INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Federal Reserve Weekly H.8 Update
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LULU | Will Have To Guide Down Again Learn More
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LULU didn’t cut expectations enough. Core profit centers still under attack. Newness won’t save the day. Best Idea Short

Retail | Detailed Traffic Analysis 8/29 Learn More
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Visits Slightly Accelerate, Consumers Will Continue to Seek Value. Earnings Look Ahead for RH, DKS, GME, & DLTR.

PDD | Despite Plunge, Elevating it to #2 Long
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MPNGY/3690.HK | Why It Remains #1 Long
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NVDA | Channel Checks - H200 GPU Premium (August 2024)
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Today @ 2p | *First Ever* Materials Themes Deck | Idiosyncratic Alpha Amid Chronic Underperformance
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SMCI | Channel Checks (August 2024) - GPU Pricing Up Slightly, Sold Out Indicator Mixed
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Weekly Position Monitor
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Weekly Position Monitor
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