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HACK Is Dominating Its Cybersecurity ETF Peers
Seeking Alpha· 2025-07-15 18:53
分析师背景 - 分析师Michael Del Monte拥有5年以上买方股票分析师经验 在进入投资管理行业前曾在专业服务领域工作超过十年 覆盖行业包括石油天然气 油田服务 中游 工业 信息技术 EPC服务和可选消费 [1] - 投资建议基于对整个投资生态系统的全面考量 而非孤立分析单个公司 [1] 持仓披露 - 分析师通过股票持有 期权或其他衍生品对CRWD股票持有多头头寸 [2]
CONL Displays Substantial Exposure To Bitcoin
Seeking Alpha· 2025-07-13 19:23
Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analyst’s Disclosure:I/we have no stock, opti ...
Arista Networks Poised For Durable Growth On Increased Capital Spend
Seeking Alpha· 2025-05-22 22:13
Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analyst’s Disclosure: I/we have a beneficial ...
Energy Fuels Punts And Pushes Out The Goalpost
Seeking Alpha· 2025-04-25 02:43
铀矿市场 - Energy Fuels Inc面临挑战性市场环境 铀现货价格低于管理层认为的合适销售价格 [1] - 公司在Michael Del Monte开发的铀矿增长前景有限 [1] 分析师背景 - Michael Del Monte为买方股票分析师 拥有5年以上行业经验 [1] - 分析师在投资管理行业前 曾在专业服务领域工作十余年 涵盖油气、中游、工业、信息技术、工程总包及消费 discretionary等行业 [1] - 投资建议基于整个投资生态系统而非孤立考虑公司 [1]