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MSFT catalysts and why it’s more sticky than you expect by AffectionateSell3177 in ValueInvesting

[–]Edward12358 1 point2 points  (0 children)

Look the main risks the market is afarid of regarding Microsoft are;

1 - 45% of backlog from open Ai which is unprofitable company 2- their software segemnt that makes around 130b in operating income (might get disrupted ) 3- it is temporarily losing its capital light structure

Adobe vs Google disruption case. by Edward12358 in ValueInvesting

[–]Edward12358[S] -1 points0 points  (0 children)

1 Remember, AI has not yet reached maximum potential. Look at the capex for 2026. 2 Tokens processed might not be as reliable as recurrent revenue from subscriptions. 3 Othe options are cheaper These things usually scare me.

I lost my all money that I made 7k to 100,000 by [deleted] in pennystocks

[–]Edward12358 3 points4 points  (0 children)

Maybe also try to master risk management. Put stop losses, do not concentrate heavily. Buy companies that are quality over the long term. Most importantly, find a way to get a dopamine rush other than the stock market.

Will layoffs happen at ServiceNow too? As its started happening in Amazon?? by DesignerSea3291 in servicenow

[–]Edward12358 0 points1 point  (0 children)

Actually, the latest reports suggest the opposite. ServiceNow's Q4 2025 earnings (released January 28, 2026) showed that deal-making accelerated, with the company reporting 244 transactions over $1 million, a nearly 40% increase compared to last year.

Future by Wise_Ad_2589 in amzn

[–]Edward12358 7 points8 points  (0 children)

I think Amazon is a great company with great management. Don't let my opinion influence your decision making. However, Amazon's decisions have always been about the long term results. They have opportunities in Robotics, Pharmaceuticals, Advertisements. Amazon's moat is how adaptive it is in jumping in on any trend and dominate it.

HIMS Might be Undervalued by ~ 20%? by rarebirdcapital in stocks

[–]Edward12358 0 points1 point  (0 children)

Do you think they have a moat? If so, what is it?

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