Latest ideas and analyses related to strong growth

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
SOFI

+37 pts



Buy SoFi: The Trajectory Is Changing

By beat_the_street on Aug. 3, 2022, 8:49 p.m.
Tagged topics: strong growth

Views: 29, Votes: 6, Responses: 0, Attachments: 0
NET

+1 pts



thanks...

By i_sarut on Nov. 14, 2021, 5:50 a.m.
Tagged topics: strong growth , disruptive technology , security software

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

+50 pts



$APPS - management's target to quadruple revenue in 3-5 years organically may prove conservative

By josiebe on Nov. 12, 2021, 5:04 p.m.
Tagged topics: digital advertising , strong growth , upside to estimates

Views: 285, Votes: 9, Responses: 0, Attachments: 1
NET

+44 pts



$NET - Cloudflare is poised to disrupt many legacy companies, and can grow above 50% for a long time, but it's not cheap

By josiebe on Nov. 9, 2021, 12:10 p.m.
Tagged topics: strong growth , disruptive technology , security software

Views: 186, Votes: 6, Responses: 1, Attachments: 1
Global Macro , Information Technology

+5 pts



#post-COVID* is still be the #big tech* to sustain #earnings*. It is also be the chance for #small caps* #disruptive technology* to rising #earning yield*...

By SnooAvocados9889 on Oct. 17, 2021, 12:46 a.m.
Tagged topics: strong growth , innovation , earnings , post-COVID , big tech , post-pandemic , disruptive technology , Goldman Sachs , small caps , earning yield

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Global Macro , Information Technology

+5 pts



Yes, very true. Have to be very selective with smaller cap tech names. I think we are entering a the period that is no longer...

By phenphen on Sept. 27, 2021, 11:46 a.m.
Tagged topics: valuations , strong growth , innovation , post-pandemic , Goldman Sachs , small caps

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Global Macro , Information Technology

+8 pts



Big #Tech will likely remain strong. Watch out for #small caps* that don't have earnings. Rising yields will put pressure on #valuations*...

By ayesha on Sept. 27, 2021, 11:44 a.m.
Tagged topics: valuations , strong growth , innovation , post-pandemic , Goldman Sachs , small caps

Views: 7, Votes: 2, Responses: 1, Attachments: 0
Information Technology , Global Macro

+51 pts



Goldman says #Techsector likely to remain a strong performer #postpandemic

By phenphen on Sept. 27, 2021, 11:38 a.m.
Tagged topics: strong growth , innovation , post-pandemic , Goldman Sachs

Views: 184, Votes: 8, Responses: 3, Attachments: 2
TSM , INTC

+38 pts



Semiconductor Production Equipment Market expects strong growth to continue through 2022

By bbern3 on June 4, 2021, 12:52 p.m.
Tagged topics: analyst checks , strong growth , Jefferies , semiconductors

Views: 224, Votes: 3, Responses: 0, Attachments: 14
GOOGL , FB , SNAP , TWTR

+33 pts



$GOOGL, $FB, $SNAP, $TWTR - Jefferies checks indicate strong Q1 digital ads, expects 'big beat' for 'top growth idea' SNAP

By labjordan on April 22, 2021, 10:46 a.m.
Tagged topics: valuations , analyst checks , digital advertising , strong growth , earnings preview , Jefferies , high expectations , upside to estimates

Views: 205, Votes: 2, Responses: 0, Attachments: 19
ROKU

+32 pts



$ROKU - Deutsche recommends buying the dip because Q1 results is a 'potential positive catalyst for the stock' driven by solid CTV trends

By puckerman17 on April 8, 2021, 11:31 a.m.
Tagged topics: buying opportunity , positive catalyst , analyst checks , digital advertising , strong growth , Deutsche Bank , buy the dip , CTV penetration

Views: 199, Votes: 1, Responses: 0, Attachments: 2
AMZN , GOOGL , MSFT , SNOW

+1 pts



BUYING HERE...

By johnoneoff on April 7, 2021, 12:31 p.m.
Tagged topics: analyst checks , strong growth , bookings , AWS , Azure , Google cloud , 2021 predictions , Jefferies , strong demand , industry insider

Views: 3, Votes: 1, Responses: 0, Attachments: 0
GOOGL , AMZN , MSFT , SNOW

+30 pts



$GOOGL - Jefferies-hosted industry insider expects Google Cloud's partner bookings to double this year

By labjordan on April 7, 2021, 12:14 p.m.
Tagged topics: analyst checks , strong growth , bookings , AWS , Azure , Google cloud , 2021 predictions , Jefferies , strong demand , industry insider

Views: 185, Votes: 1, Responses: 1, Attachments: 2
PLUG

+5 pts



Thanks for sharing

By sepoffa on April 6, 2021, 9 a.m.
Tagged topics: positive catalyst , strong growth , secular growth , 10K review , Piper Sandler , clean energy , hydrogen fuel cell

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

+5 pts



Great Idea

By johnoneoff on April 5, 2021, 10:48 p.m.
Tagged topics: positive catalyst , strong growth , secular growth , 10K review , Piper Sandler , clean energy , hydrogen fuel cell

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

+5 pts



Nice

By beat_the_street on April 5, 2021, 9:54 p.m.
Tagged topics: positive catalyst , strong growth , secular growth , 10K review , Piper Sandler , clean energy , hydrogen fuel cell

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

+34 pts



$PLUG - Piper Sandler estimates revenues could nearly double to $1bn in 2025 and quadruple to $2bn in 2028, says 10K filing is next catalyst

By cassie on April 5, 2021, 5:07 p.m.
Tagged topics: positive catalyst , strong growth , secular growth , 10K review , Piper Sandler , clean energy , hydrogen fuel cell

Views: 227, Votes: 5, Responses: 3, Attachments: 11
TTD

+33 pts



TTD could be challenged from investors focusing on valuations of high-growth companies

By copycatinvest on Nov. 6, 2019, 6:37 p.m.
Tagged topics: strong profitability , strong growth , TAM

Views: 231, Votes: 2, Responses: 0, Attachments: 0