wimagine/iStock via Getty Images Fundamentals The discussions within the BRICS bloc about creating an alternative payment system signify a significant geopolitical shift with far-reaching economic implications. Led by Russia, this move underscores a growing desire among emerging economies to reduce dependence on the United States and the dollar-dominated financial infrastructure. The BRICS bloc, now expanded…
John Kevin Investment thesis My first bearish thesis about the SPDR S&P 500 ETF (NYSEARCA:SPY) did not age well, since the ETF rallied by almost 18% since late October. I am a mentally healthy person and will unlikely ever bet against the largest U.S. corporations from a long-term perspective. Still, I expected a temporary pullback…
Hello my names is james,I’m photographer./iStock via Getty Images Over the past 3+ years, I’ve written about 100+ companies, and Tidewater Inc. (NYSE:TDW) is certainly not a traditional growth stock. However, TDW not only gives me diversification and exposure to the energy industry, but the company also has strong fundamentals and trades at a reasonable…
The report states that an increase in the adoption and use cases of Bitcoin and CBDCs could weaken the strength of the US dollar. Andrew Peel, the Head of Digital Assets at financial services giant Morgan Stanley (NYSE: MS), has warned that the use of cryptocurrencies like Bitcoin could negatively impact the US dollar. Peel said…
champpixs JPMorgan Chase (NYSE:JPM) recently presented at the Goldman Sachs conference. There were two important takeaways from the conference. Firstly, Net Interest Income is expected to be a positive tailwind for the bank as the First Republic transaction has performed better than modeled. Secondly, its focus on expanding its asset management business will continue to…
Robert Way Thesis Lululemon Athletica Inc., (NASDAQ:LULU) commonly known as Lululemon, is a Canadian-American multinational athletic apparel retailer headquartered in British Columbia and incorporated in Delaware, United States. The stock has performed exceptionally well, gaining more than 50% in value in 2023. While it trades at a rich valuation of close to 60 times earnings,…
Editor’s note: Seeking Alpha is proud to welcome Market Snippet as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Ken Ishii/Getty Images News Recommendation We recommend a Long…
Ole_CNX Investment Thesis Earlier in November, I covered Google (NASDAQ:GOOG) where I discussed the company’s strong balance sheet and potential for high shareholder returns. In this article, I will discuss the company’s recent launch of its AI system, Gemini. This is an important development and shows significant strides Google has been making in AI. Gemini’s…
Dubbed Gaudi3, Intel intends to attract generative AI companies like OpenAI away from Nvidia and bolster its stock market performance. Intel Corp (NASDAQ: INTC) stock closed Thursday trading at $45.18, up 1.37 percent from the day’s opening price. Although Intel has been on a winning streak since the calendar flipped in January, the company is…
SweetBunFactory Investment Thesis Company Overview Advanced Semiconductor Material Lithography (ASML Holdings N.V.) (NASDAQ:ASML), founded in 1984 with headquarters in Veldoven, Netherlands, is a Dutch corporation specializing in developing and manufacturing photolithography machines that are used in producing computer chips. The company has one reportable segment in lithography solutions. Strength & Weakness/Risks Born out of the…
Bernstein analysts are not the only experts who believe Binance will remain the world’s leading crypto exchange despite the recent settlement with the US authorities. In the aftermath of Binance’s recent settlement with the United States government, industry analysts at Bernstein are confident the company will continue to maintain its position as the leading global…
Kirk Fisher For those who made investing in Amazon.com, Inc. (NASDAQ:AMZN) part of their New Year’s activities, the year has indeed been an exhilarating one, with the stock value surging by an impressive 46.77% year to date. However, long-term followers of this stock are well-acquainted with its inherent volatility. They recognize that the current momentum…
iantfoto I last covered ASML Holding N.V. (NASDAQ:ASML) in July, as the company was impacted by geopolitical headwinds, emanating from the Biden Administration’s efforts to thwart the progress of China’s AI efforts. Despite that, ASML delivered a solid Q2 earnings scorecard back then, underscoring solid recovery, despite macroeconomic and downstream industry headwinds. However, investors were…
Hispanolistic/E+ via Getty Images Business Model Overview U.S. Physical Therapy (NYSE:USPH) operates in two business segments: physical therapy operations and industrial injury prevention (IIP) services. Within the physical therapy segment, USPH has established itself as a significant player in the industry, with 662 clinics spread across 41 states, with a particular presence in Texas and…
ozgurdonmaz In our previous analysis, we determined that Apple Inc’s (NASDAQ:AAPL) success in the Chinese market in 2022 was due to its aggressive pricing strategy, which gave it an edge over Chinese rivals thanks to stronger profit margins. We believe this allowed Apple to cut prices more than competitors, boosting its competitiveness. Additionally, we believe…
Following the successful acquisition, Gilded CTO Ken Gaulter will be joining the engineering team at Bitwave to ensure a smooth transition. Bitwave, a San Francisco-based tech company that focuses on enterprise accounting for the crypto industry, announced a strategic acquisition of Gilded Finance, a leading provider of Web3-focused accounting and financial reporting tools. According to…
China’s efforts to support and revive its property sector took a notable turn recently with a series of monetary policy adjustments to provide relief to the struggling real estate market. Hong Kong-listed property stocks took the market by storm earlier today, outpacing all expectations and driving the Hang Seng Index (INDEXHANGSENG: HSI) to the top…
Michael Vi Investment Thesis I believe Tencent Holdings Limited (OTCPK:TCEHY) stock is a buy. The company’s ‘super-app’, WeChat, underscores its unparalleled dominance in China’s tech landscape, reaping the benefits of network effects and offering a comprehensive range of services that cater to diverse user demands. Beyond this, Tencent’s global gaming endeavors, despite the temporary regulatory…