Social Media Ideas for Analyst Angle

Analyst Connect May 2026: A Video Trial For Analysts

The illusion of certainty

Analyst price targets look precise but rest on unknown assumptions. The honest alternative: focus on management quality, balance sheet strength and valuation margin of safety inste...

Telco economics vs slide decks (Analyst Angle)

Telcos are being asked to fund the next wave of AI and 5G innovation while already burdened by enormous debt and relentless infrastructure costs. By breaking down carrier finances...

Analyst explains why Avante (TSXV:XX) is worth more than you think

Beacon Securities analyst Gabriel Leung maintained a “Buy” rating and C$2.25 target on Avante (Avante Stock Quote, Chart, News, Analysts, Financials TSXV:XX) in a May 26 update, sa...

Bleeding subs, flat ARPU – the MDU answer US broadband keeps circling (Analyst Angle)

A Maravedis analyst’s view on the Q1 2026 reckoning for fixed broadband, and why the economics of multifamily are quietly becoming the most interesting line in the deck. – Q1 2026...

XLI: The Other Way To Play AI, And More

Rubrik: Even A Strong Analyst Day May Not Be Enough

Corning: Strong Fundamentals Wrapped In An Unverifiable Multiple

Consolidation is reshaping MDU connectivity (part 1/3) – Analyst Angle

Scale is becoming the defining advantage in MDU connectivity. In part 1 of a three-part series, analyst-consultancy Maravedis examines how economics, capital, and operator strategy...

Stat Chat: Count Leverage And The K-BB% Mystery 

Recently The Approach Angle podcast did an episode called ERA Estimators Made Simple where they covered different ERA estimators available to assess a pitcher’s performance (ERA) a...

5 big analyst AI moves: ASML, Dell and Nokia flagged as top picks

Is BCE actually an AI play?

Newhaven Asset Management analyst Rebecca Teltscher says BCE (BCE Stock Quote, Chart, News, Analysts, Financials TSX:BCE) is a defensive telecom name with an underappreciated AI da...

Coherent's AI Infrastructure Positioning Has Changed The Valuation Debate

Palantir: Recreating My Reverse DCF Model After A Year Since Turning Bearish

Watts Water Technologies: Data Center Angle Isn't Enough To Support This Valuation

The AI infrastructure supercycle (Analyst Angle)

Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle...

My Bullish Call On Bank of America Aligns With Its Seeking Alpha Quant Rating (Technical Analysis)

Analyst Report: Zoom Communications Inc

Analyst Report: Zoom Communications Inc

Alexandria Real Estate: Thesis Has Evolved, Same Hold, Different Goalposts

SEIX: Active Management Alpha Meets A Neutral Macro Environment

Analyst Report: Citigroup Inc

Wi-Fi 7 in MDUs – what the tech actually delivers (Analyst Angle)

More than 80 percent of U.S. rental units are in MDUs that predate modern structured cabling, and new construction accounts for only a fraction of that total each year. For MSPs an...

HPE Discover 2026 – the full-stack agentic enterprise (Analyst Angle)

The agentic enterprise gets a full stack, and a third answer to the one-platform question – all the latest from HPE Discover 2026, courtesy of Adlane Fellah at Maravedis Research....