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Pony AI: Buying The Wuhan Whiplash (NASDAQ:PONY)

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Mobileye: Robotaxi Boosts The Bull Thesis (Rating Upgrade)

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I am a full-time investor and analyst with over 20 years of market experience, specializing in the “Deep Tech” small-cap frontier. My career began with Bank of America in the 1980s, and I hold an MBA with professional qualifications in accounting and company valuation. My approach to the markets is a blend of academic rigor and “scar tissue” experience. I am the third generation of investors in my family; my grandfather survived the crash of 1929, and my father navigated the 1970s oil crisis. Having traded through the Dot Com bubble and the 2008 Credit Crisis, I’ve learned the hard way that success is built on a simple, disciplined mandate: identify winners, cut losses early, and let the waves of disruption run. This philosophy has evolved into Strategic Waves Capital Management, a boutique firm I run alongside my partner, a qualified lawyer. Together, we use Financial and Mathematical Theory combined with primary research—including executive and academic interviews—to filter the “hype” from the real commercial breakthroughs in sectors like Quantum Sensing, Biotech, and the electrification of everything. Today, I lead the Strategic Wave Investments group here on Seeking Alpha. Providing: Total Transparency: We report only on real-money trading in live accounts. Members access our Dual Strategies: From our high-conviction longer-term portfolio to our tactical “$250-to-$100K” trading challenge. Whether we are tracking the next generation of disruptive technology or managing high-beta volatility, our goal is to provide the institutional-grade clarity you need to invest with conviction.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PONY 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.

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Bitcoin stuck below $63K resistance: Live levels

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Bitcoin stuck below $63K resistance: Live levels

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Burnham emerges as frontrunner to replace Starmer as Labour leadership race nears

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Burnham emerges as frontrunner to replace Starmer as Labour leadership race nears

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onsemi: Chasing AI Opportunities With Synaptics (NASDAQ:ON)

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onsemi: Chasing AI Opportunities With Synaptics (NASDAQ:ON)

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The Value Investor has a Master of Science with specialization in financial markets and a decade of experience tracking companies via catalytic company events. As the leader of the investing group Value In Corporate Events they provide members with opportunities to capitalize on IPOs, mergers & acquisitions, earnings reports and changes in corporate capital allocation. Coverage includes 10 major events a month with an eye towards finding the best opportunities. Learn more.

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.

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BHP Splits Americas Role in Executive Reshuffle

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BHP Splits Americas Role in Executive Reshuffle

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BHP Group

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increase; up pointing triangle Chief Executive Brandon Craig will split his recent role overseeing the company’s Americas operations in two, sharpening focus on North and South America as growth engines for the world’s most valuable miner.

BHP on Friday named innovation chief Jessica Farrell as North America president, effective July 1, and said Farrell will be acting president of the company’s South America business until that role is filled.

Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

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Cloudflare: Structural Acceleration Driven By Agentic AI Traffic

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Cloudflare: Structural Acceleration Driven By Agentic AI Traffic

Cloudflare: Structural Acceleration Driven By Agentic AI Traffic

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Lowe's: Best Time To Buy Since COVID

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Lowe's: Macroeconomic Headwinds Become More And More Concerning (NYSE:LOW)

Lowe's: Best Time To Buy Since COVID

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Uxin Limited: Impacted By Industry Weakness

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Uxin Limited: Impacted By Industry Weakness

Uxin Limited: Impacted By Industry Weakness

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US court rejects EPA bid to ease regulations for coal-fired power plants

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US court rejects EPA bid to ease regulations for coal-fired power plants


US court rejects EPA bid to ease regulations for coal-fired power plants

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Brexit 10 years after: What’s worked and what hasn’t?

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Brexit 10 years after: What’s worked and what hasn’t?

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Aramark: Demand Is Strong, And Nexus Is A New Growth Driver

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Bitfarms Rebrands To Keel Infrastructure, But Financial Engineering Still Weighs

Aramark: Demand Is Strong, And Nexus Is A New Growth Driver

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