Latest ideas and analyses related to concerns overblown

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AMZN , MA , V

+1 pts



Many thanks!...

By orsova on Sept. 5, 2021, 1:11 a.m.
Tagged topics: growing competition , fintech , Deutsche Bank , Department of Justice , BNPL , concerns overblown

Views: 1, Votes: 1, Responses: 0, Attachments: 0
V , MA , AMZN

+44 pts



$V $MA - Deutsche says regulatory and competition concerns overdone, doesn't see network models changing

By realjoe on Sept. 3, 2021, 11:01 a.m.
Tagged topics: growing competition , fintech , Deutsche Bank , Department of Justice , BNPL , concerns overblown

Views: 321, Votes: 5, Responses: 1, Attachments: 2
SNOW

+36 pts



$SNOW - Piper Sandler data shows adoption of Snowflake continues at 'Unabated Pace'

By labjordan on Aug. 20, 2021, 11:44 a.m.
Tagged topics: earnings preview , Piper Sandler , buy the dip , cloud adoption , concerns overblown

Views: 298, Votes: 3, Responses: 0, Attachments: 2
AFRM , AAPL

+33 pts



$AFRM - Barclays says Apple Pay competitive concerns overblown

By realjoe on July 14, 2021, 11:26 a.m.
Tagged topics: growing competition , fintech , Barclays , buy now pay later , BNPL , concerns overblown

Views: 282, Votes: 2, Responses: 0, Attachments: 2
AAPL

+34 pts



$AAPL - Morgan Stanley says concerns of a modest 'S' upgrade cycle overblown, see catalysts more back-end loaded this year

By mooreideas on June 24, 2021, 11:13 a.m.
Tagged topics: positive catalyst , Morgan Stanley , concerns overblown , iPhone upgrade cycle

Views: 201, Votes: 2, Responses: 0, Attachments: 18
TSM

+33 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: 187, Votes: 2, Responses: 0, Attachments: 4
TSLA

+34 pts



$TSLA - JP Morgan says Shanghai expansion halt is old news and inaccurate, and attributes slower momentum in China to seasonality

By cassie on May 12, 2021, 11:28 a.m.
Tagged topics: China , electric vehicles , market chatters , JP Morgan , buy the dip , seasonal trends , Shanghai plant , concerns overblown

Views: 233, Votes: 1, Responses: 0, Attachments: 3
RUN , SEDG , SPWR

+5 pts



Nice to see the much-needed bounce today, though i'm still in the red on the trade....

By junkfoodlover on May 6, 2021, 4:54 p.m.
Tagged topics: supply constrained , beat and raise , Goldman Sachs , strong demand , solar power , buy the dip , solar roof , concerns overblown

Views: 1, Votes: 1, Responses: 0, Attachments: 0
RUN , SEDG , SPWR

+4 pts



Agre with them. Concerns overdone....

By realmomobags on May 6, 2021, 4:50 p.m.
Tagged topics: supply constrained , beat and raise , Goldman Sachs , strong demand , solar power , buy the dip , solar roof , concerns overblown

Views: 5, Votes: 2, Responses: 1, Attachments: 0
RUN , SEDG , SPWR

+36 pts



$RUN - Goldman says strong results confirm strong demand growth for solar industry and indicate supply concerns overdone

By josiebe on May 6, 2021, 12:27 p.m.
Tagged topics: supply constrained , beat and raise , Goldman Sachs , strong demand , solar power , buy the dip , solar roof , concerns overblown

Views: 230, Votes: 2, Responses: 2, Attachments: 5
LYFT

+30 pts



$LYFT - Piper Sandler shrugs off Secretary of Labor's comments last week, says selloff overdone

By realjoe on May 3, 2021, 12:48 p.m.
Tagged topics: labor costs , ride share , travel recovery , gig economy , Piper Sandler , buy the dip , concerns overblown , US Secretary of Labor

Views: 406, Votes: 1, Responses: 0, Attachments: 7
PTON

+43 pts



$PTON - Oppenheimer says concerns over guidance miss overblown, estimates Peloton has captured 23.4% of churned gym members

By phenphen on April 30, 2021, 1:43 p.m.
Tagged topics: buying opportunity , earnings preview , work from home , Oppenheimer , Tread+ , workout from home during pandemic , concerns overblown

Views: 358, Votes: 5, Responses: 0, Attachments: 6