITDA margin expansion on the way'

By bbern3 on Aug. 12, 2021, 8:05 p.m.
Tagged topics: buying opportunity , margin expansion , Goldman Sachs , semiconductors , Taiwan

Views: 278, Votes: 4, Responses: 0, Attachments: 2