INSTITUTIONAL RESEARCH

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SHOWING ALL RESEARCH
Financials I-Vol Table
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June 2024 Global Ad Volume (PDD, SHEIN, TikTok, SE) - Temu Remains #1
Buy Now

Catalysts | Remove JD Short & EDU Long (Also ALAB, PI & MPNGY/3690.HK) - Call @ 2pm ET Next Tuesday
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Catalysts | Remove JD Short & EDU Long (Also ALAB, PI & MPNGY/3690.HK) - Call @ 2pm ET Next Tuesday
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Today @ 2pm - VRT to Best Short - Cooling Off (33% Downside)
Buy Now

Systemic Contagion Risk Tracker | 2-10 spread up +23 bps in 1 month, High Yield OAS ↓
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HAPPENING NOW -> COMMS 3Q24 THEMES | META, GOOGL, RDDT, ROKU, PINS, TTD, SNAP, TKO, SPHR, NFLX, CHTR
Buy Now

SMCI | Channel Checks (July 2024) - GPU Pricing Up Slightly; Sold Out Indicator Slips
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Remove SMCI Long | Foxconn Risk + VRT Short
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Remove SMCI Long | Foxconn Risk + VRT Short
Buy Now

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