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AMD: Game-Changing Deal With OpenAI (Rating Upgrade)
Seeking Alpha· 2025-10-06 18:52
Advanced Micro Devices, Inc. ( AMD ) is a stock I've covered a few times. Each time, I've been hesitant, if only because the multiple seemed too high to give a good, long-term return. A big announcement about a dealI analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles as those are considered short theses, and I never recommend shorting.Former advisory representative at Fidelity. I do my own investing now and share my research here.Analyst’s D ...
Stocks Don't Mind Gridlock Or Shutdowns
Seeking Alpha· 2025-10-06 18:50
MarketGauge was founded 25 ago years by successful floor traders turned hedge fund managers. Their experts have over 100 years of diversified experience as professional traders, technologists, and educators. MarketGauge’s mission is to provide strategic and actionable information that empower novice to professional investors and advisors to surpass their financial goals. We accomplish our mission with educational courses, proprietary trading tools, and proven quant-based models. MarketGauge’s core philosoph ...
September Rally Continues: Managed Futures Surge 3.4% As Momentum Builds
Seeking Alpha· 2025-10-06 18:45
Jeff Malec is the CEO and founding partner of Attain Capital Management (www.AttainCapital.com) - a commodity futures brokerage and research firm specializing in managed futures investments through individually managed accounts and privately offered funds. Please read the important disclaimer regarding managed futures below: Disclaimer: Composite performance records are hypothetical in nature, and the trading advisors have not traded together in the manner shown in the composite. Hypothetical performance re ...
Kite Realty: Undervalued, Essential, And Growing
Seeking Alpha· 2025-10-06 18:35
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.In an ever-expensive market, real estate looks increasingly cheap by comparison. That’s why I’m focused on the return of money rather than return on money. U ...
Closing Out Three Quarters Of My Perdoceo Education Position (PRDO)
Seeking Alpha· 2025-10-06 18:30
In early April 2024, I added Perdoceo Education Corporation (NASDAQ: PRDO ) to my value portfolio, though with a smaller position than normal due to sector risks. That pick has worked out well, but I'm now selling three-quarters due to my worry thatI'm a private trader interested in both long and short ideas. My training and background are in engineering including several decades of consulting engineering practice. I endeavor to apply my analytical skills to investing/trading, which I've done for 20+ years ...
2025 Buyback Spree Is Top-Heavy As Fewer Firms Repurchase Shares
Seeking Alpha· 2025-10-06 18:30
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Skye Bioscience, Inc. - Special Call
Seeking Alpha· 2025-10-06 18:25
PresentationI would now like to turn the conference over to Bernie Hertel, Head of Investor Relations. Please go ahead.Ladies and gentlemen, thank you for standing by. At this time, I would like to welcome everyone to Skye Biosciences conference call to discuss Phase IIa top line clinical trial results.Bernie Hertel Good morning. Before we begin, I'd like to caution that comments made during this conference call will contain forward-looking statements under the safe harbor provisions of the U.S. Private Sec ...
AMD: The OpenAI Deal That Changes Everything (Rating Upgrade)
Seeking Alpha· 2025-10-06 18:21
I think we can all agree that Advanced Micro Devices, Inc. (NASDAQ: AMD ) has spent decades as the underdog of the semiconductor industry. But I think that narrative is about to officially come to aRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is business, and he wo ...
IMAX: Movie Industry Peaked In 2019, How IMAX Didn't? (NYSE:IMAX)
Seeking Alpha· 2025-10-06 18:12
Everybody knows that linear TV is dying with the rise of streaming. The film industry is another space that's struggling to remain relevant in a streaming and social media world, with the global box office peaking in 2019.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I mana ...
IMAX: Movie Industry Peaked In 2019, But Why Didn't IMAX?
Seeking Alpha· 2025-10-06 18:12
Everybody knows that linear TV is dying with the rise of streaming. The film industry is another space that's struggling to remain relevant in a streaming and social media world, with the global box office peaking in 2019.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I mana ...