HeyJaredRick Orford
- Indexed articles, last 90 days
- 6
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Jul 20, 2026
Latest articles
Oracle Just Sent A Notice That Has Everyone Staring At The Wrong Place (NYSE:ORCL) (opens the original)
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Back on Aug. 25, I argued that Oracle Corporation (ORCL) had a timing problem while the market was pricing in a demand problem, and the stock didn't take my side. Instead, it slid from about $146 to $137.30 as of 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
Alphabet's $30 Billion SpaceX Bill Isn't What It Looks Like (NASDAQ:GOOG) (opens the original)
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Alphabet Inc. (GOOG/GOOGL) aka Google has mostly been on a winning streak since I last wrote about it in August. For example, on September 2, a federal judge declined to break up its ad tech business, and Analyst’s Disclosure: I/we have a beneficial long position in the shares of 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 busin
Sandisk's $15.5 Billion Buyback Could Retire Up To 5.6% Of Current Shares (NASDAQ:SNDK) (opens the original)
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Sandisk Corporation (SNDK), aka Sandisk stock has taken a sort of scenic route since I last wrote about it in August. Back then, the shares traded at around $1,787, dipped as low as ~$1,520 on September 16, and 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
Palantir Stock Is Flat - But Recent News Suggests Not For Long (NASDAQ:PLTR) (opens the original)
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Back on August 10, I rated Palantir Technologies Inc. (PLTR) a Strong Buy when it traded at around $172 per share. On September 16, it closed near the same level, within a dollar of where it Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN, 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 it (other than from Seeking Alpha). I have no business relat
Broadcom's Biggest Customers Want To Slow AI Down - They're Still Buying (NASDAQ:AVGO) (opens the original)
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Broadcom Inc. (AVGO) told investors it expects to ship roughly $350 billion of AI chips over the next two fiscal years, with supply already locked in. That massive, visible demand shows just how green the company’s 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).
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