Asset bubble

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Tesla: Q2 Deliveries, Robotaxi Pilot, Valuation, Technicals, And Morew
Seeking Alpha· 2025-07-03 14:56
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management.TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignme ...
Baidu: An Irresistible Deep Value AI + Robotaxi Play
Seeking Alpha· 2025-06-30 12:30
"We're in an asset bubble, and TQI can help you navigate it profitably" In addition to our work on Seeking Alpha, we publish best-in-class investing tidbits and research insights at TQI Tidbits [free newsletter], Twitter, and LinkedIn. Follow for more investing content. I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial fr ...
Hims & Hers: Panic Sell Or Opportunistic Buy?
Seeking Alpha· 2025-06-25 08:58
Core Insights - The company, TQI, aims to assist investors in navigating the current asset bubble profitably [1] - TQI was established in July 2022 with a mission to simplify and enhance the investing experience for all [2] Company Offerings - TQI publishes premium equity research reports on Seeking Alpha, providing a research library and performance tracker [2] - The company offers highly-concentrated, risk-optimized model portfolios tailored to different stages of the investor lifecycle [2] - TQI provides access to proprietary software tools and group chats to enhance investor engagement and support [2] Communication Channels - TQI shares investing insights through various platforms, including a free newsletter, Twitter, and LinkedIn [2] - The company emphasizes the importance of community and active engagement in the investment process [2]
Alibaba: Ignore The Noise And Buy For The Long Haul
Seeking Alpha· 2025-05-16 12:00
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...
AMD: Resilience In The Face Of Macro And Regulatory Adversity
Seeking Alpha· 2025-05-07 02:07
Group 1 - The company, TQI, was established in July 2022 with the mission to simplify, enhance enjoyment, and increase profitability in investing for all investors [2] - TQI publishes premium equity research reports on Seeking Alpha, which includes a research library and performance tracker [2] - The company offers highly-concentrated, risk-optimized model portfolios tailored to meet the needs of investors at different stages of their investment lifecycle [2] Group 2 - TQI provides access to proprietary software tools and facilitates group chats for its investing community [2] - In addition to Seeking Alpha, TQI shares investing insights and research through a free newsletter, Twitter, and LinkedIn [2]
Palantir: Triple Play Not Enough To Justify $300B Valuation
Seeking Alpha· 2025-05-05 23:20
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...
SoFi Technologies: Momentum Is Building
Seeking Alpha· 2025-04-29 16:00
"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management. TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignm ...
AT&T: The Re-Rating Is Complete (Rating Downgrade)
Seeking Alpha· 2025-04-24 12:30
Core Insights - The company, TQI, aims to assist investors in navigating the current asset bubble profitably [1] - TQI was established in July 2022 with a mission to simplify and enhance the investing experience for all investors [2] Company Offerings - TQI publishes premium equity research reports on Seeking Alpha, providing a research library and performance tracker [2] - The company offers highly-concentrated, risk-optimized model portfolios tailored to different stages of the investor lifecycle [2] - TQI provides access to proprietary software tools and group chats to enhance the investing experience [2] - The company also shares investing insights through a free newsletter, Twitter, and LinkedIn [2]