HeyJaredEsxeleryn Analytics
- Indexed articles, last 90 days
- 6
- Latest publication
- Sep 24, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Jul 25, 2026
Latest articles
Berkshire Hathaway: The Next Move, Hyperscaler Symbiosis, And Hard-Asset Arbitrage (opens the original)
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In my last coverage, I upgraded Berkshire Hathaway (BRK.B) (BRK.A) stock to a strong buy, based on the argument that Wall Street is not considering its business evolution under new 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).
SK hynix: Co-Architect Of AI Systems With Strong Alpha Potential (NASDAQ:SKHY) (opens the original)
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On SK hynix Inc. (SKHY) stock, I mark a strong buy rating, because, in my opinion, Wall Street is mispricing SK hynix’s value by applying mean-reverting cyclical multiples (forward P/E of 6.78x 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 Se
Alphabet: Off-Grid Energy And Commercial RSI May Panic Bears (Upgrade) (NASDAQ:GOOG) (opens the original)
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In my last article on Alphabet's (GOOG) (GOOGL) (GOOGN) (GOOGM) stock, I downgraded it to a Hold based on a strategic tension between a long-term AI moat and 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 business rel
Marvell Stock: Most Potent Setup Of The AI Factory Decade (NASDAQ:MRVL) (opens the original)
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In my last coverage, Marvell Technology (MRVL) stock was rated as a Buy, as it is shifting from a component supplier to the lead architect of optical interconnects for next-gen AI clusters. By synergistic integration 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
Credo Stock: Market Is Mispricing A $1 Trillion AI Infra Catalyst (Upgrade) (NASDAQ:CRDO) (opens the original)
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In my last article, I downgraded Credo Technology Group (CRDO) stock from strong buy to systematic-sell (profit-booking) due to its 16.7x forward EV/Sales (at that time). Despite Credo’s $10 billion TAM, technological moat in telemetry (PILOT), and tailwinds from SpaceX’s hyper-accelerated 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 mys
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