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Latest ideas and analyses related to investor sentiments
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RBC highlights investors feedback on their Internet stock recommendations, from inflationary fears ($ZG $RDFN), profitability concerns ($UBER $LYFT $DASH), to duration of travel rebound ($ABNB $EXPE $BKNG)
$XPEV - we could be near the end of 'EV fatigue', Deutsche says Tesla's bad press in China could provide a 'perceived benefit' for domestic competitors
Latest ideas and analyses related to investor sentiments
+10 pts
By realmomobags on Oct. 16, 2021, 9:41 a.m.
Tagged topics: cryptocurrency , fintech , Needham , investor sentiments
Views: 1, Votes: 1, Responses: 0, Attachments: 0
+31 pts
$ETSY - Jefferies (bull) acknowledges that the stock may be range-bound until year-end
By mooreideas on Sept. 21, 2021, 11:13 a.m.
Tagged topics: valuations , eCommerce , Jefferies , investor sentiments
Views: 113, Votes: 1, Responses: 0, Attachments: 2
+31 pts
$MRNA - Jefferies expects the valuation debate between specialists and generalist investors to continue following R&D Day
By phenphen on Sept. 10, 2021, 10:10 a.m.
Tagged topics: TAM expansion , Jefferies , healthtech , covid vaccines , investor sentiments , R&D Day
Views: 92, Votes: 1, Responses: 0, Attachments: 2
+38 pts
$COIN - Needham does not foresee fee compression on the horizon, believes Coinbase can out-compete slower moving traditional companies
By realjoe on Aug. 31, 2021, 12:02 p.m.
Tagged topics: cryptocurrency , fintech , Needham , investor sentiments
Views: 115, Votes: 3, Responses: 1, Attachments: 2
+32 pts
JP Morgan highlights 6 stocks to leverage the upside from the ramping 5G investment cycle
By mooreideas on June 15, 2021, 7:12 p.m.
Tagged topics: buying opportunity , 5G investment cycle , JP Morgan , networking spend , investor sentiments
Views: 183, Votes: 1, Responses: 0, Attachments: 11
+31 pts
RBC highlights investors feedback on their Internet stock recommendations, from inflationary fears ($ZG $RDFN), profitability concerns ($UBER $LYFT $DASH), to duration of travel rebound ($ABNB $EXPE $BKNG)
By realjoe on June 3, 2021, 5:16 p.m.
Tagged topics: travel recovery , RBC , inflation fears , investor sentiments , profitability concerns
Views: 180, Votes: 1, Responses: 0, Attachments: 2
+38 pts
$XPEV - Deutsche sees upside surprise to XPILOT adoption and gross margins after meeting with management
By cassie on May 21, 2021, 11:32 a.m.
Tagged topics: management commentary , China , autonomous vehicles , electric vehicles , non deal roadshow , Deutsche Bank , investor sentiments , XPILOT
Views: 176, Votes: 4, Responses: 0, Attachments: 3
+35 pts
$XPEV - we could be near the end of 'EV fatigue', Deutsche says Tesla's bad press in China could provide a 'perceived benefit' for domestic competitors
By cassie on May 17, 2021, 10:07 a.m.
Tagged topics: intensified competition , China , electric vehicles , Deutsche Bank , investor sentiments , EV fatigue
Views: 304, Votes: 2, Responses: 0, Attachments: 3
+30 pts
$DKNG, $PENN - Needham is bullish on sports betting, but says many institutional investors are still on the fence, partly due to legislation hurdles
By phenphen on April 30, 2021, 3:40 p.m.
Tagged topics: regulatory environment , TAM expansion , sports betting , online gambling , Needham , investor sentiments
Views: 121, Votes: 1, Responses: 0, Attachments: 4