Momentum

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X @Bloomberg
Bloomberg· 2025-09-11 09:38
Technology stocks are rising so far, so fast that some investors are starting to position for the move to lose momentum https://t.co/LBzQBrYclD ...
IREN: My New Favorite Crypto/AI Play
Seeking Alpha· 2025-09-03 18:06
Core Insights - The article emphasizes the importance of momentum in navigating the technology landscape, particularly in the context of past market events such as the dot com bubble, the credit default crisis of 2008, and the recent AI boom [1] Group 1 - The author has over two decades of experience in the market, specifically focusing on the technology, media, and telecommunications (TMT) sectors [1] - The article highlights the author's specialization in risk mitigation strategies during significant market downturns [1] - The current focus is on leveraging momentum as a key strategy for investment decisions [1]
Alibaba Won't Disrupt Nvidia With 7nm Chips.
Seeking Alpha· 2025-09-03 15:39
I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s the reason I never try to time the market and I only buy stocks if I am willing to hold them for at least 10 years.When it comes to fundamentals, I think everybody knows the market is forward looking, but few truly understand what t ...
SoFi: An Excellent Growth Story With More Room To Run; Buy
Seeking Alpha· 2025-09-01 10:35
Luke is an undergraduate business student. Luke is an active investor, mostly focusing on long-term equities, momentum, and value. He previously served as of the co-hosts of the Wall Street Insights Podcast found on Spotify, where interviewed financial professionals and discussed ways for students break into the industry. He writes about equities in the technology, financial, and industrial sectors. He analyzes equities based on company fundamentals as while as existing macroeconomic conditions. By writing ...
SHLD: Liquidity, Momentum, And Geopolitics Are Its Three Weapons
Seeking Alpha· 2025-08-19 03:48
Core Insights - The article emphasizes the importance of value investing in companies with solid long-term potential, highlighting a strategic approach for individual investors [1]. Group 1 - The individual investor has over five years of experience in personal investing and holds a PhD in Economics, indicating a strong educational background [1]. - The investment strategy focuses on identifying value companies, which suggests a preference for stocks that are undervalued relative to their intrinsic worth [1]. - The investor shares knowledge and analysis to support the community of individual investors, reflecting a commitment to educating others in the investment space [1].
The 'Halftime Report' Investment Committee debates how to trade the markets
CNBC Television· 2025-08-15 17:17
Hole is obviously looming large. So Rob, good to you. First.Good to see you again. Good to see you, Scott. I love on Fridays to talk to the committee about what our takeaway from this week of information and trade trading.You know information the market price action. What do we take away do you think, from this week in which we set some new records. Again, I.>> Mean, it's clear that. >> The momentum continues to be to the to the upside. It seems that this market is almost, almost unstoppable.It's funny Scot ...
I Liked UnitedHealth At $240, And I Like It At +$300
Seeking Alpha· 2025-08-15 12:18
I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a ...