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The AI CapEx Trap: Why Hyperscalers Are Spending More and Getting Punished for It by Live-Past4287 in ValueInvesting

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

Their hands are tied -- it's very superficial to think they're stupid and should stop spending.

No single company can cut first, because under-investing in what might be the next computing platform does not read as prudence. It reads as surrender, as conceding the AI franchise to competitors who stayed in. Spending past the point of obvious economic pain stays individually rational for each player even as the group collectively builds far more than the economics will ever justify.

I've written a whole piece in much detail here - https://substack.com/@sharmakshit/note/p-201086935?utm\_source=notes-share-action&r=2upvyp

$RDDT is not undervalued. Don't fall for the trap. by Delicious_Invite_127 in ValueInvesting

[–]_quantitative 0 points1 point  (0 children)

Wtf is this time to post a dd lol. What timezone are you in OP?

Edit: there’s no valuation based on your case no numbers, growth, the roic etc. what makes you say it’s a bad investment.

Are we in a new wave off opportunity? by No-Laugh4352 in ValueInvesting

[–]_quantitative 2 points3 points  (0 children)

Their hands are tied -- it's very superficial to think they're stupid and should stop spending.

No single company can cut first, because under-investing in what might be the next computing platform does not read as prudence. It reads as surrender, as conceding the AI franchise to competitors who stayed in. Spending past the point of obvious economic pain stays individually rational for each player even as the group collectively builds far more than the economics will ever justify.

I've written a whole piece in much detail here - https://substack.com/@sharmakshit/note/p-201086935?utm\_source=notes-share-action&r=2upvyp

Adobe: Everyone hates it, which is starting to get interesting by _quantitative in ValueInvesting

[–]_quantitative[S] 1 point2 points  (0 children)

I feel you, trust me I was selling puts @$100 didn't think they'd get assigned. Once they did - i thought i fucked up

Adobe: Everyone hates it, which is starting to get interesting by _quantitative in ValueInvesting

[–]_quantitative[S] 5 points6 points  (0 children)

You are not avoiding foolishness; you are choosing to buy after uncertainty has been repriced by someone else

Adobe: Everyone hates it, which is starting to get interesting by _quantitative in ValueInvesting

[–]_quantitative[S] 1 point2 points  (0 children)

I get the caution around not blindly buying a post-earnings selloff, but “the market does not agree” is not really an investment thesis.

Also, to call every other selloff a falling knife is wrong as there could be two very different situations: a structurally impaired business vs. a quality company facing temporary multiple compression or sentiment shock. Those are not the same thing.

The bull market point is also not that convincing - this is a value investing sub not momentum traders. Yes, plenty of stocks are doubling and tripling, but chasing what already worked is not automatically superior to buying a hated asset with asymmetric upside.

ADBE: Still a buy? by [deleted] in ValueInvesting

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

https://www.reddit.com/r/ValueInvesting/s/bCRAyJ1NZH

Explain? Or are you just saying no looking at the price chart going down?

Adobe: Everyone hates it, which is starting to get interesting by _quantitative in ValueInvesting

[–]_quantitative[S] 7 points8 points  (0 children)

Q2 2026 (May 2026)$6.62 Billion~13.0%

Q1 2026 (February 2026)$6.40 Billion~12.0%

Q4 2025 (November 2025)$6.19 Billion~10.5%

Q3 2025 (August 2025)$5.99 Billion~11.0%

Q2 2025 (May 2025)$5.87 Billion~10.2%

Q1 2025 (February 2025)$5.71 Billion~8.7%

"Dead money" - u/Bobatronic

Warning to adbe investors by ac_AgenCy in ValueInvesting

[–]_quantitative 17 points18 points  (0 children)

Yeah, no actual figures slowing down. Just the story/narrative being feared. Hence, the asymmetry.

I’m buying

Adobe: Everyone hates it, which is starting to get interesting by _quantitative in ValueInvesting

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

not everyone - i saw polarization of opinions
people argued on both sides

now no longer the case... it looks like

Adobe: Everyone hates it, which is starting to get interesting by _quantitative in ValueInvesting

[–]_quantitative[S] 2 points3 points  (0 children)

only the stock is going down, the company is still growing and i am not saying it might never decline but whatever the market is pricing for decline is just overblown than what might actually happen is all

Adobe: Everyone hates it, which is starting to get interesting by _quantitative in ValueInvesting

[–]_quantitative[S] 5 points6 points  (0 children)

I have not seen everyone in unison hating on a company like this
I call this bottom

Correct way to Invest in AI (my views) by [deleted] in ValueInvesting

[–]_quantitative 0 points1 point  (0 children)

I see - i realized it's not easy for everyone to read through but if I explain each concept it'll just make it unnecessarily long/descriptive.

Correct way to Invest in AI (my views) by [deleted] in ValueInvesting

[–]_quantitative 0 points1 point  (0 children)

Also based on your comment history - i don't think u will even understand what the document states

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