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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 ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

When I last covered Micron Technology with “ Micron: Stay Long Into New Year’s Earnings Risk ”, the stock was trading below $77 per share and several key operational risks clouded the outlook in a negative lightAnalyst’s Disclosure: I/we have a beneficial long position in the shares of MU 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 relat ...

Micron just reported another fantastic set of quarterly financial results, driven by artificial intelligence.When it comes to artificial intelligence (AI) chips, Nvidia is rightly the center of attention. Its graphics processing units (GPUs) for the data center are the best in the industry for developing AI models, and they have helped the company add a whopping $2.6 trillion to its market capitalization since the start of 2023.But the AI landscape is rapidly expanding, and other semiconductor companies are ...

The secular bull market continues to chug along, buoyed by strong economic data and a resilient corporate earnings backdrop. With stocks surpassing former resistance levels recently, the breakout to all-time highs has kept any selling pressure to a minimum.Markets applauded several critical data points this week. The US economy grew at a 3% annualized pace during the second quarter, faster than economists had projected. This is another confirmation signal for this ongoing bull market.Stock returns are prima ...

Retirement is complicated, and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Micron (NASDAQ: MU ) is one of the largest memory companies in the world in an oligopoly with much larger peers Samsung, and SK Hynix. The company surged ...

I last covered Micron (NASDAQ: MU ) in August, and I put out a Buy rating at the time after a Hold rating in July, where the stock collapsed 25% in price following it. As a value investor, I lookOliver Rodzianko is an investment analyst specializing in the technology sector, with a focus on artificial intelligence, semiconductors, software, and renewable energy. He has earned a strong reputation on Seeking Alpha, where he is frequently featured in the platform’s "Must Reads." His work is also syndicated by ...

Chip stocks, led by Nvidia ( NVDA ), were the trade of the year in early 2024... until they weren't by mid-summer, plagued by concerns on overblown AI demand and businesses stockpiling inventory and potentially not refreshing orders.With 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 contribut ...