Austin Jones
37 posts published
CAMT - Stock Deepdive
Camtek (CAMT) delivers record growth in advanced semiconductor packaging, backed by strong margins, a cash-rich balance sheet, and rising AI-driven inspection demand.
· Austin Jones
SITM - Stock Deepdive
SiTime (SITM) leads the shift from quartz to silicon timing with its Titan MEMS platform, strong margins, and AI-driven growth—making it a high-potential but high-volatility play.
· Austin Jones
NVTS - Stock Deepdive
Navitas Semiconductor (NVTS) powers the shift to AI, EV, and clean energy with GaN and SiC chips—high efficiency, high growth potential, but high execution risk.
· Austin Jones
How Inflation Impacts the True Power of Compounding Over Decades
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Why Investors Still Underperform the Market (Even in the AI Boom)
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What 10 Years of Dividend Reinvestment Would Look Like in AI Stocks
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Which Sectors Are Leading the Market in 2025?
· Austin Jones
How Compounding in High-Growth Dividend Stocks Compares to Traditional Growth Stocks
· Austin Jones
UEC - Deepdive
Explore Pinehold’s Stock Deepdive on Uranium Energy Corp (UEC) a detailed look at its valuation, growth potential, and role in the rising U.S. uranium sector. See how policy shifts and nuclear demand influence UEC’s long-term outlook.
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Example Portfolio Results
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Risk Model
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Construction Criteria
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Internal Commentary
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Analyst Insights
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Recent News Impacts
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Macro Drivers
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Peer Comparisons
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Balance Sheet Quality
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Earnings & Growth Outlook
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Valuation Summary
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Sector Allocation
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New Additions & Exits
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Top Performers
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Current Holdings List
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Drawdowns & Volatility
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Rolling Returns
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Performance Drivers
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