Nvidia Corporation ( NVDA ) is at the center of the AI boom and has been so since the beginning. As such, the performance of the company and of its shares acts as a sort of bellwether forI've been in the investing world for over 10 years at this point. My interests in writing on Seeking Alpha center around both the larger purview of macroeconomic themes, as well as around microeconomic issues regarding specific companies. In that way, my writing is very opportunistic, just like my investing. My goal, first ...

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Join us today to learn what our members already know. Our analysis helps you find more profits and more income with less risk. ETF Asset Allocation, Growth Stocks, Dividend Stocks, REITs and Option Selling For Income (we'll teach you how).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 compen ...

Core Insights - The article discusses the investment strategies and focus areas of The Pragmatic Investor, which aims to build diversified portfolios to preserve and increase wealth [1] Group 1: Company Overview - The Pragmatic Investor is led by economist James Foord, who has a decade of experience analyzing global markets [1] - The investment group covers various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] Group 2: Services Offered - The Pragmatic Investor provides features such as a dedicated portfolio, weekly market update newsletters, actionable trades, technical analysis, and a chat room for investor engagement [1]

So far in 2026, one of the biggest themes that has driven the stock market is a change of leadership. The tech and growth stocks that have driven much of the stock market’s gains over the past few years have retreated sharply, whileWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributo ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

I maintain the Hold recommendation on Lennar ( LEN ) shares, as I do not see strong drivers for share price growth in the coming quarter. The Q4 financial results turned out to be weak,Hi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I stu ...

Group 1 - The article emphasizes the constraints and supply shortages created by the surge in demand for high bandwidth memory (HBM) due to the AI boom [1] - There is a notable increase in interest in stocks related to technology and AI, indicating potential investment opportunities in this sector [1] Group 2 - The author expresses a personal interest in adding certain stocks to their portfolio, suggesting a proactive approach to investment in the tech sector [1] - The content is designed to be accessible for both beginners and advanced readers, aiming to provide a well-reasoned perspective on market trends [1]

Core Viewpoint - The article discusses the multifaceted identity of the blogger known as Ironman, who operates on the Political Calculations site, focusing on investing, business, and economics [1] Group 1 - Ironman is described as potentially having multiple professional roles, including engineer, researcher, analyst, rocket scientist, editor, and teacher [1] - The article suggests that Ironman may not be a single individual, leaving it to readers to determine the true identity behind the posts and comments [1]

As you know, Novo Nordisk ( NVO ) has just released top-line results from its REDEFINE 4 Phase 3 obesity trial. Overall, the results are clearly a disappointment relative toI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an appreciation for the rigor and challenges behind drug devel ...