HeyJaredPrakhar Agarwal
- Indexed articles, last 90 days
- 5
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Jul 30, 2026
Latest articles
Oracle Corporation : Don't Catch Falling Knife When Thesis Depends On One Customer (ORCL) (opens the original)
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Oracle Corporation (ORCL) has been a disappointment for investors, with the stock being down by over ~50% in the trailing one-year period. The company, while considered a hyperscaler, has a materially differing financial and product profile from the other 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 opinio
AI CapEx, Bond Yields And Geopolitics Flash Warning Signs: Time To Be Out (NYSEARCA:SPY) (opens the original)
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It has been quite some time since I started to suggest caution for general stock markets. The trajectory continues to become more and more extreme while equities remain stubbornly high. Six months prior, the 10-year Treasury was yielding ~4.35%. Then it breached ~5%, which was already alarming. That 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 a
Why I Like Micron Better Than Nvidia (NASDAQ:MU) (opens the original)
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Micron Technology, Inc. (MU) and Nvidia Corporation (NVDA) both have been key beneficiaries of the Artificial Intelligence Supercycle. I had already upgraded to a Buy rating on Micron after its price correction, which largely had stemmed from 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
The 10-Year Treasury Didn't Wait For The Policy Announcement (NYSEARCA:SPY) (opens the original)
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The much-awaited and talked-about Central Bank Policy Rate announcement is due today, September 16. While the interest rate hike expectations, which had already shot up after the Jackson Hole Symposium presentation by Fed Chair Kevin Warsh, where he reiterated his core focus 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 exp
Micron: Buy Low, Sell High (Rating Upgrade) (NASDAQ:MU) (opens the original)
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I recently covered Micron Technology, Inc. (MU) and rated the shares as a Hold. Since then, the stock has lost a quarter of its value. The loss in the market value is primarily sentiment-driven. The 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 fr
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