HeyJaredSteven Fiorillo
- Indexed articles, last 90 days
- 9
- Latest publication
- Sep 28, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Jul 14, 2026
Latest articles
CoreWeave: Selling Compute Remains Highly Profitable Despite Heavy CapEx And Debt (CRWV) (opens the original)
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CoreWeave (CRWV) polarizes investors as sharply as almost any ticker, and the doubts are straightforward to grasp. Management is guiding CapEx of $35 billion to $39 billion for 2026, the balance sheet closed Q2 with $35.07 billion of debt and the Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRWV, NVDA, META, AMZN, GOOGL, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiv
Home Depot Near 52-Week Lows: Why A 3.2% Yield Makes Me Look Twice (NYSE:HD) (opens the original)
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Being long Home Depot (HD) this past year has been a grind, and the price chart does not hide it. The stock closed at $292.18 on September 24th, off 28.7% over the past year and only $3.08 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 from Seeking
McDonald’s: The Market Is Selling A Dividend King For The Wrong Reasons (NYSE:MCD) (opens the original)
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McDonald’s (MCD) laid out its NEXT strategy and 2030 financial targets at its investor day on September 23rd and the market hated it. Shares fell about 6% to roughly $235 which was a new 52-week low and pushed Analyst’s Disclosure: I/we have a beneficial long position in the shares of MCD 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 bu
Enbridge Stock: The Rate Scare Put This 5.77% Dividend Yield On Sale (NYSE:ENB) (opens the original)
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On September 16th the Federal Reserve did something it hasn't done since 2023 and raised the Federal Funds rate by 25 basis points to a range of 3.75% to 4.00%. Chair Kevin Warsh pointed to oil above $100 Analyst’s Disclosure: I/we have a beneficial long position in the shares of ENB, NEXT, META 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 hav
SpaceX: The Valuation And The Unlock Calendar Keep Me On The Sidelines (NASDAQ:SPCX) (opens the original)
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Space Exploration Technologies Corp., aka SpaceX (SPCX), has been the most heavily watched stock in the market since it went public. The IPO was priced at $135 on June 12th and Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, MSFT, GOOGL, AMZN 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 relati
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