Invesco QQQ ETF QQQ just flashed a Golden Cross, and it's not just a technical footnote – it's a bullish billboard. Chart created using Benzinga Pro Golden Cross Confirms The Breakout The 52-week high of $540.81, set back in February, is now within whispering distance. If that level is cleared, QQQ may start attracting even more momentum chasers. Investors looking for a growth barometer beyond individual stocks often use QQQ as a sentiment proxy for the Nasdaq 100. With a technical breakout now confirmed an ...

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 a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article mysel ...

Analyst's Disclosure:I/we have a beneficial long position in the shares of MRVL, NVDA, AVGO 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 relationship with any company whose stock is mentioned in this article. I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other inves ...

Group 1 - The article discusses a positive outlook on Workday (NASDAQ: WDAY) following a previous recommendation to buy, highlighting attractive entry points due to AI monetization and partnerships [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets rather than just low multiples [1] - It is noted that while investing in successful companies carries risks, the potential for significant development can make immediate price less critical [1]

Group 1 - The article emphasizes that HODL (Hold On for Dear Life) strategies may not yield significant alpha or maintain a high Sharpe ratio over the long term, suggesting that active management is essential for investors [1] - It highlights the importance of minimizing opportunity costs in investment strategies, indicating that seeking high positive returns does not equate to generating high alpha [1] Group 2 - The article does not provide any specific company or industry-related content, focusing instead on general investment strategies and philosophies [2][3]

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are not registered/ ...

Core Viewpoint - Freshworks (NASDAQ: FRSH) is rated as a hold, reflecting the belief that the stock price is currently justified by its performance and market conditions [1]. Financial Performance - The 1Q25 results showed solid performance in both growth and margin, indicating a positive financial trajectory for the company [1]. Market Conditions - The company faces macroeconomic headwinds, which could impact future performance [1]. - There is an ongoing internal restructuring of the go-to-market strategy, which may affect operational efficiency [1]. - Uncertainty surrounding AI monetization poses additional risks to the company's growth potential [1]. Investment Philosophy - The investment approach emphasizes understanding core business economics, including competitive advantages, unit economics, reinvestment opportunities, and management quality [1]. - The focus is on identifying businesses with the potential for long-term free cash flow generation and shareholder value creation [1]. - The analyst aims to provide accessible and analytical insights to help investors focus on long-term equity value drivers [1].

USA | US Insights Equity Research May 10, 2025 What You Need to Know We are pleased to present a selection of our most insightful, best-read, and most-watched US content. This week, we update our Mag7 long/short portfolio and make our final estimate on changes expected in the Russell's rebalance. We share views from corporates across healthcare on the changes at the FDA and anticipate an Executive Order on drug pricing as soon as next week. Big picture themes ... Quant Strategy: EPS risk is growing suggeste ...