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Rocket Lab: Waiting Is Hard
Seeking Alpha· 2026-03-24 12:40
Group 1 - Tech Stock Pros is a team of three former technology sector engineers focused on investing in the tech sector [1] - They operate Tech Contrarians, providing institutional-level company research to individual investors [1] - The group offers a live portfolio with quarterly updates, bi-weekly newsletters, and daily Q&A via chat to simplify tech sector investing [1]
Another Uno-Reverse Card: This Market Trusts Trump
Seeking Alpha· 2026-03-23 17:26
The market is caught between a rock and a hard place as we wrap up Q1. From most perspectives, markets have held up better than expected. Part of why this is, in our opinion, is because once we see the market begin to digest theWe’re a team of former technology engineers who turned our passion for the sector into an investing edge. With over 40 years of combined experience, we’ve learned that individual investors often don’t get access to the same depth of research as institutions.That’s why we created Tech ...
Credo Post-Q2: Cold Shower On AI Bubble Panic
Seeking Alpha· 2025-12-02 13:45
Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today for 20% off.Tech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector. They run Tech Contrarians, an investing group providing i ...
X @Cointelegraph
Cointelegraph· 2025-11-19 02:30
🔥 LATEST: Bitcoin miner Bitfury is pivoting into tech investing, launching a $1B fund for ethical AI and crypto startups after 14 years in mining. https://t.co/ehyssz5ix8 ...
AMD: Caught In A Back-To-The-Future Situation
Seeking Alpha· 2025-11-05 22:02
Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today for 20% off.Advanced Micro Devices, Inc. ( AMD ) reported its Q3 results after the bell on Tuesday. If anyone was on that earnings call , you would’ve noticed that management dodged all analys ...
IYW And The Art Of Tech Investing (NYSEARCA:IYW)
Seeking Alpha· 2025-09-23 15:54
Core Insights - The iShares U.S. Technology ETF, valued at $24 billion, has only 10,000 followers on Seeking Alpha, indicating a potential disconnect between market significance and investor interest [1]. Group 1: Market Analysis - The iShares U.S. Technology ETF serves as a critical benchmark for the technology sector, reflecting the performance and trends within this industry [1]. - The low follower count on Seeking Alpha suggests that there may be untapped interest or awareness among investors regarding this key market indicator [1]. Group 2: Investment Perspective - The article emphasizes the importance of understanding company growth, stakeholder value delivery, and long-term investment projections in capital markets [1].
Tech could be a safe haven amid geopolitical uncertainty, say ETF experts
CNBC Television· 2025-06-16 21:40
Market Volatility & Geopolitical Landscape - The market is experiencing volatility due to recent geopolitical developments, particularly the conflict in the Middle East, but not as significantly as the tariff impacts earlier in the year [2] - Investors and advisors are becoming more accustomed to increased volatility [3] - Increased interest in fixed income ETFs, especially short-term ones, is observed as investors seek income with lower risk [3] - Broadly diversified ETFs, like the Vanguard 500 ETF, are attracting inflows, indicating investors are using sell-offs as buying opportunities [3][4] Tech Investment & Safe Haven Status - Tech is heavily weighted in broadly diversified large-cap ETFs, suggesting many investors include tech and AI as part of a broader portfolio [5] - Technology was considered a safe haven during the COVID selloff in 2020 [6] - Investors are now showing interest in more traditional defensive sectors like utilities and consumer staples [7] - Large-cap tech is still seen as a relative safe haven, but investors also seek diversification with traditional defensive sectors [7] AI Revolution & Tech Valuation - Focusing solely on valuation can lead to missing transformational tech stocks [9] - The market is believed to be underestimating the growth potential of the AI revolution in tech [9] - Geopolitical events are viewed as opportunities to acquire tech stocks at lower prices [9]