Why SCHD May Lag SPY (Archive)
SCHD’s tech underweight and bank overweight create a macro setup favoring SPY instead.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
Micron Q1 Preview: Mixed Signals Going Into Earnings (Archive)
Micron’s DRAM strength contrasts with a weakening NAND outlook and stretched valuations.
Hewlett Packard Enterprise: Positioned Well For Multi-Year Outperformance (Archive)
HPE is primed for durable growth, re-rating potential, and multi-year outperformance.
Intel: Examining The Track Records Of The New CEOs In Consideration (Archive)
Intel’s CEO shakeup highlights a failed turnaround and raises the stakes on leadership.
Amazon: Multiple Margin Levers Drive Earnings Growth (Archive)
Multiple structural margin drivers are converging to unlock powerful earnings growth at Amazon.
AMD: Strong Fundamentals Are Fully Priced In (Archive)
AMD’s growth and margin strength look solid, but upside appears already fully reflected.
Solid Power: Testing Investors' Patience (Archive)
Solid Power’s delays, cash burn and policy risks keep the stock’s downtrend intact.