The Few Bets That Matter
Saying LLMs could disrupt AI enhanced services like $PATH is like saying LLMs can replace $PLTR.

AI enhanced software leverages LLMs to create value, companies use SaaS because of the expertize, not the lack of internal competences.
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The Few Bets That Matter
Claude Work could be the reason for $PATH -10% today.

And Clause work seems amazing. For individual users.

We aren't talking about a product capable of orchestrating complex enterprise workflows here.

LLMs aren't the great disruptor. They're the tool.

https://t.co/gfo5kbTUbk
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Fiscal.ai
Adobe is trading at its cheapest valuation in more than a decade.

EV/EBIT: 14.96x

$ADBE https://t.co/DRze7ttqXf
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The Few Bets That Matter
$MSTR is setting itself up to close about its daily 21 for the first time since... Too long.

While $BTC has bottomed, is ready to push higher on high buying volume and clear higher highs.

$MSTR still trades at a 24% discount. Today. https://t.co/GD746lF3IH

$MSTR is up 2.5%.
$BTC is down 3%.

Why?

Because the market starts to realize that Bitcoin will very probably reach $100K before $70,000… Which means $MSTR is massively underpriced.

This has been the thesis for weeks. https://t.co/dO4tvUknax - The Few Bets That Matter
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Quiver Quantitative
BREAKING: We just caught another interesting trade.

Representative Gil Cisneros bought AeroVironment stock on December 15th.

It's a drone company.

Cisneros sits on the House Armed Services Committee.

$AVAV has risen 54% since the purchase. https://t.co/imRV7HDZx6
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The Few Bets That Matter
RT @WealthyReadings: $DUOL just made a fresh 52-week low.

It doesn’t matter how much you like it, the stock won’t be rewarded until we have a clear view on growth. At 8× sales, anything under 30% growth gets punished.

The market prices the future, not the past. Stop looking backward, past growth doesn't matter.
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The Few Bets That Matter
RT @WealthyReadings: $LULU's management shared they were expecting their Q4-25 to be on the high end of their guidance.

Glad I bought last week.

"Based on our performance over the holiday period, we expect to achieve the higher end of our previously communicated fourth quarter net revenue and EPS guidance. We remain focused on executing our action plan to drive improvement in our U.S. business and look forward to the opportunities in front of us."
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The Few Bets That Matter
RT @WealthyReadings: If $NBIS closes like this, we're officially back in uptrend.

Who doubted this? Many...

Not me, and I've had and shared my confidence, with clear arguments, to continue buying 👇
https://t.co/9d47ggR888 https://t.co/TzlK25ZBRy

I am still a buyer for a few handful reasons.

1. I believe the FED needs to continue to cut rates, and will in December.
https://t.co/5joU9HUnh1

2. I believe in AI and that $NVDA isn't a fraud, and the data backs me up.
https://t.co/jvzeGM3kwY

3. $TMDX is more than 30% of my portfolio, a recession and AI proof business unaffected by rate cuts, so even if the rest of the market falls liquidity should go towards those kinds of assets.
https://t.co/5ZqknmvPVz

4. Fiscal spending isn't and will not slow down during the next years and the only protection against this is assets, and this is also why I dobuled my $BTC weekly DCA.

That being said, the market is taking a hit and it won't recover from this in a few days with a V shape recovery like post liberation day as we do not have comparable catalysts before EOY.

So I am being prudent and slow in my purchases. There is no rush in today's market, you don't need to catch falling knifes, you just need to wait and be patient.

The few percentage point won by catching a bottom compared to following a trend aren't worth the risk. - The Few Bets That Matter
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The Few Bets That Matter
RT @WealthyReadings: $BABA Qwen & its AI app is seeing large downloads.

If Alibaba successfully monetizes its LLMs in China, it’swe're talking abotu a market ~3x larger than any U.S. player, with less competition.

"Alibaba Cloud, the company's cloud computing unit, reported that downloads of the Qwen model family surpassed 700 million on the Hugging Face developer platform as of January.

The report shows Qwen downloads in December alone exceeded the combined total of the next eight most popular models on the platform.

Alibaba has also expanded Qwen into consumer-facing products, including the Qwen AI assistant, the Quark app, and Ant Group's health application A-Fu."

You’re not bullish enough.

🚨Just in: $BABA is building its own “everything AI app” powered by its in-house model, Qwen.

This app should be fully AI-powered and integrate all features of Chinese super-aps, with similar ambition to American companies but much bigger potential due to this centralisation.

Chinese super apps already include social media, e-commerce, banking, entertainment & more. This gives $BABA access to more data & agentic capabilities than what can be done in the west with a decentralised ecosystem.

The focus is the same though: to tap on consumers and build profitable B2C AI services and not only monetize their AI models and capacities through compute usage or API calls.

As a reminder, Qwen is widely used aronud the enterprise world and known as one of the best opened source AI model. - The Few Bets That Matter
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