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VIEW

+32 pts



$VIEW - Goldman highlights View as a well positioned leader in smart dynamic glass, which should see strong long term growth

By phenphen on April 26, 2021, 5:09 p.m.
Tagged topics: valuations , market share leader , deep dive , long-term growth , Goldman Sachs , smart glass , dynamic glass

Views: 284, Votes: 2, Responses: 0, Attachments: 18
PLTR

+44 pts



$PLTR - Deutsche-hosted ex insider says Palantir has tight grip on market share of the most sensitive classified government projects

By ethonomics on April 13, 2021, 12:33 p.m.
Tagged topics: market share leader , AI , software , Deutsche Bank , well positioned as first mover , government projects , classified data , US government

Views: 180, Votes: 8, Responses: 0, Attachments: 2
MRNA , AZN

+32 pts



$MRNA - Morgan Stanley says Moderna's current valuation implies that its COVID vaccine will be used for the vast majority of the US

By mooreideas on Dec. 1, 2020, 11:38 a.m.
Tagged topics: market share leader , COVID-19 , vaccine

Views: 67, Votes: 2, Responses: 0, Attachments: 3
ANET , CSCO

+31 pts



Cisco should gain share as non-hyperscalers migrate up to 100G

By mooreideas on Nov. 13, 2019, 12:34 p.m.
Tagged topics: gain share of 100G , 100G , market share leader , vendor diversity , non-hyperscalers

Views: 221, Votes: 1, Responses: 0, Attachments: 0
CSCO , ANET

+37 pts



Arista likely still the top dog among cloud hyperscalers

By bbern3 on Nov. 13, 2019, 12:17 p.m.
Tagged topics: 100G , cloud hyperscalers , market share leader

Views: 176, Votes: 2, Responses: 1, Attachments: 0