Monte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companie ...

Core Viewpoint - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors, emphasizing his extensive background in professional services across various industries [1]. Group 1 - Michael Del Monte has over a decade of experience in professional services, which includes sectors such as Oil & Gas (O&G), Oilfield Services (OFS), Midstream, Industrials, Information Technology, Engineering, Procurement, and Construction (EPC) Services, and consumer discretionary [1].

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1 - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

Core Insights - The article discusses the expertise of Michael Del Monte, a buy-side equity analyst with over a decade of experience in various sectors including technology, energy, industrials, and materials [1]. Group 1: Analyst Background - Michael Del Monte has a strong background in professional services, having worked across multiple industries such as Oil & Gas (O&G), Oilfield Services (OFS), Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]. Group 2: Investment Position - The article indicates that there is a beneficial long position in the shares of NVIDIA (NVDA) held by the analyst, either through stock ownership, options, or other derivatives [2]. Group 3: Disclosure Information - The article clarifies that the views expressed are personal opinions of the analyst and not influenced by any business relationship with companies mentioned [2]. - It also notes that past performance is not indicative of future results, emphasizing that no specific investment advice is being provided [3].

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]

Core Insights - The article discusses the expertise of Michael Del Monte, a buy-side equity analyst with over a decade of experience in various sectors including technology, energy, industrials, and materials [1]. Group 1: Analyst Background - Michael Del Monte has a strong background in professional services, having worked across multiple industries such as Oil & Gas (O&G), Oilfield Services (OFS), Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]. Group 2: Investment Position - The article indicates that the analyst holds a beneficial long position in the shares of PWR, which may include stock ownership, options, or other derivatives [2]. Group 3: Disclosure and Performance - The article emphasizes that past performance is not indicative of future results and that no specific investment recommendations are provided [3].