I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned perspective.I also run a YouTube Channel called "The Market Monkeys" and break some of the stocks there as well.Analyst’s Disclosure:I/we have no stock, option or similar derivative ...

Core Insights - Micron Technology's shares increased approximately 6% in premarket trading following an upgrade from Morgan Stanley, which changed the stock's rating from Equal-weight to Overweight [2] - Morgan Stanley also raised the price target for Micron's stock from $160 to $220, indicating a positive outlook for the company's future performance [2] Company Summary - The upgrade by Morgan Stanley reflects confidence in Micron's growth potential and market position [2] - The new price target suggests a significant upside for investors, highlighting the firm's belief in Micron's ability to perform well in the semiconductor industry [2]

Core Viewpoint - The analyst expresses a cautious stance on Broadcom Inc. (NASDAQ: AVGO) stock, indicating a belief that selling may not be the best option despite previous reservations [1]. Company Analysis - Broadcom Inc. is highlighted as a focus for investment analysis, particularly within the tech sector [1]. - The analyst has a beneficial long position in AVGO shares, suggesting a positive outlook on the company's future performance [2]. Investment Philosophy - The analyst emphasizes core values of excellence, integrity, transparency, and respect as essential for long-term success in investment [1].

Core Viewpoint - PG&E received an upgrade from Underweight to Equal Weight with a new price target of $20, increased from $19, indicating improved confidence in the utility's investment strategy [4] Group 1: Company Performance - PG&E's stock declined by 1.1% in Thursday's trading despite the upgrade, reflecting market reactions to the news [4] - Morgan Stanley's analysis suggests a more favorable outlook on PG&E's investment, which may influence future performance [4]

Company Overview - Hertz Global Holdings (HTZ) has experienced a volatile year, with significant stock price movements influenced by investor actions, particularly Bill Ackman's large position disclosed in April [1]. Stock Performance - Following the initial surge in April due to Ackman's investment, Hertz's stock has seen a slight decline but remains relatively stable compared to earlier fluctuations [1].

Group 1 - Gartner, Inc. has been downgraded to a sell rating due to concerns over weak government IT spending [1] - The company provided weak guidance for FY25, leading to a 27% drop in its stock price [1] Group 2 - No investment positions or plans to initiate positions in Gartner, Inc. have been disclosed by the analyst [1]

Group 1 - The article discusses the investment outlook for Coinbase Global (NASDAQ: COIN), highlighting a previous bearish stance that has shifted as the firm's prospects have improved [1] - The author, Daniel Sereda, is a chief investment analyst at a family office, indicating a broad investment strategy across various asset classes and regions [1] - The investment group "Beyond the Wall Investing" provides access to high-quality analysis and insights that are prioritized by institutional market participants [1] Group 2 - There is a mention of a free trial and a special discount for subscriptions to the analysis service, suggesting an effort to attract new investors [1] - The article emphasizes the importance of filtering vast amounts of data to extract critical investment ideas, showcasing the analytical approach taken by the author [1]