Michael Chen

Michael Chen is a senior financial analyst and investment researcher with over 15 years of experience covering global equity markets. He specializes in technology sector analysis, fundamental valuation, and macroeconomic trends affecting institutional portfolios.

Equity ResearchFinancial ModelingSEC Filings AnalysisTechnology StocksMacroeconomic AnalysisValuation MethodsEarnings AnalysisRisk AssessmentPortfolio ManagementESG Investing

219 published articles • Page 5

Articles by Michael Chen

Robinhood Tax Filing and Estate Planning Test: Research Playbook

Robinhood Tax Filing and Estate Planning Test: Research Playbook

How to track HOOD’s product expansion from social posts to SEC filings using a repeatable workflow

Analyst Coverage Initiations: How to Research the Thesis Fast

Analyst Coverage Initiations: How to Research the Thesis Fast

A practical workflow to validate price targets, model changes, and near-term catalysts using Alpha Analyst (with Bloom Energy as an example)

Seagate stock price targets after earnings: a practical playbook

Seagate stock price targets after earnings: a practical playbook

How to translate analyst target changes into an actionable upside range, grounded in filings and updated as the Street revises its view

Short-Seller Reports on Carvana: A Due Diligence Playbook

Short-Seller Reports on Carvana: A Due Diligence Playbook

How to stress-test accounting claims, related-party dependence, and “beat-and-raise” narratives with filings-first research

BBAI partnership news: how to analyze customs AI deals fast

BBAI partnership news: how to analyze customs AI deals fast

A practical research workflow for verifying headlines, mapping revenue impact, and monitoring follow-on filings in Alpha Analyst

Tesla Europe Registrations Are Falling: A Research Playbook

Tesla Europe Registrations Are Falling: A Research Playbook

How to verify the data, separate signal from noise, and track EV share shifts in 2026