Pinned
$TTD You Have to Pay (a Lot) for the Best; Initiating on TTD at Sector Perform
December 8, 2024 at 8:18 PM
$TTD You Have to Pay (a Lot) for the Best; Initiating on TTD at Sector Perform
GitLab 3Q25: Growth Drivers Align for Impressive Beat and Raise PT to $90 at Truist
December 8, 2024 at 8:00 PM
GitLab 3Q25: Growth Drivers Align for Impressive Beat and Raise PT to $90 at Truist
$NU Bull Case $22 for FY25 at KeyBanc
November 30, 2024 at 11:39 PM
$NU Bull Case $22 for FY25 at KeyBanc
Key Charts - JPMorgan
November 28, 2024 at 3:41 AM
Key Charts - JPMorgan
$MDB BULL CASE to $605 at PIPER
November 28, 2024 at 3:38 AM
$MDB BULL CASE to $605 at PIPER
$CRWD The Saquon of Cyber Security Showing Major Momentum Yet Again; New $390 PT - Wedbush
November 27, 2024 at 8:49 PM
$CRWD The Saquon of Cyber Security Showing Major Momentum Yet Again; New $390 PT - Wedbush
$NTNX Beat on all guided metrics; strong operating margin and FCF, raises guidance - PT to $85 at BofA
November 27, 2024 at 8:45 PM
$NTNX Beat on all guided metrics; strong operating margin and FCF, raises guidance - PT to $85 at BofA
Software Valuations: EV/Revenue-to-Growth - KeyBanc
November 27, 2024 at 8:44 PM
Software Valuations: EV/Revenue-to-Growth - KeyBanc
$DELL PT Raised to $165 at Goldman Sachs
November 27, 2024 at 11:37 AM
$DELL PT Raised to $165 at Goldman Sachs
$CRWD Surpassing Expectations Amid Challenges: A Brighter Outcome Than Feared - Thesis Remains In Play PT to $400 Evercore ISI
November 27, 2024 at 11:34 AM
$CRWD Surpassing Expectations Amid Challenges: A Brighter Outcome Than Feared - Thesis Remains In Play PT to $400 Evercore ISI
$MDB ‘Turn Around, Bright Eyes'; Raising PT to $425 - Piper
November 27, 2024 at 11:33 AM
$MDB ‘Turn Around, Bright Eyes'; Raising PT to $425 - Piper
$CRWD MS OW PT $355
November 27, 2024 at 11:32 AM
$CRWD MS OW PT $355
Total Instances by Cloud Provider - Tracker uses data analytics to track the proliferation of semiconductor architectures by region based on instances available to purchase in the public cloud. Designed to track the launch and proliferation of new architectures (NVIDIA’s Ampere or AMD’s Milan)
November 27, 2024 at 1:47 AM
Total Instances by Cloud Provider - Tracker uses data analytics to track the proliferation of semiconductor architectures by region based on instances available to purchase in the public cloud. Designed to track the launch and proliferation of new architectures (NVIDIA’s Ampere or AMD’s Milan)
Reposted by Kaushik
$SNOW Winter Comes Early; Raising Estimates - Citi PT to $225
November 24, 2024 at 8:42 PM
$SNOW Winter Comes Early; Raising Estimates - Citi PT to $225
$APP to $400 at Jefferies
November 26, 2024 at 11:54 PM
$APP to $400 at Jefferies
Piper Charts for the week
November 26, 2024 at 2:10 PM
Piper Charts for the week
$NOW PT Raised to $1150 at Needham
November 25, 2024 at 2:28 PM
$NOW PT Raised to $1150 at Needham
Charts we are watching: Hedge fund and mutual fund positioning and performance - Goldman
November 25, 2024 at 3:07 AM
Charts we are watching: Hedge fund and mutual fund positioning and performance - Goldman
$SNOW Upgraded to Outperform at Wedbush. PT Raised to $190 from $160
November 25, 2024 at 2:47 AM
$SNOW Upgraded to Outperform at Wedbush. PT Raised to $190 from $160
$SNOW Winter Comes Early; Raising Estimates - Citi PT to $225
November 24, 2024 at 8:42 PM
$SNOW Winter Comes Early; Raising Estimates - Citi PT to $225
Top 10 takeaways from Piper Sandler's latest CXO survey on AI
1. CX seats to decline: The analysts point out that Y/Y agent growth in 2H24 is relatively flat, unlike in previous surveys that “signalled some level of growth.” Moreover, seats are expected to decline by around 2% Y/Y in 2025.
1. CX seats to decline: The analysts point out that Y/Y agent growth in 2H24 is relatively flat, unlike in previous surveys that “signalled some level of growth.” Moreover, seats are expected to decline by around 2% Y/Y in 2025.
November 24, 2024 at 5:08 PM
Top 10 takeaways from Piper Sandler's latest CXO survey on AI
1. CX seats to decline: The analysts point out that Y/Y agent growth in 2H24 is relatively flat, unlike in previous surveys that “signalled some level of growth.” Moreover, seats are expected to decline by around 2% Y/Y in 2025.
1. CX seats to decline: The analysts point out that Y/Y agent growth in 2H24 is relatively flat, unlike in previous surveys that “signalled some level of growth.” Moreover, seats are expected to decline by around 2% Y/Y in 2025.
$CRM Notes From Agentforce Tour - Outperform PT $385 BMO
November 24, 2024 at 5:34 AM
$CRM Notes From Agentforce Tour - Outperform PT $385 BMO
$ASML Post Capital Markets Day and NDR with Mgmt — We Offer Some Final Thoughts on ASML - Cantor
November 24, 2024 at 5:25 AM
$ASML Post Capital Markets Day and NDR with Mgmt — We Offer Some Final Thoughts on ASML - Cantor