HeyJaredRicardo Fernandez
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 25, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Aug 18, 2026
Latest articles
Microsoft: Risk and Reward Skewed To The Downside (NASDAQ:MSFT) (opens the original)
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One of the key players in the AI data center build is Microsoft (MSFT), which is spending around $200bn a year (capex & leases) to increase its capacity from 12GW to 31GW by fiscal 2030. So far, the Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRWV 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 rel
Market Reset: A 6% Risk-Free Rate Could Mean A 15x P/E For The Market (opens the original)
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The equity market should reset valuations, whether it's in slow motion, i.e., stagnation, or in a sharp correction; it's anyone's guess. But what seems clear is that the risk-free rate (US yield curve) will be driven higher by US government spending needs (deficits) and inflation (energy Analyst’s Disclosure: I/we have a beneficial long position in the shares of VG, BVN, BAK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinio
Amazon: Anthropic’s IPO Can Be A Game Changer (NASDAQ:AMZN) (opens the original)
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The market has been mostly rewarding the data center supply chain from GPUs, switching, optics, cooling, HVAC, turbines, etc., which I have analyzed and reported on extensively. And while this build-out cycle could last through 2030 as hyperscalers and neo-clouds invest 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 expresse
Cameco: Westinghouse IPO Sooner Than Later (Rating Upgrade) (NYSE:CCJ) (opens the original)
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When I was updating the investment case on Cameco Corporation (CCJ), I was intrigued by the consensus forecast for EBITDA, which was significantly higher than EBIT and net income. It turns out the analyst added 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 (o
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