BeatTheStreet

All views presented here are mine only and are not to be distributed or published without my prior consent.

[BeatTheStreet @BeatShort]

@R_and_Invest Memory is cyclical, most people are forgetting this part

[BeatTheStreet @BeatShort]

$ABVX Leerink out saying they expect significant strenght in $ABVX shares.....

[BeatTheStreet @BeatShort]

$GOOGL So now we have moved from buybacks to offerings at blue chips to help raise money for AI spending.... When those AI related write offs will kick in that will be massive massacre....

[BeatTheStreet @BeatShort]

$MSTR Seems we are witnessing a beginning of an end for this company

[BeatTheStreet @BeatShort]

$S Stock down 17% after missing Revenue estimates...Raymond james analyst Adam Tindle therw in the towel and cut to stock to marpet perform...but suprisingly BofA analyst Tal Liami upgrades to buy and hikes pt to 20 saying this overreaction ia an attractive entry point

[BeatTheStreet @BeatShort]

$SPRY Cantor out with a huge call on $SPRY, says a large CSU opportuinity right under everyones Noses...hikes pt to $30 from $12...Third Point has been accumulationg this name against 45% SI per BB

[BeatTheStreet @BeatShort]

$BRZE Anyone know why stock is down 15% when they hiked FY rev growth guide from 20.1% to 21.5%

[BeatTheStreet @BeatShort]

$APPS And there it is, BofA upgrades to buy with $7.5 pt

[BeatTheStreet @BeatShort]

$APPS Seems recent partnership contracts kicking in Databricks Orange

[BeatTheStreet @BeatShort]

$APPS Seems recent partnership contracts kicking in Databricks Orange

[BeatTheStreet @BeatShort]

$S Jefferies hikes pt to $24 from $20 just before eps on 28 AH

[BeatTheStreet @BeatShort]

$PONY Seems to progress quite good and hikes year end robotaxi fleet projections to 3.5k vehicles from 3k

[BeatTheStreet @BeatShort]

$FUTU Futu faces $271 million penalty proposal from China regulators this is actually a good news...huge huge overhang removed now

[BeatTheStreet @BeatShort]

$ZM A software name raising FY outlook, rare these days

[BeatTheStreet @BeatShort]

@seedy19tron Its not an US company and EU is open, smells like maintenance data coming

[BeatTheStreet @BeatShort]

$CNC Hearing DB out with huge call on MCO-s, although they admit they are a bit late. Nevertheless saying that they are not to late to the extender MSCO rally that is just getting started...

[BeatTheStreet @BeatShort]

$ASML Hearing UBS hikes pt from €1600 to €1900, adds most attractive risk/reward in the sector

[BeatTheStreet @BeatShort]

$GTLB Now Sid Sijbrandij converted all of his Class B shares into class A shares on May 14 -> removes a potential hurdle for suitor

[BeatTheStreet @BeatShort]

$GTLB IBM CEO ON MORE M&A AFTER CONFLUENT...will $GTLB or $ESTC be next in line to be aquired?

[BeatTheStreet @BeatShort]

$LUNR Hearing Cantor hikes pt to $43 after 1Q adjustments, on top of that $LUNR annouced 2 new NASA contract wins...$15.5 3year contract for LROC and $4.5 3year contract for ShadowCam

[BeatTheStreet @BeatShort]

$CYTK Truist hikes pt to $106

[BeatTheStreet @BeatShort]

$BMEA From JMP initiation ->Positive outcome in 211 and/or 212 could take icovamenib from 25% POS to 60% POS so pt would go from $9 to $17

[BeatTheStreet @BeatShort]

$BMEA JMP starts $BMEA coverage with outperform and pt of $9.