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Here at the Lab, we have a good grip on EU semis. Following STMicroelectronics’ 20% stock price decline and a Q3 supportive comment, today...
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This article was written by Follow Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded...
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This article was written by Follow Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish...
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By Adila McHich, Cameron Liao, Elizabeth Hui and Paul Wightman At a Glance From natural gas supply and demand dynamics to OPEC+ decisions, heightened...
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This article was written by Seeking Alpha’s transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands...
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Thesis The trade of the year in 2023 has been to be long the so called ‘Magnificent Seven’: Alphabet (GOOGL), Apple (AAPL), Amazon (AMZN),...
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Intro Neurodegenerative disease-focused BioVie (NASDAQ:BIVI) recently presented a set of blinded data which, if taken at face value, suggest that its lead asset NE3107...
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In our previous analysis of Texas Instruments Incorporated (NASDAQ:TXN), we expected the company’s growth outlook to remain robust, particularly in the automotive segment (21%...
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ATRenew Inc. (NYSE:RERE) has just reported very sound quarterly results. The company’s stock has not been doing very well, however. In my view, this...
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Investment Thesis Mobileye Global Inc. (NASDAQ:MBLY) Q3 results saw much of the same: slowing growth rates and unimpressive free cash flows. However, there are...
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Have you ever dreamed of living life on your own terms? A life where you aren’t shackled by only two weeks of annual PTO...
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Investment thesis Oil (CL1:COM) prices have been trending lower, mostly on expectations that demand is weak. Stories of continued US production growth, despite the...
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Thesis American Airlines Group (NASDAQ:AAL) is a holding company whose primary business activity is the operation of a major network air carrier, providing scheduled...
