Volatility is a feature, not a bug, of liquid markets like the stock market, in which new prices might be found every millisecond. Now, I see myself as a long-term investor, and as such, I obviously do not care about milliseconds, seconds, minutes, or hours. Mostly, not even days. What weExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Finan ...

I had never heard about Viking Therapeutics (NASDAQ: VKTX ) until I got interested in drug obesity stocks, which had happened very recently. Since then, I broke down Novo Nordisk (I’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating investment content. I actively ana ...

Jeremy Szafron joins Kitco News as an anchor and producer from Kitco’s Vancouver bureau.  Jeremy is a seasoned journalist with a diverse background covering entertainment, current affairs and finance. Jeremy began his career in 2006 as a Journalist at CTV (Canada’s largest network), initially engaging audiences as an entertainment reporter before pivoting to business reporting focusing on mining and small-caps. His macro-financial and market trends analysis made him a sought-after commentator on CTV Mornin ...

I have a wide portfolio of stocks and instruments I follow and cover on this platform. As a young investor myself (I am under 30), I am very interested in tech, AI, EVs, and all kinds of things that makeI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating investment ...

Joby Aviation, Inc. (NYSE: JOBY ), is one of the stocks I rated Buy a couple of months back. I am not an investment advisor, so when I call something a “Buy,” it usually means I either alreadyI’m passionate about finance and investing, focusing on business analysis, fundamental analysis, valuation, and long-term growth, especially in sectors like AI, fintech, finance and tech. I study finance and economy and have hands-on experience in equity research, financial modeling, and creating investment content. I ...

投资评级与持仓 - 亚马逊公司股票被评为强烈买入评级 [1] - 分析师个人持有该股票并在机会出现时增持 [1] 分析师背景与研究重点 - 专注于金融和投资领域 重点研究业务分析 基本面分析 估值和长期增长 [1] - 特别关注人工智能 金融科技 金融和技术行业 [1] - 具备股票研究 财务建模和投资内容创作的实际经验 [1] - 积极分析上市公司 重点关注商业模式 盈利表现和竞争定位 [1] - 运营名为"The Market Monkeys"的财经类YouTube频道 分享投资策略 财报解读和市场趋势观点 [1]

核心观点 - Ciena公司股价在一年内翻倍后仍被分析师看好 主要受益于人工智能驱动的网络需求增长和400G/800G光网络技术升级周期 [1] 行业分析 - 人工智能发展推动网络带宽需求爆发 光通信行业进入高速增长周期 [1] - 400G/800G高端光网络设备成为行业技术升级焦点 [1] 公司业务 - Ciena公司专注于光网络系统领域 在高速光通信设备市场具有领先地位 [1] - 公司业务模式涵盖网络基础设施解决方案 服务于电信运营商和大型互联网企业 [1] 投资研究 - 分析师采用基本面分析和估值模型进行公司研究 重点关注商业模式和财务表现 [1] - 研究覆盖范围包括企业竞争优势和长期增长潜力评估 [1]

公司业绩表现 - Salesforce Inc (CRM) 第二季度财报公布后股价下跌[1] 投资者分歧 - 该股票在投资者群体中引发诸多争议[1] - 需要区分市场噪音与实质性投资信息[1] 分析师研究背景 - 专注于金融与投资领域 特别关注人工智能、金融科技、金融和技术行业[1] - 具备股权研究、财务建模和投资内容创作的实际操作经验[1] - 积极分析上市公司 重点关注商业模式、盈利表现和竞争定位[1] 内容创作平台 - 运营名为"The Market Monkeys"的财经类YouTube频道[1] - 在该平台分享投资策略、财报解读和市场趋势观点[1] - 通过Seeking Alpha平台提供经过研究支持的分析报告[1]

公司业绩表现 - Birkenstock Holding plc为欧洲领先的可穿戴鞋类品牌 刚刚公布2024财年第三季度财务业绩 [1] 分析师背景信息 - 分析师专注于金融与投资领域 擅长商业分析、基本面分析和估值研究 [1] - 研究覆盖领域包括人工智能、金融科技、金融和技术板块 [1] - 具备股票研究、财务建模和投资内容创作的实际操作经验 [1] - 通过YouTube频道"The Market Monkeys"分享投资策略、财报解读和市场趋势观点 [1]

埃克森美孚季度业绩 - 公司公布强劲季度业绩 净利润达71亿美元 [1] - 运营现金流为115亿美元 显示优秀现金流生成能力 [1] - 净债务与资本比率仅为8% 处于行业领先水平 [1] 分析师背景 - 分析师专注于金融与投资领域 擅长基本面分析和估值 [1] - 研究领域涵盖人工智能、金融科技和科技行业 [1] - 拥有股票研究经验 擅长分析商业模式和盈利表现 [1]