Tag Archives: recommendation

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

**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

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

**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

Clearwater Analytics: Pipeline Is Robust As Expansion Continues

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

VGT And XLK: Time To Cut Exposure To These Large ETFs

**Vanguard Information Technology ETF and Technology Select Sector SPDR Fund: Evaluating Risk and Opportunity**

The Vanguard Information Technology ETF (VGT) and the Technology Select Sector SPDR Fund (XLK) have seen significant price appreciation recently. However, both ETFs are highly concentrated in a small number of mega-cap technology stocks, which exposes them to unique risks.

### Risks Facing VGT and XLK

Key concerns for these tech-focused ETFs include:

– **High Valuations:** Many holdings are trading at elevated multiples, increasing the risk of sharp corrections if growth expectations are not met.
– **Economic Headwinds:** Ongoing challenges such as inflationary pressures, supply chain disruptions, and potential interest rate hikes could negatively affect tech sector performance.
– **AI-Driven Rally Vulnerability:** The recent surge driven by artificial intelligence enthusiasm may face reversals, potentially resulting in significant pullbacks.

Given these factors, investors should approach concentrated tech ETFs like VGT and XLK with caution.

### Portfolio Recommendations

To better manage risk and optimize potential returns, investors might consider:

– **Reducing Exposure:** Scaling back allocations to highly concentrated tech ETFs.
– **Rebalancing Portfolios:** Increasing holdings in the broader S&P 500 index and small-cap value funds, which may offer more attractive risk-reward profiles in the current market environment.
– **Considering Alternatives:** Cash and Treasury Inflation-Protected Securities (TIPS) present appealing options amid uncertainty.
– **Favoring Diversification and Defensive Strategies:** More diversified or defensive equity approaches can help mitigate volatility associated with concentrated tech exposure.

### About the Vanguard Information Technology ETF (VGT)

VGT is a large, well-managed ETF run by a highly regarded provider and has experienced robust price appreciation. While it offers exposure to leading technology companies, its concentration risk and valuation concerns warrant careful consideration.

**About the Author**

Alan Brochstein, CFA, is one of the first investment professionals to focus exclusively on the cannabis industry. He began his career in the securities industry in 1986, managing institutional investments until founding AB Analytical Services in 2007 to provide independent consulting to registered investment advisors.

Alan is also the managing partner of New Cannabis Ventures, a leading provider of financial news in the cannabis sector since 2015, and he leads the investing group 420 Investor — a community focused on publicly traded cannabis stocks, which he moved to Seeking Alpha in 2023. Since 2013, he has provided in-depth coverage of about 20 cannabis stocks, including earnings previews, analyses, a model portfolio, frequent video content, newsletters, and interactive chat support for investors.

**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. Views expressed 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 may not be licensed or certified by any regulatory body.

**Recommended For You**
https://seekingalpha.com/article/4841124-vgt-and-xlk-time-to-cut-exposure-to-these-large-etfs?source=feed_all_articles

nLIGHT: I Am Not Enlightened Here

**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

UPS Grounds Planes After Deadly Crash

**UPS Temporarily Grounds Part of Its Air Fleet Following Deadly Cargo Plane Crash in Kentucky**

UPS has temporarily grounded a portion of its air fleet after a tragic crash involving one of its cargo planes resulted in the deaths of at least 14 people in Kentucky. The decision impacts approximately 9 percent of the company’s aircraft.

“Out of an abundance of caution and in the interest of safety, we have made the decision to temporarily ground our MD-11 fleet. MD-11s are approximately 9% of the UPS Airlines fleet,” the company said in an official statement.

The grounding is effective immediately. UPS added, “We made this decision proactively at the recommendation of the aircraft manufacturer. Nothing is more important to us than the safety of our employees and the communities we serve. Contingency plans are in place to ensure we can continue to deliver the reliable service our customers around the world count on.”

### Why It Matters

This grounding highlights the fragility of the U.S. supply chain as the country heads into the busy holiday season. UPS is one of the nation’s largest air cargo carriers, and any disruption to its operations could delay deliveries and impact businesses that depend on rapid shipping.

### Crash Details

On Tuesday, UPS Airlines Flight 2976, an MD-11 aircraft, crashed shortly after takeoff from Louisville Muhammad Ali International Airport in Kentucky. The flight was bound for Daniel K. Inouye International Airport in Honolulu, Hawaii.

At least 14 people lost their lives in the crash, including pilots Captain Richard Wartenberg, First Officer Lee Truitt, and International Relief Officer Captain Dana Diamond.

