LongJourneyUp

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$NKE stock down over 4% after posting Q1 earnings. Has the stock hit a bottom or can the pain continue?

$NKE is luckily in the position to slow the bleeding with it's enduring brand presence but can they figure it out in time to turn this company around?

In the article below we explore how Nike lost its aura and is losing market share every year to competitors.

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What went wrong for Nike? The brand has lost its allure. The $NKE stock has been obliterated. Let's try to figure out how this sportswear giant became the reason for its own demise. https://t.co/776i1kmCK2

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What went wrong for Nike? The brand has lost its allure. The $NKE stock has been obliterated. Let's try to figure out how this sportswear giant became the reason for its own demise. https://t.co/776i1kmCK2

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$ORCL $ORCL $ORCL

After hitting an all time high of 324 in September 2025 at the time of the quoted post, $ORCL is now down over 57%. With a Debt/Equity ratio far outpacing peers, it is clear that investors are long past the hype of $ORCL with a near-term focus on the amount of leverage they are operating under.

What will it take for $ORCL to get back over $300? When this CapEx super cycle ends will they have proven that this was all worth it or will it have all been a fruitless endeavour?

Share your thoughts on the path forward for $ORCL. Will it be one of the mainstays or will it be one of those historic names we look back at years down the road?

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$ORCL up nearly 40% after their earnings release on the news of a backlog for their AI services.

What is the impact of this new on $ORCL and other AI companies?

Read below.

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$BRK.B $BRK.A

9 months into the year and Greg Abel led $BRK.B is up around 1%. Year-to-date the stock is essentially flat. How will investors view this as they receive no dividend yield, have missed out on most of the AI gains of the year, and the company has paused buybacks. What is in it for investors to stay invested with Berkshire, especially as treasury and bond yields have gone up as well?

Perhaps investors have confidence in Berkshire being a safe haven if the market turns. If a screw comes loose in the AI spending circus or credit markets go haywire. This might be the reason investors are staying in Berkshire. As a defensive play if all the headlines they fear come true. Will the portfolio of stable companies in Berkshires holdings be the ones to endure such pain?

Share your thoughts on Berkshire Hathaway. Is this the beginning of the end for $BRK.B or will this be how they come roaring ahead of the market in the next downturn?

Stay tuned and follow the page for an article coming soon to dive deeper on the path forward for Berkshire Hathaway.

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Today marks the last day for $BRKB CEO Warren Buffett. He steps down as the head of the company but will always be the Oracle of Omaha.

The incumbent, Greg Abel, will have big shoes to fill with expectations from investors to preserve the investing style and the legacy of Buffett. It marks an exciting time, as only time will tell what the fate of Berkshire Hathaway will be from here on out.

We perhaps get caught up in the moment with our limited memory but it always feels like we may never see greatness again like the greatness we witnessed. Michael Jordan, Lebron James, Tiger Woods, Michael Phelps, and Usain Bolt. Cristiano Ronaldo and Lionel Messi, both in their primes at the same time. These are the levels of greatness and success that Warren Buffett will find his story amongst.

The real question is, who will be the next person to be like Warren Buffett. Or perhaps we may never see another story and company like Warren Buffett and Berkshire Hathaway again.

As Buffett's success as the famously long value investor has demonstrated, time is the most valuable tool in our lives. So only time will tell what the future holds.

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$SKHY $MU $DRAM

Revisiting this $SKHY is up 10% since it's IPO but it took quite a path getting there dropping nearly 25% in July before rebounding and going as high up as 18% from the IPO price.

Following $MU earnings, memory stocks are little changed as guidance from these companies signals further constraint but markets are weary of pricing in any further growth.

The market seems to be willing to extend more credit to the highly leveraged and high debt funding companies buying these chips than to these memory companies actually booking real revenue.

Agentic AI has even higher memory demands and as physical AI ramps up with its need for processing spatial data, memory could be further constrained.

Let me know if you are buying memory stocks at these levels.

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solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 debuted with a North American equity listing today. Could this be a signal that we may be at the top for the memory market or are we just getting started for a decade-long run for memory companies?

solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 CEO shared earlier today that the memory shortage could go until the year 2030. Is this the words of a CEO selling their industry or a real warning sign that memory prices are going to continue to surge due to demand from Hyperscalers and Robotics companies?

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solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 debuted with a North American equity listing today. Could this be a signal that we may be at the top for the memory market or are we just getting started for a decade-long run for memory companies?

solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3 CEO shared earlier today that the memory shortage could go until the year 2030. Is this the words of a CEO selling their industry or a real warning sign that memory prices are going to continue to surge due to demand from Hyperscalers and Robotics companies?

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$AAPL is suing OpenAI. How did an early AI partnership between the two companies turn sour and lead to this lawsuit?

OpenAI might've been taking advantage of their proximity to technology giant and now $AAPL is flexing their muscles to keep them at bay.

