HeyJaredDhierin Bechai
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 29, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Sep 13, 2026
Latest articles
Palantir: Buy At An Elite Growth Valuation (NASDAQ:PLTR) (opens the original)
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Shares of Palantir Technologies Inc. (PLTR) have risen around 8% since my last report against a flat performance for the S&P 500 (SP500). The company is entering the Q3 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 than from Seeking Alpha). I have no b
Nebius: Strong Buy As Palantir Unlocks A New Growth Engine (NASDAQ:NBIS) (opens the original)
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Shares of Nebius Group N.V. (NBIS) have lost around 4.5% since my last report, in which I marked shares a strong buy. In the context of the 120% increase over a one-year period, the decline is 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 than from See
Micron: Remains A Strong Buy Ahead Of Q4 Earnings (NASDAQ:MU) (opens the original)
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Micron Technology (MU) reports fiscal fourth-quarter results on September 30. MU has risen 8.3% since my last report, in which I reiterated my strong buy rating as fears of volatility for Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU 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 wit
Boeing: The Recovery Hits Another Speed Bump (NYSE:BA) (opens the original)
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Shares of The Boeing Company (BA) have declined around 6% since my last report. Continued fluctuations in oil prices are keeping airline investors on edge, which also affects sentiment for airplane manufacturers, and generally 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 compen
Sandisk: The NAND Supercycle Makes This A Strong Buy (NASDAQ:SNDK) (opens the original)
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This is my first report on Sandisk Corporation (SNDK), the NAND flash memory business that became independent from Western Digital in February 2025. Sandisk enters my coverage after a remarkable fiscal 2026: revenue nearly tripled, the Analyst’s Disclosure: I/we have a beneficial long position in the shares of MU, SNDK, KXIAY 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
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