Oppenheimer’s Christopher Glynn notes that the review lends more weight to the idea of a breakup of GE’s businesses.
Morgan Stanley’s Benjamin Swinburne questions Roku’s monetization opportunity in a world where market share on consumer time spent keeps rising towards channels (Netflix, Youtube) that fail to realize big sales.
Cowen’s Jeff Osborne believes risk of cash burn that will hit Tesla in the next years will outweigh “healthy” delivery performance from the company’s older EV models.
Rosenblatt’s Jun Zhang believes HIMX’s opportunities to generate revenue next year will prove “insufficient.”
Oppenheimer remains bearish and full of questions for the HIM team after a rocky 3Q showcase.