Group 1 - The initial excitement surrounding the AI industry is diminishing, leading investors to question the profitability of the sector [1] - The market is beginning to recognize the challenges in realizing financial returns from AI investments [1] Group 2 - The analyst has extensive experience in financial markets, having worked in various roles since 2005, including as a financial markets analyst and covering global markets [1] - The analyst's background includes a focus on macroeconomics and general market trends, with a self-taught approach to economic education [1]

Group 1 - The analyst expresses a beneficial long position in ON shares, indicating confidence in the company's future performance [2] - The article aims to provide unique insights and contrasting views on the analyst's portfolio, reflecting a diverse investment strategy [1] - The analysis is intended for informational purposes, emphasizing the importance of personal research before making investment decisions [3] Group 2 - The article does not provide specific company or industry performance metrics or forecasts, focusing instead on the analyst's perspective [4]

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely from a fundamental long-term point of view. On Seeking Alpha I mostly cover REITs and financials, with occasional articles on ETFs and other stocks driven by a macro trade idea.Analyst’s D ...

I believe true value is from growth, not cigar butts. Time is investors' best friend.  Evaluation matters but need to be viewed from a long-term perspective. Great businesses often offer tremendous value to society and are super durable. When your products and services are 10x better than others, you deserve to grow 10x (or people you to grow 10x) and stay dominant. Selection, convenience, and value are tremendous characteristics I am looking for.  Durability is a great multiplier of value (I don't buy a cy ...

I rate American Tower Corporation (NYSE: AMT ) a Hold, for capital appreciation focused investors interested in real estate investment trusts (REITs). AMT leases the towers that connect devices like smartphones to the internet, which have become essential to civilized life. As the devicesDavid A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end f ...

Five months–that was the extent of Dividend King's outperformance of the S&P 500 this year. Following a less than stellar showing in June thus far, with the Dividend Kings declining by 0.72% through June 23rd, versus a 2.13% gain for TheI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I loo ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or a ...

I fear that AI is going to replace my job within a decade or two and force me to retire. Just think of it. Before AI, finance writers like me enjoyed significant barriers to entry in ...