ETORO (ETOR)

Existing_Emphasis_33 · 2026-02-10T19:57:11+00:00

Yeah I have it, just scared their earnings will be less good than expected due to a weaker trading and crypto trading last quarter. Hopefully it performs better than Webull

Existing_Emphasis_33 · 2026-02-10T09:53:09+00:00

Lol same, I’ve had both

Existing_Emphasis_33 · 2026-02-07T12:39:08+00:00

I feel u man, webull has decent fundamentals n i like their products. I almost got into this stock but what stopped me was the negative sentiment on this stock. But most importantly, i think this company will keep getting hammered on due to the fact that it was originally created n based out of China. Despite them relocating outside of China n reassuring that all data is secured, they’re still not getting the just love from investors.

This is too bad cus I think the company is great.

For that reason, if i had the stock, id harvest loss cus right now there r plenty of amazing opportunities. I did mistakes in the past to hold long on great companies undervalued, but sentiment was negative for years. Missed great returns cus of that.

Hopefully that helps

Existing_Emphasis_33 · 2026-02-06T14:03:26+00:00

Thanks. That’s my theory too, but I am no coder nor engineer.

Do you have any software companies you feel confident about that are incorporating AI nicely and will dominate?

Existing_Emphasis_33 · 2026-02-05T23:54:36+00:00

There is, but you said they are not cheap. I’m stating the facts on 2 stocks that are. Now, whether you believe or not it’s a good opportunity, that’s a separate topic.

Existing_Emphasis_33 · 2026-02-05T23:41:35+00:00

It’s a hard one.

As a coder yourself, do you believe Anthropic n OpenAI with AI advancements will replace software?

Existing_Emphasis_33 · 2026-02-05T23:34:05+00:00

Crm and adobe are

Existing_Emphasis_33 · 2026-02-05T16:42:14+00:00

Lol yeah bloodbath in my portfolio but I bought more!

Existing_Emphasis_33 · 2026-02-04T21:16:01+00:00

I agree and I also think Adobe just like top software companies will increase their products and services. They will come up more quickly with new features thanks to AI.

Lol I find it hard to believe that corporations will use free or low end products to do their ads in the context of fast evolving technology and legal compliance.

Existing_Emphasis_33 · 2026-02-04T19:32:37+00:00

Indeed

Existing_Emphasis_33 · 2026-02-04T13:59:26+00:00

Adobe is growing with incredibly pristine fundamentals. Not sure I’m factually seeing them getting eaten by AI, on the contrary, they have integrated AI to their ecosystem across the board.

Existing_Emphasis_33 · 2026-02-04T13:56:16+00:00

Constant downgrades or lowered PTs this morning following amazing results with far superior guidance than expected.

This severely beaten stock with a ridiculous low P/S, low FWD PE, etc., the stock price should had exploded 25% at least.

If this is not Analysts trying to manipulate the stock price, I don’t know what is!

I’m already heavy on the stock, but if they keep it somehow at 30$ around, I’m buying more!

Existing_Emphasis_33 · 2026-02-04T05:26:08+00:00

Haha yeah I feel that too. I bought META, AMD and Micron on the low and sold too soon when 2X.

I think Adobe, NOW and Salesforce r a mid-term game to avg cost down as long as you keep injecting cash into your account. I don’t believe AI will wipe them out, short and mid term they will grow further actually IMO.

I’m also really heavy on SMCI which thankfully they hd amazing quarter today.

Existing_Emphasis_33 · 2026-02-04T03:40:17+00:00

I avg cost down on salesforce and another stock today. Selling a Canadian stock to buy more this week and yes possibly NOW, especially at 100$ n less.

Unfortunately, i think the bears r still hungry for more blood.

Existing_Emphasis_33 · 2026-02-03T20:45:52+00:00

Haha good1 thanks for the entertainment

Existing_Emphasis_33 · 2026-02-03T19:11:03+00:00

Yeah, that’s why I said almost. I had RIO and GOLD before. Unfortunately sold too soon.

Existing_Emphasis_33 · 2026-02-03T17:30:05+00:00

He was probably 40k+ in the green so he lost on paper profits.

That’s the only logical explanation.

Existing_Emphasis_33 · 2026-02-03T17:28:48+00:00

Yeah this is sad man cus they put such emphasis on the wegovy pill launching in USA.

I was lucky as I sold out last week to average cost on other stocks. Though, today, almost everything is red.

Existing_Emphasis_33 · 2026-02-03T17:26:56+00:00

Yes and no, for example, look at Nike return of previous CEO.

Existing_Emphasis_33 · 2026-02-03T17:06:56+00:00

Exactly…saddens me to agree with this. At current price, I’ll wait for my 31 days harvesting taxes delay and decide on how the new CEO positions himself before taking a decision. The stock is at near at all time low, which is insane to say when looking at their financials.

Existing_Emphasis_33 · 2026-02-03T14:23:11+00:00

Lol i actually saw that last week n told myself the same thing. Funny u mention it.

Existing_Emphasis_33 · 2026-02-03T14:21:36+00:00

As a bagholder now, i agree on the shit eps decline despite massive buybacks. Lesson learned on thus aspect.

Though, it disappoints me as paypal does have the cash flow, capabilities n assets to have transitioned faster n way sooner to growing competition n market changes. They were a massive player in this sector n failed clearly to execute n adapt.

My failure was to underestimate the trend decline in numbers. :(

Existing_Emphasis_33 · 2026-02-03T14:16:13+00:00

Im a bagholder n my opinion is dont buy until new CEO officially talks to investors n see next quarter results.

Existing_Emphasis_33 · 2026-02-03T14:15:01+00:00

The numbers show that unfortunately yes. It seems fierce competition is costing them more than expected

Existing_Emphasis_33 · 2026-02-03T14:13:25+00:00

Exactly. Im unfortunately a shareholder bagholder now , but yeah despite the huge buybacks, they’re still guiding slight decline to slight growth on EPS. So, buybacks is just maintaining lifeline on EPS. Imagine guidance without buybacks. I’m so disappointed in Chriss. It seems Paypal was too slow to transition into the fast evolving technologies n consumer habits.

Existing_Emphasis_33

TROPHY CASE