Sofia Lindqvist
Sofia covers sector rotation and thematic flows across small- and mid-cap equities, including energy, industrials, and the AI infrastructure supply chain.
Articles by Sofia Lindqvist
On Holding Suffers Worst Day Since Its IPO as Sales Miss and Guidance Cut Rattle Mid-Cap Consumer Names
The Swiss running-shoe maker plunged roughly 20% to two-year lows after second-quarter revenue fell short and management trimmed its full-year growth outlook, a bruising session for one of the mid-cap universe’s best-known growth stories.
Mid-Cap Earnings Scorecard: Camtek Clears the Bar, Hims & Hers Splits the Tape as CAVA and Super Micro Step Up
A crowded reporting day put the S&P 400 cohort in focus, with a semiconductor-inspection beat, a mixed telehealth outlook, and two closely watched reports due after Tuesday’s close.
Small Caps Have Rallied 20% and Are Somehow Still Cheap — The Valuation Gap Explained
Even after a historic run, small-cap indexes trade several turns of earnings below the S&P 500, with faster forecast profit growth. The discount is the bull case — and rising yields are the test.