Billionaire investor Bill Ackman in an X post on Sunday suggested merging US government-sponsored enterprises Fannie Mae and Freddie Mac, saying the move would help reduce mortgage rates and achieve huge synergies both in their operations and in the trading price.President Trump’s administration has been eying an initial public offering of Fannie Mae and Freddie Mac later this year, a senior administration official told Reuters on Friday, confirming news first reported by the Wall Street Journal. 3 Bill A ...

iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Beaten down dividend stocks are sometimes called ‘dead money’ by investors. But when the underlying business produces solid cash flow, they can turn out to b ...

公司回应与争议 - 英伟达否认其H20人工智能芯片存在硬件后门或远程关闭功能，强调网络安全是公司的首要任务 [1][2] - 中国官方媒体指控H20芯片在技术上不先进、不环保且存在国家安全风险，建议消费者不要购买 [1][2] - 公司近期已恢复向中国销售H20芯片，此前该芯片在4月受到特朗普政府的销售禁令 [3] 芯片产品与技术 - H20芯片是英伟达专为中国市场开发的半导体产品，性能低于旗舰产品H100和B100芯片 [3] - 该芯片的开发背景是2023年底美国对先进人工智能芯片实施的出口限制 [3] 地缘政治与行业影响 - 美国对部分英伟达芯片的出口管制源于国家安全考虑，担心中国在AI及军事应用领域获得优势 [4] - 近期美中在半导体出口管制方面的紧张局势升级，尽管英伟达已恢复H20芯片对华销售 [2] - 中国官方媒体持续将H20芯片描述为劣质且危险的产品，与公司立场形成鲜明对比 [2]

公司诉讼案件 - Lineage公司因2024年7月IPO的注册声明涉嫌违反《1933年证券法》被提起集体诉讼，指控对象包括公司高管、董事、IPO承销商及保荐人 [1] - 诉讼截止日期为2025年9月30日，案件编号为25-cv-12383（密歇根东区法院） [1] - 原告为圣克莱尔海岸市警察和消防退休系统 [1] IPO及财务数据 - Lineage在2024年7月IPO中以每股78美元发行超6500万股普通股，募集资金超50亿美元 [2] - 上市后股价跌至40美元附近，长期低于发行价 [4] 指控核心内容 - 注册声明被指虚假/误导性，未披露客户需求持续疲软，因冷库供应增加及客户在疫情后削减过量库存 [3] - 公司IPO前实施的价格上涨因需求疲软不可持续 [3] - 公司无法通过最低存储保证、运营效率或技术优势抵消不利趋势 [3] - 实际收入、出租率和租金价格停滞或下降，与注册声明描述的稳定增长相悖 [3] 律所背景 - 代理律所Robbins Geller在证券集体诉讼领域排名ISS第一，2024年为投资者追回超25亿美元赔偿 [6] - 该律所曾创下72亿美元的和解纪录（安然案） [6]

Computer code and text displayed on computer screens. Photographer: Chris Ratcliffe/Bloomberg© 2021 Bloomberg Finance LPData breaches are an unfortunate fact of life for all of us and can readily lead to identity theft and other harm. Last year alone there were 5.5 billion user accounts compromised worldwide by data breaches, an 800% increase over 2024 and 2025 appears to be on its way to a record number of data breaches.Allianz Life, a major insurance company suffered a data breach on July 16th due to a su ...

Analyst’s Disclosure:I/we have a beneficial long position in the shares of RIET, HOMZ, IRET, ALL HOLDINGS IN THE IREIT+HOYA PORTFOLIOS either through stock ownership, options, or other derivatives. 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. Hoya Capital Research & Index Innovations ("Hoya Capital") is an affiliate of Hoya Capit ...

租赁活动与资产表现 - 公司在第二季度财报电话会议中披露了未报告的租赁协议，包括投资银行Piper Sandler在1301 Sixth Ave签署的14万平方英尺租约，以及季度结束后律师事务所Adler & Stachenfeld签署的4万平方英尺租约 [1] - 两笔交易的起始租金均超过每平方英尺90美元 [3] - 公司在纽约和旧金山年内累计租赁69万平方英尺办公空间，其中52%位于曼哈顿 [3] 纽约资产组合现状 - 纽约资产组合出租率达88.1%，为2022年初以来最高水平，但未计入正在翻新的60 Wall St（160万平方英尺空置面积），若纳入计算出租率将低于当前数值 [4][7] - 公司正投入2.5亿美元对前德意志银行大厦60 Wall St进行现代化改造 [4] 债务与再融资进展 - 公司即将到期的最大一笔债务为8.6亿美元贷款（以1301 Sixth Ave为抵押），该资产出租率超97%，预计将在流动性良好的债务市场中完成再融资 [8] 未来租赁动态 - Showtime Networks计划明年从1633 Broadway搬离26万平方英尺空间，目前该物业展示活跃，过去10年出租率稳定，零售租户包括高营收的鼎泰丰及即将入驻的La Pecora Bianca餐厅 [8] - 1633 Broadway当前要价租金区间为每平方英尺70-90美元，针对Showtime腾退楼层的租赁谈判已进入文件交换阶段 [9]

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投资服务 - iREIT+HOYA Capital是Seeking Alpha上以收入为重点的顶级投资服务 专注于提供可持续投资组合收入、多元化和通胀对冲机会的收入型资产类别 [1] - 提供免费两周试用 展示其独家收入型投资组合中的顶级投资理念 [1] 能源行业 - 能源行业目前仍处于价值洼地 仅有少数市值达数万亿美元的股票如英伟达(NVDA)和微软(MSFT)推动市场表现 这为价值投资者提供了机会 [2] 分析师背景 - 分析师拥有14年以上投资经验和金融MBA学位 专注于具有防御性质的中长期股票投资 [2]

My previous investment thought on JELD-WEN Holding (NYSE: JELD ) was a hold rating because I saw no catalyst that would drive a recovery in the near term back in February this year. FollowingI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify ...