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Teck Resources: Copper Pure-Play For The AI Era
Seeking Alpha· 2026-01-07 13:00
Seven months ago, I have covered Teck Resources ( TECK ) and given it a hold rating. At the time, my main concern was shrinking margins and operating costs, which was taking around 77% of the revenue. The main argument was that the market optimismI’m an independent equity trader and licensed financial advisor focused on uncovering high-upside opportunities in overlooked sectors — especially small-caps, energy, commodities, and special situations. My investment strategy is rooted in the CAN SLIM framework bu ...
XRP: Capital Flows Mask Significant Usage Declines
Seeking Alpha· 2026-01-07 13:00
When I last covered the native asset of the XRP Ledger, Ripple USD ( XRP-USD ) for Seeking Alpha, it was fresh off the SEC dropping its appeal against XRP issuer Ripple Labs. Prior toFormer media research analyst. Main coverage areas are crypto, BTC miners, metal, and media equities. I'm not an investment advisor. I just share what I do with my own capital and why. Outside of Seeking Alpha, I also write the Heretic Speculator newsletter over at Substack.Analyst’s Disclosure:I/we have a beneficial long posit ...
Teck Resources: Copper Pure-Play For The AI Era (NYSE:TECK)
Seeking Alpha· 2026-01-07 13:00
Seven months ago, I have covered Teck Resources ( TECK ) and given it a hold rating. At the time, my main concern was shrinking margins and operating costs, which was taking around 77% of the revenue. The main argument was that the market optimismI’m an independent equity trader and licensed financial advisor focused on uncovering high-upside opportunities in overlooked sectors — especially small-caps, energy, commodities, and special situations. My investment strategy is rooted in the CAN SLIM framework bu ...
ADPV: Market Timing ETF With High Fees And Average Results
Seeking Alpha· 2026-01-07 13:00
Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed- ...
Visa: The Easiest Way To Benefit From Consumers
Seeking Alpha· 2026-01-07 13:00
When I am out and about in town, driving through a major city, or traveling through the countryside, I love to point out to my children and spouse different companies from which we receive dividends. Exposing my loved ones toScott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountif ...
Here's What Applied Digital Is Really Trying To Do With ChronoScale
Seeking Alpha· 2026-01-07 12:58
Applied Digital (APLD) 股价走势 - 股票近期呈现明显上升趋势 在2025年下半年10月中旬左右 股价触及37美元 [1] - 当前股价已从高点回落 目前可在30美元左右区间买入 [1] 分析师背景与研究方法 - 分析师拥有细胞生物学硕士学位 并曾作为实验室技术员在药物发现诊所工作多年 在细胞培养、检测方法开发和治疗研究方面拥有丰富的实践经验 [1] - 其科学背景使其深刻理解药物开发背后的严谨性和挑战 并将此融入其作为投资者和分析师的工作中 [1] - 过去五年活跃于投资领域 其中最近四年在从事实验室工作的同时 兼任生物技术股票分析师 [1] - 其研究重点在于识别以独特和差异化方式进行创新的生物技术公司 无论是通过新颖的作用机制、同类首创疗法 还是具有潜力重塑治疗模式的平台技术 [1] - 通过将基于实验室的科学专业知识与财务和市场分析相结合 旨在提供既技术可靠又以投资为导向的研究 [1] - 在Seeking Alpha平台 计划主要撰写生物技术领域文章 覆盖从早期临床管线到商业阶段生物技术公司等不同发展阶段的公司 [1] - 分析方法强调评估候选药物背后的科学原理、竞争格局、临床试验设计以及潜在市场机会 同时平衡财务基本面和估值 [1] - 其目标是分享见解 帮助投资者更好地理解生物技术领域的机遇 [1] - 该领域突破性科学可能转化为超额回报 但也需要进行仔细审查 [1]
Zeta Global: OpenAI Deal Supercharges AI Acceleration Potential
Seeking Alpha· 2026-01-07 12:45
文章核心观点 - 过去一年,人工智能(AI)领域呈现“点石成金”的效应,任何与之相关的领域都可能获得巨大价值提升 [1] - 营销智能平台Zeta Global(ZETA)的公告印证了AI的这种效应 [1] 分析师背景 - 分析师Gary Alexander拥有在华尔街覆盖科技公司以及在硅谷工作的综合经验 [1] - 分析师担任多家种子轮初创公司的外部顾问,接触并了解塑造当今行业的许多主题 [1] - 分析师自2017年以来一直是Seeking Alpha的定期撰稿人,其观点被多家网络媒体引用,文章也被同步至Robinhood等流行交易应用的公司页面 [1]
Redwire Gains Momentum Ahead Of FY25 Results, European Sales Take Centre Stage (NYSE:RDW)
Seeking Alpha· 2026-01-07 12:43
Redwire Corporation ( RDW ), as well as many other small-cap space/defence players, have seen a particularly bullish run-up over the past month. It comes at a good time, too, when they need to build significant momentum going intoI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an ap ...
Redwire Gains Momentum Ahead Of FY25 Results, European Sales Take Centre Stage
Seeking Alpha· 2026-01-07 12:43
Redwire Corporation ( RDW ), as well as many other small-cap space/defence players, have seen a particularly bullish run-up over the past month. It comes at a good time, too, when they need to build significant momentum going intoI hold a Master’s degree in Cell Biology and began my career working for several years as a lab technician in a drug discovery clinic, where I gained extensive hands-on experience in cell culture, assay development, and therapeutic research. That scientific foundation gave me an ap ...
Buy The Dogs: Why 2025's Worst Performers Are 2026's Best +17% Yield Opportunities
Seeking Alpha· 2026-01-07 12:35
Recently, we wrote an article about our best performers for 2025 that are coming into 2026 with a lot of positive momentum. Today, we are going to talk about the opposite group – three ofRida Morwa is a former investment and commercial Banker, with over 35 years of experience. He has been advising individual and institutional clients on high-yield investment strategies since 1991. Rida Morwa leads the Investing Group High Dividend Opportunities where he teams up with some of Seeking Alpha's top income inves ...