I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. My previous working background is in private credit and CRE mezzanine financing for a family office. I'm also a fluent Mandarin speaker in both business and court settings, previously serving as a court interpreter. I have spent a good chunk of my adult working life in China and Asia. I have worked with top CRE developers in the past including The Witkoff Group , Kushner Companies, Durst Organization and ...

I'll cut to the chase; Micron Technology (NASDAQ: NASDAQ: MU ) is firing on all cylinders and still seriously cheap. Since my last coverage , the company has had its share price increase byKennedy is a GARP-themed investor with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financial litera ...

股价表现 - GDS控股股价在最近交易日大涨8.1%至40.67美元 成交量显著高于正常水平[1] - 过去四周累计涨幅达11.3% 主要受市场对AI相关基础设施、云增长和数据中心概念股热情推动[1] 财务预期 - 预计季度每股亏损0.06美元 同比改善62.5%[2] - 预期营收4.068亿美元 同比下降3.7%[2] - 过去30天共识EPS预期维持不变 盈利预期修订趋势与短期股价走势存在强相关性[3] 同业比较 - 同业公司Inspired Entertainment同期股价下跌0.6%至9.6美元[4] - Inspired Entertainment过去一个月累计上涨9.3% 预期EPS为0.3美元且维持不变[4][5] - 两家公司均获Zacks评级3级(持有) 同属科技服务行业[4][5]

The explosive growth of Artificial Intelligence (AI) in recent times has ignited a massive tailwind for utilities, traditionally known as a sleepy, stable, and slow-growth sector, translating into strong performance for Utility Exchange-Traded Funds (ETFs). This boom is directly tied to the burgeoning electricity demand from power-hungry data centers that are required to train and run sophisticated AI models. Notably prominent utility ETFs, Utilities Select Sector SPDR Fund ((XLU), Vanguard Utilities ETF (( ...

Nvidia Corp. (NASDAQ: NVDA) invests in a company that will spend the money on data centers. ...

Market Analysis by covering: Microsoft Corporation, Alphabet Inc Class A, Apple Inc, Meta Platforms Inc. Read 's Market Analysis on Investing.com ...

IREN Ltd. (NASDAQ:IREN), which operates data centers and mines Bitcoin (CRYPTO:BTC), went from under-the-radar to over-the-top in 2025. ...

Rambus Inc. (NASDAQ: RMBS), a memory-chip company with deep exposure to artificial intelligence and data center markets, is gaining increasing attention from investors and analysts. Shares of the comp... ...

Open Door (OPEN)股票表现 - 股价从三周前的3美元区间大幅上涨至9美元区间 涨幅约200% [3] - 推动因素包括CEO相关利好消息 利率削减预期以及空头挤压行情 [2][3] - 技术形态呈现扩散三角形模式 高低点波动幅度持续扩大 [5] - RSI指标显示超买状态 标准偏差通道显示价格偏离线性回归线达6个标准差 [7][8] - 短期支撑位位于7.30-7.40美元区间 [6] Rocket Companies (RKT)投资前景 - 技术突破17美元阻力位后 该水平转化为支撑位 [14] - 交易区间介于17美元至19.15美元 波动幅度约2.5美元 [14] - 成交量显著放大 多次出现超过50日移动平均50%以上的成交量峰值 [17] - 关键阻力位关注20.50美元和19.50美元水平 [16] - 标准偏差通道显示上行目标位22.69美元 下行支撑位20.07美元 [18] Terara Wolf (WOLF)走势分析 - 呈现杯柄形态技术结构 从2美元低点反弹至9美元前高 [23] - 突破10.50美元关键阻力位 该水平成为重要支撑 [21][22] - RSI指标突破下降趋势线进入超买区域 伴随成交量大幅放大 [25] - 标准偏差通道显示+3通道阻力位于11.09美元 [26] - 集数据中心 加密货币和AI等多重热门概念于一身 [21] IREN股票表现 - 6月至7月期间出现强势突破走势 随后经历整理阶段 [28] - 具备AI 数据中心和云计算等热门题材 同时涉及加密货币矿机业务 [29] - 技术形态呈现多次突破-整理-再突破的特征 [28] - 相比WOLF具有更高股价和更稳定走势特征 [30]

网络安全威胁加剧 - 近期企业遭受持续网络攻击数量显著增加 勒索软件攻击尝试次数增长超过一倍[1] - 攻击面扩大与人工智能 云计算及数据中心技术普及存在直接关联[1] 分析师专业背景 - 分析师拥有超过十年全球金融市场经验 专注于宏观经济分析 投资组合管理及股票研究[1] - 现任欧洲资产管理公司高级分析师 主导多资产策略并管理股票投资组合[1] - 采用自上而下宏观洞察与自下而上个股选择相结合的方法 重点关注经济周期 货币政策及系统性风险[1] 研究方法论 - 研究体系以基本面分析为基础 日常使用彭博终端 高级Excel模型及量化工具进行估值 风险监控和行业分析[1] - 侧重成长股研究 同时覆盖全类型股票投资风格[1] - 研究目标包括挖掘低关注度标的 逆向投资机会及影响资本流动的地缘政治与宏观因素[1]