Latest ideas and analyses related to market share gains

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AMD , INTC

+16 pts



Right now AMD is going head to head with Intel in terms of CPUs. And AMD's GPUs do better in crypto mining. Now that I've...

By bagek38640@topyte.com on April 25, 2022, 1:20 p.m.
Tagged topics: market share gains , table pounding buy

Views: 3, Votes: 2, Responses: 0, Attachments: 0
AMD , INTC

+48 pts



$AMD - analysts see continued share gains as 'inevitable' given $INTC roadmap through 2024

By bbern3 on April 25, 2022, 1:11 p.m.
Tagged topics: market share gains , table pounding buy

Views: 166, Votes: 6, Responses: 1, Attachments: 1
TSLA

+35 pts



Not in my backyard? Too late … hello Tesla

By josiebe on March 23, 2022, 10:18 a.m.
Tagged topics: electric vehicles , market share gains

Views: 31, Votes: 3, Responses: 0, Attachments: 1
AMD , INTC , TSM

+16 pts



A must buy really...only real downside is China wanting to take back Taiwan. If/When they do, either peacefully or not, most chip designers would cut...

By jakiho3858@siberpay.com on March 16, 2022, 6:19 p.m.
Tagged topics: market share gains

Views: 22, Votes: 5, Responses: 0, Attachments: 0
INTC , AMD , TSM

+43 pts



Even $INTC executes flawlessly, $AMD will likely continue to gain share, and the market will move toward a duopoly

By bbern3 on March 15, 2022, 1:55 p.m.
Tagged topics: market share gains

Views: 198, Votes: 5, Responses: 1, Attachments: 1
EWT

+32 pts



Taiwan Market Strategy : QFIIs net sold another US$ 5bn in February

By KHUN on March 4, 2022, 6:53 p.m.
Tagged topics: market share gains

Views: 28, Votes: 3, Responses: 0, Attachments: 1
NVDA , AMD , INTC

+40 pts



Cloud Instance Dec'21: NVDA and AMD Gain Share in DecQ

By bbern3 on Feb. 1, 2022, 3:03 p.m.
Tagged topics: market share gains

Views: 52, Votes: 4, Responses: 0, Attachments: 1
AMD , NVDA , INTC

+37 pts



Data shows Ampere ARM, $AMD CPUs and $NVDA GPUs gained share in October

By josiebe on Dec. 1, 2021, 12:24 p.m.
Tagged topics: market share gains

Views: 194, Votes: 5, Responses: 0, Attachments: 1
VVV

+17 pts



Posted report here. Hope it helps! https://street-guru.com/opinion/vvv_vvv-goldman-adds-stock-to-their-conviction-list-as-corporate-breakup-and-fundamental-breakout-approach-as-requested_20211117_914/...

By ethonomics on Nov. 17, 2021, 4:51 p.m.
Tagged topics: market share gains , analyst top pick , oil supply

Views: 10, Votes: 2, Responses: 0, Attachments: 0
VVV

+35 pts



$VVV - Goldman adds stock to their conviction list as corporate breakup and fundamental breakout approach (as requested)

By ethonomics on Nov. 17, 2021, 4:50 p.m.
Tagged topics: market share gains , analyst top pick , oil supply

Views: 50, Votes: 3, Responses: 0, Attachments: 1
VVV

+7 pts



Does anyone have access to Goldman's report from yesterday on Valvoline?

By underdog on Nov. 17, 2021, 3:24 p.m.
Tagged topics: market share gains , analyst top pick , oil supply

Views: 85, Votes: 6, Responses: 1, Attachments: 0
AMD , FB , INTC

+45 pts



$AMD - Meta is a huge and validating win for AMD, foreshadowing accelerating market share gains

By bbern3 on Nov. 9, 2021, 11:55 a.m.
Tagged topics: market share gains , Genoa , datacenter

Views: 273, Votes: 6, Responses: 0, Attachments: 2
TSLA

+11 pts



I'm still surprised just how many analysts with a buy rating are still expecting a less than current market level price over the next 12months....

By Tubularpizza on Nov. 9, 2021, 5:52 a.m.
Tagged topics: scale advantages , electric vehicles , market share gains , competitive advantage

Views: 3, Votes: 2, Responses: 0, Attachments: 0
TSLA

+55 pts



$TSLA is likely to look scarier to the auto industry in the next few years as it moves towards mid-market set to gain share from large OEMs

By cassie on Nov. 8, 2021, 11:15 a.m.
Tagged topics: scale advantages , electric vehicles , market share gains , competitive advantage

Views: 937, Votes: 10, Responses: 1, Attachments: 1
AMD , INTC

+1 pts



thanks...

By i_sarut on Nov. 8, 2021, 5:20 a.m.
Tagged topics: market share gains , supply constrained , semiconductors

Views: 1, Votes: 1, Responses: 0, Attachments: 0
NVDA , AMD , INTC , AMZN

+38 pts



$NVDA and Gravitron took share in Sep quarter

By bbern3 on Nov. 1, 2021, 11:25 a.m.
Tagged topics: market share gains , semiconductors , ARM CPU

Views: 122, Votes: 4, Responses: 0, Attachments: 1
AMD , INTC

+45 pts



$AMD simply needs to secure supply in order to continue market share gains

By bbern3 on Oct. 27, 2021, 1:13 p.m.
Tagged topics: market share gains , supply constrained , semiconductors

Views: 180, Votes: 5, Responses: 1, Attachments: 2
Cryptocurrency

+44 pts



BKKT Deal with Mastercard

By skybridge on Oct. 25, 2021, 2:03 p.m.
Tagged topics: buying opportunity , market share gains , strong demand

Views: 75, Votes: 5, Responses: 0, Attachments: 0
PANW , CSCO , FTNT

+37 pts



$18B Network Security Market; $PANW Overtook $CSCO; $FTNT Share Gain Accelerated

By josiebe on Oct. 25, 2021, 12:29 p.m.
Tagged topics: analyst checks , market share gains , security software

Views: 39, Votes: 5, Responses: 0, Attachments: 2
CRWD , S

+36 pts



$CRWD - Needham says CrowdStrike is a true platform that is gaining share, and the industry is reacting

By realjoe on Oct. 13, 2021, 5:56 p.m.
Tagged topics: market share gains , Needham , security software

Views: 245, Votes: 3, Responses: 0, Attachments: 2