Posts
BP p.l.c.: Way Ahead Of Schedule
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: BP, CVX, XOM Only the headline is available; the article body is paywalled.
ServiceNow: I'm Buying Ahead Of Q3 Despite Premium Valuation
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: ANTHRO, OPENAI, CRM Only the headline is available; the article body is paywalled.
Nvidia: The Buyback Is The Opportunity
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: OPENAI, ANTHRO, AMD Only the headline is available; the article body is paywalled.
AMD: Too Expensive To Be Worth It Despite Unique Position As CPU Leader
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: OPENAI, META, AMD Only the headline is available; the article body is paywalled.
IREN Limited: The Story Is Getting Better, But It Is Still Not Worth It
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: IREN, NBIS, CRWV Only the headline is available; the article body is paywalled.
TSMC Q3 Preview: The Margin Guide Matters More Than The Print
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: INTC, AAPL, TSM Only the headline is available; the article body is paywalled.
FactSet: The Story Is Getting Better Post-Earnings (Rating Upgrade)
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: FDS Only the headline is available; the article body is paywalled.
UnitedHealth Group: Getting Cheaper And Cheaper
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: ELV, CI, UNH Only the headline is available; the article body is paywalled.
Alphabet: Delivering And Getting Cheaper
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: GOOG, GOOGL Only the headline is available; the article body is paywalled.
Microsoft: Copilot Finally Has A Plan
SeekingAlpha article by Louis Gerard. Tickers tagged by SeekingAlpha: OPENAI, ANTHRO, NVDA Only the headline is available; the article body is paywalled.