Key Points Netflix's third-quarter earnings and outlook disappointed. Yet a one-time charge was a major driver of lower-than-expected profits. The company has a little-noticed but growing revenue stream. 10 stocks we like better than Netflix › Ark Invest founder and CEO Cathie Wood is generally considered a growth stock investor, not a value investor. Yet last week, she headed to the bargain bin to pick up shares of a company that just about everyone else was panic selling. Wood's Ark Invest add ...

投资观点 - 对KLA公司维持持有评级 该观点自2025年7月24日以来保持不变 [1] - 公司执行力持续优秀 过程控制在结构上日益重要 [1] - 股价上涨已超越基本面 [1] 分析师背景与投资理念 - 分析师专注于科技基金投资 拥有5年经验 持有巴西证券委员会颁发的投资顾问和投资组合经理执照 [1] - 投资理念侧重于在有寡头垄断特征和高行业壁垒的领域进行投资 倾向于规避小型公司 [1] - 投资方法强调以合理价格投资成长型公司 投资视野以中长期为主 主要关注半导体、机器人和能源领域的投资机会 [1]

Since my July 24 note , Texas Instruments Incorporated (NASDAQ: TXN ) is down 8.3 percent and has lagged the S&P 500 ( SP500 ) over the same stretch. My prior thesis was straightforward: I wantedI'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfolio mana ...

文章核心观点 - 分析师重申对Teradyne Inc (TER)的买入评级 尽管汽车测试和机器人业务面临复杂局面 但股价表现不佳提供了安全边际 [1] 分析师背景与投资方法 - 分析师为全职科技基金分析师兼投资组合经理 拥有5年经验 持有巴西证券委员会颁发的投资顾问和投资组合经理执照 已完成CFA二级考试 [1] - 投资方法强调以合理价格投资于具有增长潜力的公司 投资视角以中长期为主 [1] - 倾向于投资具有高进入壁垒的寡头垄断行业公司 并通常避免投资小型公司 [1] - 重点关注半导体、机器人和能源领域的投资机会 [1]

文章核心观点 - 作为成长型投资者，密切关注颠覆性技术和商业领域是日常工作不可或缺的一部分 [1] - 两年多前首次分析直觉机器公司时，已认识到其颠覆性潜力 [1] 分析师背景 - 分析师拥有超过10年的投资行业经验，是一名经验丰富的股票分析师和投资研究员 [1] - 为Seeking Alpha、GuruFocus、TipRanks和ValueWalk撰写深度文章，在Seeking Alpha拥有大量粉丝 [1] - 专长涵盖多个行业，特别关注被华尔街分析师忽视的小盘股 [1] - 是CFA三级候选人，并持有特许证券与投资协会资格认证 [1] - 曾受邀CNBC和彭博社，其作品曾显著展示于纳斯达克、雅虎财经等领先投资平台 [1] - 除股票分析和写作外，还参与包括收购和管理企业在内的私募股权交易 [1]

Cathie Wood, the founder of ARK Invest, has earned a reputation as one of the most prominent growth investors. She is well-known for making bold bets on disruptive technologies such as genomics, autonomous technology, space, artificial intelligence (AI), robotics, and defense systems. Her strategy is aggressive and forward-thinking. Yet, she is willing to tolerate volatility in exchange for large returns over time. It is no wonder that when she buys or sells, the markets take notice. On Sept. 29, Wood red ...

I have a strong inclination towards high-growth companies, often treading in sectors poised for exponential expansion. My expertise lies in understanding and investing in disruptive technologies and forward-thinking enterprises. My approach is a mix of fundamental analysis and future trend prediction. I believe in the power of innovation to yield substantial returns and aim to provide insightful analysis on such companies here on SeekingAlpha.Analyst’s Disclosure:I/we have no stock, option or similar deriva ...

分析师背景 - 分析师拥有5年科技基金投资组合管理经验 持有巴西证券委员会颁发的投资顾问和投资组合经理执照 2024年通过CFA二级考试 [1] - 教育背景为机械工程专业 曾从事石油天然气行业 后转行进入投资领域 [1] - 投资研究始于2017年对英伟达的早期分析 专注于半导体、机器人和能源领域的投资理念分享 [1] 投资方法论 - 投资策略强调合理价格下的成长性 以中长期投资为主要 horizon [1] - 偏好具有高进入壁垒的寡头垄断行业公司 通常回避小型企业因其风险常被低估 [1] - 作为机械工程师 特别关注硬件相关领域的颠覆性技术 [1] 持仓披露 - 通过股票、期权或其他衍生品持有迈威尔科技(MRVL)的多头头寸 [1] - 所有发表的文章均代表个人观点 未获得除Seeking Alpha之外任何形式的补偿 [1]

In my first coverage of QUALCOMM Incorporated (NASDAQ: QCOM ) on Seeking Alpha, I explained the dichotomy between the company's diversification efforts vs. losing (at least a part of) the revenue from Apple, which has been planning to build I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securi ...

公司技术优势 - 公司专注于投资其技术能产生显著差异的市场 从而实现更好的投资回报 [1] 分析师背景 - 分析师为全职科技基金投资组合经理 拥有5年行业经验 [1] - 持有巴西证券委员会颁发的投资组合经理和投资顾问双重执照 [1] - 2024年通过CFA二级考试 [1] - 机械工程专业背景 专注于硬件相关颠覆性技术研究 [1] 研究覆盖范围 - 主要分享半导体、机器人和能源领域的投资观点 [1] - 投资研究始于2017年对英伟达的早期分析 [1] 投资方法论 - 倾向于投资寡头垄断行业且具有高进入壁垒的公司 [1] - 通常规避小型企业 认为其风险常被低估 [1] - 强调合理价格下的成长性投资 [1] - 主要以中长期投资视角为主 [1]