HeyJaredKenio Fontes
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 30, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Sep 10, 2026
Latest articles
Micron Q4: The Bull Case Is Getting Very Hard To Ignore (NASDAQ:MU) (opens the original)
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My first coverage of Micron Technology, Inc. (MU) was in March. My rating was a Buy, and it’s up ~130% since then. But since my last article in June, which was after 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
Alphabet: The AI Winner Nobody Is Talking About (NASDAQ:GOOGL) (opens the original)
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Yesterday, I wrote about the Meta Platforms (META) AI agents thesis. It’s a great optionality; Meta has great distribution power (billions in DAUs). The potential is huge, not only through take rates and shopping agents but also through enterprise AI services. Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOGL, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compen
SpaceX: The 'Most Interesting' Sell I've Ever Seen (NASDAQ:SPCX) (opens the original)
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I just wrote an article on Meta Platforms (META), focused on the AI agents theme. This is precisely one of the risks for Meta; the agentic AI addressable market is huge, but Meta is Analyst’s Disclosure: I/we have a beneficial long position in the shares of META, GOOGL 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
Costco: Strong Fundamentals, But Valuation Needs To Cool—Reiterate Sell (COST) (opens the original)
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Costco Wholesale (COST) highlighted a few value items in Q4, such as Kirkland Walnuts from $13.79 to $9.99 and Kirkland Coarse Black Pepper from $6.99 to $5.99. These are decent promotions, with 27% and 14% discounts. 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 fo
Oracle Q1: 20x Earnings Is Too Cheap For 120% Cloud Growth (NYSE:ORCL) (opens the original)
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Since my last article on Oracle Corporation (ORCL), the stock has declined roughly 14%. Even if the picture of other timeframes is uglier (such as a 54% decline in the last year), I believe that Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, GOOGL 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
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