Founder of Group Minding Investing (Subscription Content within Seeking Alpha)
David H. Lerner is the Founder of Group Minding Investing at Seeking Alpha. He specializes in finance, trading, and technology, with a particular focus on day trading, forex trading, international trade, and trade laws. David's insights and expertise have been featured in Seeking Alpha.
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United States (National)
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David H. Lerner focuses on investment analysis and market insights, emphasizing stock market trends, investing strategies, and sales & marketing topics. He often cites data to support his analyses.
Given the nature of his articles, David may respond well to pitches from financial experts offering unique perspectives on current or anticipated market trends, trading strategies based on data-driven insights, and in-depth analysis of specific stocks or industries.
Those looking to engage with David should aim for a deep understanding of finance-related topics and be able to provide insightful commentary supported by relevant data. It's also important to note that he does not have a specific geographic focus but rather concentrates on broader financial themes without regional constraints.
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Summary Nvidia delivered another blowout quarter, with 85% YoY revenue growth and robust forward guidance, but its leadership in the market feels fragile.
By: David H. Lerner
Summary Custom IT application leaders—NOW, SNOW, MDB, and PLTR—are breaking out, driven by strong earnings and sector-wide AI adoption tailwinds.
Summary Historicall Long standing Corporation that go IPOs have underperformed post-listing.
Summary I see a compelling opportunity in the Gold Miners ETF as gold finds technical support and rebounds from recent lows on higher-than-normal volume.
By: David H. Lerner
Summary Major U.S. exchanges like CBOE, CME, NDAQ, and ICE are poised to benefit from the shift to 23/5 trading, a structural 'Big Bang' deregulation.
Hedging ModeThis article is really a continuation of the one I wrote just the other day (please read it here), but I want to stress something to explain all...
Summary Bloom Energy (BE) and Credo Technology (CRDO) dropped sharply after removal from the Russell 2000, presenting a tactical buying opportunity.
Summary I am accumulating Meta Platforms (META) and Micron (MU), favoring disciplined, incremental buying on further dips, with strong conviction in their long-term AI-driven growth.
By: David H. Lerner
Summary SpaceX (SPCX) is a long-term favorite, but current valuation and post-IPO technicals warrant patience before adding; expect volatility around Starship launch.
By: David H. Lerner
Summary I remain bullish despite recent volatility, focusing on opportunities in aerospace, defense, biotech, and AI amid sector-wide sell-offs.
