Cunaplus_M.Faba/iStock via Getty Images Performance During the third quarter of 2025, Night Watch Investment Management LP appreciated by 4.28% net of fees. YTD performance stands at 25.88%. In Q3, we continued to build on our strong performance of the first half of the year. Our largest contributors included Haypp, Western Digital Corp, Distribution Solutions Group (DSGR) and AAR (AIR). Our largest detractors included GOGO (GOGO), Marex (MRX) and Endava (DAVA). Marex and GOGO were strong performers in ...

Bitcoin Holds 2-Month High Above $120k, This Crypto Stock Soars 150% 10/02/2025Bitcoin, cryptocurrency prices continue to rally amid government shutdown. Bakkt... The S&P 500 powered higher this week despite the U.S. government shutdown, ending Thursday at a record high 6,715.35. Western Digital, Bio-Techne, Coinbase, Charles River Labs and Fair Isaac led the week's gains for the index through Thursday. S&P 500 Leaders Western Digital (WDC) spiked nearly 23% for the week through Thursday, pushing to all-tim ...

市场情绪分析 - 股市在历史高点出现紧张迹象 尽管公司财报表现强劲且上调预期 但仍遭遇大幅回调 [1] 分析师背景 - Gary Alexander拥有华尔街科技公司分析经验 并在硅谷工作过 同时担任多家种子轮初创公司外部顾问 [1] - 自2017年起定期为Seeking Alpha撰稿 观点被多家网络媒体引用 文章同步至Robinhood等流行交易应用的公司页面 [1] 持仓披露 - 分析师通过股票、期权或其他衍生品持有WDC的多头头寸 [2]