Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. The Small Cap Core Strategy reported solid results for the quarter but did not keep pace with the sharp rally, thus lagging the benchmark. The market’s preference for lower-quality companies persisted in the quarter and contributed significantly to the benchmark’s outperformance. On the other hand, the strategy remains focused on higher-quality compa ...

Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter can be downloaded here. It is an actively managed US Small Cap core equity strategy. Equity markets showed a strong recovery during the quarter, bouncing back from the volatility caused by tariffs in April and finishing significantly higher than mid-year levels. Growth outperformed value in the quarter, with strong results from technolog ...

文章核心观点 - 主持人Jim Cramer对铀能源公司股票持负面看法 认为铀公司股价已上涨过多且核电站建设周期过长 投资机会遥远 [1] - 尽管主持人认同核能潜力 但认为某些人工智能股票比铀能源公司具有更大的上涨潜力和更低的下行风险 [2] Jim Cramer对Uranium Energy Corp的评论 - 明确建议不要购买铀能源公司股票 理由是“他们已经涨太多了” [1] - 指出核电站建设周期极长 举例说明有核电站要到2028年才投入运营 而更多需求要到2035年 认为这不是当前值得参与的投资游戏 [1] - 在另一评论中虽表示喜欢核能 且不介意铀能源公司股价直线上涨 但更推崇其他投资机会 如Oklo股票使其资金翻倍 [2] 公司业务与投资比较 - Uranium Energy Corp业务涉及铀和钛精矿的勘探、开发和加工 [2] - 文章认为某些人工智能股票相比铀能源公司提供更大的上涨空间和更小的下行风险 [2] - 提及存在极度低估的人工智能股票可能从特朗普时代的关税和回流趋势中显著受益 [2]