HeyJaredJames Foord
- Indexed articles, last 90 days
- 9
- Latest publication
- Sep 30, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Jul 7, 2026
Latest articles
AMD: Lisa Su Proved Me Wrong (Rating Upgrade) (NASDAQ:AMD) (opens the original)
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In my last article, I upgraded Advanced Micro Devices (AMD) from Strong Sell to Hold, arguing that OpenAI's Astra model would trigger a new wave of demand for both GPUs and CPUs. Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD 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
The Fed May Have Just Lit The Fuse For The Next Rally (opens the original)
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The Federal Open Market Committee raised its target range by 25 basis points on Sept. 16, the first hike since 2023, and it was a unanimous vote. The move has been met with significant skepticism from market participants 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
SpaceX: The Boldest Bet On Wall Street (Rating Upgrade) (NASDAQ:SPCX) (opens the original)
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Since my last article, two things have changed, making me much more bullish. First, management’s $100 billion ARR target now seems much more achievable, and we have concrete evidence of how this will be Analyst’s Disclosure: I/we have a beneficial long position in the shares of SPCX 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
Sandisk: The Math Makes No Sense (NASDAQ:SNDK) (opens the original)
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I called Sandisk Corporation (SNDK) a Strong Buy in early August, arguing $2,000 was the bear case, not the target. The stock is up 33% since that call against a roughly flat S&P Analyst’s Disclosure: I/we have a beneficial long position in the shares of 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 relationship with any c
The AI Collapse Nobody Is Ready For (opens the original)
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The blended price of a million tokens hit a record low of $0.97, raising some harsh questions for AI. But it’s important to break down what exactly is happening. 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
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