I am bullish on LG Display Co., Ltd. (NYSE: NYSE: LPL ), driven by the new technology of its display business, the primary RGB Tandem . This is the world’s best OLEDFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong ...

I am bullish on LG Display Co., Ltd. (NYSE: NYSE: LPL ), driven by the new technology of its display business, the primary RGB Tandem . This is the world’s best OLEDFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong ...

Group 1 - The core viewpoint is bullish on Bitcoin Depot Inc. (NASDAQ: BTM) due to its expansion of bitcoin treasury holdings to 100.35 Bitcoins, with a recent purchase of 6 Bitcoins for $0.6 million [1] - The company has previously acquired 83 Bitcoins, indicating a strategic approach to increasing its cryptocurrency assets [1] Group 2 - The analyst emphasizes a unique investment approach called "First Principles," which focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, showcasing a proven track record of delivering strong returns [1] - Articles published on Seeking Alpha highlight themes of emerging technologies, sustainable investing, and the intersection of innovation and finance [1]

Core Viewpoint - Aeluma, Inc. (NASDAQ: ALMU) is rated as a buy due to significant contracts with NASA, the Department of Energy (DOE), and the US Navy, which are expected to drive revenue growth in FY2026 [1] Group 1: Company Overview - Aeluma, Inc. has secured contracts with key government agencies, indicating strong potential for future revenue [1] - The company's focus on technology, innovation, and sustainability positions it well within the investment landscape [1] Group 2: Analyst Background - The analyst employs a "First Principles" approach to investment analysis, breaking down complex problems to identify overlooked opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1]

Core Viewpoint - The company Rezolve AI PLC (NASDAQ: RZLV) is viewed positively due to its partnership with Google and Microsoft, which is expected to enhance its market performance [1]. Group 1: Company Performance - Prior to the partnership with major tech firms, Rezolve AI PLC experienced poor price returns, leading to a significant decline at one point [1]. Group 2: Analyst Background - The analyst, associated with First Principles Partners, specializes in technology, innovation, and sustainability investments, employing a unique approach that breaks down complex problems to identify overlooked investment opportunities [1]. - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1]. Group 3: Investment Focus - Articles published on Seeking Alpha by the analyst focus on emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and learn from fellow investors [1].

Core Viewpoint - The article expresses a bullish outlook on MARA Holdings, Inc. (NASDAQ: MARA), driven by a projected Bitcoin price of $200,000 by 2030 [1] Company Analysis - MARA Holdings is positioned to benefit from the anticipated rise in Bitcoin prices, suggesting potential for significant returns [1] - The analysis employs a "First Principles" approach, breaking down complex financial and technological elements to identify overlooked investment opportunities [1] Industry Context - The focus on emerging technologies and sustainable investing indicates a broader trend in the investment landscape, where innovation and sustainability are becoming increasingly important [1]

Core Principle - Engineering conversations are powerful due to their focus on first principles, not eloquence [1]

Company Overview - Hims & Hers Health, Inc (NYSE: HIM) has maintained a subscriber base of 2.439 million as of the second quarter of 2025, indicating strong customer retention and growth potential [1]. Investment Approach - The investment analysis is based on a "First Principles" approach, which breaks down complex financial and technological problems to identify overlooked investment opportunities [1]. Analyst Background - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1].

Core Insights - The article emphasizes the importance of focusing on "first principles" in investing rather than seeking simple explanations for market movements, which are often influenced by complex factors [4][23]. - It highlights the significance of distinguishing between "signal" and "noise" in market analysis, encouraging investors to concentrate on meaningful data that can aid in decision-making [7][8]. Investment Strategies - Investors are advised to buy stocks that are trending above their moving averages, as this aligns with the principle that "a body in motion tends to stay in motion" [11][12]. - The article suggests implementing a reward-to-risk ratio of 5-to-1, allowing investors to be wrong on many trades yet still achieve profitability [13][14]. - It stresses the importance of leveraging sentiment indicators, such as the CNN Fear & Greed Index and the VIX, to gauge market sentiment and make informed investment decisions [16][17][18]. Market Trends - The tech sector is experiencing a resurgence, driven significantly by the rapid expansion of Artificial Intelligence, presenting lucrative opportunities for both short-term traders and long-term investors [24]. - The article mentions that a specific stock related to advanced AI tools is expected to have exceptional upside potential, indicating a strong market interest in AI-related investments [26]. Additional Insights - The article discusses the relevance of seasonality in investing, noting that historical market data can predict trends during specific times of the year [18][19]. - It emphasizes that the reaction to significant news events is often more telling than the news itself, suggesting that investors should focus on price action rather than the headlines [20][22].

Group 1 - EHang Holdings Limited (NASDAQ: EH) has received regulatory approval for the Air Operator Certificate (AOC), marking a significant milestone for the company as it enables commercial human-carrying low-altitude travel in China [1] - The approval of AOC is expected to drive growth and investment opportunities within the low-altitude travel sector, highlighting the potential for innovation and sustainability in this emerging market [1] - The analyst emphasizes a unique investment approach called "First Principles," which focuses on breaking down complex problems to identify overlooked investment opportunities in technology and finance [1] Group 2 - The article reflects a strong belief in the future of EHang Holdings Limited, driven by advancements in regulatory frameworks and technological innovation [1]