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
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
Unity Software (U) is a best-of-breed, content-creation engine for video game development, with key partnerships that include Microsoft, Apple, Nintendo, and Sony. Unity Software has seen its fundamentals stabilize thanks to conservative 2024 guidance. That sets the company up for potential upwardly revised forecasts in future earnings reports, writes Matthew Timpane, editor at Schaeffer’s Investment Research.
Matthew Timpane, CMT
TECHNOLOGY
Tickers: U
Chipmaker Taiwan Semiconductor Manufacturing (TSM) recently reclaimed the round $100 level, along with its 20-month moving average. Reclamations of the latter favor that the stock price will be higher by the end of 2024, as tests have proven to be buying opportunities in the past, says Matthew Timpane, editor at Schaeffer’s Investment Research.
Matthew Timpane, CMT
TECHNOLOGY
Tickers: TSM