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:

The Visible Alpha AI Monitor Push Towards Enterprise Adoption
September 10, 2024

Macro and Mega Cap Tech: Meet Mrs. Watanabe

Bulls Get Reined In Dell’s Fiscal Q1 2025 Earnings
September 4, 2024

Dell’s Q2 2025 Earnings Review

Nvidia NVDA Earnings Preview Fiscal Q1 2025
September 3, 2024

Nvidia’s Q2 2025 Earnings Review

Nvidia (NVDA) Post-Q2 FY2024 Earnings: The Shift to AI
August 21, 2024

Nvidia’s Q2 2025 Earnings Preview

AI Travel
August 16, 2024

Clicks, Bots and Points: Airbnb vs. Expedia

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August 7, 2024

Big Tech Earnings Reviews: Meta, Microsoft, Amazon & Apple

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July 29, 2024

Big Tech Earnings Reviews: Netflix and Alphabet

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July 25, 2024

Meta & Apple 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 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