OPTIONS, TRADING
Matthew Timpane, CMT
Senior Market Strategist,
Schaeffer's Investment Research
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About Matthew
Matthew Timpane, CMT, is senior market strategist at Schaeffer's Investment Research. With over a decade of experience in finance, his areas of expertise include managing multi-strategy portfolios, trend-following, and trade execution efficiency. Mr. Timpane earned his B.S. in business from the University of Wisconsin.
Matthew's Articles
DigitalOcean Holdings Inc. (DOCN) enters 2026 with a powerful setup as AI shifts from experimentation to real deployment across startups and SMBs. Nvidia Corp.’s (NVDA) announcement that it will step away from operating its own cloud business is also an underappreciated catalyst, argues Matthew Timpane, editor at Schaeffer’s Investment Research.
Matthew Timpane, CMT
TECHNOLOGY
Nebius Group NV (NBIS) enters 2026 as one of the most compelling AI infrastructure stories in the market. The company continues to benefit from exceptionally strong demand for GPU computers, highlighted by two major multi-year agreements, suggests Matthew Timpane, editor at Schaeffer’s Investment Research.
Matthew Timpane, CMT
TECHNOLOGY
Similar to how investors underestimated foundry chip stocks in 2023, data center companies are being undervalued as 2025 gets underway, with Artificial Intelligence (AI) now front and center. Dell Technologies Inc. (DELL) is well-positioned for growth, driven by several key factors, suggests Matthew Timpane, editor at Schaeffer’s Investment Research.
Matthew Timpane, CMT
TECHNOLOGY
Tickers: DELL
Sea Ltd. (SE) presents a compelling bullish case for 2025, thanks to its strong positions in gaming, e-commerce, and fintech across emerging markets, writes Matthew Timpane, editor at Schaeffer’s Investment Research.
Matthew Timpane, CMT
CONSUMER DISCRETIONARY
Tickers: SE