76.26 - 77.86
26.44 - 80.1
Echofin Members Consensus
darkpool update: so as you know spx the main indicator to look for potential market signals hasnt been buying for sometime next we have gex, gex is interesting, ive really only started to understand it (again read the above, talks a lot about market liquidity and what leads to declines). so low gex means worse liquidity and more volatility (is a function of vol in of itself) and we already have one of the lowest gex prints over the last year so big moves possible. Also gex rarely stays that low for long so good its already there. for names buying: m, hpq, ebay, oxy, len, payx, u, sklz, ddog, trip (bkng not bad too), lyv, some random slv/gld miners still selling: idex, uber, nndm, ddd, twtr, spce, ktos, ms, ag, gm, tan and other solar names
MS Research new GOOGL SoTP analysis points to $2,800 value (50% upside): And that's with no value for Verily, Sub Revs or investments. MS Research analyst: "GOOGL and FB are the only two ‘mega-cap’ tech companies not trading on some version of sum of the parts methodology (AMZN, MSFT, AAPL and TSLA all having moved in this direction). ...we see continued YouTube revenue disclosure (which we expect to be strong / accelerating) and upcoming full Google Cloud segment disclosure enabling investors to better understand and value GOOGL’s underlying business drivers and large but widely varied market opportunities"
Morgan Stanley, in a note raising its price target on the stock to $152 from $144, wrote that it is adding to positions “ahead of a likely record quarter,” as it notes likely “strength across its portfolio of Products & Services”. MS expects a “strong launch quarter” for the new iPhone 12 and continued strength from work from home trends and App store engagement. Having rerated over the last two years the stock now trades more in line with tech peers at around x33 2021 earnings. Material upside for the stock now seems more earnings dependent but EPS can continue to outperform and Services revenues can continue to support the multiple expansion that has taken place.
so darkpool update: buy spikes today in DXCM and some beat up tech names like BAND and WIX. Continued big buying in CTAS, gdrx still looks pretty strong. Solid improving buying in some of the favorites with good RS today like SNAP specifically and also CRWD and NET. Some selling into some of the value names (no longer buying in CVS). Semis not too hot in general but theres big buying AMAT and that chart is fire. Other random names with nice buying, HYG OXY ABEV GLD JPM MS GS PDD BILI NEM SFIX
If there is language that moves the election process toward the federal level then Ms. Blackburn's objection claiming that the bills will "_...seize control over elections from the states [and] ...rest in the hands of Washington, D.C., bureaucrats_" would have some merit
There is no computer where you don´t need security. It is only a matter of how much this type is in focus and how much guys doing doing strange stuff with it. So for example Linux isn´t so much spread and that´s why there are only few patterns. Even Apple isn´t in that focus like MS types. Ask you another questions ... you paid how much for the apple? And still thinking about a few bucks for security? ;)
Tesla shares powered to a record high at $508 as investors continue to bid the stock ahead of inclusion in the S&P 500. Indeed, according to Goldman Sachs, of the 189 large cap mutual fund managers it follows, 157 do not own Tesla. According to their estimates, Tesla’s scheduled inclusion in the S&P 500 on Dec 21st “could result in $8 billion of demand from active US large-cap mutual funds”. That would be about 2 per cent of market cap. Morgan Stanley raised its price target on the stock to $540, saying Tesla is on the verge of a shift from just selling cars to sustaining a high margin, recurring software/services business. In its ‘bull case’ scenario, MS offers a price target of $1,068.
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