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As we wrap up 2025, what are your top stocks for 2026? What themes or sectors are you investing in? Is it $GOOG, $AMZN, $META? Is it still $NVDA? Do $PLTR and $TSLA shift into another gear till the end of the decade? Or do they all come crashing down and instead opt for defensive stocks or sectors? Do $BTC and $ETH recover, or is this just the beginning of the pain that is to come?

As the year ends, news outlets are filled with opinions from analysts and their yearly forecasts for the following year, sharing their predictions and outlooks. Bullish, bearish and the whole range of predictions is covered such that some people will be right and most will be wrong. How many of these 'predictors' are assessed for the accuracy of their prior year reports? They should preface their predictions with an audit of their prior year predictions before spinning their market rhetoric.

Ultimately, no one can accurately predict what may happen the next year and therefore you should not feel swayed in your portfolio decisions. If you invest with a long-term focus, you'll realize these predictions are what cause the volatility and the discount prices when fear finally settles in. These are the times to buy companies and invest in sectors that you feel are undervalued. That's it. It is a simple role. From there, you everything else and all the noise fall to the side.

You'll see predictions saying there is an AI bubble or that AI will lead the greatest bull run. They'll say stocks like $NVDA, $AMD, $MSFT, $AMZN, $GOOG, and $META are doomed because they invested so much. If you listened and followed market predictions too closely, you may have been dissuaded from investing in these risky tech stocks and sat on the sidelines.

Ultimately, investing is more simple than it is made out to be. If you like the stock buy it. If you want to save money for when there is a sale, make sure you buy it when the time comes and it is finally on sale. Then you hold the stock until you no longer want to continue holding. Then repeat.

Following simple investing like this and realizing that no one can predict the future, you can find yourself coming out ahead of the market so easily, year after year.

Share your thoughts below, your stock picks, and for fun, your predictions for the year ahead.

[LongJourneyUp @LongJourneyUp]

Today marks the last day for $BRKB CEO Warren Buffett. He steps down as the head of the company but will always be the Oracle of Omaha.

The incumbent, Greg Abel, will have big shoes to fill with expectations from investors to preserve the investing style and the legacy of Buffett. It marks an exciting time, as only time will tell what the fate of Berkshire Hathaway will be from here on out.

We perhaps get caught up in the moment with our limited memory but it always feels like we may never see greatness again like the greatness we witnessed. Michael Jordan, Lebron James, Tiger Woods, Michael Phelps, and Usain Bolt. Cristiano Ronaldo and Lionel Messi, both in their primes at the same time. These are the levels of greatness and success that Warren Buffett will find his story amongst.

The real question is, who will be the next person to be like Warren Buffett. Or perhaps we may never see another story and company like Warren Buffett and Berkshire Hathaway again.

As Buffett's success as the famously long value investor has demonstrated, time is the most valuable tool in our lives. So only time will tell what the future holds.

[LongJourneyUp @LongJourneyUp]

$TSLA up over 4% again today approaching last year's all-time highs.

With growing EV market share and increasing deployment of Robotaxi fleets, can we see $TSLA over $500 before the end of the year?

What are your thoughts? Are you buying or selling $TSLA today?

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What are your thoughts on this? Is this a warning sign or just the start of this next wave?

Are you buying $NVDA at this price?

Share your thoughts below.

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$NVDA up over 2.5% to $177.50 on news that they have released their own open-source models under the Nemotron 3 family.

$NVDA is providing the tools for developers to take advantage of and implement multi-agent models while creating efficiency and optimization of tokens.

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With growing negativity around AI, what better time for $NVDA to help companies and developers to optimize and implement multi-agent systems in their workflows.

It's about time $NVDA starts to flex its muscles and show why it is the largest market-cap company in the world.

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Now that the AI story and confidence is back for these fickle investors, let's see where the positive cycle leads us to before the negativity starts to seep in again.

Which stocks were you buying for Black Friday?

Share your responses below.

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$CRDO up over 23% and $MDB up over 26% after reporting earnings.

What does this have to do with the chipmakers, hyperscalers, and AI demand?

Read more below.

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The question remains, how many times will we go through these cycles where the AI story turns negative before quickly turning back positive when the direction we are going has been clear for the last 3 years.

For long-term investors who can see through these cycles of negativity and can keep the long-term horizon in mind, these present as buying opportunities to continue to build positions in these companies that are changing the world.

[LongJourneyUp @LongJourneyUp]

$NVDA leading the charge for Mag 7 stocks today up over 3% to $185.

What happened to the company since last week? Did something change? No. Nothing changed.

Long-term investors took advantage of the Black Friday deal on $NVDA last week.

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$NVDA leading the Mag7 stocks today, already up over 1.00%.

Was the sell-off in November too steep? Well investors seem to think so as they see a deal in $NVDA that hit a 1-month low in pre-market trading of $173 and is now back approaching $179 within an hour of the market open.