tech

Search documents
X @The Economist
The Economist· 2025-09-28 08:00
We are delighted to announce The Economist Insider.From next month subscribers will get access to a weekly show from @zannymb, our editor-in-chief, plus shows exploring geopolitics, defence, economics and tech. They can also submit questions https://t.co/OrmiRQlTMi ...
Puma Jumps On Sale Speculation, But Fundamentals Look Weak
Seeking Alpha· 2025-08-26 13:31
Core Insights - The Pinault family, which holds nearly 30% of PUMA SE, is reportedly considering a sale of the company, leading to a significant increase in the stock price [1]. Company Overview - PUMA SE is currently under the ownership of the Pinault family, who have maintained a substantial stake in the company for a long time [1]. Market Reaction - Following the news of the potential sale, PUMA's stock experienced a notable jump, indicating positive market sentiment regarding the potential transaction [1].
From Doubt To Action: Why I Bought Novo Nordisk After Earnings
Seeking Alpha· 2025-08-18 17:53
Core Insights - Novo Nordisk A/S appeared to be on the verge of a crisis at the end of July, following a significant reduction in its guidance [1] Group 1: Company Performance - The company had recently cut its earnings guidance, which raised concerns about its future performance [1] Group 2: Market Position - The situation indicated potential vulnerabilities in Novo Nordisk's market position, suggesting that investors should closely monitor developments [1]
AST SpaceMobile Stock Could Easily Surge, Or Go To Zero - Play It Accordingly
Seeking Alpha· 2025-08-13 14:15
Core Insights - AST SpaceMobile, Inc. (NASDAQ: ASTS) is a company that is focused on a vision of providing satellite-based mobile communication services, but currently lacks substantial operational achievements beyond its ambitious plans and a few satellites [1] Company Overview - The company is in the early stages of development, emphasizing the need for belief in its long-term vision rather than immediate results [1] Business Model - AST SpaceMobile aims to leverage satellite technology to enhance mobile connectivity, particularly in underserved areas [1] Market Position - The company is positioned in the telecommunications sector, specifically targeting the integration of satellite technology with mobile networks [1]
Block Pops On Q2 Earnings, But The Real Test Is Coming (Rating Upgrade)
Seeking Alpha· 2025-08-09 13:15
Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors of all levels [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and increase wealth [1]
Centene's Worst Quarter In Years Could Be A Gift
Seeking Alpha· 2025-07-28 14:31
Core Insights - Earnings were disappointing but largely in line with expectations, indicating that the situation was not as severe as initially feared [1] Group 1 - The article discusses the performance of global markets, including macroeconomic factors, international equities, commodities, technology, and cryptocurrencies [1] - The Pragmatic Investor aims to assist investors at all levels by providing a diversified portfolio strategy to preserve and grow wealth [1] - The leader of The Pragmatic Investor, an economist with a decade of experience, emphasizes the importance of building robust investment portfolios [1]
X @Raoul Pal
Raoul Pal· 2025-07-16 17:25
Framework Validation - The "Everything Code" framework, initially published in April 2023 in Global Macro Investor and later in Real Vision Pro, is consistently validated as a correct understanding of crypto and tech [1]