Latest ideas and analyses related to market share gains

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AMD

+37 pts



Just to clarify my thoughts

By hubgods on Jan. 28, 2021, 10:40 a.m.
Tagged topics: enterprise adoption , market share gains , beat and raise , Ryzen , Radeon

Views: 7, Votes: 2, Responses: 1, Attachments: 0
AMD

+37 pts



Clarification Needed

By Noto on Jan. 27, 2021, 9:40 p.m.
Tagged topics: enterprise adoption , market share gains , beat and raise , Ryzen , Radeon

Views: 8, Votes: 2, Responses: 2, Attachments: 0
AMD

+37 pts



Margin concerns lessen in 2H21 as DC supply ramps

By hubgods on Jan. 27, 2021, 9:24 p.m.
Tagged topics: enterprise adoption , market share gains , beat and raise , Ryzen , Radeon

Views: 11, Votes: 2, Responses: 3, Attachments: 0
AMD

+48 pts



$AMD - analysts see another strong growth year in 2021 from continued share gains after the beat-and-raise Q4

By phenphen on Jan. 27, 2021, 12:18 p.m.
Tagged topics: enterprise adoption , market share gains , beat and raise , Ryzen , Radeon

Views: 181, Votes: 5, Responses: 4, Attachments: 37
ROKU

+36 pts



$ROKU - Needham raises target to $400, saying Roku will take more share in 2021

By bbern3 on Jan. 7, 2021, 3:29 p.m.
Tagged topics: analyst checks , streaming , market share gains , analyst raises estimates , 2021 predictions , analyst raises target , Needham

Views: 155, Votes: 1, Responses: 0, Attachments: 14
PYPL , AAPL , SQ

+42 pts



$PYPL, $AAPL, $SQ, - Morgan Stanley data suggests PayPal and Apple Pay leading the pack in digital wallet shares, but all players gaining as adoption increases

By ethonomics on Dec. 19, 2020, 12:45 p.m.
Tagged topics: analyst checks , digital wallets , market share gains , Cash App , Apple Pay

Views: 238, Votes: 2, Responses: 1, Attachments: 22
TSLA , NIO , XPEV

+30 pts



Thanks

By hullmmx on Dec. 16, 2020, 2:07 a.m.
Tagged topics: China , electric vehicles , market share gains

Views: 31, Votes: 1, Responses: 0, Attachments: 0
XPEV , NIO , TSLA

+52 pts



$XPEV - Deutsche (also a NIO bull) recommends buying XPeng for its strong positioning in the mid-tier and lower premium Chinese market (deep dive report)

By cassie on Dec. 14, 2020, 8:54 a.m.
Tagged topics: China , electric vehicles , market share gains

Views: 346, Votes: 8, Responses: 1, Attachments: 16
TGT , AMZN

+31 pts



$TGT - Raymond James raises price target to $200 on improving outlook for sustained market share gains

By bbern3 on Nov. 19, 2020, 9:28 a.m.
Tagged topics: eCommerce , market share gains , analyst raises estimates

Views: 114, Votes: 2, Responses: 0, Attachments: 4