#DeepDiveVideo $SNAP Snap the camera based, mobile app social network for younger audiences

youtu.be/fJ3T5uFs8Ss

Challenges for Snapchat include maintaining user growth and competing in the rapidly evolving social media landscape. 🚧

#deepDiveVideo $NXT Nextracker the global solar tracker

Despite challenges from competitors and market dynamics, Nextracker's innovative approach keeps it at the forefront of the solar industry.

youtu.be/csVG8Jt6kx8

Oddity $ODD, the parent company of Il Makiage and Spoiled Child, reported a 28% increase in Q1 sales to $212M, defying the broader beauty slowdown. The company also raised its full-year revenue forecast to $635M

#DeepDiveVideo $SQSP SquareSpace the website and domain company used by over 4.6M small businesses

A significant 71.8% of Squarespace's revenue is generated from the U.S., showcasing its strong domestic market presence.

youtube.com/watch?v=i2lilW…

#DeepDiveVideo $UBER Ride sharing and delivery company is up 100% in 12 months.

Gross booking growth and Adjusted EBITDA growth should take $UBER to $200B+ by 2025

youtu.be/ORnHFQ56vDA

#DeepDiveVideo $AVGO Broadcom - the company has a strong history of acquiring and delivering dividends
Symantec itself has acquired a host of companies to make its end to end product suite live

youtu.be/oFrM4dl4xo8

#DeepDiveVideo $W Wayfair is the home goods eCommerce company that's now growing positive again

Wayfair, a leading e-commerce platform, specializes in home furniture and decor, offering over 18 million products from 10,000 suppliers.

youtu.be/Hj5GKa1QnGM

$GRAB earnings in a week - what does the South East Asian $UBER + $CART + $DASH have in store?

open.substack.com/pub/stocksmart…

#DeepDiveVideo $OSCR the healthcare and insurance company that's growing faster than competitors
Say goodbye to healthcare hassles with Oscar's easy-to-use member account. Access care, manage payments, and more. #HealthInsuranceSimplified

youtu.be/2ZAGSuxudp0?si…

$AFRM Affirm said it expects June-quarter revenue of $585 million to $605 million, above the FactSet consensus view of $579 million

Recent Q - 51% boost in revenue to $576 million, whereas analysts had been modeling $550 million.

Still digesting the big run up last year

$KD long base and finally starting to move post IPO after reporting poor revenue but fewer losses for the quarter

blog.mukundmohan.online/index.php/2024…

#DeepDiveVideo $GTLB Gitlab the CI/CD and Code repository competitor to $MSFT GitHub

Google has invested in GitLab, strengthening their partnership and enhancing cloud integration capabilities.

youtube.com/watch?v=Le_ycS…

$BROS Dutch Bros – Shares of the coffee chain rose more than 8% after a better-than-expected first quarter. Dutch Bros. reported 9 cents in adjusted earnings per share on $275 billion of revenue.

$TWLO Twilio anticipates revenue to range between $1.05 billion and $1.06 billion, compared to the $1.08 billion expected from analysts polled by LSEG. However, the company beat on both the top and bottom line for the first quarter.

$LYFT Lyft reported $1.28 billion in revenue, above the StreetAccount consensus of $1.16 billion

$RACE UBS reiterates Ferrari as buy UBS sees a “compelling entry point” for shares of Ferrari following earnings on Tuesday. “Defensive equity story in a sector context; Reiterate Buy.”

$SQ Barclays reiterates Block as overweight Barclays said it believes the stock is likely to be added to the S & P 500 Index. “We see SQ’ s inclusion in the S & P 500 as increasingly likely – and a potential catalyst.”

$RDFN Stephens upgrades Redfin to overweight from equal weight Stephens sees several positive catalysts ahead for the real estate company. “We are upgrading shares of RDFN to OW from EW and raising our PT to $9 (from $8).”

$NVDA $MU Upgrade Bank of America reiterates Nvidia and Micron as buy Bank of America said it’s sticking with buy ratings on both Nvidia and Micron. “Broadly speaking beneficiaries of AI PC adoption include INTC, AMD, ARM, NVDA and likely memory vendors such as MU as AI-enabled…

$VSCO Barclays downgrades Victoria’s Secret to underweight from equal weight Barclays says the lingerie company is losing market share. “We downgrade shares of VSCO to Underweight based on: 1) expectation of sustained negative comps through 2024; 2) YTD elevated promotions…