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Coinbase: Clarity Act Is Bad For Business (Rating Downgrade) (NASDAQ:COIN)
Seeking Alpha· 2026-01-13 15:07
Coinbase Global, Inc. ( COIN ) is often looked at as one of the most useful, practical platforms for investors to use to become involved in theThis 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 mo ...
Nvidia: Just Like Cisco In 2000
Seeking Alpha· 2025-11-28 15:47
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.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the ...
Palantir Earnings Review: $1.2 Trillion TAM
Seeking Alpha· 2025-05-06 19:37
Core Insights - Palantir Technologies Inc. (NASDAQ: PLTR) shares have increased by 41.84% year-to-date and 109.80% over the last six months, indicating strong performance in the tech sector [1]. Group 1: Company Performance - The company has been recognized as one of the best-performing stocks in its category [1]. Group 2: Investment Focus - The investment strategy focuses on 20th-century stocks undergoing transformation in the 21st century, with an emphasis on innovations in business models that can lead to significant stock changes [1].
Microsoft Q3 Preview: AI CapEx Moment Of Truth
Seeking Alpha· 2025-04-29 20:19
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 - 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]