Tag Archives: analyst

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Adtalem Global: Solid Healthcare Education Platform, But Investigation Risk Limits Upside

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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 Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure:

Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor.

Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser or investment bank.

Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4850527-adtalem-global-education-solid-healthcare-education-platform-but-investigation-risk-limits-upside?source=feed_all_articles

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Alibaba: The Margin Deterioration Is A Blessing In Disguise

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of BABA 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 with any company whose stock is mentioned in this article. Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4847879-alibaba-the-margin-deterioration-is-a-blessing-in-disguise?source=feed_all_articles

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Bitcoin (BTC) Weakness Fails to Ignite Altcoin Season as On-Chain Data Shows Steady Activity

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Bitcoin price continues to show weakness, which has trickled bearish sentiments into major altcoins like Ethereum, Solana, ADA, and DOGE. Analyst suggests that the next altcoin season is still looming due to Bitcoin and Ethereum underperformance. Bitcoin (BTC) resumed today’s trade in red, with the price falling back to around $91,000. Analysts noted that the Bitcoin weakness has failed to ignite the next altcoin season, where alternative cryptocurrencies like Ethereum (ETH) show bullish performance. Bitcoin Dominance Plunge, But Altcoins Still Bleeding According to MarketCap data, the Bitcoin price has declined by 15. 4% this month. This was accompanied by a drop in its dominance rate. As we discussed earlier, Bitcoin dominance measures the percentage of the BTC market capitalization relative to the entire crypto market’s cap. High dominance means BTC is dominating, while a drop suggests money is flowing to alternative cryptocurrencies. Usually, a dominance drop excites traders because it implies investors are selling BTC to buy altcoins, kickstarting the “alt season.” Altcoin Season is a market phase where top cryptocurrencies like ETH, Solana (SOL), and Dogecoin (DOGE) rally higher than BTC. It is often driven by speculation, FOMO, and rotating capital from BTC. However, analysts have pushed back that the recent drop in Bitcoin dominance is not a bullish rotation to altcoin. According to them, it is part of a reset, meaning a market-wide cooldown after over-leveraged trading. For emphasis, altcoins like Cardano (ADA), DOGE, and Solana have dropped more than BTC over the past 30 days. While BTC declined by 15. 4%, ADA plunged by 26. 9%, and Solana decreased by 27%. These declines showed that the altcoins are not yet attracting capital. Furthermore, most altcoins/BTC pairs are weak. For instance, the ETH/BTC only dipped slightly, meaning ETH is not surging ahead. However, the XRP/BTC is holding strong. Still, it hints at selective resilience in specific assets rather than a broad altcoin surge. Analyst Says We are Not Yet in an Alt Season Market analyst and Head of Markets at Hex Trust, Rohit Apte, frames the BTC drawdown as a continuation of deleveraging. Apte says an altcoin season has not yet arrived, as most altcoins have underperformed both Bitcoin and Ethereum on a relative basis. Apte explained that for an alt season to start, Bitcoin and ETH need to stabilize and consolidate. Meanwhile, traders are reducing exposure without aggressively rotating into altcoins, meaning they amplify market moves. This paints caution as the market trend, with no panic-selling, and no bold bets either. Furthermore, there are no signs of speculative fever within blockchain building on the Ethereum network. Base, the Coinbase layer-2 blockchain solution, stands out as the current hotspot. The layer-2 blockchain now processes about 19 million daily transactions. Other chains like Optimism, Arbitrum, Polygon, and Celo are steady, processing millions of transactions without congestion. True alt seasons usually feature network overloads, high fees, and explosive activity across multiple chains.
https://bitcoinethereumnews.com/bitcoin/bitcoin-btc-weakness-fails-to-ignite-altcoin-season-as-on-chain-data-shows-steady-activity/

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EnerSys: AI Data-Centers And Grid Constraints Create Multi-Year Opportunity

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**Analyst’s Disclosure:**
I/we have a beneficial long position in the shares of ENS, 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 with any company whose stock is mentioned in this article.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Our analysts are third-party authors, including both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4844223-enersys-ai-data-centers-and-grid-constraints-create-multi-year-opportunity?source=feed_all_articles

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BITO: The High Distribution Won’t Save You From A Crypto Winter

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**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 Alpha). I have no business relationship with any company whose stock is mentioned in this article.

**Seeking Alpha’s Disclosure:**

Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4842851-bito-the-high-distribution-wont-save-you-from-a-crypto-winter?source=feed_all_articles

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Clearwater Analytics: Pipeline Is Robust As Expansion Continues

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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 Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure:
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, or US investment adviser or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4841474-clearwater-analytics-pipeline-is-robust-as-expansion-continues?source=feed_all_articles

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nLIGHT: I Am Not Enlightened Here

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**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 Alpha). I have no business relationship with any company whose stock is mentioned in this article.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank.

Our analysts are third-party authors who include both professional investors and individual investors, who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4841026-nlight-i-am-not-enlightened-here?source=feed_all_articles

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Spire Global: A Buy Even For Late Comers

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**Analyst’s Disclosure:**
I/we have a beneficial long position in the shares of SPIR, 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 with any company whose stock is mentioned in this article. SPIR is my largest position.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4840792-spire-global-a-buy-even-for-late-comers?source=feed_all_articles

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Super Micro Computer: Ugly Quarter, Beautiful Future

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**Analyst’s Disclosure:**
I/we have a beneficial long position in the shares of SMCI, 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 with any company whose stock is mentioned in this article.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Our analysts are third-party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4838581-super-micro-computer-ugly-quarter-beautiful-future?source=feed_all_articles

general

IHD: A Solid Hold That Can Outperform Its Benchmark

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**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 Alpha). I have no business relationship with any company whose stock is mentioned in this article.

**Seeking Alpha’s Disclosure:**
Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Our analysts are third-party authors, including both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
https://seekingalpha.com/article/4835109-ihd-cef-solid-hold-that-can-outperform-its-benchmark?source=feed_all_articles