Latest ideas and analyses related to new CEO

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GME

+10 pts





By Noto on April 19, 2021, 3:16 p.m.
Tagged topics: new CEO , Telsey , wallstreetbets , CEO departure , George Sherman , meme stock , PS store , Xbox live , free games

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

+34 pts



$GME - Telsey says GameStop's next CEO likely to come from the tech industry

By josiebe on April 19, 2021, 1:46 p.m.
Tagged topics: new CEO , Telsey , wallstreetbets , CEO departure , George Sherman , meme stock

Views: 133, Votes: 1, Responses: 1, Attachments: 2
NVDA , INTC , TSM , AMD

+33 pts



$NVDA, $INTC - RayJay upgrades Nvidia to 'Strong Buy' with $750 target, and downgrades Intel to Underperform saying market now too optimistic on turnaround

By bbern3 on April 15, 2021, 11:03 a.m.
Tagged topics: new CEO , analyst downgrade , analyst upgrade , Raymond James , turnaround story , datacenter , more pain before gain , market share loss

Views: 131, Votes: 2, Responses: 0, Attachments: 10
AMZN

+30 pts



$AMZN - JP Morgan sees potential for AWS revenue to accelerate this year, says Selipsky has the knowledge and experience for a smooth transition into AWS CEO role

By labjordan on March 24, 2021, 12:57 p.m.
Tagged topics: new CEO , analyst checks , AWS , IT spending , JP Morgan , AWS CEO , Adam Selipsky

Views: 116, Votes: 1, Responses: 0, Attachments: 1
F

+31 pts



$F - Barclays upgrades to Overweight after deep dive, believes shift to BEV more aggressive than street appreciates, sees Spring Investor Day as positive catalyst

By cassie on March 19, 2021, 2:08 p.m.
Tagged topics: positive catalyst , new CEO , investor day , electric vehicles , analyst upgrade , Barclays , ICE vs BEV , VW alliance

Views: 146, Votes: 1, Responses: 0, Attachments: 27
INTC

+33 pts



$INTC - Morgan Stanley believes Intel's product roadmap is 'better than feared' ahead of Intel Unleashed next Tue, but this is a 'longer-term turnaround'

By bbern3 on March 18, 2021, 6:21 p.m.
Tagged topics: new CEO , turnaround , Altera , Mobileye , Morgan Stanley , no quick fix , Intel Unleashed , Pat Gelsinger

Views: 38, Votes: 2, Responses: 0, Attachments: 7
INTC

+30 pts



$INTC - Morgan Stanley believes Intel's product roadmap is 'better than feared' ahead of Intel Unleashed next Tue, but this is a 'longer-term turnaround'

By bbern3 on March 18, 2021, 6:16 p.m.
Tagged topics: new CEO , turnaround , Altera , Mobileye , Morgan Stanley , no quick fix , Intel Unleashed , Pat Gelsinger

Views: 83, Votes: 1, Responses: 0, Attachments: 7
AMZN

+67 pts



$AMZN - under Jassy, Amazon seen as less likely to make risky bets, further ingrained in customer purchase habits, and confirming there's no urgency for AWS spin-off...street remains bullish despite tough comps later this year

By phenphen on Feb. 3, 2021, 11:59 a.m.
Tagged topics: new CEO , Jeff Bezos , Andy Jassy , tough comps , AWS spin-off

Views: 95, Votes: 2, Responses: 0, Attachments: 47
MGA

+39 pts



$MGA - Barclays says Magna International is a 'unique enabler for new EV entrants' and is poised to benefit from the EV boom ahead

By cassie on Jan. 20, 2021, 1:43 p.m.
Tagged topics: new CEO , analyst checks , electric vehicles , Barclays

Views: 180, Votes: 3, Responses: 0, Attachments: 17
INTC , AMD

+37 pts



$INTC, $AMD - BMO recommends selling AMD to buy Intel

By josiebe on Jan. 14, 2021, 12:28 p.m.
Tagged topics: new CEO , new management , analyst downgrade , analyst upgrade , BMO

Views: 96, Votes: 2, Responses: 0, Attachments: 9