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Daktronics: MicroLED Mass-Transfer Indicates Massive Margin Expansion
Seeking Alpha· 2026-02-24 15:17
Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures [1][2] Group 1 - There is no stock, option, or similar derivative position in any of the companies mentioned [1] - The article expresses personal opinions and is not receiving compensation beyond Seeking Alpha [1] - The authors are not licensed or certified by any institute or regulatory body [2]
Synopsys: Super-Wide Moat And Attractive Valuation Thanks To 'SaaSpocalypse'
Seeking Alpha· 2026-02-24 15:14
I want to empower Investors, to make as much money, from both income and capital appreciation, with as little risk as possible, through my coverage of dividend, growth, and value companies. This broad coverage allows for discovering new, exciting ideas while covering what makes up reader's portfolios already."In giving (not investment) advice seek to help, not to please, your friend." - SolonMy investing style:Selective Investor looking for opportunities with a good risk-adjusted ROI. For dividend investing ...
IBM: Why Anthropic's AI Threat Is Overblown, Upgrading To Buy
Seeking Alpha· 2026-02-24 15:11
Core Insights - The article emphasizes the importance of creating engaging financial content that is accessible and relevant to everyday investors, highlighting the role of narrative in presenting financial data [1] Group 1: Content Creation - The company specializes in producing written content in various formats, including articles, blogs, emails, and social media, aimed at financial advisors and investment firms [1] - There is a focus on thematic investing, market events, and client education, with an aim to relate to everyday investors in a concise manner [1] - The use of empirical data and charts is highlighted as a method to create evidence-based narratives that effectively communicate financial concepts [1] Group 2: Market Analysis - The company expresses enthusiasm for analyzing various asset classes, including stocks, bonds, commodities, currencies, and cryptocurrencies, indicating a broad interest in macro drivers affecting these markets [1] - There is an emphasis on producing content that is not only informative but also engaging, utilizing SEO strategies and specific style guides when appropriate [1]
Myriad Genetics Beats Q4 Expectations, Shares Surge Amid Core Franchise Growth
Seeking Alpha· 2026-02-24 15:10
分组1 - Myriad Genetics, Inc. reported a strong earnings beat for Q4 2025, with Non-GAAP EPS at $0.04, surpassing consensus estimates [1] - The stock price increased approximately 25% in pre-market trading following the earnings announcement [1] 分组2 - The article emphasizes the importance of combining scientific expertise with financial analysis in the biotech sector [1] - The focus is on identifying innovative biotechnology companies that are developing unique therapies and technologies [1] - The analysis aims to evaluate the science behind drug candidates, competitive landscape, clinical trial design, and market opportunities while considering financial fundamentals [1]
Energy Transfer: Continues To Dominate The Midstream Industry
Seeking Alpha· 2026-02-24 15:10
2025 was certainly a strange year for Energy Transfer’s unitholders, as units lost around 16% in value, though 2026 saw an already strong appreciation. I’ve been a long-time bull on ET , and IAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been u ...
Sixth Street Specialty Lending: Strong Value Despite Market Fears
Seeking Alpha· 2026-02-24 14:44
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TSLX, ARCC, BXSL, OBDC either through stock ownership, options, or other derivatives. 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 advice is being given a ...
CrowdStrike: Gets Mistakenly Thrown Into The AI Flames - Time To Buy (Upgrade)
Seeking Alpha· 2026-02-24 14:43
If anything, I think it's clear that this software apocalypse is coming for everyone in SaaS. Not content to only disrupt the work management, financial services/analytics firms, etc., Anthropic ( ANTHRO ) now targetsJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price actio ...
ONEOK: While AI Stocks Plummet, This Giant Grows (Q4 Earnings Review) (NYSE:OKE)
Seeking Alpha· 2026-02-24 14:36
The AI revolution has been recently rattling the market: after a couple of years when any AI stock has kept making new highs, we are now in the midst of stocks that are plummeting because investors fear AI disruption. In this environment, theI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding fr ...
ONEOK: While AI Stocks Plummet, This Giant Grows (Q4 Earnings Review)
Seeking Alpha· 2026-02-24 14:36
The AI revolution has been recently rattling the market: after a couple of years when any AI stock has kept making new highs, we are now in the midst of stocks that are plummeting because investors fear AI disruption. In this environment, theI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding fr ...
Power Solutions: AI Tailwinds Against Governance Headwinds
Seeking Alpha· 2026-02-24 14:33
Core Insights - The article discusses investment strategies focusing on Long/Short ideas in the North American market, highlighting the author's background in finance and investment [1]. Group 1 - The author has a Master's degree in Finance from Queen Mary University of London and a Bachelor's degree in Economics from Middlesex University, indicating a strong academic foundation in financial analysis [1]. - Prior to writing for Seeking Alpha, the author worked at an Investment Fund in the United Kingdom, suggesting practical experience in investment management [1].