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ANET

+13 pts



ANET: Demand Strong, Robust Growth Gated by Supply Constraints

By junkfoodlover on Sept. 22, 2022, 12:24 p.m.
Tagged topics: supply constrained

Views: 6, Votes: 4, Responses: 0, Attachments: 1
Natural Gas

+5 pts



In near term, Natural gas trade is crowed while long high price is guarantee with the war....

By wallstreetfront on Aug. 29, 2022, 2:58 p.m.
Tagged topics: supply constrained

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

+22 pts



What If… NS1 Goes to Zero?

By mooreideas on Aug. 25, 2022, 10:22 a.m.
Tagged topics: supply constrained

Views: 12, Votes: 3, Responses: 1, Attachments: 1
Global Macro

+14 pts



GS Supply Chain Congestion Scale: Aug 22nd; Bottleneck Scale Drops Stays at '5', but Approaching '4'

By ethonomics on Aug. 23, 2022, 1:51 p.m.
Tagged topics: analyst checks , supply constrained

Views: 12, Votes: 2, Responses: 0, Attachments: 1
Oil and Gas

+33 pts



Down but not out

By ethonomics on Aug. 8, 2022, 5:08 p.m.
Tagged topics: supply constrained , recession fears

Views: 13, Votes: 2, Responses: 0, Attachments: 1
US Macro

+10 pts



What we learned in q1 22: Investors are asking whether this is the end of an era. For nearly 15 years global policymakers have battled...

By uniqueerique on May 23, 2022, 9:17 a.m.
Tagged topics: margin pressure , supply constrained , recession risk , deglobalization

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

+41 pts



4 themes from 1Q 2022 conference calls: Recession risk, margins, supply chains, and deglobalization

By ethonomics on May 19, 2022, 4:48 p.m.
Tagged topics: margin pressure , supply constrained , recession risk , deglobalization

Views: 34, Votes: 4, Responses: 1, Attachments: 1
US Macro

+39 pts



Lowering Q2 GDP Forecast to +2.5% on Supply Constraints and Consumer Caution

By ethonomics on May 16, 2022, 5:24 p.m.
Tagged topics: Consumer spending , analyst lowers estimates , supply constrained

Views: 36, Votes: 6, Responses: 0, Attachments: 1
Natural Gas

+35 pts



Natural Gas LNG Latest - In Charts

By ethonomics on May 4, 2022, 11:11 a.m.
Tagged topics: Europe , supply constrained

Views: 15, Votes: 4, Responses: 0, Attachments: 1
ANET

+31 pts



$ANET driving share gains through smart supply management

By puckerman17 on May 3, 2022, 2:07 p.m.
Tagged topics: supply constrained

Views: 25, Votes: 1, Responses: 0, Attachments: 1
Natural Gas

+34 pts



Tighter US balances drive a higher risk premium, but market has likely overshot

By ethonomics on April 19, 2022, 5:10 p.m.
Tagged topics: supply constrained

Views: 19, Votes: 1, Responses: 0, Attachments: 1
China

+33 pts



China Inc. No Longer Invincible

By mooreideas on April 7, 2022, 5:22 p.m.
Tagged topics: supply constrained , COVID lockdowns

Views: 33, Votes: 2, Responses: 0, Attachments: 1
Oil and Gas

+41 pts



Distillate markets not yet reflecting required demand destruction

By ethonomics on April 4, 2022, 2:29 p.m.
Tagged topics: supply constrained

Views: 45, Votes: 6, Responses: 0, Attachments: 1
Autos

+32 pts



Feb US light vehicle SAAR expected to decline 1mm from Jan due to supply chain constraints

By cassie on Feb. 24, 2022, 11:56 a.m.
Tagged topics: supply constrained

Views: 103, Votes: 2, Responses: 0, Attachments: 1
Global Macro

+39 pts



Supply chain conditions still tight, but improved the most since September

By ethonomics on Feb. 8, 2022, 2:44 p.m.
Tagged topics: supply constrained

Views: 139, Votes: 6, Responses: 0, Attachments: 1
CSCO , ANET , JNPR , FFIV , HPE , DELL , AAPL

+32 pts



Checks indicate supply headwinds showing signs of easing, though still elevated

By bbern3 on Jan. 20, 2022, 4:34 p.m.
Tagged topics: analyst checks , supply constrained

Views: 33, Votes: 1, Responses: 0, Attachments: 1
Oil and Gas

+40 pts



Oil - Long-term shortages require near-term surpluses

By ethonomics on Jan. 19, 2022, 4:07 p.m.
Tagged topics: deep dive , supply constrained , omicron variant

Views: 60, Votes: 4, Responses: 0, Attachments: 1
AAPL

+37 pts



$AAPL - F1Q upside likely to be modest, with stronger momentum in F2Q as supply improves

By mooreideas on Jan. 13, 2022, 12:23 p.m.
Tagged topics: earnings preview , supply constrained

Views: 171, Votes: 5, Responses: 0, Attachments: 1
Semiconductors

+35 pts



Nov Semi Industry Data: Accelerating Y/Y Growth and Memory Inflection; Continue to Remain Positive for 2022

By bbern3 on Jan. 4, 2022, 10:21 a.m.
Tagged topics: supply constrained

Views: 47, Votes: 4, Responses: 0, Attachments: 1
Semiconductors

+38 pts



GS Supply Chain Congestion Scale: Week 7 (Dec. 27th) - Improvement at Slower Pace; Still Fully Bottlenecked

By ethonomics on Dec. 29, 2021, 12:32 p.m.
Tagged topics: supply constrained

Views: 72, Votes: 5, Responses: 0, Attachments: 1