![]() Reassertion of growth - trying to resurrect FANG? Good luck. Alphabet (GOOGL) also assumed with a buy. Amazon (AMZN) added to Focus List at Citi, assumes with a buy. Runaway dollar is insane, but part of what is negative about this quarter. Johnson & Johnson (JNJ) getting some big price target hikes. Truist Financial (TFC) price target lowered to $62 from $69 at Piper Sandler. On analyst day Lululemon Athletica (LULU) announces five-year growth plan to double sales to $12.5 billion by 2026. This is the best one of the lot: 5G and high-performance computing. ![]() Club holding Marvell Technology (MRVL) gets cut to $80 from $90. Same analysis on price target cut for GlobalFoundries (GFS) purgatory cycle: $70 from $78. I think low end PC sales slowdown is built in to price. This note on this Club name is important because it states that the stock may actually have overshot. Investor concerns of a cyclical slowdown are likely to persist. Analyst drops price target to $115 from $125 to $115, but demand remains strong. Advanced Micro Devices (AMD) in "purgatory stage" of the semiconductor cycle, says Deutsche Bank. Simple or simplistic? Tilray (TLRY) - brutal price target cut at Barclays to $4.50 from $8.50, based on cannabis company's plan to sell $400 million of shares at-the-market (ATM) just when New Jersey legalizes pot. Analyst "incrementally constructive" on rental car space with rising inflation. Is Stephen Scherr's company an inflation winner? Avis Budget (CAR) upgraded to hold from sell. Can banks live without this company? Barclays likes Hertz (HTZ) and takes price target up a buck to $25. Trying to find out what the Nvidia (NVDA) partnership is about and McDonald's (MCD) ordering deal. Platform based on mainframe that is hybrid cloud is working. They did very well excluding Russia (as opposed to Netflix). Some purists will say that Kyndryl (KD) - which was created from the spin-off of IBM's infrastructure services business - is still distorting numbers in a positive way. Arguably 8% revenue growth and 20% growth of Red Hat (roughly). IBM - I see a return to growth and some purity to the earnings. ASML : What are the key metrics for this chipmaker? Sales (not as good). A 20 multiple on 2025 earnings gets you to $300 stock price. Like Zoom (ZM), Docusign (DOCU) and Peloton (PTON)? Or too harsh. Why didn't we know about the stealing? How about Super Bowl ads for Super Bowl-like numbers? Games not working? Covid was totally a pull-forward. ![]() Ads? Profitable hit-driven business with giant cost structure, but also many good franchises. 100 million users are cheating by sharing subscriptions outside their households … really? 3. What I am looking at ApNetflix (NFLX) shares plummet in premarket trading after the streaming company reported a loss of 200,000 subscribers during the first quarter. Personal Loans for 670 Credit Score or Lower Personal Loans for 580 Credit Score or Lower Best Debt Consolidation Loans for Bad Credit
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