Buy UBER by Nov 2, 2026.

These are what I own, and my thesis. Glad to hear any thoughts. 1. Adobe. Part of the SaaS reverse. I think the whole AI thing hammered it. Bought way too early but holding at this point. 2. Alibaba. Bought just a little on gut. Mostly, I got this because I like AliExpress. Not the AI side. But like it as a long-term company 3. Autodesk. Part of the SaaS reverse. No-one is going to vibe code CAD software 4. …