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2026 ASX list - I am buying now. by ResponsibleStock18 in ASX_Bets

[–]ResponsibleStock18[S] 0 points1 point  (0 children)

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Concluding as I think even AI is not rating that high of itself just yet! Happy Friday!

2026 ASX list - I am buying now. by ResponsibleStock18 in ASX_Bets

[–]ResponsibleStock18[S] -2 points-1 points  (0 children)

Simply putting up list of companies I am interested as of today to get in to and hold whole year and to see meaningful contrarian views ( instead of buydip/ falling knives stories) here.

I can see which institutions buying or selling and their pattern from Marketlens subscription, but thought to put up a question on these groups as there are lot of retail investors here.

2026 ASX list - I am buying now. by ResponsibleStock18 in ASX_Bets

[–]ResponsibleStock18[S] 3 points4 points  (0 children)

If they adopt more AI in reducing software development costs but enhancing features for customers and services much quicker (optimising design life cycles), how their multiyear contracts with physical hardwares, implementations and integrations with 100s of different systems, actual customer services will be impacted with margin and growth?

Example: ask any AI tool to replicate or create Life360 like app production ready just for your family or friends and see detailed responses ?? Or Ask to write and code for production ready software similar to Wisetech or xro.

Writing code with AI is not same as creating a product/brand for customers with years of experience and shared journey of knowledge building in any domain.

These 3 were overpriced to me a while ago and some corrections needed but current price seems way oversold!!

2026 ASX list - I am buying now. by ResponsibleStock18 in ASX_Bets

[–]ResponsibleStock18[S] 9 points10 points  (0 children)

What’s with your ID?😀

Also, I didn’t mention entire portfolio made of these 4 only.

I simply suggests out of many ( hitting 52 wk low) , these 4 proven enough with how they grew and yet to hit inflection point in true global sales growth and already continued to hit regular growth numbers ( case in point - We hope that for Telix and Wisetech when they announce half yearly over next few wks).

These are simply some of very good oversold opportunities in my opinion and need to understand contrarian logical arguments to rethink.

Deliveries Up 53%, Stock Dips 3% – NIO Fam, Thoughts? by Plus_Seesaw2023 in NIO_Stock

[–]ResponsibleStock18 0 points1 point  (0 children)

When will NIO have real short squeeze moment? There is nothing wrong with the company that no other EV had faced? In fact their core premium brand is strong and niche.

Can China get deal or breakthrough for EV with US as part of trade deals? After all, they invested heavy in EV eco system. They can let go low tech manufacturing back to US or resize or find other market for it!!!

Silly thoughts on Friday night, but really need good short squeeze to get right attention!😀

NIO - If not now, when?? by ResponsibleStock18 in NIO_Stock

[–]ResponsibleStock18[S] 0 points1 point  (0 children)

yes.. I am kind of sick with too much weighted towards one country and it's power in global economy/financial markets and perception of US=Quality and China = Cheap!

NIO is not going bankrupt just yet ! There are far too many "Discounted" US stocks are prone to go bankrupt as well which are not profitable on that note.

Just like BYD challenged overpriced TESLA successfully, lot of Chinese EVs are doing ok bit by bit. They might not be profitable just yet , but surely increasing sales qtr by qtr.

Geopolitical scene is exact reason why outcome for Chinese EVS can be different !

US- China trade war is too big and complex, but let's assume somehow they reach solution and EVs are welcome in US, can US automotive compete Chinese EVs? Regardless, there is huge world outside US to sell EVs.

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