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Verizon's Q3 Review: New Leadership, New Vision
Seeking Alpha· 2025-10-30 17:41
文章核心观点 - 该投资分析服务提供机构级别的高质量市场买卖观点分析 [1] - 首席分析师具备跨大陆和多元资产类别的投资经验 擅长从海量信息中筛选关键投资理念 [1] - 分析服务旨在向用户提供与机构市场参与者相同优先级的分析信息 [1] 服务与订阅信息 - 提供免费试用和10%的特别折扣 [1] - 用户可通过订阅获取最新的华尔街买卖观点分析 [1]
Why I'm Downgrading AMD Ahead Of Earnings? (Preview)
Seeking Alpha· 2025-10-28 21:33
文章核心观点 - 分析师自去年10月起持续看好AMD公司,当时市场普遍存在“英伟达优先”的观点 [1] 分析师背景与立场 - 分析师Daniel Sereda为一家业务横跨多洲及多元资产类别的家族办公室首席投资分析师 [1] - 分析师通过股票、期权或其他衍生品持有AMD的多头头寸 [1]
The Market's Liquidity Source Is Running Dry
Seeking Alpha· 2025-10-18 03:56
Michael Kramer leads the investing group Reading the Markets, where he helps a devoted following of members to better understand what is driving trading and where the market is likely heading, both the short and long-term. Features of the investing group include: daily written commentary and videos analyzing the driving factors behind price action; general macro trend education to help members make well-informed decisions based on market conditions, interest rates, currency movements and how they all intera ...
FAS: Significant Risks Warrant A Sell Rating
Seeking Alpha· 2025-10-17 22:06
I rate the Direxion Daily Financial Bull 3X Shares ETF (NYSEARCA: FAS ) a Sell due to six major risks I see for financial stocks. Given the +3x leverage of FAS, this is a particularly risky time forI have over 30 years of investment industry experience, including over 22 years as a stock analyst at Allianz Global Investors. I write about generating high returns in any market environment using fundamental and technical analysis. I am Founder & CEO of BullAndBearProfits.com, a FREE investment website dedicate ...
JPMorgan Crushes Q3: Why The Banking Giant Is Still Undervalued
Seeking Alpha· 2025-10-14 21:24
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract t ...
QuantumScape: De-Risked Ascent Begins (Rating Upgrade)
Seeking Alpha· 2025-10-10 22:48
文章核心观点 - QuantumScape公司股价在2025年10月初创下局部新高 导致分析师重新审视其先前对该股持有的谨慎态度 [1] 分析师观点与持仓 - 分析师Daniel Sereda目前未持有QuantumScape公司的任何股票、期权或类似衍生品头寸 [1] - 分析师Daniel Sereda可能在未来72小时内通过购买股票或看涨期权等方式建立QuantumScape公司的多头头寸 [1] 分析师背景 - 分析师Daniel Sereda是一家家族办公室的首席投资分析师 其投资范围涵盖多洲及多种资产类别 [1] - 分析师Daniel Sereda负责运营投资平台Beyond the Wall Investing 提供机构市场参与者优先分析的信息 [1]
Vertiv's Upcoming Report Is A Key Catalyst (Earnings Preview) (NYSE:VRT)
Seeking Alpha· 2025-10-04 20:59
公司表现 - Vertiv Holdings (VRT) 股价在今年经历了剧烈波动 年内至今 (YTD) 下跌近50% [1] 分析师背景 - 文章作者 Daniel Sereda 为一家业务横跨多洲和多种资产类别的家族办公室的首席投资分析师 [1] - Daniel Sereda 负责运营投资研究平台 Beyond the Wall Investing 该平台提供机构市场参与者分析时优先关注的信息 [1]
Enterprise Products Partners: The Sleepy Dawg Of Midstream
Seeking Alpha· 2025-10-01 04:04
He is the leader of the investing group The Daily Drilling Report where he provides investment analysis for the oil and gas industry. Features of the group include: a model portfolio that covers all segments of upstream oilfield activity with weekly updates, ideas for both U.S and international energy companies, coverage from shale to deepwater drillers, technical analysis to identify catalysts, and more. Learn More .Fluidsdoc is an international oil industry veteran with 40 years of experience having worke ...
The Market Faces A Surprising End-Of-Year Pain Trade
Seeking Alpha· 2025-09-28 21:55
Michael Kramer leads the investing group Reading the Markets, where he helps a devoted following of members to better understand what is driving trading and where the market is likely heading, both the short and long-term. Features of the investing group include: daily written commentary and videos analyzing the driving factors behind price action; general macro trend education to help members make well-informed decisions based on market conditions, interest rates, currency movements and how they all intera ...
Saturn Oil & Gas: Taking A Victory Lap And Maintaining A Buy
Seeking Alpha· 2025-09-18 20:00
He is the leader of the investing group The Daily Drilling Report where he provides investment analysis for the oil and gas industry. Features of the group include: a model portfolio that covers all segments of upstream oilfield activity with weekly updates, ideas for both U.S and international energy companies, coverage from shale to deepwater drillers, technical analysis to identify catalysts, and more. Learn More .Fluidsdoc is an international oil industry veteran with 40 years of experience having worke ...