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/4848125-robinhood-a-strong-business-at-a-difficult-entry-point?source=feed_all_articles
Tag Archives: recommendation
Healthcare ETFs: I Prefer VHT’s Growth To XLV’s Stability
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/4847823-healthcare-etfs-i-prefer-vht-growth-to-xlv-stability?source=feed_all_articles
Gilead Sciences: About To Break Out
Analyst’s Disclosure: I/we have a beneficial long position in the shares of GILD 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/4847402-gilead-sciences-about-to-break-out?source=feed_all_articles
ATRenew: The Market Is Ignoring The Improved Fundamentals
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/4847372-atrenew-the-market-is-ignoring-the-improved-fundamentals?source=feed_all_articles
5 Ways to Avoid Family Feuds This Thanksgiving
Every year at about this time I see some patients who are filled with anxiety at the thought of going home to family for the holidays. While, for some, Thanksgiving sparks memories of delicious foods, aromas, and warm family feelings, for others just the idea of seeing relatives produces an almost panicked reaction. Family can be a fraught topic and I don’t pretend that I can help patients work out all of their complex issues and past history before heading home for the holidays. Processing that stew of anger, ambivalence, disappointment, guilt, and other uncomfortable emotions takes time in therapy to examine and resolve. But there are practical steps you can take to prevent frustration, blow-ups, and discomfort with your family. The key: adjusting your attitude as you head into the holidays. I’ve formatted these recommendation using the word FEUDS so they are easy to remember: F=Forget. Your psychotherapy may involve delving into the hurts heaped on you when growing up. But why not consider letting go of those memories and feelings just for a day or two over the holidays? Sometimes I suggest that a patient close their eyes, fill an imaginary red balloon with the negativity they harbor toward relatives, and then let the balloon go and fly into the air. You can always come back to examining family issues but, for the holidays, try to Be Here Now, as Ram Dass, an American spiritual leader and yoga guru, advised in a book of the same title. By bringing all your emotional baggage to the holiday table, you set yourself up for an unhappy experience. By letting go of hurt and hostility, you give yourself a chance to enjoy the holiday. Don’t deprive yourself of a good time. E=Ease. If you feel tense as you enter into the holiday season, it increases the chance of that strain accelerating when surrounded by relatives with whom you have challenging relationships. De-stressing in advance may take the form of breathing deeply and relaxing one’s body the day and hours before, meditating, doing yoga, and/or setting your intentions. When we are relaxed, we are less likely to become irritated, jump to conclusions, engage in arguments, and escalate conflicts. Try easing your way into the holidays. The results may be surprisingly beneficial. U=Understanding. Inevitably, those who hurt us have been hurt themselves. The parent who is overly critical, the sibling with whom you feel competitive, the aunt who talks so much that no one else can chime in-all of these characters threaten potentially tumultuous encounters. It can be worthwhile to spend a few minutes before you gather for the holidays thinking about each of your relatives from their own perspective: Did your overly critical parent have a disapproving parent from whom they felt rejected? Is the sibling of whom you feel jealous envious of some qualities that you possess? Why does your aunt need to take command of the famiy table? By all means, family issues should be explored in therapy. But, for the holidays, it can be interesting to see what happens when you exercise empathy for others. You may feel more lovingkindness toward the relatives you might otherwise resent. D=Diagnose. Chances are, the negativity you feel toward your family is rooted in something within you or the relatives you disdain. Thanksgiving is a holiday that requires being thankful. If you are feeling negative about relatives as well as other aspects of your life, you may, in fact, be experiencing some level of depression. Or maybe the tensions in your family are due to conditions that others are suffering. Maybe your irritable father or grandparent is depressed, or your selfish sibling is a narcissist, or the cousin who needs everything to happen at a certain time or in a certain way has Obsessive Compulsive Disorder or is on the autism spectrum. The point is that there may be biological conditions impacting your feelings about your family. Recognizing the roots of your or your family members’ attitudes and actions can be helpful in de-toxifying them.
https://www.psychologytoday.com/us/blog/depression-a-guide-for-the-perplexed/202511/5-ways-to-avoid-family-feuds-this-thanksgiving
American Tower: Well-Covered 4% Dividend Potentially Attractive For Income-Oriented Investors (Rating Downgrade)
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/4846280-american-tower-4-percent-dividend-potentially-attractive-for-income-oriented-investors?source=feed_all_articles
Unusual Machines: Revenue Is Ready For Takeoff
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/4844897-unusual-machines-revenue-is-readyfor-takeoff?source=feed_all_articles
Klarna And Affirm: The Best Of Times, The Worst Of Times, And Quarterly Performance
**Klarna and Affirm: The Best of Times, The Worst of Times, and Quarterly Performance**
*APAC Investment News*
Klarna is expected to post solid short-term performance as consumers increasingly turn to Buy Now Pay Later (BNPL) programs amid economic stress. Both Klarna (KLAR) and Affirm (AFRM) show strong user and merchant growth, but rising delinquencies and deteriorating savings rates pose significant medium- and long-term risks.
KLAR and AFRM currently carry hold ratings due to potential short-term upside; however, caution is warranted given mounting headwinds in consumer credit and the labor market. While delinquency rates remain below industry averages, worsening economic conditions could quickly erode fundamentals for both companies.
