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Nvidia Doesn't Need To Pay For Its Chips Due To Pricing Power
Seeking Alpha· 2026-02-23 19:21
The concerns around the artificial intelligence industry are taking their toll on Nvidia Corporation's ( NVDA ) stock performance. Since my previous coverage , the stock price has lost 6% as the unprecedented Capex byAnalyst’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 t ...
Stocks Drop From Tariff Uncertainty - Dow Jones And U.S. Index Outlook
Seeking Alpha· 2026-02-23 19:20
primeimages/E+ via Getty Images By Elior Manier Traders returned from the weekend reassessing tariff risks, and judging by the open, uncertainty is far from resolved. The start of the week is softer, contracting a strong Friday close despite geopolitical risk. Nothing ...
Blue Owl Could Be Just The Tip Of The Iceberg
Seeking Alpha· 2026-02-23 19:06
Live Chat on The Biotech Forum sees frequent discussion of specific covered call trades. To see what covered call trades I am currently executing along with a model portfolio of attractive biotech stocks, just initiate your free trial into The Biotech Forum by clicking HERE .In late summer of last year, the sudden and unexpected bankruptcies of TriColor Holdings and First Brands sent ripples across the credit markets. Loans that were carried at 100% of value suddenly became worth veryBret Jensen has over 13 ...
Stellantis Earnings Preview: Deep Value Or Deep Trouble?
Seeking Alpha· 2026-02-23 18:56
Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.I’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption, policy shi ...
VVR: Avoid This Floating-Rate Fund For The Time Being
Seeking Alpha· 2026-02-23 18:51
At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!We are currently offering ...
Vulcan Materials - Examining A Somewhat Overvalued Sector Leader
Seeking Alpha· 2026-02-23 18:49
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. While this article may sound like financial advice, please observe that the author is not a CFA or in ...
Gold’s Windfall Isn’t Enough: Why RING Needs More Time (NASDAQ:RING)
Seeking Alpha· 2026-02-23 18:31
The iShares MSCI Global Gold Miners ETF ( RING ) has benefited from a sharp gold-driven margin expansion phase in the past few months. Many constituents have started repairing their balance sheets, but very few have reached aI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...
Gold's Windfall Isn't Enough: Why RING Needs More Time
Seeking Alpha· 2026-02-23 18:31
The iShares MSCI Global Gold Miners ETF ( RING ) has benefited from a sharp gold-driven margin expansion phase in the past few months. Many constituents have started repairing their balance sheets, but very few have reached aI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...
Nvidia: You Haven't Seen Peak AI Yet
Seeking Alpha· 2026-02-23 18:17
I'm a Ukraine-based seasoned investor, who firsthand experienced what’s it like to live in an environment full of systemic geopolitical shocks when the war came to my home country. Despite this, I managed to build an all-weather portfolio that has been able to thrive in volatile markets. My goal is to help investors find event-driven geopolitical ideas that can generate strong returns during periods of economic and political uncertainty.Analyst’s Disclosure: I/we have a beneficial long position in the share ...
HYI: Higher Rates Present An Opportunity To Accumulate
Seeking Alpha· 2026-02-23 18:17
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 ...