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US Macro

+31 pts



Goldman sees slower service spending recovery after 'Peak Growth', hindering US economy

By ethonomics on July 26, 2021, 2:40 p.m.
Tagged topics: downside risk , Consumer spending , Goldman Sachs , return to office , Delta variant

Views: 63, Votes: 1, Responses: 0, Attachments: 2
EDU , GOTU , TAL

+34 pts



Goldman estimates China's Ed-tech industry could see TAM reduction of 75% following new regulations

By ethonomics on July 26, 2021, 10:43 a.m.
Tagged topics: China , regulatory environment , Goldman Sachs , TAM contraction , Ed Tech

Views: 103, Votes: 2, Responses: 0, Attachments: 2
China Ed Tech

+30 pts



Goldman estimates China's Ed-tech industry could see TAM reduction of 75% following new regulations

By ethonomics on July 26, 2021, 10:37 a.m.
Tagged topics: China , regulatory environment , Goldman Sachs , after school tutoring , TAM contraction

Views: 27, Votes: 1, Responses: 0, Attachments: 2
TSLA

+1 pts





By sanghel.cho on July 25, 2021, 11:14 p.m.
Tagged topics: TAM expansion , electric vehicles , Goldman Sachs , Supercharger station

Views: 2, Votes: 1, Responses: 0, Attachments: 0
US Macro

+10 pts





By ressci on July 24, 2021, 12:52 p.m.
Tagged topics: Goldman Sachs , rich valuations , market correction , equity drawdown risk

Views: 3, Votes: 1, Responses: 0, Attachments: 0
US Macro

+44 pts



Goldman sees potential correction near term from elevated valuations coupled with fading growth optimism

By ethonomics on July 23, 2021, 5:21 p.m.
Tagged topics: Goldman Sachs , rich valuations , market correction , equity drawdown risk

Views: 115, Votes: 6, Responses: 1, Attachments: 2
MSFT

+31 pts



$MSFT - Goldman expects strong Q4, sees stock extending its outperformance as Commercial Cloud has potential to double its business

By mooreideas on July 23, 2021, 12:59 p.m.
Tagged topics: Azure , earnings preview , secular growth , Goldman Sachs , Office 365 , Commercial Cloud

Views: 88, Votes: 1, Responses: 0, Attachments: 2
INTC , AMD

+34 pts



$INTC $AMD - Goldman says Intel's aggressive investment posture will weigh on margins and returns for foreseeable future

By bbern3 on July 23, 2021, 11:19 a.m.
Tagged topics: growing competition , earnings results , market share gains , Goldman Sachs , semiconductors

Views: 210, Votes: 1, Responses: 0, Attachments: 2
SAM

+32 pts



$SAM - Goldman says investors will question SAM's growth strategy after this big Q2 miss, downgrades to Neutral, lowers target to $675

By labjordan on July 23, 2021, 10:44 a.m.
Tagged topics: analyst lowers estimates , analyst downgrade , Goldman Sachs , earnings miss , hard seltzer

Views: 76, Votes: 1, Responses: 0, Attachments: 2
US Macro

+10 pts





By d1d2d3daniel on July 23, 2021, 6:49 a.m.
Tagged topics: economic recovery , Goldman Sachs , inflation fears , rate hike , Delta variant

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