Articles on institutional positioning, options flow, price action, and the neuroscience of trading.
Coupa Software (NASDAQ: COUP) is a hot stock in the enterprise software sector, overtaking the automated enterprise procurement market. Coupa already has 2000 customers, with big clients such as Walmart and Amazon, since the company was founded, their platform already has processed an impressive $2.8 trillion in transactions. As most big tech companies these days,…
When it comes to different semiconductor products, a handful of companies are controlling most of the market. This is no different for DRAM products (dynamic random-access memory) which are used in a wide range of products such as PC’s, mobile devices and 5G tech. The 3 major players in the DRAM market today are Samsung,…
Throughout the pandemic, many turned to pets for comfort, seeing pet ownership grow rapidly in the last 18 months. One company likely to benefit from this long-term is Trupanion (NASDAQ: TRUP), the market leading pet insurer in the US. New pet owners can easily forget about the importance about getting an insurance for their new…
“One man’s loss is another man’s profit”. This couldn’t be more true for MarineMax (NYSE: HZO). Whilst the pandemic wreaked havoc on the global travel industry, companies focused on domestic recreational activities saw a massive boost. MarineMax is the worlds largest recreational boat & yacht seller which has seen both their revenue and net income…
Following a successful IPO and strong rally in 2014, investors quickly abandoned GoPro (NASDAQ: GPRO) which led to a -98% collapse in the stock in the years that followed. Since the outbreak of the pandemic however, headwinds seem to finally be turning into tailwinds for the company. The main driver behind this transition is the…
The global adoption of e-sports has taken time, but at this point it should be out of the question that e-sports is here to stay and very likely will enjoy massive growth over years to come. Global revenue is expected to increase 15% and reach more than $1 billion in 2021. One company, that only…
Splunk (Nasdaq: SPLK) is a cybersecurity and data analytics software company based in San Francisco trusted by 91 of the Fortune 100 companies. The company has a usage-based pricing model that thrives with its customers, meaning that every time their customers increase the usage of a product or adopt a new one, prices…
With a YTD stock-performance of 38+%, a market capitalization of $1.067 trillion and a cumulative user base of 3.5 billion users across their product portfolio, it’s easy to think it’s way too late to invest in Facebook (NASDAQ: FB). Taking a closer look however, there are multiple reasons we might see Facebook continuing to outperform…
With the US, Asia and Europe making serious efforts to quickly move towards a carbon-neutral future, many companies around the globe are fighting to grab a piece of the fast growing clean-energy market. One of these companies is Plug Power (Nasdaq: PLUG) which focuses on alternative energy technology such as hydrogen and fuel cell systems. The…