Posts
Is Adobe in trouble or are we still bullish?
I bought into Adobe a couple months ago around $195 a share. It was lucky timing for sure and I followed this sub to get ideas for stocks to buy. Adobe was highly hated and liked so I took a swing. Now with this new CEO I am questioning if …
Boston Scientific: Too soon to catch a falling knife?
I have been eyeing some medtechs lately, and I was pretty interested in Boston Scientific. Not gonna provide a full DD here, but I like their business for several reasons. **Management** \--> They seem like a competent mix of results-oriented (strong financial guidance) and learning culture (they invest heavily in …
If the Iran war premium comes out of oil, how far do XOM and CVX fall before they're actually cheap?
Trump keeps saying gas should be around $2.25 and is going after Exxon, Chevron, Shell, and BP for price gouging. I don't think $2 gas is realistic. Crude is about half the pump price, so getting to $2 means oil in the $30s, and that only happens with a full …
Is ethical investing actually a thing, or is that a contradiction in terms?
Been chewing on this for a while and I still don't have a clean answer. Ethics matter a lot to me personally, more than I think comes across in most finance discussions, and honestly I sometimes feel a bit of a bad conscience about investing at all, which is probably …
Uber can win in an AV future, I'm buying
I'm seeing a lot of debate on what happens to Uber when cars drive themselves, but I see many more ways that Uber wins in an AV future rather than loses. ***What's interesting about Uber?*** * Uber owns the **demand layer** for ride-sharing, and they continue to scale internationally, through …
Seen quite a few posts on APP recently
I've seen a few posts on APP here, arguing that it's a strong value stock with rock solid fundamentals. While the strong fundamentals are indisputable, I think APP is far from a value stock. First, it's really unclear what the moat is, which by itself would disqualify it from being …
Meta’s AI Agent Muse Has Arrived. Alphabet and Amazon Should Watch Out —Barrons’s
*(****TLDR****: actually bullish for Amazon and Google, bearish for Shopify)* Meta’s AI Agent for Consumers Has Arrived. Alphabet and Amazon Should Watch Out. By Kit Norton https://www.barrons.com/articles/ai-meta-muse-alphabet-amazon-shopify-e86632f1?st=nMLdwb&reflink=article\_copyURL\_share Updated Sept 09, 2026 2:28 pm EDT / Original Sept 09, 2026 11:01 am EDT Key Points \- Meta Platforms announces Muse, a …
Meta is so cheap, but it is wasting hundreds of billions dollar on non core business
Yes, the share price jumped today, but I believe it will fall back soon Why? Because personal AI will never succeed (in the next few years) It’s already proved by so many previous products. None of them succeed, but today wall street try to hype this time is different Why …
Some important things to consider
More money in circulation generally means higher input prices and consumers will have less money if their wages aren’t going up. This is why anything consumer facing is getting destroyed as oil goes up every single day. There is nothing really safe to hide in, but business to business stocks …