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The Few Bets That Matter
You can’t expect $ADBE to trade back at historical multiples while growth is the slowest it’s ever been.
The company itself is excellent. No real disruption, no fundamental cracks. But the stock is stuck in AI skepticism, for good reason.
The market doesn’t need proof that AI won’t replace Adobe. It needs proof that Adobe will lead the AI creative era.
That means Firefly has to show real traction. So far, monetization is negligible and services growth is flat, even AI-enhanced tools aren’t moving the needle.
That’s why the market’s been ruthless with software.
Unclear AI stories get punished, clear winners get rewarded; $PLTR being the obvious example.
Maybe it just needs time. Maybe it never happens.
Until AI shows up in the numbers, lowest growth ever won’t deliver outsized returns.
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You can’t expect $ADBE to trade back at historical multiples while growth is the slowest it’s ever been.
The company itself is excellent. No real disruption, no fundamental cracks. But the stock is stuck in AI skepticism, for good reason.
The market doesn’t need proof that AI won’t replace Adobe. It needs proof that Adobe will lead the AI creative era.
That means Firefly has to show real traction. So far, monetization is negligible and services growth is flat, even AI-enhanced tools aren’t moving the needle.
That’s why the market’s been ruthless with software.
Unclear AI stories get punished, clear winners get rewarded; $PLTR being the obvious example.
Maybe it just needs time. Maybe it never happens.
Until AI shows up in the numbers, lowest growth ever won’t deliver outsized returns.
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The Few Bets That Matter
$LULU is giving the $190 retest I talked about a month and a half ago.
The bull case hasn’t changed.
Valuation is very low with an accelerating international growth, despite some issues in the West.
If $LULU fixes those Western mismatch problems, after confirming buyers show up and have money to spend, the repricing could happen real fast once the market sees the upside.
We're looking at a move comparable to $VSCO or $AEO.
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$LULU is giving the $190 retest I talked about a month and a half ago.
The bull case hasn’t changed.
Valuation is very low with an accelerating international growth, despite some issues in the West.
If $LULU fixes those Western mismatch problems, after confirming buyers show up and have money to spend, the repricing could happen real fast once the market sees the upside.
We're looking at a move comparable to $VSCO or $AEO.
$LULU has the exact same pattern as $AEO & $VSCO.
Same challenges.
Same playbook.
Same price action.
Since then, one is up 114% and the other 234%. https://t.co/omoXLNPZpR tweet
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God of Prompt
RT @godofprompt: @AlibabaGroup just dropped something wild.
Qwen App went from "AI that talks" to "AI that executes".
Order food, book flights, pay bills, call restaurants, process 100 documents... all in one chat.
No app switching. No manual workflows. Just done. https://t.co/ohLji1tZNM
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RT @godofprompt: @AlibabaGroup just dropped something wild.
Qwen App went from "AI that talks" to "AI that executes".
Order food, book flights, pay bills, call restaurants, process 100 documents... all in one chat.
No app switching. No manual workflows. Just done. https://t.co/ohLji1tZNM
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The Few Bets That Matter
$NBIS might be a bit choppy today but the setup still looks real clean.
A retest to ~$95 felt like the base case. Even a dip into the low $80s wouldn’t break the recent uptrend. The best would be to stick above the previous high.
Hard to see how the current Europe/U.S. FUD could impact the business, even if this situation were to stay - and it isn't.
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$NBIS might be a bit choppy today but the setup still looks real clean.
A retest to ~$95 felt like the base case. Even a dip into the low $80s wouldn’t break the recent uptrend. The best would be to stick above the previous high.
Hard to see how the current Europe/U.S. FUD could impact the business, even if this situation were to stay - and it isn't.
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The Few Bets That Matter
Are we serious with these headlines the past few days?
This is beyond ridiculous.
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Are we serious with these headlines the past few days?
This is beyond ridiculous.
JUST IN: 🇨🇦🇺🇸 Canadian military simulates potential US invasion, with American forces overpowering land and sea defenses within days. https://t.co/JODHcua6lu tweet
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The Few Bets That Matter
Europe soon won't have Russian oil. Nor American's LNG.
At least we'll keep the sun in Portugal. https://t.co/rFu6lA6Sry
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Europe soon won't have Russian oil. Nor American's LNG.
At least we'll keep the sun in Portugal. https://t.co/rFu6lA6Sry
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Dimitry Nakhla | Babylon Capital®
This is why you don’t pay 100x.
$NOW traded ~100x in Sept 2021 — and the stock is essentially flat since.
As Warren Buffett said: “A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.” https://t.co/bOgN0haSoM
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This is why you don’t pay 100x.
$NOW traded ~100x in Sept 2021 — and the stock is essentially flat since.
As Warren Buffett said: “A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.” https://t.co/bOgN0haSoM
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Fiscal.ai
RT @BradoCapital: This enhanced search experience is now live with some cool shortcuts to get right to certain pages
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RT @BradoCapital: This enhanced search experience is now live with some cool shortcuts to get right to certain pages
Making it so you can search data directly in the top bar.
Would you prefer if we bring the search box out to a modal panel like this or keep it as is? https://t.co/bGqd3uvtiy tweet