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EZBC: Big Outflows As Bitcoin Peaks (Double Downgrade)
Seeking Alpha· 2025-10-23 21:29
Core Insights - The account is managed by Noah's Arc Capital Management, focusing on providing Wall Street-level insights to main street investors [1] - The research primarily targets 20th-century stocks undergoing transformation in the 21st century, while also covering companies that facilitate these transformations [1] - The emphasis is on identifying innovations in business models that could lead to significant stock price changes [1] Company Focus - Noah's Arc Capital Management aims to analyze and invest in companies that are adapting to modern market demands [1] - The firm is particularly interested in the intersection of traditional industries and innovative practices that can drive growth [1] Research Approach - The research methodology includes a focus on old economy stocks that are experiencing a shift due to new technologies or business models [1] - The firm occasionally examines companies that play a role in transforming these traditional firms [1]
IBIT: We're At The Top (Double Downgrade)
Seeking Alpha· 2025-08-25 10:00
Core Insights - The account is managed by Noah's Arc Capital Management, focusing on providing Wall Street-level insights to main street investors [1] - The research primarily targets 20th-century stocks undergoing transformation in the 21st century, as well as companies that facilitate these transformations [1] Group 1 - The firm seeks innovations in business models that can lead to significant stock price changes [1]
Nvidia Q2 Preview: AI Bubble Is Popping
Seeking Alpha· 2025-08-24 09:02
Group 1 - The account is managed by Noah's Arc Capital Management, focusing on providing Wall Street level insights to main street investors [1] - The research primarily targets 20th century stocks undergoing transformation in the 21st century, while also covering companies that facilitate these transformations [1] - The emphasis is on identifying innovations in business models that could lead to significant stock price changes [1] Group 2 - The managing partner of Noah's Arc Capital Management is Noah Cox, whose views may not necessarily reflect those of the firm [3] - The article is intended solely for informational purposes and does not constitute investment advice [3]
GBTC: Quantum Computing Risk (Rating Downgrade)
Seeking Alpha· 2025-07-21 09:33
Core Insights - The account is managed by Noah's Arc Capital Management, focusing on providing Wall Street-level insights to main street investors [1] - The research primarily targets 20th-century stocks undergoing transformation in the 21st century, while also covering companies that facilitate these transformations [1] Group 1 - The firm seeks innovations in business models that can lead to significant stock changes [1] Group 2 - Noah Cox is the managing partner of Noah's Arc Capital Management, and his views may not necessarily reflect those of the firm [3]
ASML: Trump Tariff War Boom
Seeking Alpha· 2025-04-21 15:30
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 contributor Elijah Buell.Analyst’s Disclosure: I/we have a beneficial lo ...
Micron Q2: AI Agents Accelerating Growth
Seeking Alpha· 2025-03-21 22:53
Group 1 - Micron Technology, Inc. has experienced significant volatility in its stock price over the past six months, with shares currently up just over 1% [1] - The analysis is conducted by Noah's Arc Capital Management, which focuses on 20th-century stocks undergoing transformation in the 21st century [1] - The firm seeks to identify innovations in business models that could lead to dramatic changes in stock performance [1] Group 2 - The article does not provide specific financial metrics or performance data related to Micron Technology, Inc. or the broader industry [1]
IBM: Big Blue's Big Plans For Quantum
Seeking Alpha· 2025-03-18 09:47
Group 1 - The account is managed by Noah's Arc Capital Management, focusing on 20th-century stocks undergoing transformation in the 21st century [1] - The research aims to identify innovations in business models that could lead to significant stock changes [1] Group 2 - The managing partner of Noah's Arc Capital Management is Noah Cox, whose views may not reflect the firm's overall stance [3] - The article is intended solely for informational purposes and does not constitute investment advice [3]
Nvidia Q4 Earnings Review: Losing On AI Inference
Seeking Alpha· 2025-02-28 08:20
Group 1 - The account is managed by Noah's Arc Capital Management, focusing on 20th-century stocks undergoing transformation in the 21st century [1] - The research aims to identify innovations in business models that could lead to significant stock changes [1] Group 2 - The main author, Noah Cox, is the managing partner of Noah's Arc Capital Management, and his views may not reflect the firm's overall stance [3] - The article is intended solely for informational purposes and does not constitute investment advice [3]