Carnival (US:CCL) Seeking Alphaยท2025-09-09 11:55Group 1 - The company has been heavily invested in the tech sector since 2022, particularly in AI, and is now seeking diversification by exploring companies with strong fundamentals outside of tech [1] - The writer has a background in software engineering and has developed a keen interest in financial markets, focusing on the intersection of software, infrastructure, and capital allocation [1] - The current role involves working at a tech firm that specializes in algorithmic trading platforms and low-latency infrastructure for institutional clients, providing insights into market functions [1] Group 2 - The analysis focuses on tech companies through both technical and fundamental lenses, covering areas such as enterprise software, cloud infrastructure, AI platforms, and trading technology [1]