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Broadcom Stock: $121 Billion Revenue Boost From OpenAI And Anthropic (NASDAQ:AVGO)
Seeking Alpha· 2025-12-18 14:46
Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...
Broadcom: $121 Billion Revenue Boost From OpenAI And Anthropic
Seeking Alpha· 2025-12-18 14:46
Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We are a registered investment adviser with the Securities Exchange Commission (SEC). We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds ...
Willdan Stock Helps Keep Lights On In The New Era Of AI (NASDAQ:WLDN)
Seeking Alpha· 2025-12-18 14:21
Kennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure:I/we have a beneficial long position in the shares of WLDN either through stock ownership, options, or other deri ...
Willdan Helps Keep Lights On In The New Era Of AI
Seeking Alpha· 2025-12-18 14:21
Kennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial literacy.The Curious Analyst is an associate of Kennedy NjagiAnalyst’s Disclosure:I/we have a beneficial long position in the shares of WLDN either through stock ownership, options, or other deri ...
Niu Technologies: Why The Decline In The Stock Is Likely Over (NASDAQ:NIU)
Seeking Alpha· 2025-12-18 14:14
Niu Technologies ( NIU ), a manufacturer of urban mobility solutions like electric bicycles, or e-bikes, and scooters, is likely to end 2025 with strong gains due to the stock following a trendline on the way higher forWelcome to my author's site. As an avid follower of SeekingAlpha, I take great interest in articles posted as the subject matter is often something that appeals to me. However, I will sometimes encounter an article that I might not agree with. My purpose is to present an alternative view to r ...
Arbor Realty: Supply Hangover Here To Stay (NYSE:ABR)
Seeking Alpha· 2025-12-18 13:18
Arbor Realty Trust ( ABR ) is going for 0.74x book with a forward yield of 13.45%, so it shows up on many screeners as a value play. But I remain sceptical due to the current macroI focus on thematic investing, crisis investing, systematic options trading through both premium selling and long-vol positions, and discretionary global macro. I have experience with private M&A along with many years of publicly-traded equities and equity-based derivatives trading experience.Analyst’s Disclosure:I/we have no stoc ...
Arbor Realty: Supply Hangover Here To Stay
Seeking Alpha· 2025-12-18 13:18
Arbor Realty Trust ( ABR ) is going for 0.74x book with a forward yield of 13.45%, so it shows up on many screeners as a value play. But I remain sceptical due to the current macroI focus on thematic investing, crisis investing, systematic options trading through both premium selling and long-vol positions, and discretionary global macro. I have experience with private M&A along with many years of publicly-traded equities and equity-based derivatives trading experience.Analyst’s Disclosure:I/we have no stoc ...
Starwood Property Vs. Arbor Realty: Why I Am Selling ABR And Holding STWD
Seeking Alpha· 2025-12-18 13:10
My professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. What You Will Find in My Analysis: Clear, actionable investment ideas designed to build a balanced portfolio of U.S. securities. A combination of macro-economic analysis and direct, real-world trading experie ...
Invesco Small Cap Equity Fund Q3 2025 Commentary (Mutual Fund:SMEAX)
Seeking Alpha· 2025-12-18 13:05
Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life.Be the first to know! Sign up for Invesco US Blog and get expert investment views as they post.Disclosure for all Invesco US articles: Before investing, carefully read the prospectus and/or summary prospectus and carefully consider the investment objectives, risks, charges and expenses. The information provided is for educational purposes only and does not constitute a ...
The Trade Desk: The 2025 Correction Sets Up 2026 Rebound (NASDAQ:TTD)
Seeking Alpha· 2025-12-18 12:59
With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Oakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping readers find a reasonable balance between growth and value by sharing proprietary Wall Street information. He leads the investing group Beyond ...