Latest ideas and analyses related to market share gains

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TSM

+35 pts



$TSMC - Stifel believes capex will further increase over next few years to maintain market share at the most advanced nodes

By bbern3 on Oct. 8, 2021, 5:03 p.m.
Tagged topics: capex , market share gains , Stifel , semiconductors , Taiwan

Views: 301, Votes: 2, Responses: 0, Attachments: 2
AVGO

+32 pts



$AVGO - Barclays says Broadcom is the best way to play the enterprise recovery

By bbern3 on Sept. 3, 2021, 9:47 a.m.
Tagged topics: discount valuation , market share gains , analyst top pick , Barclays , semiconductors

Views: 209, Votes: 2, Responses: 0, Attachments: 2
AMD , NVDA , INTC

+40 pts



Jefferies data indicate $NVDA A100 and AWS ARM #Graviton gained share in July

By bbern3 on Sept. 1, 2021, 11:55 a.m.
Tagged topics: analyst checks , market share gains , Jefferies , semiconductors

Views: 375, Votes: 4, Responses: 0, Attachments: 2
AMD

+1 pts



thanks...

By i_sarut on Sept. 1, 2021, 2:44 a.m.
Tagged topics: management commentary , market share gains , non deal roadshow , Goldman Sachs , semiconductors

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

+46 pts



$AMD - Goldman expects further market share gains after hosting meeting with management

By bbern3 on Aug. 27, 2021, 6:06 p.m.
Tagged topics: management commentary , market share gains , non deal roadshow , Goldman Sachs , semiconductors

Views: 236, Votes: 6, Responses: 1, Attachments: 2
TSLA

+1 pts



thanks...

By i_sarut on Aug. 13, 2021, 12:26 a.m.
Tagged topics: electric vehicles , market share gains , analyst top pick , Piper Sandler

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

+1 pts



Buy opportunity...

By GandalfBTG on Aug. 11, 2021, 2:36 p.m.
Tagged topics: scale advantages , market share gains , cryptocurrency , Goldman Sachs , D.A. Davidson

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

+39 pts



$COIN - analysts bullish following Q2 results as platform gained share and appear 'poised to dominate'

By realjoe on Aug. 11, 2021, 11:30 a.m.
Tagged topics: scale advantages , market share gains , cryptocurrency , Goldman Sachs , D.A. Davidson

Views: 190, Votes: 2, Responses: 1, Attachments: 4
AMD , INTC

+37 pts



Mercury Q2 data confirm $AMD and Arm gained share at the expense of $INTC, and Goldman expects this to continue

By bbern3 on Aug. 5, 2021, 2:19 a.m.
Tagged topics: market share gains , Goldman Sachs , semiconductors , enterprise CPUs , ARM CPU

Views: 258, Votes: 2, Responses: 0, Attachments: 2
MSFT , AMZN , GOOGL

+34 pts



$MSFT - Barclays believes Azure's share gain momentum will reaccelerate as enterprise IT spending springs back in 2H

By mooreideas on Aug. 4, 2021, 3:23 p.m.
Tagged topics: AWS , Azure , Google cloud , market share gains , IT spending , Barclays

Views: 138, Votes: 1, Responses: 0, Attachments: 2
TSLA

+36 pts



$TSLA - Piper Sandler says Tesla 'Still a Favorite' after examining 10Q and charting market shares through 1H21

By cassie on Aug. 3, 2021, 11:21 a.m.
Tagged topics: electric vehicles , market share gains , analyst top pick , Piper Sandler

Views: 985, Votes: 2, Responses: 1, Attachments: 2
AMD , TSM , INTC

+43 pts



$AMD - analysts believe AMD simply needs to stay the course to drive further share gains given its transistor advantage through 2024

By bbern3 on July 28, 2021, 12:19 p.m.
Tagged topics: market share gains , competitive advantage , Deutsche Bank , JP Morgan , Piper Sandler , Raymond James , semiconductors , Genoa

Views: 424, Votes: 6, Responses: 0, Attachments: 8
AMD , INTC

+37 pts



$AMD - Jefferies believes server share gains against $INTC will accelerate

By bbern3 on July 28, 2021, 2:49 a.m.
Tagged topics: earnings results , market share gains , beat and raise , Jefferies , semiconductors

Views: 187, Votes: 3, 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: 315, 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: 202, 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: 193, Votes: 4, Responses: 0, Attachments: 10
CRWD

+1 pts



High conviction stock...

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

Views: 3, 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: 525, 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: 227, 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: 193, Votes: 4, Responses: 0, Attachments: 3