Risk/Reward Analysis
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Celestica: Low Margins Shouldn't Justify Such AI Hopium
Seeking Alpha· 2025-10-29 23:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Tesla Bulls Face Substantial Risk As Growth Thesis Meets Moment Of Truth (NASDAQ:TSLA)
Seeking Alpha· 2025-10-26 21:00
投资策略 - 投资策略为机会主义 专注于识别风险回报比具吸引力的增长投资机会 [1][2] - 投资方法结合敏锐的价格走势分析与基本面投资 倾向于避开过热且高估的股票 同时把握受重创但具有显著复苏潜力的股票 [2] - 投资主题展望期为18至24个月 专注于具有强劲增长潜力和被严重低估的反转机会 [3] 投资组合服务 - 运营名为“Ultimate Growth Investing”的投资小组 专门识别各行业的高潜力机会 [3] - 该服务面向寻求投资于基本面稳健 买入动能强劲 且估值极具吸引力的转型增长股的投资者 [3] 过往业绩 - 被TipRanks评为顶级分析师 并被Seeking Alpha评为科技 软件 互联网以及增长和GARP投资领域的“值得关注顶级分析师” [1] - 选股表现超越标准普尔500指数 旨在产生远超标普500的阿尔法收益 [1]
The Biggest Bubble Right Now: 'AI Bubble Fears'
Seeking Alpha· 2025-10-24 03:11
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Enterprise Products Partners: Stay The Course While Others Tremble
Seeking Alpha· 2025-10-22 00:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Newmont: Think Twice Before You Jump In Right Now (NYSE:NEM)
Seeking Alpha· 2025-10-20 22:48
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Don't Be Fooled By The Tariff Bears Again
Seeking Alpha· 2025-10-12 21:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
UTF: Finally, It's Time To Double Down While The Rest Panic
Seeking Alpha· 2025-10-10 01:57
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Marvell: The Market Won't Ignore Its Coming AI Boom For Long
Seeking Alpha· 2025-10-09 00:50
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Ouster: Irrational Exuberance Behooves Caution Now (OUST)
Seeking Alpha· 2025-10-06 22:04
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Vertiv Holdings: You Might Regret Buying More Here (NYSE:VRT)
Seeking Alpha· 2025-10-05 21:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...