Latest ideas and analyses related to structural growth

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AMD , NVDA , TSM , MRVL , AVGO

+1 pts



What is the risk for TSMC of Intel advantage in silicon photonics?...

By nikiforov.roman on Jan. 17, 2022, 7 a.m.
Tagged topics: structural growth

Views: 1, Votes: 1, Responses: 0, Attachments: 0
TSM , AMD , MRVL , AVGO , NVDA

+46 pts



$TSM results indicate HPC will outperform, which is constructive on $AMD $MRVL $AVGO & $NVDA

By ethonomics on Jan. 13, 2022, 3:53 p.m.
Tagged topics: structural growth

Views: 255, Votes: 7, Responses: 1, Attachments: 1
NXPI

+43 pts



$NXPI - one of the best positioned names in the electrification of vehicles, driven by the structural growth of semiconductor content

By bbern3 on Nov. 3, 2021, 3:27 p.m.
Tagged topics: electric vehicles , semiconductors , structural growth

Views: 217, Votes: 6, Responses: 0, Attachments: 1
XOM , CVX , COP

+41 pts



$XOM $CVX $COP - Goldman sees next leg higher in #OilPrices as bull market turns from cyclical to structural

By cassie on Sept. 28, 2021, 11:55 a.m.
Tagged topics: cyclical recovery , bull market , Goldman Sachs , oil supply , structural growth

Views: 186, Votes: 3, Responses: 0, Attachments: 2
NVDA

+40 pts



$NVDA - hyperscalers set to accelerate demand in 2H; best positioned for structural growth in DC, AI, and gaming

By bbern3 on Aug. 19, 2021, 11:23 a.m.
Tagged topics: cloud hyperscalers , AI , gaming , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

Views: 190, Votes: 4, Responses: 0, Attachments: 4
NVDA

+39 pts



$NVDA - Oppenheimer sees upside to Q2 estimates driven by gaming growth despite constraints

By bbern3 on Aug. 12, 2021, 11:46 a.m.
Tagged topics: earnings preview , semiconductors , upside to estimates , structural growth

Views: 274, Votes: 5, Responses: 0, Attachments: 2
TSM , AMD

+30 pts



$TSM - Stifel says changes in the semiconductor industry are structural, and the growth is sustainable; sees potential for higher capex

By bbern3 on July 12, 2021, 12:36 p.m.
Tagged topics: Stifel , semiconductors , structural growth

Views: 175, Votes: 1, Responses: 0, Attachments: 1
APTV

+30 pts



$APTV - Goldman believes Aptiv's risk from BEV in-sourcing is relatively low

By cassie on June 29, 2021, 3:20 p.m.
Tagged topics: ADAS , autonomous vehicles , electric vehicles , Goldman Sachs , structural growth

Views: 468, Votes: 1, Responses: 0, Attachments: 4
NVDA

+2 pts



great research post, thx!...

By rogoman on May 27, 2021, 1:35 p.m.
Tagged topics: earnings results , gaming , edge computing , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

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

+12 pts



Great Report on NVDA, Even Semi are cyclicals but Nvda has multiple sector which are secular grower. #improving outlook*#margin improvement*#earnings results*...

By anon7828 on May 27, 2021, 12:52 p.m.
Tagged topics: margin improvement , earnings results , gaming , edge computing , improving outlook , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

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

+47 pts



$NVDA - another beat-and-raise, best positioned company to benefit from growing demand across gaming, data center, automotive, and edge application

By bbern3 on May 27, 2021, 9:37 a.m.
Tagged topics: earnings results , gaming , edge computing , cryptocurrency mining , beat and raise , Goldman Sachs , Oppenheimer , semiconductors , datacenter , structural growth

Views: 200, Votes: 7, Responses: 2, Attachments: 12