Posts
AI may not kill software. It may just bypass the layer that gets paid.
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 bottleneck that AI still has to pass through?** Experian is …
PCVX up 28-30%
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 basis........and how much are insiders making before us peasants hear …
Does Muse disrupt google search?
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 held up remarkably well. Is this simply round two of …
Weekly Stock Ideas Megathread: Week of October 05, 2026
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 users' posting/commenting history before following advice or stock recommendations.* *New …
What’s your expectation for Netflix (NFLX) upcoming earnings?
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 most? Any big risks you see?
Warren Buffett on When To Give Up on a Business (with transcript)
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?** \[00:00 - 05:44\] Answer - Warren Buffett: >Uh, when to throw in the …
Wisdom of the crowd
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 of the crowd — especially stock idea generation or someone …
I built an AI-assisted fundamental investing research framework - Sharing it free for anyone who wants to test or critique it
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 pick stocks for me, but to help me learn, organize …
Is AMZN/ALPHABET worth the comparative risk?
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 risk while effectively hoping it can compound at 20–25%+ for …
Netflix... short more?
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 years ago. They're throwing money into buying rights to nostalgic …