The incident occurred around 3 a.m. local time with three crew members onboard. Moments after takeoff, the plane’s left wing reportedly caught fire and an engine detached, causing the wide-body freighter to crash to the ground and erupt into a massive fireball.

### Industry Response and Investigation

In response to the accident, rival FedEx also grounded its fleet of 28 MD-11 planes as a precautionary measure.

The National Transportation Safety Board (NTSB) has launched an investigation into the aircraft’s maintenance history. Notably, the jet had recently undergone repairs in Texas. Early NTSB findings suggest that the engine—not the wing—detached mid-flight, though the exact cause of the crash remains under review.

### Legal Actions Filed

The day following the crash, a class-action lawsuit was filed against UPS, Boeing, and General Electric. The lawsuit alleges that the companies’ “recklessness” led to the tragedy.

According to the complaint, filed by local resident Shakeara Ware, auto shop Triple D, Inc., and property owner Ensey LLC, the defendants’ actions have caused “trauma, fear and uncertainty” among plaintiffs and many Kentuckians. The suit seeks damages for emotional distress, business interruption, revenue losses, lost wages, and property damage.

The lawsuit also criticizes the MD-11 aircraft model and its CF-6 engines, citing a troubling safety history. It alleges that the plane has been linked to multiple catastrophic failures and ranks among the least reliable commercial aircraft still in service.

The complaint references previous MD-11 crashes, including a 2009 FedEx disaster in Tokyo, along with several CF-6 engine-related accidents over the decades. It suggests that similar mechanical defects “caused or contributed” to the Louisville crash.

### Ongoing Investigations

No definitive conclusions have been reached regarding the cause of the crash. Investigations and analysis by the NTSB and other authorities are ongoing.

UPS and related parties have vowed full cooperation with investigators as efforts continue to uncover what led to this devastating event.
https://www.newsweek.com/ups-grounds-planes-after-deadly-crash-11014977

Spire Global: A Buy Even For Late Comers

**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

Path of Exile: Kinetic Blast Elementalist build guide (3.27)

Kinetic Blast Elementalist Build Guide – Path of Exile 3.27

Kinetic Blast is one of the strongest starter skills in the Path of Exile Keepers of the Flame update. If you enjoy clearing out large portions of the map from a distance, this build is an excellent choice in the latest patch. It excels in AoE damage while keeping mana costs minimal, allowing you to stack various buffs efficiently.

Ascendancy and Class Choice

The build benefits greatly from choosing the Witch class, as she gains access to Kinetic Blast earlier than other classes. Additionally, the Elementalist ascendancy remains very powerful despite recent nerfs—especially due to the strong golems it can summon. Elementalist’s specialization in elemental damage makes it a perfect match for this build.

Pros and Cons of Kinetic Blast Elementalist in Path of Exile 3.27

Like any build, Kinetic Blast Elementalist has its strengths and weaknesses. However, it’s proven to be strong enough to carry players through to the late endgame.

  • Pros:
    • Incredible AoE clear speed
    • Good single-target damage
    • Fast map clearing and movement
  • Cons:
    • Squishy during the campaign
    • Requires an early leveling skill before transitioning to Kinetic Blast

How to Play Kinetic Blast Elementalist in Path of Exile 3.27

Kinetic Blast becomes available to the Witch after completing the “Sever the Right Hand” quest in Act 3. For other classes, you need to complete the “A Fixture of Fate” quest and unlock the NPC Siosa. Prior to unlocking Kinetic Blast, you should use alternative skills to level up effectively.

The damage setup for Kinetic Bolt also applies to Kinetic Blast, which allows a smooth and natural transition once you unlock it.

Kinetic Blast fires a projectile that causes multiple AoE explosions on impact. To increase its power, this build incorporates several Herald skills and summoned golems. When ready, summon one of each golem and start launching Kinetic Blast projectiles toward enemies. The AoE explosions deal significant damage and can apply various elemental ailments.

If mobs become overwhelming, deploy a few totems that shoot Kinetic Bolts, enhancing your mobbing ability further.

For boss encounters, maintain a similar strategy but remember to apply Assassin’s Mark to the enemy to increase damage against rare and unique monsters.

Ideal Skill Gem Setup for Kinetic Blast Elementalist

  • Kinetic Blast: Added Lightning Damage – Fork – Sacred Wisp – Volatility
  • Kinetic Bolt (for totems): Ballista Totem – Added Lightning Damage – Faster Attacks
  • Golems: Ice Golem, Lightning Golem, Flame Golem
  • Heralds: Herald of Thunder, Herald of Ice
  • Assassin’s Mark Setup: Mark on Hit, Clarity, Haste

For even better mob clearing, you can add Barrage Support to Kinetic Blast, which improves the AoE aspect of your damage.

