@mhgerstein.bsky.social
MP Materials: Industrial Policy And Geopolitics Outweigh Supply-Demand Economics
seekingalpha.com/article/4849...
seekingalpha.com/article/4849...
MP Materials: Industrial Policy And Geopolitics Outweigh Supply-Demand Economics (NYSE:MP)
Discover how U.S. industrial policy and geopolitical shifts are boosting MP Materials and rare earth supply chains.
seekingalpha.com
December 1, 2025 at 11:03 PM
MP Materials: Industrial Policy And Geopolitics Outweigh Supply-Demand Economics
seekingalpha.com/article/4849...
seekingalpha.com/article/4849...
Intellia Therapeutics: A Worst-Case Risk Becomes A Tragic Reality (Downgrade)
seekingalpha.com/article/4845...
seekingalpha.com/article/4845...
Intellia Therapeutics: A Worst-Case Risk Becomes A Tragic Reality (NTLA)
Intellia Therapeutics pauses Nex-z gene-editing trial after participant death. Click here for my updated look at NTLA stock and why I am downgrading it.
seekingalpha.com
November 19, 2025 at 5:22 PM
Intellia Therapeutics: A Worst-Case Risk Becomes A Tragic Reality (Downgrade)
seekingalpha.com/article/4845...
seekingalpha.com/article/4845...
Strategy's Bitcoin Treasury: Different Securities For Different Investors (New Ratings)
seekingalpha.com/article/4843...
seekingalpha.com/article/4843...
Strategy’s Bitcoin Treasury: Different Securities For Different Investors (New Ratings)
Strategy now trades at a premium to the value of its bitcoin, but a narrower premium than in the recent past. Read more about MSTR and its preferred shares.
seekingalpha.com
November 14, 2025 at 5:39 PM
Strategy's Bitcoin Treasury: Different Securities For Different Investors (New Ratings)
seekingalpha.com/article/4843...
seekingalpha.com/article/4843...
Editas Medicine: Three Strikes And It's Out, Or Third Time's The Charm?
seekingalpha.com/article/4829...
seekingalpha.com/article/4829...
Editas Medicine: Three Strikes And It's Out, Or Third Time’s The Charm?
Discover why Editas Medicine targets high LDL cholesterol with in-the-body gene editing. Click here to read my most recent analysis of EDIT stock.
seekingalpha.com
October 15, 2025 at 1:58 AM
Editas Medicine: Three Strikes And It's Out, Or Third Time's The Charm?
seekingalpha.com/article/4829...
seekingalpha.com/article/4829...
Rigetti Computing: I Caught The Falling Knife, And My Hand Never Felt Better!
seekingalpha.com/article/4828...
seekingalpha.com/article/4828...
Rigetti Computing: I Caught The Falling Knife, And My Hand Never Felt Better! (RGTI)
Rigetti Computing remains a ‘Buy’ despite recent stock volatility and evolving quantum computing trends. Click here to find out why RGTI stock is a Buy.
seekingalpha.com
October 6, 2025 at 11:28 PM
Rigetti Computing: I Caught The Falling Knife, And My Hand Never Felt Better!
seekingalpha.com/article/4828...
seekingalpha.com/article/4828...
Don't Fear Sterling Construction's High P/E: EPS Will Probably Beat Analysts' Projections
seekingalpha.com/article/4826...
seekingalpha.com/article/4826...
Don't Fear Sterling Construction's High P/E: EPS Will Probably Beat Analysts' Projections
Sterling Construction's CEC acquisition expands its data center role beyond site prep into high-value electrical work, enhancing growth. See why STRL stock is a buy.
seekingalpha.com
September 27, 2025 at 12:23 PM
Don't Fear Sterling Construction's High P/E: EPS Will Probably Beat Analysts' Projections
seekingalpha.com/article/4826...
seekingalpha.com/article/4826...
I'll Miss EMCOR's Former Obscurity, But This New S&P 500 Member Is Still A 'Buy'
seekingalpha.com/article/4825...
seekingalpha.com/article/4825...
