Tom Forte 2.7 2 ideas
Analyst, Maxim Group
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By sector
Stock
2 ideas
+2.7%
Top tickers (by frequency)
AMZN
1 ideas
100% W
+6.5%
AAPL
1 ideas
0% W
-1.2%
Best and worst calls
Best calls
AMZN LONG
+6.5%
Forte defends Amazon's $200B CapEx guidance, stating they can "turn it off" if returns aren't there. He argues Apple is ...
Feb 13
AAPL LONG
-1.2%
Forte defends Amazon's $200B CapEx guidance, stating they can "turn it off" if returns aren't there. He argues Apple is ...
Feb 13
Worst calls
AAPL LONG
-1.2%
Forte defends Amazon's $200B CapEx guidance, stating they can "turn it off" if returns aren't there. He argues Apple is ...
Feb 13
AMZN LONG
+6.5%
Forte defends Amazon's $200B CapEx guidance, stating they can "turn it off" if returns aren't there. He argues Apple is ...
Feb 13
Forte defends Amazon's $200B CapEx guidance, stating they can "turn it off" if returns aren't there. He argues Apple is down on memory pricing fears but has a history of managing supply chain costs well. The sell-off (Amazon down 16%) is an overreaction to CapEx fears. These companies have the scale to automate (Amazon robotics) and manage costs, making the current dip a buying opportunity. LONG Big Tech on the dip. Continued margin compression from high memory component costs.
Analyst, Maxim Group