Latest ideas and analyses related to market share gains

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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: 211, Votes: 1, Responses: 0, Attachments: 2
AMD , INTC , TSM

+41 pts



Raymond James reiterates long $AMD (strong datacenter growth in 2022) and short $INTC (excess ODM inventory, mean reversion on PC demand)

By bbern3 on July 13, 2021, 1:35 p.m.
Tagged topics: analyst checks , market share gains , pair trade , Raymond James , semiconductors , long-short , datacenter

Views: 120, Votes: 5, Responses: 0, Attachments: 11
AMD , NVDA , INTC , GOOGL , AMZN

+34 pts



Jefferies expects $AMD to extend share gains driven by Milan based on latest data

By bbern3 on July 7, 2021, 5:18 p.m.
Tagged topics: analyst checks , market share gains , Jefferies , semiconductors

Views: 133, Votes: 4, Responses: 0, Attachments: 10
CRWD

+1 pts





By rogoman on July 2, 2021, 5:31 p.m.
Tagged topics: market share gains , secular growth , Canaccord Genuity , security software

Views: 2, Votes: 1, Responses: 0, Attachments: 0
CRWD

+36 pts



$CRWD - Canaccord sees long growth runway as CrowdStrike continues to gain share

By realjoe on July 2, 2021, 3:02 p.m.
Tagged topics: market share gains , secular growth , Canaccord Genuity , security software

Views: 182, Votes: 3, Responses: 1, Attachments: 3
MSFT , T , AMZN , EQIX , DOX , AKAM , FSLY , NET , RNG

+31 pts



$MSFT, $T - Oppenheimer says AT&T outsourcing Core 5G Network to Azure is a 'win-win', helps MSFT gain cloud share vs AWS

By realjoe on July 1, 2021, 2:43 p.m.
Tagged topics: AWS , Azure , market share gains , Oppenheimer , 5G network

Views: 147, Votes: 1, Responses: 0, Attachments: 3
AAPL

+34 pts



$AAPL - JP Morgan data indicate 'resilient iPhone 12 sales share' with telco promotions driving upgrades

By mooreideas on June 18, 2021, 2 p.m.
Tagged topics: analyst checks , iPhone 12 , market share gains , carrier promos , JP Morgan

Views: 123, Votes: 4, Responses: 0, Attachments: 3
AMD , AMZN , GOOGL , INTC

+36 pts



$AMD - Jefferies checks indicate AMD has locked down substrate supply for 2H, removing constraints for share gains, and Milan CPU is inflecting

By mooreideas on June 18, 2021, 11:40 a.m.
Tagged topics: analyst checks , AWS , market share gains , supply constrained , Jefferies , semiconductors , Milan , ARM CPU , Graviton2

Views: 124, Votes: 3, Responses: 0, Attachments: 1
AMD , MRVL , NVDA

+39 pts



Jefferies data indicate $AMD continues to gain share among top cloud service providers

By mooreideas on June 2, 2021, 10:55 a.m.
Tagged topics: market share gains , Jefferies , semiconductors , ARM CPU

Views: 150, Votes: 6, Responses: 0, Attachments: 9
TGT

+30 pts



$TGT - Barclays data shows Target is gaining the most market share with Hispanic/Latino consumers

By josiebe on June 1, 2021, 2:53 p.m.
Tagged topics: analyst checks , retail sales , market share gains , Barclays

Views: 128, Votes: 1, Responses: 0, Attachments: 7