I’ve been thinking about a different way to look at AI risk in software and data businesses. AI doesn’t necessarily need to replace a product to weaken its economics. The question I find more useful is: **What is the economic …
We see this often where ya wake up and then all of a sudden a stock is up a ton and it seems like its always after a weekend lmao. So how or why does this happen on a consistent …
There’s a lot of talk about Muse disrupting Amazon’s ad business by handling the entire buying process without users ever seeing ads. But what about Google Search? ChatGPT was initially seen as a major threat to search, yet Google has …
What stocks are on your radar this week? What's undervalued? What's overvalued? This is the place for your quick stock pitches or to ask what everyone else is looking at. *This discussion post is lightly moderated. We suggest checking other …
I think ad‑supported tier growth will be key this quarter, though competition from other streaming services creates uncertainty. Curious what everyone is expecting for Netflix’s next earnings. Do you think subscriber numbers, ad revenue or guidance will move the stock …
Warren Buffett on When To Give Up on a Business \[00:00 - 00:25\] Question - Jenny Johnson, Franklin Templeton Investments: >**Q: How do you know when to throw in the towel on an investment or a business?** \[00:00 - 05:44\] …
I’ve been thinking about the complaints about this sub but why I keep coming back. Despite the daily ADBE posts, people venturing far from their circles of competence, and infiltration of WSB philosophies, there is something valuable in the wisdom …
I’m an individual investor who is interested in both investing and AI. I’m not a portfolio manager, financial analyst, or the next Peter Lynch. Over the last several months, I’ve been experimenting with using AI as a research partner—not to …
VGT has delivered roughly a 25% CAGR over the past decade, which is extraordinary. It makes me question the case for owning individual stocks like Amazon or Alphabet. When you buy one of those companies, you’re taking significantly more company-specific …
In short they're dooming themselves in a struggling economy. Longer answer is it's a multibillion dollar company clawing at the walls of a well it threw itself into. If it were a startup it would have disappeared at least 2 …