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Southern First Bancshares Gears Up For Strong Finish To 2025
Seeking Alpha· 2025-10-13 10:56
With a market cap of just $353 million, Southern First Bancshares (NASDAQ: SFST ) is a small regional bank holding company that operates in the Southeastern US. The company's size causes it to be overlooked by mostI have been involved in the financial world for over 20 years with experience as an advisor, teacher, and writer. I am a full believer in the free-market system and that financial markets are efficient with most stocks reflecting their real current value. The best opportunities for profits on indi ...
Fastenal GAAP EPS of $0.29 misses by $0.01, revenue of $2.13B in-line (NASDAQ:FAST)
Seeking Alpha· 2025-10-13 10:51
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Nvidia: Expect Big Updates For NVLink This Week (Rating Upgrade)
Seeking Alpha· 2025-10-13 10:39
There hasn’t been a time that has been more transformational for Nvidia than now since ChatGPT was globally released in November 2022.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors T ...
Nvidia: Expect Big Updates For NVLink This Week (Rating Upgrade) (NASDAQ:NVDA)
Seeking Alpha· 2025-10-13 10:39
There hasn’t been a time that has been more transformational for Nvidia than now since ChatGPT was globally released in November 2022.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors T ...
Wall Street Breakfast Podcast: Crypto Bounces Back
Seeking Alpha· 2025-10-13 10:37
Getty Images Listen below or on the go on Apple Podcasts and Spotify Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed . (02:52)This is an abridged transcript. Major cryptocurrencies are staging a rebound after a bruising weekend selloff, as President Donald Trump moved to ease worries over trade tensions between the U.S. and China. Ac ...
PG&E: Buy The Weakness (NYSE:PCG)
Seeking Alpha· 2025-10-13 10:29
Retirement is complicated, and you only get one chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.PG&E (NYSE: PCG ) is one of the largest utilities, with a $35 billion market cap. The company has faced years of struggle from a tough market in California ...
PG&E: Buy The Weakness
Seeking Alpha· 2025-10-13 10:29
Retirement is complicated, and you only get one chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideas, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.PG&E (NYSE: PCG ) is one of the largest utilities, with a $35 billion market cap. The company has faced years of struggle from a tough market in California ...
Cameco: Cash Today From AI Power, New Reactors Tomorrow. Why I Am Strong Buy (NYSE:CCJ)
Seeking Alpha· 2025-10-13 10:25
Cameco Inc. (NYSE: CCJ ) is the one "bridge" stock that connects the uranium cycle with AI energy demand, so by buying the stock, I'm buying the entire supply chain.Portfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption, policy ...
Cameco: Cash Today From AI Power, New Reactors Tomorrow. Why I Am Strong Buy
Seeking Alpha· 2025-10-13 10:25
公司定位与投资逻辑 - 公司被描述为连接铀周期与人工智能能源需求的“桥梁”股票 [1] - 投资该公司等同于投资整个供应链 [1] 分析师背景与研究方法 - 分析师拥有超过10年的全球市场经验,管理多资产策略和股票投资组合 [2] - 研究方法结合自上而下的宏观分析、自下而上的个股选择以及实时头寸分析 [2] - 关注重点包括企业盈利、技术颠覆、政策转变和资本流动,以在市场之前发现错误定价的机会 [2]
Tesla: Q3 Growth Mirage Won't Last (NASDAQ:TSLA)
Seeking Alpha· 2025-10-13 10:22
Despite Tesla's stock (NASDAQ: TSLA ) having rallied by almost 30% since June 10 , I think that the stock remains a "Strong Sell". I think so because it looks like the rally was not basedI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have developed a keen inte ...