🟢 UPGRADES
• $DTM: Upgraded Peerperform → Outperform by Wolfe Research; PT $145
• $ARGX: Upgraded Neutral → Buy by UBS; PT raised to $1,400 from $960
• $NEOG: Upgraded Neutral → Overweight by Piper Sandler; PT raised to $14 from $13
• $SEDG: Upgraded Neutral → Buy by UBS; PT raised to $42 from $36
🔴 DOWNGRADES
• $TYGO: Downgraded Buy → Neutral by Roth/MKM
• $RNW: Downgraded Buy → Neutral by Roth/MKM; PT cut to $7.02 from $8
• $TJX: Downgraded Buy → Hold by Jefferies; PT cut to $145 from $180
• $EPAM: Downgraded Overweight → Neutral by JPMorgan; PT $120
• $TRUP: Downgraded Overweight → Neutral by Piper Sandler; PT cut to $32 from $45
• $DKS: Downgraded Outperform → Neutral by KGI Securities; Downgraded Outperform → Market Perform by Telsey, PT cut to $145 from $255; Downgraded Buy → Hold by Truist Securities, PT cut to $135 from $270
• $NKE: Downgraded Buy → Hold by Truist Securities; PT $42
• $GDDY: Downgraded Equal Weight → Underweight by Wells Fargo; PT $76
• $INTU: Downgraded Buy → Neutral by BofA Securities, PT cut to $360 from $400; Downgraded Overweight → Neutral by JPMorgan, PT $331
• $CNM: Downgraded Buy → Neutral by Northcoast
credit Walter bloomberg
• $DTM: Upgraded Peerperform → Outperform by Wolfe Research; PT $145
• $ARGX: Upgraded Neutral → Buy by UBS; PT raised to $1,400 from $960
• $NEOG: Upgraded Neutral → Overweight by Piper Sandler; PT raised to $14 from $13
• $SEDG: Upgraded Neutral → Buy by UBS; PT raised to $42 from $36
🔴 DOWNGRADES
• $TYGO: Downgraded Buy → Neutral by Roth/MKM
• $RNW: Downgraded Buy → Neutral by Roth/MKM; PT cut to $7.02 from $8
• $TJX: Downgraded Buy → Hold by Jefferies; PT cut to $145 from $180
• $EPAM: Downgraded Overweight → Neutral by JPMorgan; PT $120
• $TRUP: Downgraded Overweight → Neutral by Piper Sandler; PT cut to $32 from $45
• $DKS: Downgraded Outperform → Neutral by KGI Securities; Downgraded Outperform → Market Perform by Telsey, PT cut to $145 from $255; Downgraded Buy → Hold by Truist Securities, PT cut to $135 from $270
• $NKE: Downgraded Buy → Hold by Truist Securities; PT $42
• $GDDY: Downgraded Equal Weight → Underweight by Wells Fargo; PT $76
• $INTU: Downgraded Buy → Neutral by BofA Securities, PT cut to $360 from $400; Downgraded Overweight → Neutral by JPMorgan, PT $331
• $CNM: Downgraded Buy → Neutral by Northcoast
credit Walter bloomberg
👍4
Market
CRM 👀 4hr chart is looking good. catch 2-3 entries from here and below @Market
CRM avg entry 175 usd for our users.
new setup on the news:
🤖 $CRM + Claude = Claudeforce
Salesforce and Anthropic are bringing Claude directly into Salesforce.
The first rollout gives sales teams 37 AI skills to analyze deals, prepare for meetings, update pipelines and take actions using Salesforce data.
The bigger story: Claude + Salesforce’s massive business data and workflows.
Salesforce is betting AI won't replace CRM — AI will make CRM even more valuable. 🚀
$CRM
new setup on the news:
🤖 $CRM + Claude = Claudeforce
Salesforce and Anthropic are bringing Claude directly into Salesforce.
The first rollout gives sales teams 37 AI skills to analyze deals, prepare for meetings, update pipelines and take actions using Salesforce data.
The bigger story: Claude + Salesforce’s massive business data and workflows.
Salesforce is betting AI won't replace CRM — AI will make CRM even more valuable. 🚀
$CRM
👍4❤3
After reports:
$NVDA - *NVIDIA JUMPS 7.1% AT THE OPEN, ADDING $359 BILLION IN VALUE
$NVDA - *NVIDIA JUMPS 7.1% AT THE OPEN, ADDING $359 BILLION IN VALUE
👍6
ON setup
Think chips don't just compute—they need power and protection.
That’s what onsemi ($ON) does. They build the specialized chips that manage electrical power and handle sensory data safely and efficiently.
Their main buyers?
🚗 Automotive giants (managing EV power and safety cameras)
☁️ Cloud & AI data centers (handling massive server electricity loads cleanly)
⚡ Industrial & energy companies (solar power and heavy automation)
Essentially, if a machine needs to move high voltage efficiently or "see" its environment without wasting energy, onsemi provides the engine room chips to make it happen.
@Market
Think chips don't just compute—they need power and protection.
That’s what onsemi ($ON) does. They build the specialized chips that manage electrical power and handle sensory data safely and efficiently.
Their main buyers?
🚗 Automotive giants (managing EV power and safety cameras)
☁️ Cloud & AI data centers (handling massive server electricity loads cleanly)
⚡ Industrial & energy companies (solar power and heavy automation)
Essentially, if a machine needs to move high voltage efficiently or "see" its environment without wasting energy, onsemi provides the engine room chips to make it happen.
@Market
👍6🎉1
WILLIAM BLAIR UPDATES SEPTEMBER CONVICTION LIST
William Blair refreshed its September Conviction List, adding nine stocks and removing eight.
ADDED: $AEHR, $APG, $ARHS, $BJRI, $BTSG, $CW, $JHX, $MP, $U
REMOVED: $CWST, $SCHW, $FIX, $FAST, $JKHY, $KRMN, $NB, $SLN
William Blair refreshed its September Conviction List, adding nine stocks and removing eight.
ADDED: $AEHR, $APG, $ARHS, $BJRI, $BTSG, $CW, $JHX, $MP, $U
REMOVED: $CWST, $SCHW, $FIX, $FAST, $JKHY, $KRMN, $NB, $SLN
👍1