HeyJaredCain Lee
- Indexed articles, last 90 days
- 11
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Jul 17, 2026
Latest articles
DGRO: Banks Are The Next Dividend Growth Engine (NYSEARCA:DGRO) (opens the original)
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When I previously covered the iShares Core Dividend Growth ETF (DGRO), I issued a buy rating because of the potential to benefit from the capital rotation out of semiconductors at the time. However, it turned out that semiconductors continued Analyst’s Disclosure: I/we have a beneficial long position in the shares of DGRO 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
JEPQ: Works For Retirees If You Size It Right (NASDAQ:JEPQ) (opens the original)
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After consistently covering high-yield ETFs over the last few years, I've learned that it's quite common for retirees to keep funds like the JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) as one Analyst’s Disclosure: I/we have a beneficial long position in the shares of DIVO, GPIQ 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
SK hynix: The Case For Owning The HBM Leader Into 2027 (NASDAQ:SKHY) (opens the original)
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U.S. investors can now get a slice of SK hynix (SKHY) following its IPO only a couple of months ago. With the rising demand for AI data centers, the demand for high-bandwidth memory also continues Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU, SNDK 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 r
Bloom Energy: Why I'm Letting My Winner Ride (NYSE:BE) (opens the original)
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An AI data center can have every GPU it needs sitting in a warehouse, but if the grid connection will take years to be completely accessible, the chips can't produce any earnings for the hyperscalers. Bloom Energy ( 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
Sandisk: $94B In Contracts Reinforces Outlook (NASDAQ:SNDK) (opens the original)
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I recently published an article highlighting why the memory shortage will get worse through 2027. I referred to the Roundhill Memory ETF (DRAM) as the vehicle to get that exposure, but I 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 SNDK over the next 72 hours. I wrote this article myself, and i
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