Latest ideas and analyses related to secular growth

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ILTB

+10 pts





By realmomobags on Sept. 13, 2021, 3:28 p.m.
Tagged topics: analyst checks , secular growth , Bitcoin

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

+37 pts



Digital dollar: The analogue debate

By khuntori on Sept. 4, 2021, 4:56 a.m.
Tagged topics: analyst checks , secular growth , Bitcoin

Views: 201, Votes: 3, Responses: 1, Attachments: 2
CRWD

+37 pts



$CRWD - analysts raise targets and see long runway for outperformance following Q2 #BeatAndRaise

By realjoe on Sept. 1, 2021, 11:13 a.m.
Tagged topics: analyst raises estimates , secular growth , analyst raises target , beat and raise , security software , cybersecurity

Views: 110, Votes: 4, Responses: 0, Attachments: 24
AMBA

+30 pts



$AMBA guides revenues almost 20% above consensus as computer vision momentum builds

By cassie on Sept. 1, 2021, 10:49 a.m.
Tagged topics: TAM expansion , secular growth , beat and raise , Morgan Stanley , semiconductors

Views: 94, Votes: 1, Responses: 0, Attachments: 2
SNOW

+1 pts





By rkaptyn on Aug. 25, 2021, 10:35 p.m.
Tagged topics: secular growth , JP Morgan , cloud

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

+41 pts



$SNOW - JP Morgan says Snowflake is 'cruising into ubiquity' as $10bn revenue target becomes in sight

By labjordan on Aug. 25, 2021, 6:13 p.m.
Tagged topics: secular growth , JP Morgan , cloud

Views: 236, Votes: 4, Responses: 1, Attachments: 2
INTC , TSM , AMD

+31 pts



$INTC $TSMC $AMD - Stifel says localization (growth in US-based capacity) supports long-term growth of the industry

By bbern3 on Aug. 25, 2021, 1:01 p.m.
Tagged topics: secular growth , Stifel , semiconductors , localizing world

Views: 1827, Votes: 1, Responses: 0, Attachments: 2
BMBL

+1 pts





By i_sarut on Aug. 15, 2021, 2:42 a.m.
Tagged topics: earnings results , secular growth , online dating

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

+41 pts



Bumble, Inc. (BMBL, Buy, $75 PT): Beat & Raise w/Bit of Re-Acceleration in 4Q = Healthy Combination

By DurdenDoge on Aug. 12, 2021, 2:34 p.m.
Tagged topics: earnings results , secular growth , online dating

Views: 34, Votes: 5, Responses: 1, Attachments: 2
NET

+32 pts



$NET - Enterprise is Coming Out, NET Wants the World to Know - It's a Momentum Machine

By i_sarut on Aug. 10, 2021, 4:30 a.m.
Tagged topics: cloud security , earnings results , secular growth

Views: 49, Votes: 2, Responses: 0, Attachments: 3