Sam Coleman

[Sam Coleman @BigCoProfits]

@ElijahColeman21 @jbfinancebull athletes didnt leave Nike - at least in most cases - Nike decided to take a different sponsorship playbook. They shifted to an almost "micro influencer" strategy, such as dozens and dozens of college athletes. I like it given todays overloaded media

[Sam Coleman @BigCoProfits]

@ariaradnia $YO

[Sam Coleman @BigCoProfits]

@TheophileVictor @Ric_RTP probably why he's one of the biggest philanthropists in the world...

[Sam Coleman @BigCoProfits]

@HolySmokas Do you worry that if enough investors are planning to sell AMD in 6, 9, or 12 months (peak stock, not earnings), like you, they could front-run each other and pull the peak forward even more; or do you think even greater surprise upward revisions keep this from being widespread

[Sam Coleman @BigCoProfits]

@amitisinvesting @joecarlsonshow Legacy IP might be quite undervalued here given its harder than ever for multigenerational content (DIS im looking at you now). On top of all that, owned content has better economics, NFLX likely will be involved in many bids moving forward as the space consolidates, naturally.

[Sam Coleman @BigCoProfits]

@amitisinvesting @joecarlsonshow "desperate for content" is a bit too simplified IMO it should be stated more like they see the increasing importance of valuable IP/owned content. Legacy IP likely only gets more valuable in the modern world which is flooded with too much content and hard to get cultural level.

[Sam Coleman @BigCoProfits]

@AparicioCadiz @qcapital2020 some similarities in META 2022 for sure, but much more crucial differences that make it not a good comp to ADBE 2026. Still a useful reminder regarding fear.

[Sam Coleman @BigCoProfits]

@ariaradnia @qcapital2020 @stevemano101 also doesnt help all have some management issues / changes

[Sam Coleman @BigCoProfits]

@ariaradnia @qcapital2020 @stevemano101 ADBE belongs in the same bucket as PYPL, NKE and DIS: quality biz' facing fierce competition and disruption risk / terminal concerns. Thus margin trends matter more than top line growth/fcf. The only way out for these is market share gain. ADBE & PYPL least likely to achieve IMO

[Sam Coleman @BigCoProfits]

$ON has overlapping exposure to multi power-hungry growth cycles: AI DCs, EVs, 900V arch, energy storage, solar, microgrids, indust automation, robotics, and sw-defined vehicles. If these ramps overlap, ON can see better pricing, utilization, mix, and gm expansion.

[Sam Coleman @BigCoProfits]

@NarcissistX10 @Mr_Derivatives Market seems to want to push $AAPL higher. Much better chart than META going into earnings / held up better during March pullback. If the market keeps rewarding momentum, AAPL’s path of least resistance is higher; assuming ER isn’t bad and geopolitics doesn’t escalate overnight

[Sam Coleman @BigCoProfits]

MACRO: Are we clearly seeing a late-mid cycle tech expansion with an early-cycle broad “real economy", or is the data off?

[Sam Coleman @BigCoProfits]

@ariaradnia Claude coming through with a nice little pump and dump over 24 hours lol $adbe

[Sam Coleman @BigCoProfits]

@HolySmokas You are hoping for $PYPL takeover. $ADBE is dead money. Quarter mill of opportunity cost right there.

[Sam Coleman @BigCoProfits]

@HolySmokas C grade. that SG&A needs more weight in the grading.

Guidance D grade. CEO/buyback and cap allocation uncertainty F+.

[Sam Coleman @BigCoProfits]

@QualityInvest5 SG&A = low quality beat.

[Sam Coleman @BigCoProfits]

@QualityInvest5 i see a bounce to ~$300 then range bound $235-300 for quite some time, unless the fundamentals impress to a high degree (sizable acceleration). writing this for myself; if i remember to come back to in future

[Sam Coleman @BigCoProfits]

@QualityInvest5 i think ADBE benefits here from overall software strength, then continues to lag. im not saying itll be disrupted, i just see more of a PYPL fate.