Seeking Alpha·2026-01-12 15:00Core Insights - Neoclouds like CoreWeave, Inc. (CRWV) are gaining attention for different reasons compared to their peers in the memory business [1] - JR Research is identified as an opportunistic investor focusing on attractive risk/reward opportunities that can generate alpha above the S&P 500 [1] - The investment strategy emphasizes avoiding overhyped stocks while targeting beaten-down stocks with significant recovery potential [1] Investment Strategy - The approach combines price action analysis with fundamental analysis to identify high-potential opportunities across various sectors [1] - The investing group Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with solid fundamentals and robust buying momentum [1] - The focus is on stocks with strong growth potential and contrarian plays that have been well-beaten [1]