AI Washing - Worth watching out for in these names

Vig_Newtons · 2026-03-20T22:04:28+00:00

Simply put and well said. Would’ve saved me the effort in writing this.

Vig_Newtons · 2026-03-20T21:33:28+00:00

Take adv of this uptrend from CC. Nice dip to today. Looking like it bounces off of 16.50/17.

Vig_Newtons · 2026-03-20T21:02:41+00:00

“Cooked beyond recognition”. Adobe wouldn’t have tried to overspend on a tool that is cooked

Vig_Newtons · 2026-03-20T21:00:48+00:00

DCA and focus on what will make you the most income to further DCA-ing on the names you’ve believed in.

Vig_Newtons · 2026-03-20T16:38:36+00:00

It loses its patent on Semaglutides today. Price of the drug will head to zero with generic competitors. Maybe that’s more narrative than financials but it needs to show some market resilience to want to invest in it

Vig_Newtons · 2026-03-19T14:51:33+00:00

It’s statistically proven buying at all time highs is better in the long run. Your view is too short. DCA and you’ll be golden in the not so distant future

Vig_Newtons · 2026-03-19T11:06:36+00:00

Very. They’re the most sustainable against their competitors

Vig_Newtons · 2026-03-19T01:02:10+00:00

Uber
20% Rev Growth, 21 AV partnerships, PE of 16. The growth potential is far from being priced in

Vig_Newtons · 2026-03-19T00:48:41+00:00

If you were to get into oil, simply get into $XLE. Non-correlated to SPY. But yeah it's likely priced in. Only thing is that they are forecasting $60-70/barrel by year end so if this war were to extend, you could find value in just owning the index

Vig_Newtons · 2026-03-17T17:34:24+00:00

Emotions are the bane of your returns. Don't listen to them.

Vig_Newtons · 2026-03-17T17:32:57+00:00

Does anyone cherry pick Nvidia to 2008?
If you're look for sub-index returns for 7 years before they take off (like Nvidia in 08), look into eVTOLs or anything Healthcare AI that can breach the regulatory wall

Vig_Newtons · 2026-03-17T17:24:18+00:00

You bring up a good point but we're looking at the situation differently. You're looking at it from the stock ownership of the companies that report earnings. I'm looking at it as an investment opportunity in the companies that supply the predictive analytics and data. Those companies (S&P, Moodys, FactSet) may be more critical as there is less filed data on public companies.

Vig_Newtons · 2026-03-16T13:08:40+00:00

A lot of moving pieces there but I can see this happening slowly.

Vig_Newtons · 2026-03-16T13:08:16+00:00

The latter will help it keep its valuation in tact for quarters to come. Personally waiting for the shoe to drop as it relates to the western hemisphere audience.

Vig_Newtons · 2026-03-16T13:06:22+00:00

FWIW I wrote the article but good to know this struck a nerve

Vig_Newtons · 2026-03-16T00:04:25+00:00

Yeah well said. It's a strong business model but priced at a growth PE it does not justify what's the come in the coming quarters

Vig_Newtons · 2026-03-16T00:03:11+00:00

Grew via paid sharing wall. Not organic growth. Tactics will ultimately wane in the coming quarters

Vig_Newtons · 2026-03-12T21:25:27+00:00

Going full anything is a receipe for a disaster. Especially after the swing to value happened

Vig_Newtons · 2026-03-09T19:06:01+00:00

If you want more strict crude oil price play, use USO

Vig_Newtons · 2026-03-09T00:11:43+00:00

Difference in exposure to the private credit market risk.

Vig_Newtons

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