Regarding mana management, using Clarity alongside a Lightning Golem should provide enough mana regeneration. Be sure to stack as much mana as possible to maintain all your reservation-based skills active simultaneously.

Passive Tree and Ascendancy Recommendations

Begin by taking nodes on the left side of the tree, focusing on spell damage until you reach Arcanist’s Domain. From there, move right toward Practical Application and then continue to Wandslinger and Prodigal Perfection—these offer a significant damage boost.

The Wand Mastery notable is especially beneficial for adding an extra projectile, helping throughout the campaign and early endgame. You can keep it even after adding Barrage Support or reassign the passive point later if needed.

The screenshot above (not included here) displays what the passive tree typically looks like around level 60. After that, you should focus on stacking elemental damage, life, and energy shield for survivability.

Once you unlock the Elementalist ascendancy, allocate points as follows:

  • Liege of the Primordial: Grants +2 to max summoned golems
  • Golem Commander: Improves buffs from your golems
  • Shaper of Flames: Take advantage of 100% increased damage against ignited enemies with Fire Mastery
  • Shaper of Winter and Shaper of Storm: Enhance elemental ailments and overall elemental damage

Gear Setup for Kinetic Blast Elementalist – Path of Exile 3.27

Gear selection is crucial for this build. Although your skill mana cost is not very high, you need enough mana to keep multiple buffs and heralds active.

Here are the ideal affixes and priorities when choosing gear:

  • Defenses: Focus on capping resistances first, especially elemental resistances, to reduce incoming damage.
  • Life: Stack as much flat life as possible to improve survivability.
  • Damage: Prioritize affixes that increase elemental damage and spell damage.
  • Attributes: This build relies heavily on Strength and Dexterity; therefore, seek gear with Citrine Amulet or other modifiers that improve these attributes.

Because this isn’t Path of Exile 2, where you can swap attributes freely, it’s important to choose gear that supports your attribute needs.

Additional Related Guides

With this comprehensive setup, you should find Kinetic Blast Elementalist a powerful and enjoyable build to carry you through Path of Exile 3.27!

https://www.sportskeeda.com/mmo/path-exile-kinetic-blast-elementalist-build-guide-3-27

Super Micro Computer: Ugly Quarter, Beautiful Future

**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

Palantir Q3: Great Business, Uninvestable Stock

**Palantir Q3: Great Business, Uninvestable Stock**

### Summary

Palantir Technologies delivered exceptional Q3 2025 results, with 63% year-over-year revenue growth powered by strong momentum in both commercial and government segments. PLTR’s operating leverage and cash flow are impressive, but its current market capitalization reflects a “bubblicious” 120x Price-to-Sales multiple, warranting caution.

Despite raising long-term growth assumptions, my updated fair value estimate is $57 per share—far below the current ~$207 price—implying significant downside. I reiterate a **Strong Sell** rating on PLTR due to its poor long-term risk/reward, despite admiring the underlying business fundamentals.

### Introduction

Palantir Technologies, Inc. (NASDAQ: PLTR) stock is trading flat in the aftermath of its Q3 2025 earnings report, wherein the enterprise and government software company outperformed expectations across the board.

### How Did Palantir Fare?

This article was written by a seasoned investor with a professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor (TQI), a community dedicated to achieving financial freedom through bold, active investing combined with proactive risk management.

Established in July 2022, TQI has a singular mission: to make investing simple, fun, and profitable for all investors. In alignment with this mission, we publish premium equity research reports on the Seeking Alpha research library, complemented by a performance tracker.

### More About TQI

Beyond our work on Seeking Alpha, we offer much more within our investing group, including:

– Highly concentrated, risk-optimized model portfolios tailored to meet investor needs across different stages of the investor lifecycle.
– Access to proprietary software tools.
– Interactive group chats for community engagement and shared insights.

Learn more about TQI to enhance your investing journey.

In addition, we publish best-in-class investing tidbits and research insights through the TQI Tidbits free newsletter, Twitter, and LinkedIn. Follow us for regular investing content and updates.

### Analyst’s Disclosure

I/we have no stock, option, or similar derivative positions 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 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 who include both professional and individual investors, some of whom may not be licensed or certified by any institute or regulatory body.

**Comment (1) | Recommended For You**
https://seekingalpha.com/article/4837111-palantir-stock-q3-great-business-uninvestable-stock-maintain-strong-sell?source=feed_all_articles