@InvestingVisual Trajectory for revenue & eps might be early, but stock price might peak in 2026. Market is pricing in A LOT of 2027/2028 already. $1500 is imo the absolute top for this cycle
@TheLongInvest I view $NKE as the much better Investment from here. Apperal is a very tricky business. Sentiment around those brands change fast. But Nike has shown time and time again, that they adapt and overcome tough times. Cant say the same for $LULU
I mean its really weird. He talks about $CRM and $NOW being beneficiaries of AI, but not $ADBE
Why not Adobe? Management say so, Jensen just recently said so as well.
There are many signs in the numbers that AI accelerates their business
Listening to his $ADBE valuation and forecast sounds like Jeremy never really dug past the surface of this company.
If you have no convition in the first place, you get pushed out of the best opportunities.
I believe $ADBE is on of the most obvious buys in the market
@HolySmokas um, you didnt listen to the last ER? You didnt read the numbers? You didnt notice the revenue acceleration?
I mean, literally every number looked rock solid and many key figures are even improving
Odd decision, but I guess time will tell the truth
Nobody wants Fintech in this Market.
Nobody wants Software in this Market.
You know what I will keep buying?
$ADBE $ZETA $NOW $SOFI $NU
You know what I will start trimming soon?
$AMD
Because you dont buy what the masses buy.
I made 4x my money in $AMD
People start to screenshot their portfolios again.
Might be a good time to take some profits.
However, AMD might even run to $1T in marketcap in the coming weeks
What are you doing? Buy, Sell, Hold?