HeyJaredBay Area Ideas
- Indexed articles, last 90 days
- 7
- Latest publication
- Sep 30, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Jul 28, 2026
Latest articles
Credo: Opportunity Is Knocking (NASDAQ:CRDO) (opens the original)
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At the beginning of July, I reiterated my buy rating on Credo Technology Group Holding Ltd (CRDO) for the fifth straight time. In that analysis, it was shown that growth was strong, that operating leverage Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other
Meta: Muse Completely Rewrites The Playbook (Rating Upgrade) (NASDAQ:META) (opens the original)
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In mid-August, I downgraded Meta Platforms, Inc. (META) to a Hold rating, as there were signs that their business momentum was slowing. Their user and ad metrics illustrated deceleration, and profitability weakened amid operating Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in META over the next 7
Micron Offers A Massive Margin Of Safety (Earnings Preview) (NASDAQ:MU) (opens the original)
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This summer, I provided an update for Micron Technology, Inc. (MU) and decided to reiterate my Strong Buy rating for the third consecutive time. My continued bullishness stemmed from their rapid growth, their Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth
Nebius Stock: The AI-Pocalypse Panic Is A Buying Opportunity (NASDAQ:NBIS) (opens the original)
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Back in June, I provided an update for Nebius Group N.V. (NBIS). Despite remaining bullish on the stock, I decided to downgrade from a strong buy to just a buy, citing valuation expansion. However, it was Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other t
Rocket Lab: Time To Pounce (Upgrade) (NASDAQ:RKLB) (opens the original)
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In early June, just before the SpaceX (SPCX) IPO, I provided an update for Rocket Lab Corporation (RKLB). It was shown that they were well positioned with their full-stack space infrastructure solutions and that demand Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation f
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