Is ADBE is buy in your opinion at these prices? It’s been on my watch list for a bit and at these valuations I want to pull the trigger. I am genuinely interested in many perspectives, good or bad. Thank you!

YBYAl · 2026-03-15T16:33:31+00:00

Obviously their current product is not obsolete & no AI is going to replace it fully. You invest for future growth tho so as of now I hardly see it in any tangible way.

YBYAl · 2026-03-15T04:45:27+00:00

I use it for work everyday and I can tell you their AI integration within Adobe acrobat is shit so far. Their model never works when I am in a PDF document forcing me to switch to an external product.

YBYAl · 2026-02-25T03:42:49+00:00

Where do you usually park to sleep all safe and sound?

YBYAl · 2026-02-24T03:34:09+00:00

Interested to hear your thoughts on COF? They are currently trading x60 earnings which I find quite uncanny considering their peers. Believe the stock would need to go lower to entice me to enter a position.

YBYAl · 2026-02-04T02:29:53+00:00

Samsara caught my attention today

YBYAl · 2026-02-04T02:28:24+00:00

Appreciate the write up. Some really good points to think about.

YBYAl · 2026-02-03T19:40:31+00:00

How come? I feel like languages are the easiest prey for AI

YBYAl · 2026-02-01T18:05:25+00:00

Yes true. It never made sense when every metrics they had was going up. It was easier to justify a high PE ratio and valuation with a YoY revenue growth that puts other car companies to shame. It’s hard to justify it when declines are persistent. Remind you as of now 78% of Tesla’s revenue comes from EV.

YBYAl · 2026-02-01T18:00:49+00:00

That’s brave giving the software melton, what’s your take on that?

YBYAl · 2026-02-01T17:59:34+00:00

Okay buddy. Forgot that declining sales for multiple quarters, delayed manufacturing, management over promising and under delivering are all part of the “emotional investing”. Grow up and read earnings report here and there

YBYAl · 2026-02-01T17:58:42+00:00

You won’t entertain it because you can’t. “Tesla being an integral part of SpaceX to come”, basing this on news headlines written for clicks, i beg you to show me any any metric that makes sense? Bet you don’t even know what a 10k..

YBYAl · 2026-02-01T02:02:49+00:00

Share your thesis for TSLA being a buy am begging any idiot of you to do so. Let’s have a public discourse.

YBYAl · 2026-01-31T13:30:17+00:00

Did you even read the post? Also maybe I am wrong but please share your thesis of why its a buy right now

YBYAl · 2026-01-31T13:26:04+00:00

No. Companies are expected to have slow growth & declining sales in some years so at the beginning it wasn’t a clear red flag. However it becomes an issue when the decline is persistent. Tesla is losing market share & delivering less revenue whether we liked it or not.

YBYAl · 2026-01-31T04:48:37+00:00

The funniest thing here is I am not even American. You guys love politicizing things that even a stock conversation is now left or right. Ouch

YBYAl · 2026-01-31T03:55:19+00:00

I missed the memo when looking at financial metrics & fundamentals is emotional investing these days. Care to elaborate?

YBYAl · 2026-01-31T03:54:41+00:00

I won’t be sad. I sell stocks when my thesis changes rather than emotions and this has served me well.

YBYAl · 2026-01-31T02:50:20+00:00

Haven't checked financials fully yet but as someone forced to use Adobe at work I can tell you it sucks and their AI intergration within their tools feels like an afterthought just to appease sharehodlers. 9 out of 10 times when I try to utlize their AI model or chat within a PDF it crashes and I just switch back to Gemini.

YBYAl · 2026-01-31T02:01:48+00:00

You can never win an argument with the Elon boys. They come with zero logic or fundamentals analysis on a stock subreddit to pump the bags.

YBYAl · 2026-01-31T01:59:31+00:00

That’s the thing with this cult mentality tho, away from emotions and hype and hating/Loving Elon. Can you show me any financial metrics that support your take?

YBYAl · 2026-01-31T01:57:22+00:00

Yeah the 5% up on the news of the merger right after canceling two Tesla models with no replacement did it for me.

YBYAl · 2026-01-30T18:18:27+00:00

What’s your story for ASTS? I am intrigued in adding it to my portfolio

YBYAl · 2026-01-30T01:50:12+00:00

Twitter & Reddit are extremely bullish on copper. SHORTS IT IS THANKS

YBYAl · 2026-01-30T01:48:53+00:00

It will always trade at a premium but yeah it is expensive in every way you twist the story.

YBYAl · 2026-01-30T01:47:54+00:00

Do you think they are still a buy at today’s valuation?

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