Luca Socci
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 29, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Jul 22, 2026
Latest articles
Sezzle: Misvalue It, Misrate It (NASDAQ:SEZL) (opens the original)
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It will take some time, but eventually, the market will realize that one of the sectors that will benefit the most from AI is financials. This is part of what I discussed about "The Next Rotation," saying that the value call 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 compensa
Micron's Earnings: Don't Be Misled By The Guidance, Don't Worry, Q4 Should Be Stellar (MU) (opens the original)
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Until a little more than a year ago, the end of September was a dull period for the market. In fact, September was usually a red month, and it didn't spark a lot of enthusiasm as the earnings season was rapidly ending, with no 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 Alph
24-Hour Trading Is Coming: This Is The Investment Opportunity (NYSEARCA:SPY) (opens the original)
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A major structural change is probably on its way for the U.S. stock market. It may have gone unnoticed, but a few days ago the SEC announced that, on September 17, it will hold a Analyst’s Disclosure: I/we have a beneficial long position in the shares of SPGI 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
Nebius Stock: 18% Rally Explained (NASDAQ:NBIS) (opens the original)
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Big Tech earnings are coming, and the AI trade seems back in place, with most semi stocks and AI-related names moving significantly up this week. I think the rationale is clear: everyone is expecting the hyperscalers to increase their CapEx. But Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, GOOG, MSFT 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
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