I'll Miss EMCOR's Former Obscurity, But This New S&P 500 Member Is Still A 'Buy'
EMCOR Group has heavy data center construction exposure, thus giving it a solid stake in AI growth. Click here to find out why I rate EME stock a Buy.
seekingalpha.com
September 25, 2025 at 4:47 PM
I'll Miss EMCOR's Former Obscurity, But This New S&P 500 Member Is Still A 'Buy'
seekingalpha.com/article/4825...
seekingalpha.com/article/4825...
Hims & Hers Is An Interesting Story, But Not The One I Signed Up For - Downgrade
seekingalpha.com/article/4823...
seekingalpha.com/article/4823...
seekingalpha.com
September 18, 2025 at 2:52 PM
Hims & Hers Is An Interesting Story, But Not The One I Signed Up For - Downgrade
seekingalpha.com/article/4823...
seekingalpha.com/article/4823...
Mama's Creations Is Making Progress Toward Justifying The Stock's High P/E
seekingalpha.com/article/4821...
seekingalpha.com/article/4821...
Mama’s Creations Is Making Progress Toward Justifying The Stock’s High P/E (NASDAQ:MAMA)
Mama’s Creations may outpace margin worries with a bold acquisition and strong growth in the deli foods market. Click here to read my analysis of MAMA stock.
seekingalpha.com
September 10, 2025 at 2:23 PM
Mama's Creations Is Making Progress Toward Justifying The Stock's High P/E
seekingalpha.com/article/4821...
seekingalpha.com/article/4821...
After An Odd Start, Tempus AI Is Making A Beeline To The Good End Of The AI Rainbow
seekingalpha.com/article/4820...
seekingalpha.com/article/4820...
After An Odd Start, Tempus AI Is Making A Beeline To The Good End Of The AI Rainbow (TEM)
Discover why Tempus AI (TEM) is revolutionizing healthcare genomics and AI. Learn how its cutting-edge data is shaping diagnostics.
seekingalpha.com
September 8, 2025 at 5:07 PM
After An Odd Start, Tempus AI Is Making A Beeline To The Good End Of The AI Rainbow
seekingalpha.com/article/4820...
seekingalpha.com/article/4820...
I Now See Chemistry Can Be Hip: I Can't Buy An Isotope, But I Can Buy ASP Isotopes Stock
seekingalpha.com/article/4819...
seekingalpha.com/article/4819...
I Now See Chemistry Can Be Hip: I Can’t Buy An Isotope, But I Can Buy ASP Isotopes (ASPI)
Discover why ASP Isotopes (ASPI) is a promising micro-cap investment in enriched isotopes for medicine and tech.
seekingalpha.com
September 4, 2025 at 6:36 PM
I Now See Chemistry Can Be Hip: I Can't Buy An Isotope, But I Can Buy ASP Isotopes Stock
seekingalpha.com/article/4819...
seekingalpha.com/article/4819...
HEICO: Great Business, Great Execution, And I'd Love To Invest, But Not At This Valuation
seekingalpha.com/article/4817...
seekingalpha.com/article/4817...
seekingalpha.com
August 29, 2025 at 4:31 PM
HEICO: Great Business, Great Execution, And I'd Love To Invest, But Not At This Valuation
seekingalpha.com/article/4817...
seekingalpha.com/article/4817...
Light At The End Of The AI Bottleneck: Pre-Commercial Poet Technologies Stock Is Buyable
seekingalpha.com/article/4816...
seekingalpha.com/article/4816...
Light At The End Of AI Bottleneck: Pre-Commercial Poet Technologies Stock Buyable (POET)
Explore the future of photonics with POET Technologies. Discover how they're pioneering the semiconductorization of light to power AI & data centers.
seekingalpha.com
August 25, 2025 at 11:44 AM
Light At The End Of The AI Bottleneck: Pre-Commercial Poet Technologies Stock Is Buyable
seekingalpha.com/article/4816...
seekingalpha.com/article/4816...
