Latest ideas and analyses related to Raymond James

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INTC , AMD

+33 pts



$INTC, AMD - Raymond James says Ice Lake servers CPUs provide performance improvements, but performance gap vs. AMD 'remains massive'

By bbern3 on April 6, 2021, 5:45 p.m.
Tagged topics: competitive advantage , Raymond James , Genoa , playing catch up , Ice Lake , CPUs , Sapphire Rapids , performance improvements , performance gap

Views: 197, Votes: 5, Responses: 2, Attachments: 3
INTC , TSM

+35 pts



$INTC, $TSM - RayJay thinks increasing semi manufacturing in the US is a worth goal, but is skeptical of Intel's foundry initiative

By mooreideas on April 6, 2021, 12:02 p.m.
Tagged topics: Raymond James , semiconductors , semi shortage , Taiwan , geopolitical tensions , made in America , foundry industry , competitive disadvantage

Views: 158, Votes: 4, Responses: 0, Attachments: 3
EA , ATVI , TTWO

+5 pts



Report

By Pisu on April 5, 2021, 6:28 p.m.
Tagged topics: gaming , pandemic trends , Raymond James

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

+5 pts



BEST IDEA IN SEMIS

By johnoneoff on April 1, 2021, 11:53 a.m.
Tagged topics: management commentary , shift to subscription model , post-COVID , JP Morgan , Raymond James , Cisco Live , realignment of investments

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

+7 pts



$CSCO - analysts optimistic on Cisco's realignment of investment for a post-COVID world after attending Cisco Live

By phenphen on April 1, 2021, 11:27 a.m.
Tagged topics: management commentary , shift to subscription model , post-COVID , JP Morgan , Raymond James , Cisco Live , realignment of investments

Views: 769, Votes: 2, Responses: 1, Attachments: 6
FSLY

+5 pts



Helpful

By beat_the_street on March 30, 2021, 8:24 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly

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

+5 pts



AMAZING

By johnoneoff on March 30, 2021, 4:18 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly

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

+44 pts



$FSLY - RayJay's deep dive initiation report from June 2019 (as requested)

By ethonomics on March 30, 2021, 2:34 p.m.
Tagged topics: market share gains , deep dive , edge computing , Raymond James , developer friendly

Views: 74, Votes: 2, Responses: 2, Attachments: 56
HD , LOW , TSCO

+30 pts



$HD, $LOW - RayJay in-store checks indicate modest promotional activities, suggest ongoing tailwind for gross margins

By junkfoodlover on March 24, 2021, 10:52 a.m.
Tagged topics: analyst checks , margin improvement , home improvement , pandemic spending , pandemic trends , Raymond James , promotional activities , fewer discounts

Views: 179, Votes: 1, Responses: 0, Attachments: 3
TTWO

+0 pts



$TTWO - RayJay says Tiger Woods deal expands appeal of PGA Tour 2K to more casual golf fans, highlights importance of the game's franchise to Take-Two's portfolio

By phenphen on March 16, 2021, 11:50 a.m.
Tagged topics: gaming , Raymond James , Tiger Woods , PGA Tour 2K , golf games

Views: 143, Votes: 1, Responses: 0, Attachments: 2
AAPL

+60 pts



$AAPL - RayJay believes Q2 iPhone production cuts in Asia driven by product mix shift and intention to reduce inventory ahead of fall launch

By mooreideas on March 12, 2021, 10:25 a.m.
Tagged topics: analyst checks , product mix , iPhone 12 Pro , Raymond James , Asia , production cuts , iphone 12 Mini

Views: 150, Votes: 1, Responses: 0, Attachments: 4
WMT

+76 pts



$WMT - RayJay says Walmart has a structural advantage in scaling its new ventures in healthcare, financials, advertising because of its existing customers

By ethonomics on March 3, 2021, 11:16 a.m.
Tagged topics: management commentary , scale advantages , competitive advantage , Raymond James

Views: 213, Votes: 1, Responses: 0, Attachments: 1
FSR

+69 pts



In reaction to Lucid Motor's record SPAC deal, RayJay believes investors should give a haircut to every EV startup's sales assumptions

By cassie on Feb. 23, 2021, 11:18 a.m.
Tagged topics: electric vehicles , SPACs , Raymond James , startups , Lucid Motors , pre-revenue , luxury vehicles

Views: 143, Votes: 4, Responses: 0, Attachments: 2
BLDP , BLDP , AEIS , AQN , AY , BE , BEP , GTLS , ERII , AQUA , FSLR , GPP , ITRI , LTHM , PRMW , TPIC , XYL , Clean Energy

+66 pts



Deep dive reference report by RayJay on renewable energy and clean tech from Oct 2020 (as requested)

By cassie on Feb. 16, 2021, 10:56 a.m.
Tagged topics: electric vehicles , Raymond James , hydrogen fuel cell , solar power , wind power , biopower , power storage , smart grid

Views: 66, Votes: 1, Responses: 0, Attachments: 99
TSLA , FSR , GM , F , Autos

+71 pts



RayJay's 10th annual report on global EV adoption trends, Europe becomes largest passenger EV market

By cassie on Feb. 16, 2021, 10:38 a.m.
Tagged topics: China , Europe , electric vehicles , Raymond James , declining oil demand

Views: 108, Votes: 4, Responses: 0, Attachments: 7
ATVI , EA , TTWO

+45 pts



$EA, $ATVI - RayJay says pandemic-accelerated shifts in time spent on gaming likely to persist, recommends buying EA and ATVI (very comprehensive report)

By phenphen on Jan. 25, 2021, 5:20 p.m.
Tagged topics: gaming , pandemic trends , Raymond James

Views: 171, Votes: 4, Responses: 1, Attachments: 131
FSR

+35 pts



$FSR - Raymond James holds off on giving Fisker a Buy rating, saying valuation is 'intriguing' but the light-duty EV space is crowded

By cassie on Jan. 22, 2021, 11:36 a.m.
Tagged topics: valuations , growing competition , Raymond James , light duty EV

Views: 156, Votes: 1, Responses: 0, Attachments: 16
CSCO

+38 pts



$CSCO - Raymond James doubts Cisco will be outbid by others on Acacia, says deal bad for Cisco competitors

By ethonomics on Jan. 14, 2021, 1 p.m.
Tagged topics: valuations , acquisition , competition , Acacia , Raymond James

Views: 168, Votes: 2, Responses: 0, Attachments: 1