@SeekingAlpha

A global leader in crowdsourced U.S. investment research, powered by one of the largest and most vibrant investor communities.

 New York, NY
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Joined March 2009
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  • Followers344K
1.5KMedia
Micron: The New SCA Contracts Are Not As Great As You Think $MU #stockmarket #finance #investing seekingalpha.com/article/495…

Micron: The New SCA Contracts Are Not As Great As You Think (NASDAQ:MU) | Seeking Alpha

Micron’s strong Q4 and HBM gains are tempered by cyclical memory risks, limited contract pricing, and valuation downside. Learn more about MU stock here.

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SPHD: The ETF I'm Watching For The Ongoing Sector Rotation $SPHD #markets #stockmarket #trading seekingalpha.com/article/495…

SPHD: The ETF I'm Watching For The Ongoing Sector Rotation (NYSEARCA:SPHD) | Seeking Alpha

Invesco S&P 500 High Dividend Low Volatility ETF targets defensive, low-volatility sectors with compressed valuations. Read why I assign SPHD a Hold rating.

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2 AI Infrastructure Stocks So Cheap, I Almost Can't Believe It $XIFR #stocks #markets #trading seekingalpha.com/article/495…

2 AI Infrastructure Stocks So Cheap, I Almost Can't Believe It | Seeking Alpha

Two overlooked infrastructure investments offer substantial exposure to growing electricity demand. Click here to read an analysis of both companies.

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Wall Street Breakfast Podcast: Musk Flags Neocloud 'Guppy-Level Deaths' $CRWV #investing #stockmarket #economy seekingalpha.com/article/495…

Wall Street Breakfast Podcast: Musk Flags Neocloud Armageddon (undefined:CRWV) | Seeking Alpha

Elon Musk warns hundreds of AI cloud companies could disappear amid lending crunch. SK Hynix plans $12B special dividend. Boo! Halloween candy sales fall as high prices squeeze.

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AT&T: But SpaceX $T #business #investing #economy seekingalpha.com/article/495…

AT&T: But SpaceX (NYSE:T) | Seeking Alpha

AT&T Inc. looks undervalued as fiber and 5G growth, resilient credit, and limited satellite threats support its outlook. Learn more about T stock here.

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Biggest Earnings Week, Then Elections, And Iran: What Happens? Maybe Rally $SPY #investing #economy #finance seekingalpha.com/article/495…

Biggest Earnings Week, Then Elections, And Iran: What Happens? Maybe Rally (SPX) | Seeking Alpha

Despite election uncertainty, I see markets positioned for a pre-election rally. Click here to read more about the market.

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Hyperscaler Earnings Previews: Alphabet, Microsoft And Amazon - Maybe The Bearish Sentiment Will Help $GOOG:CA #stockmarket #business #finance seekingalpha.com/article/495…

Hyperscaler Earnings Previews: Alphabet, Microsoft, Amazon - Bearish Sentiment May Help | Seeking...

The name of the game for mega-cap tech seems to be about sector capital, free cash flow and capex growth, debt issuance and the ability to raise capital. Read more here...

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Amazon Into Earnings: The Parts Add Up To $290, And Anthropic's IPO Could Add More $AMZN #economy #markets #business seekingalpha.com/article/495…

Amazon Into Earnings: The Parts Add Up To $290, And Anthropic's IPO Could Add More | Seeking Alpha

Amazon's AWS growth has accelerated for five consecutive quarters, with capacity sold out through 2027 and a $496B backlog. Read why AMZN stock is a Buy.

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Best Dividend Kings: October 2026 $SPY #business #stocks #markets seekingalpha.com/article/495…

Best Dividend Kings: October 2026 | Seeking Alpha

Dividend Kings have outperformed SPY YTD, rising 13.5% versus SPY's 12.32%, with a strong October rebound. Check out the October best dividend kings here.

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SpaceX: Ramping Up CapEx Risk $SPCX #business #markets #stockmarket seekingalpha.com/article/495…

SpaceX: Ramping Up CapEx Risk (NASDAQ:SPCX) | Seeking Alpha

SpaceX Q3 revenue surged on AI data center deals, but soaring capex and infrastructure risks threaten growth. Read why SPCX stock is a Sell.

