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Tuesday, June 29, 2021

Palantir: The Mass Exodus

Short interest in Palantir dropped by 23.8% in the latest cycle.
Palantir: The Mass Exodus
By Business Quant • 50 comments
AT&T: A Solid Road To $1 Million, Part 2
By Pinxter Analytics • 94 comments
Palantir: On Building A Dynasty
By Tyler Okland • 82 comments
Application Software
Magnite: Reasonably Priced
By Michael Wiggins De Oliveira
Medallia: Fully Priced After Acquisition Rumors Swirl
By Gary Alexander
Information & Delivery Services
Palantir: Strong Execution And Attractive Upside Potential by Andres Cardenal, CFA
Dingdong Readies $343 Million IPO by Donovan Jones
Information Technology Services
Upstart: High Upside From Auto Loans by Star Investments
LiveXLive Media, Inc. (LIVX) CEO Robert Ellin on Q4 2021 Results - Earnings Call Transcript by SA Transcripts
Internet Information Providers
Facebook: Simply Unstoppable by Panther Research
Internet Software & Services
Why Appian Is My Largest Holding by Jamie Louko
Steel Connect: The Takeover Marches On by Dan Stringer
Multimedia & Graphics Software
Activision Blizzard: Great Business, Despite A Grossly Overpaid CEO by Albert Lin
Networking & Communication Devices
Cisco's Stock May Be Ready To Break Out by Mott Capital Management
Personal Computers
The De-FAAMGing: The New Tech Antitrust Push by Trading Places Research
Security Software & Services
Cloudflare: High-Quality Business, But Not Cheap by Michael Wiggins De Oliveira
Semiconductor - Specialized
Despite Near-Term Earnings Weakness, Canadian Solar Is A Proven Winner by Investing Hobo
Semiconductor Equipment & Materials
Lam Research Corp. - Buy Now Or Forever Hold Your Peace by North Post Research
Semiconductor - Memory Chips
SemiLEDs: Are We Really Doing This Again? by Vince Martin
Others
Airbnb: Not A Lot Of Upside At This Stage by Bears of Wall Street
Stock-Picking Dilemma: Intel, Nvidia, Or AMD by Vitaliy Gromadin, CFA
More Technology Stocks»

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