Bulls vs Bears Global Edition EP7: Here comes September
Global alpha poscast Ep7: Here comes September
Global Alpha
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Our expert analysts scour international markets to deliver high-conviction stock picks, backed by in-depth Macro and company research, proven technical analysis strategies and industry trends.
Global Alpha – Sell Take Profit – Tencent Music TME:NYSE
Sell Take Profit – Tencent Music
Global Alpha BUY – Marvell (MRVL)
Marvell is a classic “growth with volatility” story—loaded with AI upside but requiring tactical discipline. The thesis works if execution matches analyst optimism and AI/custom silicon demand keeps surging. But the risk of a sharp drawdown isn’t hypothetical, so trade management (tight stop-loss, staged trims) is key. Earnings date approaching.
Global Alpha – Sell The Trade Desk (NASDAQ:TTD)
The Trade Desk is a leading technology company specializing in digital advertising. Their cloud-based, self-service platform lets advertisers and agencies plan and run data-driven campaigns across channels like video, audio, display, connected TV, and more.
Global Alpha podcast EP4: Episode 4: Earnings, Tariffs, Fed, Economy…a HUGE WEEK in Markets
In this episode of Global Alpha Bulls versus Bears, Mark and Richard discuss the recent market trends, focusing on key earnings reports from major tech companies, the impact of AI and data center expansion, and the implications of economic indicators such as employment data
Global Alpha – Spotify SPOT:NYSE – Sell (Take Profit)
Spotify SPOT:NYSE – Sell (Take Profit)
Global Alpha Tencent Music TME:NYSE – Sell (Take Profit)
Sell (Take Profit) – Tencent Music TME:NYSE
Global Alpha – Buy ON Semiconductor Corp (NASDAQ:ON)
ON Semiconductor (ON), headquartered in Scottsdale, Arizona, is a leading provider of intelligent power and sensing solutions. The company operates globally, supplying essential semiconductor components used in electric vehicles (EVs), AI data centers, industrial automation, and renewable energy systems.
Global Alpha – Buy The Trade Desk (NASDAQ:TTD)
The Trade Desk is a leading technology company specializing in digital advertising. Their cloud-based, self-service platform lets advertisers and agencies plan and run data-driven campaigns across channels like video, audio, display, connected TV, and more.
Global Alpha podcast: US Earnings season ramps up
In this episode, the hosts discuss the current state of the market, highlighting key performers and sectors, particularly in technology and streaming services. They analyze earnings reports, emerging trends, and provide insights into high conviction stocks, especially in the defense sector. The conversation wraps up with strategic advice for investors navigating the current market landscape.