$Amazon.com(AMZN)$ share split for the new CEO in time to come. Massive growth for a value stock. To the moon AWS, extraordinary international expansion and increasing profit margins???
$Pinterest, Inc.(PINS)$ revenue and profit margins are rising. Short reports are really weak from Cleveland. Definitely shooting up on earning report on 27th Apr.
$Unity Software Inc.(U)$World's leading platform for creating and operating interactive, real-time 3D content. Seems like the possibility is endless though real uptake may be years.
$Pinterest, Inc.(PINS)$Pinterest stock fell sharply Friday, apparently coming under pressure from a cautious note on March-quarter financial results from Cleveland Research analyst Chandler Converse.https://www.barrons.com/articles/pinterest-stock-slides-on-a-cautionary-analyst-comment-some-say-buy-the-dip-51618604511
$Affirm Holdings, Inc.(AFRM)$ seems like a buy at recent price. Scale in slowly with a small stake. Harsh environment for a growth stock like this in current market climate.
$Skillz Inc(SKLZ)$ seems like a good entry point at this time. Revenue in 2020 at 92% YoY and guiding 59% this year. This does not even account India's addressable market. $16 per share with an estimate of 15x EV to sales seems like a decent price and a growth story that will likely exceed expectations in due times.
$Altimeter Growth Corp.(AGC)$Grab is not Uber. It's much much more than Uber. Guidance is really conservative (40% in a recovering market?) compared to what they should be projecting. Definitely sandbagging to exceed expectations. Weak hands? You will be shaken out by dips (July merger).Long the growth and ride the roller coaster and you will be in on SEA's development as we propel post-Covid19.