Latest ideas and analyses related to strong demand

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MSFT , CRM , SPLK , ADBE , WDAY , NOW

+1 pts





By rogoman on June 11, 2021, 1:59 p.m.
Tagged topics: valuations , sector rotation , strong fundamentals , software , Goldman Sachs , strong demand , buy the dip , rising bond yields , pre COVID

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSLA , RIDE , AAPL , GM , F

+31 pts



$TSLA - Deutsche says May's China sales data disproves concerns on demand

By cassie on June 10, 2021, 11:56 a.m.
Tagged topics: analyst checks , China , electric vehicles , Deutsche Bank , strong demand

Views: 270, Votes: 1, Responses: 0, Attachments: 11
TSM , UMC

+38 pts



$TSM, $UMC - Goldman raises foundry market growth estimates, expects tightness here to stay until 2023

By mooreideas on June 1, 2021, 10:38 a.m.
Tagged topics: analyst raises estimates , analyst raises target , Goldman Sachs , strong demand , semiconductors , foundry industry

Views: 142, Votes: 4, Responses: 0, Attachments: 18
CRSR , LOGI , HEAR , AMD , NVDA , INTC , TSM

+31 pts



$CRSR, $LOGI, $HEAR - end-market demand for gaming of all kinds remains 'insatiable' right now, see upside to estimates

By junkfoodlover on May 27, 2021, 4:32 p.m.
Tagged topics: gaming , strong demand , semi shortage , upside to estimates , Nintendo Switch , insatiable demand

Views: 119, Votes: 1, Responses: 0, Attachments: 1
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+1 pts





By mooreideas on May 20, 2021, 1:46 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AMZN , GOOGL , AMD , INTC , MSFT , CSCO , MRVL , BABA , AVGO , STM , ERIC , JNPR , NOK

+9 pts





By anon7828 on May 20, 2021, 1:42 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 7, Votes: 3, Responses: 1, Attachments: 0
AVGO , MRVL , GOOGL , AMZN , MSFT , BABA , ERIC , NOK , CSCO , JNPR , AMD , STM , INTC

+37 pts



$AVGO, $MRVL - JP Morgan sees strong resurgence in custom chip market, believes market leaders Broadcom and Marvell poised to dominate

By mooreideas on May 20, 2021, 1:32 p.m.
Tagged topics: cloud hyperscalers , JP Morgan , strong demand , semiconductors , ARM CPU , ASIC chip market

Views: 160, Votes: 3, Responses: 2, Attachments: 6
LOW , HD

+32 pts



$LOW - RBC says don't take profits just because of tough comps ahead, home improvement sector 'extremely robust' and more profitable than pre-pandemic

By josiebe on May 19, 2021, 9:04 a.m.
Tagged topics: home improvement sales , home improvement , earnings results , RBC , strong demand , don't take profits yet

Views: 117, Votes: 2, Responses: 0, Attachments: 1
AMD , WDC , ON

+39 pts



$AMD, $WDC, $ON - Goldman sees significant 'dislocation' between stock price and fundamentals in these names, says buy the dip

By bbern3 on May 17, 2021, 12:47 p.m.
Tagged topics: discount valuation , strong fundamentals , beat and raise , Goldman Sachs , strong demand , semiconductors , buy the dip

Views: 147, Votes: 7, Responses: 0, Attachments: 11
SHOP , PTON , AFRM

+1 pts





By tokyotwin on May 14, 2021, 11:29 p.m.
Tagged topics: earnings results , RBC , strong demand , BNPL , client concentration

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