JHVEPhoto In today’s very expensive stock market, investors are demanding terrific results to justify valuation premiums; and in the tech sector where headcount reductions and sales slowdowns have become the norm rather than the exception, stocks have seen wild swings in in the Q4 earnings season. ZoomInfo (NASDAQ:ZI), a sales software platform that helps companies…
Andrzej Rostek When I first saw the AdCom briefing documents for Legend Biotech’s (NASDAQ:LEGN) and Johnson & Johnson’s (JNJ) Carvykti, I thought the stock would surely plunge. But that is not what happened and there was only a slight dip followed by a recovery to recent highs. I was previously bullish on Legend and Carvykti’s…
FG Trade Latin Tilly’s (NYSE:TLYS) is an American apparel retailer focused on adolescents and young people. The company had a difficult 2023, with same-store sales falling significantly compared with 2022 and even more with the 2021 pandemic boom period. On the positive, the stock does not seem overvalued compared to mean-reverted profitability, and the company…
Jacob Wackerhausen/iStock via Getty Images Venus Medtech (Hangzhou) Inc. (OTC:VMTHF) (2500.HK) is desperately trying to cure its corporate ailments, after first uncovering governance issues nearly a year ago. But the Hong Kong Stock Exchange isn’t satisfied that the transcatheter device maker is healthy enough just yet to resume trading. Last week, Venus Medtech disclosed that…
Pgiam/iStock via Getty Images Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY) is staying depressed because of the failure of a Phase 3 study for pitolisant in patients with Idiopathic Hypersomnia, challenges from short sellers, increasing doubts about its patent estate, doubt about the value of its Zynerba acquisition, and increasing competition from a few rivals, including Axsome…
400tmax Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) is probably one of the most intriguing investments among big tech, trading at a significantly low valuation compared to the rest of the group. However, it seems that the company’s management continues to pile one mistake over another, with the latest being a demo of its highly anticipated Gemini model, which…
SweetBunFactory Investment (Sell) Thesis The Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) ETF offers a three-fold daily exposure to the ICE Semiconductor index, encapsulating 30 US-listed semiconductor companies, making it a tempting tool for those bullish on the short-term outlook of this sector​​. However, its inherent leverage, coupled with a semiconductor industry grappling with high…
Drew Angerer Investment Thesis Meta Platforms (NASDAQ:META), the parent company of Facebook, Instagram, and WhatsApp, is facing several challenges that will restrict its short-term revenue growth. While the company has seen its stock price increase almost 250% since November 2022, there are concerns about Meta’s business practices and ability to monetize its platforms moving forward….
Bill Oxford It is looking increasingly likely that there will be some sort of Bitcoin (BTC-USD) Spot ETF in the near future. Brief account of events In late August, Grayscale (OTC:GBTC) won a court ruling over the SEC’s block of its launch of a BTC spot ETF. On Friday, October 13th it was revealed that…
sanfel Even as electric vehicle (“EV”) demand grows, EVgo, Inc. (NASDAQ:EVGO) has hardly made any progress towards being profitable. The EV charging station business remains bleeding edge, leaving shareholders subsidizing losses for EV users. My investment thesis remains ultra Bearish on the stock, even close to the all-time lows below $4. Source: Finviz Mounting Losses…
Evergrande has seen an impressive spike in shares even though both the HSI and the property sector in China are still struggling. Chinese property developer Evergrande saw its shares jump 82% on Wednesday, outperforming other publicly listed companies on the Hang Seng Index (HSI). Evergrande shares closed at HK$0.640 after climbing 82.86%, according to data…
kruwt/iStock Editorial via Getty Images Investment thesis I looked at Ørsted A/S (OTCPK:DNNGY) (OTCPK:DOGEF) in March 2022 when I made a “sell” call based on the macro trifecta of commodity inflation, rising interest rates and economic protectionism: Seeking Alpha The stock is down 50% since and was already down 35% before Ørsted announced major impairments…
bymuratdeniz Listen below or on the go on Apple Podcasts and Spotify Oil prices drop below $80 per barrel on China demand concerns. (0:15) Stocks see sharp reversal from overnight Nvidia enthusiasm. (1:37) Wells Fargo like the look of ‘uber caps.’ (4:55) This is an abridged transcript of the podcast. Our top story so far…
Justin Sullivan It has been over eight months since ChatGPT launched and set off the generative AI race. In a previous article, we discussed the threat that the generative AI revolution poses to Google’s core advertising revenue. Google (NASDAQ:GOOG) (NASDAQ:GOOGL)has since offered more insight into how they expect to evolve their advertising strategies for their…
This is an opinion editorial by Mickey Koss, a West Point graduate with a degree in economics. He spent four years in the infantry before transitioning to the Finance Corps. It may seem counterintuitive, but in my last four years serving for the U.S. Army, I’ve essentially been a customer service specialist, whether it’s addressing…