Raw signal, scraped and timestamped.

Adobe bear case straw-man and response: ARR deceleration (10 consecutive quarters), Chegg/BlackBerry parallel, executive churn vs. deferred revenue acceleration, USASpending.gov contract data, and a one-third casual user stress test. Looking for pushback on the ARR trend specifically.

The bear case that I think has the most analytical teeth isn't the Chegg comparison or the executive churn. It's this: organic ARR growth has decelerated for ten consecutive quarters, from 10.9% to 10.5%. That's a sustained directional trend that …

Adobe is down 40% from its highs while generating $8.25B in true annual FCF with 10% topline growth. I think it died of a theory, not an actual threat. Here's the data including deferred revenue, government contract data from USASpending.gov, and a bear case.

I own ADBE at about 14% of my portfolio, so I have skin in the game and a reason to be honest about where the bear case has merit. The Confederate government supposedly died of a theory. Jefferson Davis was …

maybe Wilmac is also the test environment

Wilmac is usually discussed as the copper-gold asset. That is still the cleanest way to categorize it. NovaRed has an option to earn 70% of Wilmac, a 16.1k hectare project in BC's Quesnel porphyry belt, about 10 km west of …

The 55% Trap: How BIP-110 Threatens to Fracture Bitcoin.

**🚨 Is Bitcoin about to tear itself apart over 83 bytes? 🚨** A rogue update called BIP-110 is threatening a civil war on the blockchain. The goal? Kill Ordinals and Runes by strictly capping OP\_RETURN data. The terrifying part? It …

The best hedge against against rising stock prices …

I believe I found the best hedge against an expensive market. Cheap natural gas . It has all the elements of a sleeper and soon to be reversal trend. In an inflationary environment, all commodities go up eventually. Not one …

Day 2 of Shilling $fatcat 🐱

Yep, it's a sub-$30K play. That's the point. You don't need to ape thousands into something this early. Throw $20 at it and if it catches, great. If not, you lost less than a night out. But spend five minutes …

SK Hynix Leads AI Stock Selloff After Record US Listing Fails to Stop 35% Slide

$BURU - Offering expected to be priced above the current market price of the Company's common stock, with proceeds intended to satisfy Golden Power requirements for the announced proposed Tekne acquisition, extinguish $16.75 million in principal amount of outstanding indebtedness in full.

$BURU - Offering expected to be priced above the current market price of the Company's common stock, with proceeds intended to satisfy Golden Power requirements for the announced proposed Tekne acquisition, extinguish $16.75 million in principal amount of outstanding indebtedness …

Trump Says US Will 'Guard' Strait of Hormuz — for a Price

Why You Always Hold Losers Too Long (Here's How to Stop)