HeyJaredSharon McArd
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 23, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Aug 14, 2026
Latest articles
Realty Income: YTD Lows Make The Monthly Dividend Attractive Again (NYSE:O) (opens the original)
Read excerpt
Realty Income Corporation (O) has pulled back to a level where I think the risk/reward is getting attractive again for income investors. In my January article, I said Realty Income was my best Analyst’s Disclosure: I/we have a beneficial long position in the shares of O 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
Micron: The AI Memory Cycle Still Looks Underpriced (Upgrade) (NASDAQ:MU) (opens the original)
Read excerpt
Micron Technology, Inc. (MU) reports its fiscal Q4 earnings after the close on 30 September, and that timing matters because the stock has already had a huge move, and investors now have to decide 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 Alpha). I have no business relatio
Broadcom Stock: Buy The AI Reset After Q3 Earnings (NASDAQ:AVGO) (opens the original)
Read excerpt
Broadcom Inc. (AVGO) just gave investors the post-earnings update the pre-earnings article was waiting for. Now there are the numbers. Broadcom reported Q3 FY2026 revenue of $29.591 billion, up 86% year-over-year with GAAP operating income Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options or similar derivatives in AVGO over t
Applied Materials: The Selloff Is Ignoring The AI Equipment Boom (NASDAQ:AMAT) (opens the original)
Read excerpt
Applied Materials, Inc. (AMAT) has just delivered the kind of quarter that should've strengthened the AI infrastructure thesis. Revenue grew again, margins rose, free cash flow grew, and Q4 guidance came in better than Wall Street Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options or similar derivatives in AMAT over the next 7
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
Top 50K sites
For Seeking Alpha, the outlet · Measured Aug 1, 2026
Website popularity band, not a count of readers or article views.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.