Recent Research
10/15/2024
REPLAY: Regional Casinos & Rate Cut Roulette
BYD, CHDN, CZR, DKNG, FLUT, GDEN, MGM, PENN, RRR, WYNN
Consumer
10/14/2024
REPLAY: BC: Navigating Rocky Boat Demand
BC, HZO, MBUU, MCFT, MPX
Consumer, Industrial/Transportation
10/11/2024
REPLAY: ONON, DECK & NKE: Competition in 2H’24 & 2025
ADS GR, DECK, NKE, ONON, UAA
Consumer
Recent Ideas
10/14/2024
AAOI
Applied Optoelectronics Inc
Presented:
Price: $16.45, CAP: $0.67B
Current:
Price: $17.40, CAP: $0.71B
TMT, Hardware
+5.78%
10/14/2024
AXON
Axon Enterprise Inc
Presented:
Price: $426.99, CAP: $32.27B
Current:
Price: $434.12, CAP: $32.81B
TMT, Hardware
+1.67%
10/14/2024
GLW
Corning, Inc.
Presented:
Price: $44.59, CAP: $38.16B
Current:
Price: $45.76, CAP: $39.16B
TMT, Hardware
+2.62%
10/14/2024
NVDA
NVIDIA Corp
Presented:
Price: $132.89, CAP: $3,259.79B
Current:
Price: $131.60, CAP: $3,228.15B
TMT, Hardware
-0.97%
10/09/2024
Lamb Weston Holdings Inc (LW): Investor Discussion
Lamb Weston Holdings Inc
Presented:
Price: $68.85, CAP: $9.82B
Current:
Price: $71.31, CAP: $10.17B
Consumer
+0.00%
10/08/2024
ADSK
Autodesk Inc.
Presented:
Price: $267.47, CAP: $57.51B
Current:
Price: $286.48, CAP: $61.59B
TMT, Software
+7.11%