Offshore Drilling and Supply

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FuelCell Energy: AI Data Center Enthusiasm Seems Misplaced - Sell
Seeking Alpha· 2025-09-24 08:50
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Axt: Epic Rally Fuelled By Improved Outlook And AI-Enthusiasm - Hold (NASDAQ:AXTI)
Seeking Alpha· 2025-09-23 11:23
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Quantum Corporation: Sell On Weak Legacy Business Trends And Persistent Dilution (QMCO)
Seeking Alpha· 2025-09-22 17:27
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Immersion: Upgrading On Upcoming Barnes & Noble Education Catalyst - Buy (NASDAQ:IMMR)
Seeking Alpha· 2025-09-19 09:16
交易策略与行业覆盖 - 交易策略包括日内多空双向操作以及中短期持仓 [1] - 历史重点覆盖科技行业股票 [1] - 过去两年扩展至海上钻井与供应行业以及航运业全面覆盖(油轮 集装箱 干散货) [1] - 持续密切关注处于早期发展阶段的燃料电池行业 [1] 专业背景与市场经验 - 具备20年日内交易经验 曾任职普华永道审计师 [2] - 成功应对互联网泡沫破裂事件 [2] - 成功应对911事件后续市场波动 [2] - 成功应对次贷危机市场冲击 [2]
Flux Power: Sell On Poor Outlook And Elevated Dilution Risk
Seeking Alpha· 2025-09-18 04:24
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Coffee Holding: Strong Quarter Ahead (Rating Upgrade) (NASDAQ:JVA)
Seeking Alpha· 2025-09-17 03:59
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Perion Network: Still Positive After Q2 Connected TV Disappointment - Buy
Seeking Alpha· 2025-09-15 16:26
交易策略与行业覆盖 - 交易策略包括日内多空交易以及中短期头寸 [1] - 历史重点为科技股 过去两年扩展至海上钻井与供应行业以及航运业整体覆盖(油轮、集装箱、干散货) [1] - 持续密切关注处于早期阶段的燃料电池行业 [1] 专业背景与经验 - 拥有近20年日内交易经验 曾作为审计师任职于普华永道 [2] - 成功应对互联网泡沫破裂、911事件后续影响及次贷危机等市场波动 [2]
Farmer Bros.: Dismal Outlook Makes Sale Imperative - Hold (NASDAQ:FARM)
Seeking Alpha· 2025-09-15 09:08
交易策略与行业覆盖 - 交易策略以日内多空双向交易为主 同时进行中短期押注 [1] - 历史重点覆盖科技行业股票 [1] - 近两年扩展至海上钻井与供应行业以及航运业全面覆盖(包括油轮、集装箱船、干散货船) [1] - 持续密切关注处于发展初期的燃料电池行业 [1] 专业背景与经验 - 拥有近20年日内交易经验 [2] - 曾担任普华永道审计师 [2] - 成功应对互联网泡沫破裂、911事件后续影响及次贷危机等多轮市场波动 [2]
New Fortress Energy: Prepare For Bankruptcy - Strong Sell
Seeking Alpha· 2025-09-08 02:20
交易策略与行业覆盖 - 交易策略以日内多空交易为主 偶尔涉及中短期头寸 [1] - 历史重点覆盖科技行业股票 [1] - 近两年扩展至海上钻井与供应行业以及航运业全面覆盖 包括油轮 集装箱 干散货领域 [1] - 持续关注处于早期阶段的燃料电池行业 [1] 从业背景与经验 - 位于德国 曾担任普华永道审计师 [2] - 转任日内交易员近20年 [2] - 成功应对互联网泡沫破裂 911事件后续影响及次贷危机等市场波动 [2] - 长期为Seeking Alpha社区提供高质量研究内容 [2]
Imperial Petroleum: Upgrading On Strong Near-Term Tanker And Dry Bulk Market Prospects - Buy
Seeking Alpha· 2025-09-07 12:15
投资策略与行业覆盖 - 交易策略包括日内多空交易以及中短期头寸 [1] - 历史投资重点为科技行业股票 [1] - 近两年扩展至海上钻井与供应行业以及航运业(油轮、集装箱、干散货)的广泛覆盖 [1] - 持续关注处于早期阶段的燃料电池行业 [1] 专业背景与经验 - 拥有近20年日内交易经验 [2] - 曾担任普华永道审计师 [2] - 成功应对互联网泡沫破裂、911事件后续影响及次贷危机等市场波动 [2]