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CoreWeave: The Nvidia Put Is A Game Changer
Seeking Alpha· 2025-09-27 14:35
Despite being well off its all-time highs, CoreWeave, Inc.'s (NASDAQ: CRWV ) gains since it went public are still at a highly impressive 209%. The IPO was a high-profile one, and after a few quarters of results asI'm a full-time investor with a strong focus on the tech sector. I graduated with a Bachelor of Commerce Degree with Distinction, major in Finance. I'm also a proud lifetime member of the Beta Gamma Sigma International Business Honor Society. My core values are: Excellence, Integrity, Transparency, ...
Bank On The Fed's Economic Growth Forecast With 2 Magnificent Dividends
Seeking Alpha· 2025-09-27 14:30
Save yourself thousands of dollars by creating a portfolio that pays you to hold it. No selling required to fund your retirement dreams. Tired of going it alone or visiting a financial advisor who just doesn't seem to care? Join our lively group! Our Income Method generates strong returns, making retirement investing less stressful and straightforward .Interest rates are rarely cut when the economy is surging with strength and growth. Cuts are designed to spur the economy onward, much like pressing down on ...
IBM: Fairly Valued, Offering Market-Like Growth (NYSE:IBM)
Seeking Alpha· 2025-09-27 14:23
International Business Machines Corporation (NYSE: IBM ) is a global information technology company that specializes in software and cloud services. The company has a phenomenal history and, over the years, transitioned from a hardware business to a leader in both integratedDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional backgr ...
IBM: Fairly Valued, Offering Market-Like Growth
Seeking Alpha· 2025-09-27 14:23
Group 1 - IBM is a global information technology company that specializes in software and cloud services, transitioning from a hardware business to a leader in integrated solutions [1] - The company has a phenomenal history and has adapted to changing market conditions over the years [1] Group 2 - The article emphasizes the importance of understanding macro trends that influence asset prices and investor behavior [1] - It highlights the significance of following central bank policies, sector rotation, and sentiment dynamics in constructing actionable investment strategies [1]
SCHD: Time To Throw In The Towel? (Rating Downgrade)
Seeking Alpha· 2025-09-27 14:06
Group 1 - PropNotes focuses on identifying high-yield investment opportunities for individual investors [1] - The company leverages a background in professional Prop Trading to simplify complex concepts and provide actionable insights [1] - All analyses produced by the company aim to assist investors in making informed market decisions, supported by expert research [1] Group 2 - The article expresses the author's personal opinions and discloses a beneficial long position in SCHD shares [2] - There is no compensation received for the article other than from Seeking Alpha, and no business relationship exists with any mentioned company [2] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [3]
Tariffs Could Be A Boon For Ethan Allen Interiors (NYSE:ETD)
Seeking Alpha· 2025-09-27 14:00
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! ...
Tariffs Could Be A Boon For Ethan Allen Interiors
Seeking Alpha· 2025-09-27 14:00
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! ...
Logan Energy: Big Production Increases Ahead After A Big Second Quarter
Seeking Alpha· 2025-09-27 13:48
I analyze oil and gas companies like Logan Energy and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here ...
SoFi Technologies: Ride Your Winners - Fed Inflection Fully Priced In (Rating Downgrade)
Seeking Alpha· 2025-09-27 13:30
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.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 ...
Lineage: A Deeply Discounted Cold Storage Giant Positioned To Consolidate The Industry
Seeking Alpha· 2025-09-27 13:30
Group 1 - Lineage is the largest cold storage operator globally, owning and operating temperature-controlled warehouses that are essential for supply chains [1] - Lineage's closest competitor is Americold, indicating a competitive landscape in the cold storage industry [1] Group 2 - The article highlights the importance of cold storage facilities in maintaining the integrity of temperature-sensitive products [1] - The author has a background in both equity and real estate markets, emphasizing a focus on identifying long-term investment opportunities [1]