Simone - Rational investing

Software Engineer & Investor. Former startup founder. Building long-term wealth by acquiring quality growth compounders at a fair price.

[Simone - Rational investing @simoyw91]

This is why $NOW is my biggest bet for 2026. I went heavy on it.

[Simone - Rational investing @simoyw91]

@realroseceline $ADBE

[Simone - Rational investing @simoyw91]

@alex__pitti Very wise man!

[Arthritisfinger @arthritisfinger]

$HIMS shorts are saving themselves for 2 days right now. You can’t hide forever.

The run up will continue next week 📈

[Simone - Rational investing @simoyw91]

@Uzwzp63636 I reposted a response tweet of mine from this morning as a post: https://t.co/d9WxssHIJB

[Simone - Rational investing @simoyw91]

@alex__pitti I would love it if it goes to $0.1. Adobe will basically buy all public shares. That would be awesome.

[Simone - Rational investing @simoyw91]

I would absolutely love it if $ADBE dropped to $0.10. Adobe would just buy back every single share... or I would. That would be awesome.

[Simone - Rational investing @simoyw91]

@Uzwzp63636 Who did I copy sorry?

[Simone - Rational investing @simoyw91]

@CMDarnton0 I've come to this exact conclusion as well. That's why I will buy more on Monday. Very good R/R.

[Simone - Rational investing @simoyw91]

@WillBiddy_ I think we are the only ones in the world, but I don't care much.

[Simone - Rational investing @simoyw91]

@joshvir262 @WillBiddy_ Exactly. That is why I think it is one of the best R/R in the market right now.

[Simone - Rational investing @simoyw91]

@ReneSellmann I will only invest if the CEO is blonde.

[Simone - Rational investing @simoyw91]

Only the top of the funnel is always under attack. But as always, Adobe will buy or simply build its own "new thing" and keep the funnel open on their side. No need to have 100% of the market going into the funnel, just enough to not have this completely closed. So, some work there to keep the funnel open, but easy to do, business as usual. Defending the moat is a normal process for wide-moat companies.

[Simone - Rational investing @simoyw91]

@FindleysFinance Do a startup then. You will find out that is not so easy to do. Especially the distribution part. It's actually almost impossible to compete. That's the truth. And this is also why Adobe cannot acquire anything because of monopoly concerns (see figma).

[Simone - Rational investing @simoyw91]

@FindleysFinance How difficult is it to build this for Adobe? Very easy, in fact. I think you can do it with Adobe Express. The point is, this is the top of the funnel, and there is some competition. But as soon as you go a bit more into serious design things, there is no question where you go.

[Simone - Rational investing @simoyw91]

People say $ADBE has a weak moat. Not sure what those people are doing in the stock market. It's very risky for them to be here doing stock picking.

[Simone - Rational investing @simoyw91]

@FindleysFinance In addition, products are not the only thing that matters. The switching cost matters, the brand matters, the distribution matters, and being the standard in the market matters. I evaluate them as having one of the strongest models, not the weaker.

[Simone - Rational investing @simoyw91]

@alex__pitti I will buy a lot of Adobe on Monday

[Simone - Rational investing @simoyw91]

I'm planning on trimming $ASML (which I made 3x on) and buying $ADBE on Monday. The risk-reward is extremely attractive.

[Simone - Rational investing @simoyw91]

@byr10148 @alex__pitti In your dreams. Do you even know what company Adobe is? It is one of the strongest companies in the world. It's not easy to even put a dent in it. Do your research more seriously, please.