The Trade Desk Got Sucker Punched By Wall Street - I'm Here To Administer First Aid
seekingalpha.com/article/4814...
seekingalpha.com/article/4814...
The Trade Desk Got Sucker Punched By Wall Street - I’m Here To Administer First Aid
Discover why Wall Street remains divided on The Trade Desk (TTD) after major stock fluctuations.
seekingalpha.com
August 19, 2025 at 4:29 PM
The Trade Desk Got Sucker Punched By Wall Street - I'm Here To Administer First Aid
seekingalpha.com/article/4814...
seekingalpha.com/article/4814...
Palantir Brass: I'm A Lover, Not A Hater, But Lovers Can Quarrel (Still At 'Hold')
seekingalpha.com/article/4810...
seekingalpha.com/article/4810...
Palantir Brass: I’m A Lover, Not A Hater, But Lovers Can Quarrel (Still At ‘Hold’) (PLTR)
I downgraded Palantir stock to Hold on February 23, 2025. Since then, PLTR stock rose 87%. Check out why I won’t say ‘Sell’ and I am staying at Hold rating.
seekingalpha.com
August 8, 2025 at 5:32 PM
Palantir Brass: I'm A Lover, Not A Hater, But Lovers Can Quarrel (Still At 'Hold')
seekingalpha.com/article/4810...
seekingalpha.com/article/4810...
'Basement Kid' Procore Has A Credible Path To Move Up And Out Into The Grownup World
seekingalpha.com/article/4809...
seekingalpha.com/article/4809...
'Basement Kid' Procore Has A Credible Path To Move Up And Out Into Grownup World (PCOR)
Procore Technologies has a terrific way of building business by cross selling modules and exposing the platform to many people. See why I rate PCOR stock as Buy.
seekingalpha.com
August 6, 2025 at 2:25 PM
'Basement Kid' Procore Has A Credible Path To Move Up And Out Into The Grownup World
seekingalpha.com/article/4809...
seekingalpha.com/article/4809...
My Brain Hurts: Tesla Bears And Bulls Are Equally Right, So I'm Splitting The Difference
seekingalpha.com/article/4804...
seekingalpha.com/article/4804...
My Brain Hurts: Tesla Bears And Bulls Are Equally Right, So I'm Splitting The Difference
Tesla remains a fascinating yet frustrating stock, with innovation and controversy clashing as bull and bear cases both hold weight. Read why TSLA stock is a hold.
seekingalpha.com
July 28, 2025 at 3:04 PM
My Brain Hurts: Tesla Bears And Bulls Are Equally Right, So I'm Splitting The Difference
seekingalpha.com/article/4804...
seekingalpha.com/article/4804...
Cracker Barrel's September Earnings Release Could Be Iffy, But I Expect To Remain Bullish
seekingalpha.com/article/4803...
seekingalpha.com/article/4803...
seekingalpha.com
July 24, 2025 at 5:58 PM
Cracker Barrel's September Earnings Release Could Be Iffy, But I Expect To Remain Bullish
seekingalpha.com/article/4803...
seekingalpha.com/article/4803...
With Intellia Therapeutics, Human Patience Beat Hot-Take Trading: Still At 'Buy'
seekingalpha.com/article/4802...
seekingalpha.com/article/4802...
seekingalpha.com
July 18, 2025 at 3:47 PM
With Intellia Therapeutics, Human Patience Beat Hot-Take Trading: Still At 'Buy'
seekingalpha.com/article/4802...
seekingalpha.com/article/4802...
Crispr Therapeutics' Bright Future Is Coming Into Focus (Rating Upgrade)
seekingalpha.com/article/4801...
seekingalpha.com/article/4801...
seekingalpha.com
July 14, 2025 at 9:25 PM
Crispr Therapeutics' Bright Future Is Coming Into Focus (Rating Upgrade)
seekingalpha.com/article/4801...
seekingalpha.com/article/4801...