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MPWR , MRVL , NVDA , AVGO , NXPI , QRVO , SMTC , TXN , VECO , ADI , AKTS

+34 pts



Oppenheimer expects a beat-and-raise earnings season for semis, see larger companies better positioned for prioritized supply and share gains

By rIsILAwr on July 8, 2021, 1:14 p.m.
Tagged topics: earnings preview , supply constrained , beat and raise , Oppenheimer , semiconductors

Views: 109, Votes: 3, Responses: 0, Attachments: 30
TSLA

+33 pts



$TSLA - RBC encouraged that production out-paced deliveries in Q2, which reflects that TSLA is managing the supply challenges well

By cassie on July 2, 2021, 1:57 p.m.
Tagged topics: earnings results , electric vehicles , supply constrained , RBC , semi shortage

Views: 688, Votes: 2, Responses: 0, Attachments: 1
Global Macro , US Macro

+1 pts





By 18707199578 on July 1, 2021, 10:42 p.m.
Tagged topics: supply constrained , Goldman Sachs , strong demand , inflation fears , demand-supply imbalances

Views: 1, Votes: 1, Responses: 0, Attachments: 0
US Macro , Global Macro

+40 pts



Goldman expects demand-supply imbalances to ease by end of 2021 and inflation to fall to 2% by end of 2022

By ethonomics on June 29, 2021, 3:09 p.m.
Tagged topics: supply constrained , Goldman Sachs , strong demand , inflation fears , demand-supply imbalances

Views: 178, Votes: 4, Responses: 1, Attachments: 14
XOM

+33 pts



Physical shortage is propelling oil prices higher

By khuntori on June 25, 2021, 12:15 a.m.
Tagged topics: analyst checks , deep dive , supply constrained

Views: 25, Votes: 2, Responses: 0, Attachments: 12
ENPH , SEDG , STEM , SPWR , RUN , NOVA

+36 pts



Goldman says US residential demand for solar robust, and supply challenges at least not getting worse

By josiebe on June 18, 2021, 12:35 p.m.
Tagged topics: non deal roadshow , supply constrained , Goldman Sachs , clean energy , strong demand , solar power

Views: 194, Votes: 2, Responses: 0, Attachments: 8
AMD , AMZN , GOOGL , INTC

+36 pts



$AMD - Jefferies checks indicate AMD has locked down substrate supply for 2H, removing constraints for share gains, and Milan CPU is inflecting

By mooreideas on June 18, 2021, 11:40 a.m.
Tagged topics: analyst checks , AWS , market share gains , supply constrained , Jefferies , semiconductors , Milan , ARM CPU , Graviton2

Views: 124, Votes: 3, Responses: 0, Attachments: 1
TSLA , NIO , XPEV , LI , F , GM

+40 pts



Jefferies data indicate global EV sales momentum continued despite supply chain challenges

By cassie on June 15, 2021, 6:57 p.m.
Tagged topics: electric vehicles , supply constrained , Jefferies , strong demand , semi shortage

Views: 180, Votes: 4, Responses: 0, Attachments: 31
DELL

+30 pts



$DELL - Barclays impressed by record Q1 sales, but see supply constraints and tougher comps ahead

By ethonomics on May 28, 2021, 12:19 p.m.
Tagged topics: conservative guidance , earnings results , IT spending , supply constrained , tough comps , Barclays

Views: 406, Votes: 1, Responses: 0, Attachments: 4
RIDE , TSLA , F

+32 pts



$RIDE - Deutsche lukewarm on Lordstown as the large market opportunity is offset by operational challenges, lack of capital, and competition (deep dive)

By cassie on May 28, 2021, 11:14 a.m.
Tagged topics: growing competition , electric vehicles , deep dive , supply constrained , Deutsche Bank , electric pickups , operational challenges

Views: 131, Votes: 1, Responses: 0, Attachments: 21