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Twitter Inc (TWTR US)
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202
Analysis
Information Technology
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United States
Twitter, Inc. provides online social networking and microblogging service. The Company offers users the ability to follow other users activity, read, and post tweets. Twitter serves customers worldwide.
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bullish
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Meta Platforms (Facebook)
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10 Dec 2020 14:19
US FTC & States' Suits Against Facebook Unlikely to Result in Breakup, but Could Slow Expansion
We believe the US government is unlikely to get a clear win against FB. A drawn-out trial may end in a settlement, but this could take two+ years....
Tracking Traffic
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bearish
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Kuaishou Technology
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12 Nov 2020 10:51
Kuaishou Technology Pre-IPO - The Negatives - Ample Doubts Remain
Kuaishou Technology is a content community and social platform. The company is backed by Tencent Holdings (700 HK), Sequoia China, Baidu (BIDU US),...
Sumeet Singh
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402 Views
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bullish
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Kuaishou Technology
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11 Nov 2020 10:50
Kuaishou Technology Pre-IPO - The Positives - Hot Segment, Fast Growth
Kuaishou Technology is a content community and social platform. The company is backed by Tencent Holdings (700 HK), Sequoia China, Baidu (BIDU US),...
Sumeet Singh
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413 Views
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bullish
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Amazon.com Inc
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27 Oct 2020 08:33
3Q20 Best Bets: Mega Cap Wins
Some top of mind thinking about large cap TMT earnings heading into the thick of the meat grinder which is earnings season. We like secular...
Aaron Gabin
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228 Views
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bullish
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Crowdstrike Holdings
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17 Oct 2020 23:48
TMT Weekly: 3 Things that Stood Out The Week of 10/16/2020
Datapoints supportive of upside to earnings for Microsoft and Snapchat this past week, plus an ever expanding TAM justifies Crowdstrike's valuation.
Aaron Gabin
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