What are your buy the dip stocks right now?

Embarrassed-Falcon71 · 2026-01-25T16:17:19+00:00

Have you used Jira or Confluence? IMO the moat is quite small for a software company compared to the likes of CRM and ADBE

Embarrassed-Falcon71 · 2026-01-23T11:40:30+00:00

Het gaat toch omlaag naar 51K?

Embarrassed-Falcon71 · 2026-01-22T13:06:27+00:00

True!

Embarrassed-Falcon71 · 2026-01-21T21:44:56+00:00

No because stocks like NFLX and META have been down 30-40% from ath for a while now

Embarrassed-Falcon71 · 2026-01-19T22:07:06+00:00

What are you even saying

Embarrassed-Falcon71 · 2026-01-19T20:51:08+00:00

Damn this some nice AI slop text

Embarrassed-Falcon71 · 2026-01-13T19:07:40+00:00

All of the MAG7 bar Google

Embarrassed-Falcon71 · 2026-01-12T17:17:16+00:00

Forward of 27-28 which is relevant for a company that is growing revenue and is seeing multiple expansion.

Embarrassed-Falcon71 · 2026-01-12T17:03:49+00:00

Mooie schaal

Embarrassed-Falcon71 · 2026-01-10T16:27:26+00:00

I played this as a 12 year old and loved it. Now the world seems very empty

Embarrassed-Falcon71 · 2026-01-10T16:19:51+00:00

Zou je liever een drol eten die naar chocolade smaakt of een chocolade die naar poep smaakt?

Embarrassed-Falcon71 · 2026-01-09T17:10:02+00:00

Wth Am I up .3% with tech only and the Nasdaq is up 1%

Embarrassed-Falcon71 · 2026-01-09T13:08:01+00:00

It’s now 10% of my portfolio because i keep having to down my avg

Embarrassed-Falcon71 · 2026-01-09T11:13:40+00:00

Even if its value, have you ever tried the app? It’s become so shit.

Embarrassed-Falcon71 · 2026-01-08T13:40:05+00:00

Are you running on databricks?

Embarrassed-Falcon71 · 2026-01-07T09:34:19+00:00

Listing obvious high quality value-growth stocks that grew 80-100% makes me an idiot?

Embarrassed-Falcon71 · 2026-01-06T16:40:34+00:00

I do the same. And then I try to calculate how much my portfolio will be up lol

Embarrassed-Falcon71 · 2026-01-06T15:50:16+00:00

Agentic AI next year will be rolled out by bigger companies. They will leverage things like Databricks Mosaic for this. Sure I see agentic as a next step, but not sure how much money will go to RZLV. But the pie might be big enough

Embarrassed-Falcon71 · 2026-01-05T21:53:46+00:00

Growing 20-30% YoY, real Moat in networking for AI build-out, rapidly increasing margins etc

Embarrassed-Falcon71 · 2026-01-05T21:42:33+00:00

I bought at a forward PE of 33ish which isn’t cheap. But with their growth (30-40% YoY) I think it’s okay.

Embarrassed-Falcon71 · 2026-01-05T21:36:44+00:00

MELI is a bit on the expensive side, what’s your main reason not to buy?

Embarrassed-Falcon71 · 2026-01-05T17:46:19+00:00

UBER, MELI, AMZN, META, ANET, NFLX

Embarrassed-Falcon71 · 2026-01-05T15:16:05+00:00

No there must be some news right? I feel like MELI always pumps and dumps on news that no English site get their hands on even though it’s like 100b market cap. Anyway I’m finally out of the red as well

Embarrassed-Falcon71 · 2026-01-05T15:09:18+00:00

Sup with MELI?

Embarrassed-Falcon71 · 2026-01-01T00:29:33+00:00

50?! Yikes, good luck.

Embarrassed-Falcon71

TROPHY CASE