Latest ideas and analyses related to secular growth

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TSM

+10 pts



2019 was a year of continued milestones for TSMC. We delivered a tenth consecutive year of record revenue even as we faced business headwinds from...

By lihaiyuemail on Jan. 12, 2022, 9:50 p.m.
Tagged topics: capacity expansion , secular growth , strong demand , semiconductors

Views: 3, Votes: 1, Responses: 0, Attachments: 0
TSM

+1 pts



look great...

By lihaiyuemail on Jan. 12, 2022, 9:46 p.m.
Tagged topics: capacity expansion , secular growth , strong demand , semiconductors

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , FB , NFLX , SNAP , UBER , LYFT , ABNB , PINS , DASH , BKNG , EXPE , SPOT

+1 pts



not a platform player, with too many smaller competitors...

By guanyq1975 on Dec. 25, 2021, 2:13 a.m.
Tagged topics: secular growth , 2022 outlook

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , FB , NFLX , SNAP , UBER , LYFT , ABNB , PINS , DASH , BKNG , EXPE , SPOT

+1 pts



pure platform player, business can expanded with scale...

By guanyq1975 on Dec. 25, 2021, 2:12 a.m.
Tagged topics: secular growth , 2022 outlook

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , FB , NFLX , SNAP , UBER , LYFT , ABNB , PINS , DASH , BKNG , EXPE , SPOT

+1 pts



under performance to the market...

By guanyq1975 on Dec. 25, 2021, 2:08 a.m.
Tagged topics: secular growth , 2022 outlook

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

+10 pts



performance of our lithium ion battery solutions. Actual results could differ materially from these forward-looking statements as a result of certain risks and uncertainties, including,...

By kat on Dec. 23, 2021, 12:48 p.m.
Tagged topics: secular growth , Asia , games

Views: 3, Votes: 1, Responses: 0, Attachments: 0
MSFT , PANW , CRWD , NET , OKTA , PING , SAIL , VMW , ZS , VRNS , RPD

+14 pts



“We are delighted to provide market participants with three more transparent benchmarks that measure the performance of some of the most popular digital assets. These...

By dibu on Dec. 21, 2021, 2:05 p.m.
Tagged topics: post-COVID , secular growth , deep dive , security software

Views: 6, Votes: 2, Responses: 0, Attachments: 0
AMZN , FB , GOOGL , PINS , SNAP , NFLX , SPOT , UBER , DASH , LYFT , EXPE , BKNG , ABNB

+64 pts



The lines between ecommerce and digital advertising are blurring

By ethonomics on Dec. 20, 2021, 4:42 p.m.
Tagged topics: secular growth , 2022 outlook

Views: 459, Votes: 11, Responses: 3, Attachments: 1
Video Games

+0 pts



Embracer Group Goldman Sachs update

By lejooon on Nov. 19, 2021, 3:39 a.m.
Tagged topics: gaming , secular growth , analyst lowers target

Views: 11, Votes: 1, Responses: 0, Attachments: 0
NVDA

+47 pts



$NVDA - Omniverse to drive hardware and licensing revenue though hard to quantify

By ethonomics on Nov. 18, 2021, 3:44 p.m.
Tagged topics: secular growth , semiconductors , omniverse

Views: 222, Votes: 8, Responses: 0, Attachments: 1
PANW

+38 pts



$PANW FQ1 could see upside to estimates, with strength from next-gen cloud security offsetting supply headwinds on license/hardware

By junkfoodlover on Nov. 15, 2021, 1:58 p.m.
Tagged topics: earnings preview , secular growth , security software

Views: 372, Votes: 7, Responses: 0, Attachments: 2
DNMR

+10 pts



We'll have our team look into the cost for short posts, as well as perhaps increase the required analysis from posters. Thanks for the feedback....

By Spcebull on Nov. 14, 2021, 1:29 a.m.
Tagged topics: buying opportunity , electric vehicles , secular growth

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

+13 pts



There should not be an option to “unlock” a post by spending points if there’s nothing to unlock? That’s clearly misleading. I’ve been promoting this...

By realmomobags on Nov. 13, 2021, 7:33 a.m.
Tagged topics: buying opportunity , electric vehicles , secular growth

Views: 6, Votes: 2, Responses: 1, Attachments: 0
DNMR

+10 pts



Hi Skybridge, Sorry you felt you made a mistake in your post, but as a moderator on this website, we actually encourage users sharing opinions,...

By Spcebull on Nov. 12, 2021, 9:34 p.m.
Tagged topics: buying opportunity , electric vehicles , secular growth

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

+12 pts



Hi! I'm one of the moderators here, and there's no rules stopping people from sharing opinions without reports. In fact the staff would appreciate more...

By Spcebull on Nov. 12, 2021, 9:32 p.m.
Tagged topics: buying opportunity , electric vehicles , secular growth

Views: 5, Votes: 1, Responses: 2, Attachments: 0
NVDA , AMAT , LRCX , ENTG , KLAC , VECO , NVMI , ONTO

+1 pts



long term...

By mohamad.mollaei on Nov. 12, 2021, 8:38 p.m.
Tagged topics: secular growth , semiconductors , omniverse , Industry 4.0

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

+5 pts



And the user interface for this site is ... what's the word.. hard to use? I'm still finding my way around how to use this...

By skybridge on Nov. 12, 2021, 7:14 p.m.
Tagged topics: buying opportunity , electric vehicles , secular growth

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

+12 pts



Hey man sorry I am new here. I definitely don't mean to fool anyone. That would not be cool. This was just my own thoughts....

By skybridge on Nov. 12, 2021, 7:12 p.m.
Tagged topics: buying opportunity , electric vehicles , secular growth

Views: 5, Votes: 1, Responses: 1, Attachments: 0
AMAT , KLAC , NVMI , NVDA , LRCX , ENTG , ONTO , VECO

+61 pts



Accelerated computing, AI, and the Omniverse will reach all markets in "Industry 4.0" over the next decade, bullish on semis

By bbern3 on Nov. 12, 2021, 11:54 a.m.
Tagged topics: secular growth , semiconductors , omniverse , Industry 4.0

Views: 498, Votes: 10, Responses: 1, Attachments: 1
TSM

+48 pts



$TSMC - new 6-K disclosures reveal customers made $3.8bn in prepayments to secure capacity, a strong signal on outlook

By bbern3 on Nov. 12, 2021, 10:21 a.m.
Tagged topics: capacity expansion , secular growth , strong demand , semiconductors

Views: 253, Votes: 7, Responses: 2, Attachments: 1