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Alphabet: Q3 Results, Waymo, TPU Ironwood, Gemini 3, And More (NASDAQ:GOOGL)
Seeking Alpha· 2025-11-28 14:16
It has been four months since my previous article on Alphabet ( GOOG )( GOOGL ), during which the company’s shares have risen by 64%. In that article, I highlighted Alphabet’s undervaluation—but in hindsight, I wasI am the head of research for the pre-IPO and venture division of the investment bank. Prior to that, I have been working as a global equity research analyst in an investment bank for the past 5 years. My specialization are Biotechnology, Internet and Media. I Received my CFA Charter in 2017. Also ...
Nebius: Thoughts Ahead Of Q3 Earnings And Following Hyperscaler Reports
Seeking Alpha· 2025-11-07 19:53
Core Insights - Nebius Group N.V. (NBIS) shares have experienced significant price fluctuations, reaching a target price of $138, correcting to $94.6, rebounding above $130, and then starting to correct again [1] Company Performance - The stock price of Nebius Group N.V. has shown volatility, indicating a dynamic trading environment [1] Analyst Background - The head of research for the pre-IPO and venture division has over 10 years of experience in investment banking, with a focus on biotechnology, internet, and media sectors [1]
Alphabet: Q2 Results, Waymo, Gemini, SpaceX's Stake, And More
Seeking Alpha· 2025-07-29 14:01
Core Insights - The last analysis on Alphabet Inc. (NASDAQ: GOOGL) was published in February 2023, indicating a significant gap in coverage [1] Company Overview - Alphabet Inc. is a major player in the technology sector, particularly in internet services and media [1] Analyst Background - The head of research for the pre-IPO and venture division has extensive experience, having worked as a global equity research analyst for five years, specializing in Biotechnology, Internet, and Media [1]