BNPL programs have become quite popular, especially among younger consumers. With living costs continuing to rise and many people living paycheck to paycheck, consumer credit usage is expected to increase. For the time being, BNPL providers appear well-positioned to benefit from this trend.
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### Observing Megatrends for Investment Insights
Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, observing megatrends — though difficult to spot and fully comprehend — can yield valuable insights into the advancement of human society. These insights, in turn, could pave the way for many useful investment opportunities.
As society and technologies evolve, companies and stakeholders will seize advantages. Identifying which companies will best capitalize on these opportunities is not easy. My interests lie especially in macrotrends, futurism, and emerging technologies.
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### The Importance of Fundamentals and Leadership
However, when it comes to investing, it is crucial to pay attention to fundamentals, the quality of leadership, product pipelines, and other pertinent details.
In recent years, my focus has been on marketing and business strategy, primarily for medium-sized companies and startups. I have worked in international development, including overseas for a foreign Prime Minister’s office, as well as non-profit organizations in the United States. Among other tasks, I have evaluated startups and emerging industries/technologies.
I have also worked as a technology and economic news journalist. Now, I am looking to tie all these experiences together.
While my personal interests will always keep megatrends and technological developments in mind, I firmly believe that fundamentals and technical analysis are vital to uncovering investment opportunities.
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### Analyst’s Disclosure
I/we have no stock, option, or similar derivative positions in any of the companies mentioned, and no plans to initiate 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.
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### Seeking Alpha’s Disclosure
Past performance is no guarantee of future results. No recommendation or investment 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.
—
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https://seekingalpha.com/article/4844344-klarna-and-affirm-the-best-of-times-the-worst-of-times-and-quarterly-performance?source=feed_all_articles
Brilliant Photonics, Brutal Fundamentals: Why I Would Sell Out Of POET Technologies
**Brilliant Photonics, Brutal Fundamentals: Why I Would Sell Out Of POET Technologies**
*By Luca Socci | 5.37K Followers*
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POET Technologies is a small-cap company designing photonic integrated packaging solutions for advanced semiconductor and AI data center applications. The company leverages its Optical Interposer™ platform to integrate electronic and photonic devices, targeting the growing demand for high-speed optical modules.
While some have compared POET to a nascent NVIDIA, it’s important to note that POET is an early-stage designer—not a manufacturer—and currently lacks major commercial agreements. Although POET aspires to become the “NVIDIA of optical engines,” significant progress and validation remain necessary before it can reach that status.
### A New NVIDIA?
Working across the AI supply chains, I have encountered many new companies that appear intriguing. After dealing with established industry players like Applied Materials (AMAT) and understanding their key role in semiconductor manufacturing, it’s crucial to maintain a grounded view on emerging players like POET.
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### About the Author
I’m a long-term investor focused on U.S. and European equities, emphasizing undervalued growth stocks and high-quality dividend growers. Through years of experience, I have learned that sustained profitability—evident through strong margins, stable and expanding free cash flow, and high returns on invested capital—is a more reliable driver of returns than valuation alone.
I manage one of my portfolios publicly on eToro, where I am a qualified Popular Investor, allowing others to copy my real-time investment decisions.
My background spans Economics, Classical Philology, Philosophy, and Theology—an interdisciplinary foundation that sharpens both my quantitative analysis and my ability to interpret market narratives through a broader, long-term lens.
I started investing when I became a father. By managing wisely what I receive and earn, I aim to provide for my children and myself—not so we have so much that we don’t need to do anything, but enough assets to be free to do what we want. The goal is not to free myself from work, but to have the freedom to work in the way and place where I can fully express myself.
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### Analyst’s Disclosure
I/we have a beneficial long position in the shares of SES 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 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.
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https://seekingalpha.com/article/4844009-brilliant-photonics-brutal-fundamentals-why-i-would-sell-out-of-poet-technologies?source=feed_all_articles
Rates Spark: The Shutdown Is Not All That Pains
**ING Economic and Financial Analysis**
*By Benjamin Schroeder, Senior Rates Strategist*
With the end of the US government shutdown in sight, we could soon see a high concentration of important directional cues within a short time frame. However, even if job numbers deteriorate further, the downside for US rates may be limited by lingering inflation concerns.
Euro rates closely follow US rates and will require more upside surprises to break higher.
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**The anticipated end of the shutdown boosts optimism, but other worries remain**
Risk sentiment improved as the US Senate advanced a bill to end the government shutdown. Expectations are now shifting positively, but several concerns still linger in the background.
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From Trump to trade, FX to Brexit, ING’s global economists have it covered. Stay a step ahead by visiting [ING.com/THINK](https://www.ing.com/THINK).
*Please note:* We’re sorry we can’t reply to individual comments.
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**Content Disclaimer:**
The information in this publication is not an investment recommendation, nor is it investment, legal, or tax advice, or an offer or solicitation to purchase or sell any financial instrument. This publication has been prepared by ING solely for informational purposes without regard to any particular user’s investment objectives, financial situation, or means.
For our full disclaimer, please click [here](#).
https://seekingalpha.com/article/4841727-rates-spark-shutdown-is-not-all-that-pains?source=feed_all_articles
