Lots of excitement in the HF community as it appears GBA has nailed the next rotation. In keeping with that thought. Our next thread will be primarily AI based. We will use the names already bought and shift them over... No doubt a major player in AI is Mobileye. This company has been around forever and merged with somebody and then came back public. It is very well thought of in the HF world.... It ticked me a bit that they bought MBLY and not my SUMO BUT the concept has been accepted... 2023 THE YEAR OF AI-! Mobileye initiated with an Overweight at JPMorgan 07:11 MBLY JPMorgan analyst Samik Chatterjee initiated coverage of Mobileye with an Overweight rating and $50 price target. The company is well positioned to deliver a "secure revenue and earnings ramp" on account of a ramp in advanced driver-assistance system revenue, Chatterjee tells investors in a research note. The analyst forecasts 38% annual revenue growth and a similar earnings trajectory as Mobileye "increasingly moves from being a camera-based ADAS supplier to a supplier of platforms for Enhanced ADAS and Autonomous Vehicles."
--Etsy initiated with a Buy at Citi 06:59 ETSY Citi analyst Ygal Arounian initiated coverage of Etsy with a Buy rating and $161 price target. The analyst launched coverage of 16 internet companies. While the macro environment is likely to continue to pressure the consumer which has impacts across the group, share performance and downward estimate revisions already reflect a challenging macro, Arounian tells investors in a research note. With multiples "still near troughs in many cases," the analyst likes the risk/reward for the space in 2023. --GoDaddy initiated with a Buy at Citi 07:04 GDDY
IAC has come up so many times in my work I have to just buy it at this point. I truly do not understand what this company does... That's not going to stop me of course but if someone could explain IAC I would appreciate it. IAC initiated with a Buy at Citi 06:58 IAC Citi analyst Ygal Arounian initiated coverage of IAC with a Buy rating and $60 price target. The analyst launched coverage of 16 internet companies. While the macro environment is likely to continue to pressure the consumer which has impacts across the group, share performance and downward estimate revisions already reflect a challenging macro, Arounian tells investors in a research note. With multiples "still near troughs in many cases," the analyst likes the risk/reward for the space in 2023.
Trade Desk initiated with a Buy at Citi 06:57 TTD Criteo initiated with a Buy at Citi 06:57 CRTO Block assumed with an Overweight at Piper Sandler 06:04 SQ Piper Sandler analyst Kevin Barker assumed coverage of Block with an Overweight rating and $93 price target. Block is "very well positioned" to generate consistent revenue and earnings growth over the next several years due to increasing subscription-based revenue growth from Square customers, Barker tells investors in a research note. In addition, the company is enjoying "outsized" gross profit growth from Cash App as users increasingly utilize the app's instant transfer capabilities, says the analyst. Coherent upgraded to Overweight from Equal Weight at Morgan Stanley 05:25 COHR Morgan Stanley analyst Meta Marshall upgraded Coherent to Overweight from Equal Weight with a price target of $45, up from $43. Peaking long term interest rates should reduce the interest expense overhang on the company's multiple, Coherent tells investors in a research note. The analyst says Coherent is trading two standard deviations below its five year average.
WHO IS ROLLING WITH STONEY? I count 3 children I want MORE!!!!!!!!!!! I have a feeling MRTX is about to explode up.
NOBODY HERE CARES THAT RH CRASHED VAN.-=! WTF!!!!! $253.06 -21.42 (-7.80%)11:00 AM 12/12/22 OMG THE CARNAGE-! //// Van I asked around No children listened to you!!! No problem> No harm no foul. Repeat 0 Children harmed by RH... YOU CAN COME BACK. But what did we learn? It seems stocks bought by options prompts always reverse horribly.. you just can't buy them as investments... The children want investments. When research is not done, the foundation if investing is not there and the ideas crumble. Why do my stocks do so well? I use momentum. That means a stock is already starting to move and I make sure I have several catalysts ahead of me to keep the move going. I use chart work to get my entry AND my exit- I keep it clean and real!!!!! Yea BOY!
Oracle rises as analysts praise revenue growth, but highlight concerns over free cash flow. One of the great aspects of AI is it is found in many many places... So for me I have to figure out the users of AI from the providers of AI etc. And do the users benefit so much they become attractive themselves. The HF gave me a list of stable large tech that uses AI and ORCL was on that list!!!!!! For example for the first time in my life I went long NVDA! <---- Yup, never ever thought I'd see the day I bought such a large well known Tech stock but i did yesterday. LONG NVDA! Now IBM might be a bridge too far for me but they have quietly been buying AI companies non stop.. more on that at a later time. I am so fired up!!!!! Let Do This-! AI style!!!