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Carvana Demand Approaching All-Time Highs
Carvana Demand Approaching All-Time Highs LikeFolio published a Bullish alert for Carvana (CNVA) in September of 2019. Shares have gained more than +300% since then, but we’re
DraftKings Shares Rise on Strong Report
DraftKings Shares Rise on Strong Report We recently issued a bullish alert for the online sports betting company DraftKings (DKNG), citing a surge in mentions relating to
Zoom (ZM) Growth is Strong but Moderating
Zoom (ZM) Growth is Strong but Moderating ZM has some tough comps looming in 2021. Last quarter, Zoom revenue increased +367% YoY. This was a steeper
Investors are catching on to ‘The Fed’
Trend Watch: Federal Reserve Awareness We’re continuing to track an unprecedented surge in asset diversification from retail investors: Consumer Mentions of investments in cryptocurrency are trending +735%
Investors are loving…Silver
Trend Watch: Silver Investing Over the past month, we’ve been tracking an ongoing surge in consumer chatter relating to precious metal investments, and Silver is still
ROCCAT gaming accessory demand is boosting Turtle Beach
Turtle Beach (HEAR) We sent a HEAR Bullish alert in December when the stock was trading below $21. Since then shares gained by as much as
Will Etsy’s (ETSY) Q4 growth be enough for investors?
Etsy (ETSY) Etsy (ETSY) reports earnings for 20Q4 (ended 12/31/20) after the bell today… Could it become another victim of a status quo shift? With consumer
Best Buy (BBY) Earnings Post-Mortem
Best Buy (BBY) This morning Best Buy (BBY) reported record-high sales for 21Q4 (ended 1/31/21), up +11% YoY. Why are shares trading -7% lower today? BBY wasn’t able to
Beyond Meat is losing macro trend momentum
Beyond Meat (BYND) Beyond Meat demand surged in previous years, propelled by a major shift in consumer behavior: plant-based protein demand. However, this surging demand
GameStop *Consumer* Demand Is On Fire
As GameStop enters a second short-squeeze, the financial world is becoming obsessed with the market mechanics, diamond-handed redditors, and hedge fund players behind the movements.
Nvidia is giving the people what they want
Nvidia (NVDA) In 2020, Nvidia was a huge beneficiary of consumers looking for sources of entertainment that didn’t involve face-to-face interaction. Insert, Gaming. New gaming
Are Hard Seltzers ready to pop?
Trend Watch: Hard Seltzers The meteoric rise of alcoholic sparkling water (“Hard” or “spiked” seltzer) products was stymied by the arrival of COVID-19 in the
Oculus is winning VR, can AAPL catch up?
Oculus – Facebook (FB) Rumors have been swirling for weeks suggesting that Apple (AAPL) has a virtual reality headset in the works. From a consumer demand standpoint,
Cord-cutting is the new normal
Trend Watch: Cutting the Cord The uptrend in ‘cord cutting’ mentions seen in past years helped us cement our bearish outlook for companies Dish Network
Dish Network (DISH) can’t catch a break
Dish Network (DISH) We initiated a bearish alert for Dish Network (DISH) in September of 2019, citing a high number of consumers talking about getting rid of
Is $SQ still a good bet?
Betting on Square (SQ) The chart below is incredible. Square Mention volume is rocketing, exhibiting sequential QoQ growth in nearly every quarter since we’ve been
The Hydro Flask brand is losing virality
Helen of Troy (HELE): Hydro Flask In August of 2019, we put out a bullish alert on Helen of Troy (HELE), due to the enormous popularity of
Home Depot is stepping up its game
Home Depot (HD) Last quarter, Home Depot posted an earnings beat driven by shoppers revamping their homes. Shares fell ~2.5% after the company cemented pandemic pay raises and
Airbnb is still outperforming its traditional hospitality peers
Airbnb (ABNB) AirbnB is set to report earnings for the first time since it’s December 2020 IPO… How does the underlying data compare with market
What do SHOP, ROKU, PINS, and SQ all have in common?
How to Spot Best of Breed Companies A streamer, a social media platform, a small business eCommerce solution, and a digital wallet walk into a
3 reasons Bitcoin could go (much) higher
Earlier this week, Bitcoin topped $50,000 for the first time ever. Major investments from the likes of Tesla (TSLA) and Microstrategy (MSTR) have helped fuel the ongoing Bitcoin (BTC-USD)
