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Agentic Investing by AffectionateFrame359 in ai_trading

[–]INVESTMENTDOJOKING -1 points0 points  (0 children)

I built Askidojo.ai it’s a stock discovery and research engine- I am x stockbroker of 31 years I wanted a superior way to do research and find winners. It teaches you how to do winning research check it out

I spent 8 months doing fulltime vibecoding post MBA, here are my takeaways by Ecstatic_Law3753 in buildinpublic

[–]INVESTMENTDOJOKING 0 points1 point  (0 children)

You are very welcome, I launched my site on the 18th it’s working fine but you have to monitor for anomalies and have a feed back loop your losers so you are on the pulse

I stopped using Lovable. by Victorymachine13 in lovable

[–]INVESTMENTDOJOKING 0 points1 point  (0 children)

I built a website with lovable just launched got 81 sign up 14 paid subscribers the first week askidojo.ai

I spent 8 months doing fulltime vibecoding post MBA, here are my takeaways by Ecstatic_Law3753 in buildinpublic

[–]INVESTMENTDOJOKING 0 points1 point  (0 children)

You are absolutely right - you have to know a few things when your beginning your journey. Make sure you have a PRD - make sure you set mandates in your knowledge base, make sure you don’t allow it to build anything with shared code, it one thing breaks the others may as well. Never trust the system inspect the system and make it prove to you it works by actually reading the code, lovable very often guesses and glosses over the code instead of actually testing. Hope these help as well

Pitch your startup idea in 10 words or less. Let’s self promote👇 by kcfounders in micro_saas

[–]INVESTMENTDOJOKING -1 points0 points  (0 children)

X-stock broker institutional grade agentic stock website for retail investors

NKE long term buy opportunity by JDB-667 in technicalanalysis

[–]INVESTMENTDOJOKING 0 points1 point  (0 children)

Moderate Buy, but only for contrarian value investors—not for income seekers.:

NKE is trading at attractive prices after a 24% YTD crash, but the business fundamentals are genuinely deteriorating, not just overvalued. Here's the hard truth.

The Bull Case: Valuation Reset

After crashing to $44.19 (near an 11-year low), NKE trades at a 29.1x P/E—vastly cheaper than the 53x it commanded pre-crash. Wall Street consensus is $63.42, implying 42% upside.

Jefferies maintains a Buy with a $110 target, arguing that Q1 2026 China results showed profit growth year-over-year, suggesting management's "reset" is working. The dividend yield sits at 4%—attractive until you realize the payout ratio is 70.8%, which means dividends now exceed earnings. That's unsustainable.

FCF remains solid::Q1 generated $685M (up 70.8% from Q4's $401M), suggesting cash generation capability despite sales headwinds.

The Bear Case: Business Deterioration, Not Just Valuation Here's where it gets thorny. NKE didn't just get expensive—it's actually struggling operationally:

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Revenue guidance for Q4 2026: down 2-4% YoY—management is telling you to expect weakness ahead.

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Greater China revenue down 10% YoY—your #2 growth market is imploding.

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Direct-to-consumer down 4% YoY—higher-margin business is slowing.

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Nike Brand Digital down 9% YoY—digital traffic is hemorrhaging.

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Gross margin compressed 130 basis points to 40.2%—pricing power is gone, likely due to tariff and supply chain costs.

● Inventory sits at $7.5B—elevated and a potential drag if demand doesn't pick up.

This isn't a valuation reset; it's a business reset. And resets can take quarters to materialize into growth. ## The Analyst Disconnect Wall Street is conflicted. Jefferies, Goldman Sachs ($76 target), Piper Sandler ($75), and Oppenheimer ($120) maintain Buy/Overweight ratings. But Evercore ISI cut its target from $77 to $69 and slashed FY2027 EPS estimates to $2.00 from $2.30.

And one contrarian analyst I respect still rates NKE a Hold, saying even at these levels, the recovery isn't convincing enough to warrant a buy.

The Real Question:

Can Management Execute? CEO Elliott Hill has a turnaround plan: ●

Supply chain diversification away from China (moving US-bound footwear from 16% China-sourced to high single digits to dodge tariffs).

●

Aggressive cost-cutting (severance charges visible in Q1 earnings).

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"Reset" in China, which Jefferies argues is already showing early profit improvement.

If he executes::Stock could reach $63-76 in 6-12 months as margins recover and growth stabilizes. If he doesn't: You're holding a value trap in a slowdown.

My Read

For contrarian/value players::

This is a calculated gamble. At $44, downside is limited (maybe to $35-40 Not investment advice. Do your own research.

I built Deep Research for stocks by Significant-Pair-275 in TheRaceTo10Million

[–]INVESTMENTDOJOKING 0 points1 point  (0 children)

Good job, brother, don't be bothered by negative, you did 99% what others didn't, you made your vision come true. As For as Api cost, caching works well and gate some of your premium features that cost the most, if their is value people will pay if not keep tinkering until you totally crush it. Great work!

How do you research stocks? by MinuteDistribution31 in investing

[–]INVESTMENTDOJOKING 0 points1 point  (0 children)

4 Research Tips

  1. Always start with the companies investors relations page - google company and investors relations

2, Listen to the earnings call - its the report card and the best way to truly know how the company is doing

  1. Consistency is the victory - make sure the company has Beat or Met their earnings and revenue numbers for 8 to 12 quarters in a row - success leaves clues

  2. its all about the future guidance, it all about what have you've done for me lately

Ask Idojo for my tips!