Latest ideas and analyses related to crowded trades

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TSM

+10 pts



This is a very detailed report. However, given TSM's latest earnings, the reasons mentioned in this report were not verified. I'm going to continue to...

By irenyang.to on Oct. 16, 2021, 5:53 p.m.
Tagged topics: dead money for now , analyst downgrade , crowded trades , Morgan Stanley , semiconductors

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

+57 pts



$TSMC - Morgan Stanley downgrades stock to EW saying it has become a consensus long, but it's 'dead money' for the next 12-18 months (deep dive)

By bbern3 on June 21, 2021, 10:28 a.m.
Tagged topics: dead money for now , analyst downgrade , crowded trades , Morgan Stanley , semiconductors

Views: 441, Votes: 8, Responses: 1, Attachments: 76
AMZN , GOOGL , FB , MSFT , GM , TWTR , BABA , SNOW , C , FCX , ILMN

+2 pts



Good to do barbell portfolio....

By anon7828 on May 21, 2021, 12:59 p.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 4, Votes: 2, Responses: 0, Attachments: 0
FB , MSFT , AMZN , GOOGL , BABA , C , GM , FCX , ILMN , SNOW , TWTR

+52 pts



Goldman says $FB, $MSFT, $AMZN, $GOOGL, $BABA are currently the most popular long positions among hedge funds

By labjordan on May 21, 2021, 11:42 a.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 314, Votes: 10, Responses: 1, Attachments: 28
TSLA , AMZN , GOOGL , FB , MSFT

+5 pts



buying

By johnoneoff on March 30, 2021, 4:23 p.m.
Tagged topics: analyst checks , sector rotation , cyclical recovery , hedge funds , most shorted stocks , crowded trades , Jefferies

Views: 3, Votes: 1, Responses: 0, Attachments: 0
MSFT , AMZN , FB , GOOGL , TSLA

+7 pts



Jefferies confirms hedge funds rotating into Cyclicals, says $MSFT, $AMZN, $FB, $GOOGL most crowded longs, while $TSLA remains top shorted name

By phenphen on March 30, 2021, 12:32 p.m.
Tagged topics: analyst checks , sector rotation , cyclical recovery , hedge funds , most shorted stocks , crowded trades , Jefferies

Views: 186, Votes: 2, Responses: 1, Attachments: 14
TSLA , NIO

+34 pts



$TSLA, $NIO - Jefferies says Tesla and NIO remain two of the most shorted names by hedge funds

By ethonomics on Nov. 30, 2020, 12:29 a.m.
Tagged topics: valuations , hedge funds , most shorted stocks , crowded trades

Views: 116, Votes: 3, Responses: 0, Attachments: 12