VISIBLE ALPHA AUTHOR:

About

Melissa is Head of TMT Research at Visible Alpha. She spent 20+ years as an equity analyst and portfolio manager. At TIAA/Nuveen, Melissa specialized in covering global technology and consumer stocks and the Pan-Asia region. She also managed one of Fidelity's equity research teams as a director of research. In addition to her equity investing career, Melissa worked directly with software engineering teams at Bloomberg, Microsoft, and MSCI building cloud-based solutions to centralize and aggregate critical investment data for investors. Melissa studied Japanese at Harvard University, received her MA in economics from Brandeis University and MS degree from the University of Pennsylvania, and is a CFA charterholder. She is certified in Azure Fundamentals and Agile Project Management.

Articles by Melissa:

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July 25, 2024

Meta (META) & Apple (AAPL) Earnings Ahead

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July 24, 2024

The Visible Alpha AI Monitor: Start of a Rotation?

Big Tech Earnings Reviews Meta Microsoft Alphabet Amazon Apple
July 17, 2024

Microsoft, Alphabet, and Amazon: Earnings Previews

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July 14, 2024

Netflix (NFLX) Q2 2024 Earnings Preview

AI the Laptop Smartphone Replacement Cycle
July 2, 2024

AI & the Laptop/Smartphone Replacement Cycle

Takeaways from WWDC: All Eyes on Apple Intelligence
June 18, 2024

Takeaways from WWDC: All Eyes on Apple Intelligence

Spotlight on Amazon AMZN AWS Financial Services Symposium 2024
June 12, 2024

Spotlight on Amazon (AMZN): AWS Financial Services Symposium 2024

Bulls Get Reined In Dell’s Fiscal Q1 2025 Earnings
June 5, 2024

Bulls Get Reined In: Dell’s Fiscal Q1 2025 Earnings

Data Center Revenue Growth Continues Nvidia’s Fiscal Q1 2025 Earnings
May 29, 2024

Data Center Revenue Growth Continues: Nvidia’s Fiscal Q1 2025 Earnings

Microsoft Copilot and the Shift to AI
May 29, 2024

Microsoft: Copilot and the Shift to AI

AI and Search What’s Next for Google
May 20, 2024

AI and Search: What’s Next for Google?

Nvidia NVDA Earnings Preview Fiscal Q1 2025
May 16, 2024

Nvidia (NVDA) Earnings Preview: Fiscal Q1 2025

Big Tech Earnings Reviews Meta Microsoft Alphabet Amazon Apple
May 10, 2024

Big Tech Earnings Review: Meta, Microsoft, Alphabet, Amazon & Apple

Apple AAPL Amazon AMZN Earnings
April 26, 2024

Apple (AAPL) & Amazon (AMZN) Earnings Ahead

The Visible Alpha AI Monitor Push Towards Enterprise Adoption
April 23, 2024

The Visible Alpha AI Monitor: A Push Towards Enterprise Adoption