Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...

Financial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, an ...

文章核心观点 - 过去几年人工智能基础设施投资主要围绕GPU展开 市场对加速器、内存、网络等与AI建设相关的领域高度关注 而CPU则相对被忽视 [1] 作者背景与投资方法 - 作者为自学成才的全职投资者 拥有多年个人资本市场经验 [1] - 投资方法侧重于识别上行潜力高且下行风险管控严格的股票 专注于拐点投资 [1] - 投资视野常关注市场忽视的领域 包括被误解的公司、被忽视和/或颠覆性的行业 或叙事错位的机会 [1] - 投资不限于单一行业 但自然倾向于具有可扩展经济性、强大再投资潜力以及有能力随时间推移给市场带来惊喜的企业 [1] - 对技术、金融科技、工业和平台驱动模式尤其感兴趣 特别是当其交易价格低于内在价值时 [1] - 通过多年研究、市场观察以及应用成功投资者的心智模型 建立了严谨的投资框架 并学习了股票估值、风险管理和技术行业基础等课程以巩固基础 [1]

技术访问问题 - 用户浏览器需启用Javascript和cookies以确保正常访问 [1] - 启用广告拦截器可能导致访问受阻，需禁用广告拦截器并刷新页面 [1]

作者背景与投资经历 - 作者在物流行业拥有近二十年从业经验，并在股票投资和宏观经济分析领域有近十年经验 [1] - 自2014年起开始在菲律宾股票市场交易，投资领域集中在银行、电信和零售行业 [1] - 2020年进入美国市场，此前通过亲戚账户已对美国市场有所了解，目前在美国市场交易已满四年 [1] 投资组合与策略 - 投资组合覆盖多个行业和不同市值规模的公司，包括银行、电信、物流和酒店行业 [1] - 持有部分股票作为退休资产，另一部分股票则纯粹用于交易获利 [1] - 同时投资于东盟市场和纽约证券交易所/纳斯达克市场 [1] 研究与分析来源 - 自2018年起使用Seeking Alpha平台的分析报告，并将其与菲律宾市场的分析进行对比 [1] - 撰写分析报告的目的是为了分享知识并增进对市场的理解 [1]

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Starwood Property Trust ( STWD ) is starting the year off down about 9%, helping to push the dividend ...

To ensure this doesn't happen in the future, please enable Javascript and cookies in your browser. If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Sure enough, my bullish case on Conagra Brands ( CAG ) hasn't developed the way I thought it would. W ...

If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. To ensure this doesn't happen in the future, please enable Javascript and cookies in your browser. ...

If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. To ensure this doesn't happen in the future, please enable Javascript and cookies in your browser. ...