HeyJaredYiannis Zourmpanos
- Indexed articles, last 90 days
- 7
- Latest publication
- Sep 27, 2026
- Outlet visibility, for Seeking Alpha
- Top 50K sites
- Earliest in this view
- Aug 17, 2026
Latest articles
Sandisk: The Market Still Doubts This Boom (NASDAQ:SNDK) (opens the original)
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In my last coverage on Sandisk (SNDK), I argued that multi-year customer agreements, supply discipline, and AI-induced storage demand could help Sandisk become a less cyclical stock. The latest news 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
AST SpaceMobile: The Moat SpaceX Can’t Copy (NASDAQ:ASTS) (opens the original)
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It appears that the recent correction at AST SpaceMobile (ASTS) is mainly an execution reset as opposed to a broken thesis. Indeed, AST has been creating a strong moat by forming partnerships with Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ASTS over the next 72 hours. I wrote this article mys
Palantir’s Real Moat Just Got Stronger (NASDAQ:PLTR) (opens the original)
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Palantir (PLTR) is becoming the layer which orchestrates all of these elements of AI models, computing power, enterprise data, and decisions. I feel that the recent collaborations with Nvidia ( Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS 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 relation
Applied Optoelectronics’s Next Run Could Be Bigger (NASDAQ:AAOI) (opens the original)
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Applied Optoelectronics, Inc. (AAOI) has reached a point where the market is confused between the costs of scaling and deterioration of the underlying AI thesis. The stock has corrected ~50% from its July peak but is up 25% since my Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AAOI over the nex
Super Micro’s $60 Billion Rerating (NASDAQ:SMCI) (opens the original)
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Super Micro Computer (SMCI) remains cheap in that it is still viewed primarily as a cyclical and risky AI server manufacturer. However, I believe the current narrative is getting outdated. Since my 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 fro
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