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GameStop CoverageStop: GME's last sell-side analyst walks away
Seeking Alpha· 2025-09-28 12:29
Wedbush is dropping its coverage of GameStop (NYSE:GME) shares, leaving the retailer without a Wall Street rating as it continues to defy traditional analysis. Analyst Alicia Reese writes: "We are dropping coverage on GameStop (NYSE:GME) due to reallocation of ...
Gilat Satellite: New M&A Strategy Is Powering Fresh Growth
Seeking Alpha· 2025-09-28 12:28
I'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.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 (o ...
Palo Alto Networks $19B Surprise Few Saw Coming
Seeking Alpha· 2025-09-28 12:14
Group 1 - The article highlights Uttam as a growth-oriented investment analyst focusing on the technology sector, particularly in semiconductors, Artificial Intelligence, and Cloud software [1] - Uttam's research also encompasses MedTech, Defense Tech, and Renewable Energy, indicating a diverse investment approach [1] - The Pragmatic Optimist Newsletter, co-authored by Uttam and his wife, is recognized and cited by major publications like the Wall Street Journal and Forbes, showcasing its influence in the investment community [1] Group 2 - Prior to his research career, Uttam led teams at major technology firms such as Apple and Google, emphasizing his extensive experience in the industry [1]
It Is Like 1999 All Over Again
Seeking Alpha· 2025-09-28 12:04
Group 1 - The major indexes are experiencing upward movement despite signs of trouble in the jobs and housing markets [1] - Headline economic growth remains strong, with Q2 GDP being revised upward [1] - The Biotech Forum offers a model portfolio featuring 12-20 high upside biotech stocks, along with live chat discussions and weekly market commentary [1]
Since Bad Things Are Happening To Good Stocks, This May Help (Technical Analysis)
Seeking Alpha· 2025-09-28 12:00
Group 1 - The article emphasizes the challenges in identifying quality investments, valuation, and technical price support in the current market environment, supporting a conservative equity positioning strategy [1] - The founder of Sungarden Investment Publishing, Rob Isbitts, highlights the importance of a non-traditional approach to income investing and the need for humility and discipline in navigating the investment climate [2] Group 2 - The article does not provide any specific company or industry analysis, focusing instead on general investment strategies and market observations [3][4]
IAUI: An Interesting Fund With Some Mixed Data (BATS:IAUI)
Seeking Alpha· 2025-09-28 11:52
Group 1 - Covered-call funds have rapidly and significantly evolved over the last 5 years, moving beyond simple buy and write strategies [1] - Original options-based investments, such as those from Global X Funds, primarily focused on basic strategies [1] Group 2 - No specific investment recommendations or advice are provided regarding the suitability of investments for particular investors [2] - The article reflects the opinions of the author and does not represent the views of Seeking Alpha as a whole [2]
Tesla's Income ETFs: Why TSLY Outshines TSW In A Rally-And-Crash World
Seeking Alpha· 2025-09-28 11:49
Group 1 - The article discusses the author's perspective on Tesla's stock, indicating a belief that it is a sell opportunity as of July 2025 [1] - The author has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation and market trends [1] - The author emphasizes a long-term perspective on value creation, combining rigorous risk management with macroeconomic trends and corporate earnings analysis [1] Group 2 - The article does not contain any disclosures regarding stock positions or business relationships with companies mentioned [2] - It clarifies that past performance is not indicative of future results and does not provide specific investment recommendations [3]
Gogo Stock: Interest Payments Are Eating Up The Earnings Growth (NASDAQ:GOGO)
Seeking Alpha· 2025-09-28 11:32
In the fourth quarter last year, Gogo Inc. (NASDAQ: GOGO ) completed its acquisition of Satcom Direct (SD) for the total value of $415 million in fixed payment, $375 million in cash, and $40 million in GOGO stock (the companyI'm a self taught equity analyst, I run a consultation firm in South Africa where we help clients with estimating the value of construction projects, over the past 5 years I've been retail investing and learning more about how the stock market works, following the work of Ben Graham and ...
Robinhood Markets' Upcoming Social Media Platform Could Be A Game Changer (NASDAQ:HOOD)
Seeking Alpha· 2025-09-28 11:27
Group 1 - Robinhood Markets is experiencing exceptional growth and benefits from societal tailwinds that could drive more business [1] - The company is recognized as one of the hottest brands in the finance sector, but its valuation is considered sky-high [1] - The analysis emphasizes the importance of observing megatrends and technological advancements to identify investment opportunities [1] Group 2 - The focus on fundamentals, quality of leadership, and product pipeline is crucial for uncovering investment opportunities [1] - The analyst has experience in evaluating startups and emerging industries, which adds depth to the analysis of Robinhood and similar companies [1]
Red Rock Resorts: The House Is Winning, And The Stock Is Still A Buy (NASDAQ:RRR)
Seeking Alpha· 2025-09-28 11:25
Core Insights - The article emphasizes the importance of fundamental analysis in identifying undervalued stocks with growth potential [1]. Group 1: Company Analysis - The analyst has a broad career covering both Brazilian and global stocks, indicating a diverse investment perspective [1]. - The focus is on value investing, which suggests a strategy aimed at finding stocks that are trading for less than their intrinsic values [1]. Group 2: Market Perspective - The article does not provide specific market data or trends, but it implies a general approach to investment that prioritizes fundamental metrics over market speculation [1].