Posts
VICI Properties: I've Seen This Story Before, Why I'm Buying The 8% Yield
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: VICI Only the headline is available; the article body is paywalled.
Zscaler: Once Forgotten Cybersecurity Winner, But Not For Long (Downgrade)
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: ZS Only the headline is available; the article body is paywalled.
Oracle: OpenAI Is Back, But Wall Street Is Sleeping
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: ORCL Only the headline is available; the article body is paywalled.
Micron: It's Different This Time - Buy At 6x Earnings Before AI Agents Rerate It
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: MU Only the headline is available; the article body is paywalled.
MSOS: Pause On Cannabis Rescheduling - And Why Trulieve Is A Sneaky Pick
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: MSOS, TRLV Only the headline is available; the article body is paywalled.
Synopsys: New Investor Day Targets Prove Consensus Estimates Are Too Low
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: SNPS Only the headline is available; the article body is paywalled.
Datadog: I Was Wrong; Upgrading After Management Debunked My Bear Thesis
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: DDOG Only the headline is available; the article body is paywalled.
Credo: The Rise Of Muse Validates The AI Trade
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: CRDO Only the headline is available; the article body is paywalled.
NewLake Capital: My Favorite 11% Dividend Yield Investment
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: IIPR, NLCP Only the headline is available; the article body is paywalled.
Robinhood: Tokenized Stocks Are Coming, But It's Time To Sell
SeekingAlpha article by Julian Lin. Tickers tagged by SeekingAlpha: HOOD Only the headline is available; the article body is paywalled.