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Opinions on Boxabl's SPAC merger with FG Merger

REDDIT / Unique-Machine5602 / Jul 13, 2026

I could use some outside opinions on this because the reddit page dedicated to this stock seems to be controlled by the owner of the company and I'm concerned that any sort of negative comments might be getting removed. As …

SELL

Is CRM a value trap, or a buy

REDDIT / zolo_black / Jul 13, 2026

Everyone keeps asking why **Salesforce keeps dropping**. Almost nobody asks **why it was so high to begin with**. On paper it looks cheap: strong revenue growth, a PE below its historical average, the classic "**great company at a good price**." …

BUY

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.

REDDIT / JoeInOR / Jul 13, 2026

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 …

BUY

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.

REDDIT / JoeInOR / Jul 13, 2026

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 …

POST

maybe Wilmac is also the test environment

REDDIT / BlueBearrey / Jul 13, 2026

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 …

POST

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

REDDIT / sylsau / Jul 13, 2026

**🚨 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 …

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