Latest ideas and analyses related to Q2 results

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BABA , JD , PDD

+35 pts



$BABA $JD $PDD China Internet 2Q21 Results Round-Up

By BrianTham on Sept. 16, 2021, 10:10 a.m.
Tagged topics: Q2 results , China , Internet

Views: 35, Votes: 3, Responses: 0, Attachments: 2
TSLA

+39 pts



$TSLA - Q2 Results Were Solid, But We Still Think The Stock Is Overpriced

By arstgurujai on July 28, 2021, 7:30 p.m.
Tagged topics: Q2 results , valuations , rich valuations

Views: 62, Votes: 6, Responses: 0, Attachments: 2
XLF , XLB , XLI , XLK , XLV , XLU , XLC , XLRE , XLP , XLY , SPY

+36 pts



Scotia: Portfolio Strategy - US Q2/21 Preview - Financials Could Save the Day Again

By suntzu on July 9, 2021, 6:11 p.m.
Tagged topics: Q2 results , macro environment , earnings preview

Views: 38, Votes: 3, Responses: 0, Attachments: 12
GOVT

+33 pts



Missing expectations in US and Europe

By KHUN on June 16, 2021, 6:19 p.m.
Tagged topics: Q2 results , analyst checks , earnings results

Views: 39, Votes: 2, Responses: 0, Attachments: 39
GOVT

+30 pts



Missing expectations in US and Europe

By KHUN on June 16, 2021, 6:18 p.m.
Tagged topics: Q2 results , analyst checks , earnings results

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , AMD , MSFT , DELL , HPE

+35 pts



amd

By Profiteer on March 16, 2021, 7:58 a.m.
Tagged topics: Q2 results , enterprise adoption , market share gains , supply constrained , strong demand , semiconductors , Milan , semi shortage

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMD , HPE , DELL , AMZN , MSFT , GOOGL

+15 pts



$AMD - street impressed by Milan launch and expects strong demand, but supply constraints could limit upside this year

By phenphen on March 15, 2021, 10:52 p.m.
Tagged topics: Q2 results , enterprise adoption , market share gains , supply constrained , strong demand , semiconductors , Milan , semi shortage

Views: 219, Votes: 6, Responses: 1, Attachments: 8
CRM

+31 pts



$CRM - Analysts cautiously optimistic ahead of Q2 results tomorrow

By ethonomics on Aug. 24, 2020, 8:39 a.m.
Tagged topics: Q2 results , valuations , analyst checks

Views: 101, Votes: 1, Responses: 0, Attachments: 5
TTD

+33 pts



TTD Q2 results outstanding

By copycatinvest on Sept. 19, 2019, 1:47 p.m.
Tagged topics: Q2 results , US/China trade friction , maturing growth , Q3 Guidance , Rule of 40

Views: 172, Votes: 2, Responses: 0, Attachments: 0
TTD

+39 pts



What growth multiple does TTD deserve now?

By bbern3 on Sept. 19, 2019, 12:57 p.m.
Tagged topics: Q2 results , valuations , maturing growth

Views: 192, Votes: 2, Responses: 1, Attachments: 0