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Micron Technology: Strong Buy As HBM Chips Power The Next Wave Of AI Growth (NASDAQ:MU)
Seeking Alpha· 2025-09-25 22:48
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in- house developed data analytics platform. Dhierin runs the investing group The Aerospace Forum , whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with ...
Micron Technology: Strong Buy As HBM Chips Power The Next Wave Of AI Growth
Seeking Alpha· 2025-09-25 22:48
If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Micron Technology, Inc.'s (NASDAQ: MU ) stock surged 30.2% since my last report in late August, sharply outperforming the S&P 500’s 1.7% gain. Although the stock price dropped after the company released its fourth-quarter earnings, the stock has no ...
Oracle: Its Valuation Is Not Traditionally Cheap, But The Shares Are Still Very Attractive
Seeking Alpha· 2025-09-25 22:38
Bert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wall Street Journal for his coverage of the software space. In 2001, Mr. Hochfeld formed his own independent research company, Hochfeld Independent Research Group, which ...
Siemens Healthineers AG - Special Call
Seeking Alpha· 2025-09-25 22:37
PresentationUnknown Executive Welcome to our pre-close catch-up for Q4 fiscal year 2025, which was recorded on September 25, 2025. In this podcast, we sum up and repeat relevant topics, which were communicated in public as potentially relevant for the upcoming quarter. With this Q4 episode of our pre-close catch-up, we are aiming at having everyone on the same page regarding our Q4 fiscal '25 before we go into silent period. Obviously, we are before closing and therefore, have no indications on Q4 actuals. ...
Costco Wholesale Corporation 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:COST) 2025-09-25
Seeking Alpha· 2025-09-25 22:30
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CEMATRIX Corporation - Special Call
Seeking Alpha· 2025-09-25 22:27
PresentationGlen AkselrodBristol Capital Ltd. The purpose of today's presentation is to give our audience an introduction and a better understanding of the business through a presentation and then questions with management. We'll have a very large audience today that includes some existing investors, but mostly people that are fairly new to the company. Our webinar structure today is geared for participants that are less familiar with the business. The discussion will be led by CEO, Randy Boomhour, who is a ...
Generation Mining Limited - Special Call
Seeking Alpha· 2025-09-25 21:57
PresentationI'll say good morning, good afternoon, good evening, depending on where in the world you're in from today. I saw at least one person from Sri Lanka. Good night to you. I hope you're doing well. Today, I'm joined by Jamie Levy, CEO of Generation Mining; and Kerry Knoll, the company's Chairman. Jamie Kerry how are you guys today?Romeo Maione This is the time to do [indiscernible]. Feels good. So here's going to work for the folks in the room. Gentlemen from Generation Mining are going to give a br ...
ClearPoint Neuro: Selling The Tools For Brain Therapies
Seeking Alpha· 2025-09-25 21:50
ClearPoint Neuro, Inc. (NASDAQ: CLPT ), caught my eye today. Its stock has rallied over 100% in just the last few days, and yet, there is no official news/press release from the company. Upon some research, I soon discovered thatAnalyst’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 ...
ClearPoint Neuro: Selling The Tools For Brain Therapies (NASDAQ:CLPT)
Seeking Alpha· 2025-09-25 21:50
ClearPoint Neuro, Inc. (NASDAQ: CLPT ), caught my eye today. Its stock has rallied over 100% in just the last few days, and yet, there is no official news/press release from the company. Upon some research, I soon discovered thatAnalyst’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 ...
Deere & Company: Recent Pain Makes A Downgrade The Most Sensible Option (NYSE:DE)
Seeking Alpha· 2025-09-25 21:49
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...