I have written many articles on companies involved in Artificial Intelligence ("AI"). Most of my previous articles focused on the titans of AI, such as NVIDIA ( NVDA ), Advanced Micro Devices (I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.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 ...

AI对股市的影响 - AI在过去三年对股市产生巨大影响 尤其体现在英伟达(NVDA)市值的快速上升 [1] 投资研究服务 - 专注于为个人投资者寻找高收益投资机会 [1] - 通过专业交易背景将复杂概念简化 提供清晰可操作的投资建议 [1] - 所有分析都旨在帮助投资者做出明智决策 基于独家专业研究 [1]

Since I last wrote about the weight loss giant Eli Lilly and Company (NYSE: LLY ) in April, its price has corrected slightly. This is in stark contrast with the S&P 500 ( SP500 ), which is up byManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants , takes the theme a ...

I am a big fan of companies that follow an easy-to-understand, yet highly profitable business model. Such is the case with Natural Gas Services (NYSE: NGS ) . The company provides equipment and services that help oil andI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits o ...

New Jersey Resources Corporation (NYSE: NJR ) stands out among mid cap regulated utilities. The company's portfolio is balanced; its core utility franchise is expanding, and-crucially-management has a clear line of sight to further earnings growth. Even asI hold a PhD in Machine Learning focused on Economics and Finance and have academic affiliations with IESE Business School, ESADE Business School, and the Barcelona Supercomputing Center. My professional experience includes working at Deloitte Financial Ad ...

个人背景与专业领域 - 作者为一家大型财富500强企业全资子公司的DevOps工程师，专注于AI工具和应用程序的实际构建、部署和维护 [1] - 在生成式AI系统的科学原理方面具备深入知识，拥有机器学习算法、模型训练和模型部署的第一手经验 [1] - 正在获取更高级的AWS机器学习认证以进一步提升AI和机器学习专业能力 [1] 内容创作与市场排名 - 通过Seeking Alpha平台以投资视角分享AI和机器学习见解 [1] - 根据TipRanks数据(2025年5月15日)，在30,634名财经博主中排名第856位，在40,003名专家中排名第1,404位 [1] 持仓披露 - 持有AMD股票的长期多头仓位，形式包括股票所有权、期权或其他衍生品 [1]

Veralto Corporation(NYSE: VLTO ) is an American provider of water analytics, water treatment, marking and coding, packaging and color solutions. They used to be a division inside DHR, and was spun off in 2023. Below are the returns since IPO:I am an independent analyst and investor interested in investing at the intersection of value and growth. My method is a highly qualitative focus on mostly small caps, looking for both long term compounders as well as some special situations. On Twitter @GrowthyValueAna ...

I wrote about GigaCloud Technology Inc. (NASDAQ: GCT ) last year as I liked its business model and long-term growth story. However, the industry that it is aiming to disrupt, cross-border trade and logistics, is facing economic disruptions due to theNine to 5 by day. Hobbyist stock trader by night. I got an MBA and a CFA ... so that should count for something. I only care about my own greedy interests and I love feeding trolls. Not your financial advisor. Information for entertainment purposes only. Diamond ...

Digital Turbine业绩表现 - Digital Turbine在FY25第四季度业绩表现参差不齐 但股价仍上涨[1] - 公司业务持续面临挑战[1] Narweena投资策略 - Narweena专注于因市场误解长期前景而产生的错位机会[1] - 通过识别具有长期增长机会且存在进入壁垒的企业获取超额风险调整回报[1] - 研究聚焦公司和行业基本面 旨在发现独特见解[1] - 偏好高风险承受能力和长期投资期限 寻找深度低估股票[1] - 投资重点为小盘股和竞争优势不明显的市场[1] 宏观经济背景 - 人口老龄化 低人口增长和生产力停滞将创造不同于过去的机会[1] - 许多行业可能面临停滞或长期衰退 竞争减少可能意外改善业务表现[1] - 部分企业将面临成本上升和规模不经济[1] - 经济日益由轻资产企业主导 基础设施投资需求随时间下降[1] - 大量资本追逐有限投资机会 推高资产价格并压缩风险溢价[1] Richard Durant背景 - 拥有阿德莱德大学工程和金融荣誉学士学位[1] - 南洋理工大学MBA(院长荣誉名单)[1] - 通过CFA考试[1]