Latest ideas and analyses related to strong demand

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
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
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: 224, Votes: 7, Responses: 2, Attachments: 1
AVGO , MRVL

+39 pts



The cloud networking upgrade cycle to 200G/400G is a tailwind that will likely extend to 2022 for $AVGO and $MRVL

By bbern3 on Nov. 10, 2021, 10:56 a.m.
Tagged topics: strong demand , semiconductors , networking spend

Views: 180, Votes: 4, Responses: 0, Attachments: 1
AAPL

+37 pts



$AAPL - lead times appear to be stabilizing for all #iPhone13 models as data continue to support strong demand vs. iPhone 12

By labjordan on Nov. 8, 2021, 10 a.m.
Tagged topics: analyst checks , 5G iPhone cycle , strong demand , iPhone 13

Views: 156, Votes: 5, Responses: 0, Attachments: 1
Oil and Gas

+44 pts



Disagreement between OPEC & US, threat of SPR release, and potential negotiations with Iran will increase volatility in oil prices

By ethonomics on Nov. 4, 2021, 6:07 p.m.
Tagged topics: strong demand , OPEC , oil supply

Views: 161, Votes: 6, Responses: 0, Attachments: 1
LULU

+12 pts



LULU continues to impress, with high quality, brand loyal product. Online/Offline customer service strong, strong share buyback, spending on direct to consumer market. Technical breakout...

By Supersaverguy on Oct. 29, 2021, 3:12 p.m.
Tagged topics: TAM expansion , secular trends , strong demand , casualization of apparel

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

+37 pts



$LULU - underlying demand materially exceeding reported revenues

By puckerman17 on Oct. 29, 2021, 1:36 p.m.
Tagged topics: TAM expansion , secular trends , strong demand , casualization of apparel

Views: 53, Votes: 2, Responses: 1, Attachments: 1
Oil and Gas

+7 pts



What would it be the key here? Demand or supply? Looks like an interesting piece on the future evolution of the oil price....

By javiersb7 on Oct. 27, 2021, 8:43 a.m.
Tagged topics: analyst raises estimates , commodities , supply constrained , Morgan Stanley , strong demand

Views: 4, Votes: 3, Responses: 0, Attachments: 0
PINS , AVPT , FTNT , S , PANW , CRWD , TENB , SAIL , PING , ZS

+20 pts



#cybersecurity* #cloud computing* #data center* The Biden bill to invest more in cybersecurity to protect cloud computing and data centers makes these cybersecurity software companies...

By silverquest on Oct. 26, 2021, 9:21 p.m.
Tagged topics: cloud computing , data center , earnings preview , strong demand , security software , cybersecurity

Views: 4, Votes: 1, Responses: 0, Attachments: 0
FTNT , PANW , ZS , CRWD , S , TENB , PING , SAIL

+44 pts



Security and analytics software demand continues to accelerate

By josiebe on Oct. 26, 2021, 1:14 p.m.
Tagged topics: earnings preview , strong demand , security software

Views: 59, Votes: 5, Responses: 1, Attachments: 2
Global Macro

+11 pts



Everyone is too focused on the Ports, it's easy to see the vessels anchored and say wow we have a problem, but it really started...

By Supersaverguy on Oct. 25, 2021, 2:18 p.m.
Tagged topics: supply constrained , strong demand , labor shortage , high shipping costs

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

+44 pts



BKKT Deal with Mastercard

By skybridge on Oct. 25, 2021, 2:03 p.m.
Tagged topics: buying opportunity , market share gains , strong demand

Views: 66, Votes: 5, Responses: 0, Attachments: 0
Global Macro

+38 pts



US Port Backlogs: A Story of High Demand and Stretched Supply

By ethonomics on Oct. 25, 2021, 10:45 a.m.
Tagged topics: supply constrained , strong demand , labor shortage , high shipping costs

Views: 40, Votes: 5, Responses: 1, Attachments: 2
Oil and Gas

+44 pts



Goldman says oil demand reaching pre-Covid levels, likely to surprise consensus to upside

By ethonomics on Oct. 25, 2021, 10:30 a.m.
Tagged topics: travel recovery , economic recovery , strong demand , dirty energy

Views: 164, Votes: 7, Responses: 0, Attachments: 2
MSFT

+35 pts



$MSFT - Goldman expects continued commercial cloud momentum from robust demand

By rIsILAwr on Oct. 20, 2021, 6:13 p.m.
Tagged topics: analyst checks , earnings preview , big tech , Goldman Sachs , strong demand , Commercial Cloud

Views: 30, Votes: 2, Responses: 0, Attachments: 2
Semiconductors

+31 pts



Disti Survey 3Q'21 points to persistent tight supply conditions

By josiebe on Oct. 20, 2021, 6 p.m.
Tagged topics: analyst checks , supply constrained , Morgan Stanley , strong demand

Views: 23, Votes: 1, Responses: 0, Attachments: 2
Oil and Gas

+38 pts



Which Will Peak Earlier? Supply? Or Demand? Morgan Stanley expects $95 Brent by 1Q22

By josiebe on Oct. 20, 2021, 5:26 p.m.
Tagged topics: analyst raises estimates , commodities , supply constrained , Morgan Stanley , strong demand

Views: 157, Votes: 2, Responses: 1, Attachments: 2
Commodities

+38 pts



Commodity Watch - Transitory yet persistent

By ethonomics on Oct. 15, 2021, 12:51 p.m.
Tagged topics: China , inflation , supply constrained , Goldman Sachs , strong demand

Views: 51, Votes: 4, Responses: 0, Attachments: 2
SNOW

+35 pts



$Snow Best-in-Show Key Metrics:

By Ozi on Oct. 2, 2021, 8:16 p.m.
Tagged topics: buying opportunity , strong demand , buy the dip

Views: 70, Votes: 3, Responses: 0, Attachments: 0