HeyJaredAmrita Roy
- Indexed articles, last 90 days
- 7
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Aug 17, 2026
Latest articles
Why I Made Gold A Full Position In My Portfolio (NYSEARCA:GLD) (opens the original)
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Gold prices (XAUUSD:CUR) fell sharply at the start of the week on September 28, and even though prices have stabilized since then, there is no doubt that a surge in long-term bond yields, both nominal Analyst’s Disclosure: I/we have a beneficial long position in the shares of GLD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business re
Bessent Needs A Bigger Buyback (NYSEARCA:SPY) (opens the original)
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After a brief intermission, the long-term bond yields are soaring higher once again, to levels not seen since 2007. As I wrote yesterday, both the S&P 500 (SPY) and Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, CRDO, MRVL, LITE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with an
Warsh Just Threw Markets Under The Bus (NASDAQ:QQQ) (opens the original)
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At the start of the week, I wrote that I’m not worried about an AI slowdown; instead, I am worried about a double-hawk instead. What I meant by a "double hawk" is if both the Federal Reserve and the Bank Analyst’s Disclosure: I/we have a beneficial long position in the shares of BE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business
Forget An AI Slowdown, I'm Worried About A Double Hawk Instead (opens the original)
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The week of September 14 could be the most important one for the remainder of 2026. Up until now, the AI trade, as measured by VanEck Semiconductor ETF (SMH Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, LITE, MRVL, GEV, IGV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any co
AI Is Going Rogue: 3 Stocks I'm Buying (NASDAQ:AIQ) (opens the original)
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AI Safety is having a moment, as Anthropic (ANTHRO) researcher Jacob Coxon quit the company two days ago, citing concerns of the AI industry racing to build self-improving superintelligence that Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR, CRWD, IGV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no busin
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