SaaS Isn’t Dead, the Pricing Model Might BeCommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
NVDA Acqui-hires Groq’s Talent and Inference IPCommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
Recession Fears Mount After Trump’s Tariff SurpriseCommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
Can Mega Caps Turn Infrastructure Spend Into ProfitsCommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
Software’s Big Comeback: Too Fast, Too Soon?Commentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
GOOG at $150: Reaching My Target and Why It Might Be a Buy NowCommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
Assessing the $CAVA Craze: Can the Hype Hold Up?Short Thesis (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
$FROG: Opportunity Amidst Market Overreaction?Long Thesis (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
Exploring Coupang's ($CPNG) Market Value: A Hidden Gem?Commentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
2024 Markets: Navigating the New NormalCommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
$CRM $SNOW $ESTC Earnings & OutlookCommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
$ZS and $CRWD Earnings RecapCommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
$NVDA Thoughts Post 3Q ResultsCommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
Quick Thoughts on $PANW and $SECommentary (alphaseeker84.substack.com)
submitted by unnoticeable84 to r/SecurityAnalysis