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Meta Q3: Non-Recurring Charge Hit GAAP Earnings, Q4 Capex Will Jump Sharply $META #economy #business #markets seekingalpha.com/article/495…

Meta Q3: Non-Recurring Charge Hit GAAP Earnings, Q4 Capex Will Jump Sharply (NASDAQ:META) | Seeking...

Meta Platforms' ad revenue remains robust, driven by AI monetization as ad revenue per DAP has grown strongly. Read why META stock is a Strong Buy.

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Lam Research: Down 29% Since My Sell Call, But The Math Has Changed (Upgrade) $LRCX #markets #economy #stockmarket seekingalpha.com/article/495…

Lam Research: Down 29% Since My Sell Call, But The Math Has Changed (Upgrade) (LRCX) | Seeking Alpha

Lam Research Corporation shares fell 29%, reshaping valuations as a $200 billion wafer fabrication boom boosts outlook. Click for this LRCX stock update.

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Tesla: Fairly Valued With Little Upside $TSLA #economy #stockmarket #trading seekingalpha.com/article/495…

Tesla Stock: Fairly Valued With Little Upside (NASDAQ:TSLA) | Seeking Alpha

Tesla is valued at $375/share via sum-of-the-parts, with $285 from core auto/energy and $90 from AI bets. Read why I rate TSLA stock a Hold now.

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Planet Labs: A Speculative Buy Now That Space Sector Hype Has Worn Off $PL #finance #business #trading seekingalpha.com/article/495…

Planet Labs: A Speculative Buy Now That Space Sector Hype Has Worn Off (NYSE:PL) | Seeking Alpha

Sentiment has gotten overly negative, while Planet Labs continues to grow strongly; profitability metrics are picking up. Read why PL stock is a Buy.

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The S&P 500 Is At A Crossroads, That's A Buying Opportunity $SP500 #finance #trading #stocks seekingalpha.com/article/495…

The S&P 500 Is At A Crossroads, That's A Buying Opportunity (SP500) | Seeking Alpha

The S&P 500 is at a technical inflection point, with near-term direction hinging on next week's price action and macro events. Read more on the market here.

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Politics And The Markets 10/26/26 #finance #stocks #business seekingalpha.com/article/495…

Politics And The Markets 10/26/26 | Seeking Alpha

This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site

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SK Hynix is said to plan $12B special dividend from Kioxia investment $SKHY #stocks #markets #stockmarket seekingalpha.com/news/465701…

SK Hynix is said to plan $12B special dividend from Kioxia investment (SKHY:NASDAQ) | Seeking Alpha

SK Hynix may announce a $12 billion special dividend after Kioxia gains. See what it means for shareholders and chip stock sentiment ahead of Oct.

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Bloom Energy Corporation 2026 Q3 - Results - Earnings Call Presentation $BE #stockmarket #business #finance seekingalpha.com/article/495…

Bloom Energy Corporation 2026 Q3 - Results - Earnings Call Presentation (NYSE:BE) 2026-10-25 |...

2026-10-25. The following slide deck was published by Bloom Energy Corporation in conjunction with their 2026 Q3 earnings call.

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Asian stocks slip as AI earnings, central bank decisions loom $SP500 #trading #stockmarket #finance seekingalpha.com/news/465701…

Asian stocks slip as AI earnings, central bank decisions loom (SP500:) (SP500:) | Seeking Alpha

Asian stocks slip as AI selloff fears, Big Tech earnings and major central bank decisions test tech valuations.

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Musk warns of AI lending crunch after SpaceX closes $40B GPU financing $SPCX #business #finance #economy seekingalpha.com/news/465700…

Musk warns of AI lending crunch after SpaceX closes $40B GPU financing (SPCX:NASDAQ) | Seeking Alpha

Elon Musk warns tighter credit could crush neoclouds as SpaceX secures $40B for GPUs.

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