Evidence

The only problem is that super apps have had limited traction in Western market, where users seem to be tied to individual services. And there are other challenges on the horizon. AI agents, which can book travel and undertake a range of tasks, all threaten to cut out middlemen l

— Financial Times

it you know it it appears kind of moderately valued here at um at at four it's at still four times sales right um I could I could get pretty comfortable around you know my sort of base case that you they do get disrupted by cheap or cheaper or free versions of um you know video v

— Monetary Matters

Adobe, I think if you're in it for the long term, I think you're okay. If you're in it for the short term, I mean, the AD line uh prior to uh Friday had gone back down near 52-week low. And look at the stock going into its earnings. Was sitting almost on a 52-week low relative to

— EarningsBeats

We'll see what happens with GS Goldman Sachs. I mean, this looks great, right? In a vacuum, not knowing that earnings were tomorrow morning. This would look fantastic as a possible flag here over the 20 SMA hammer. Look below and fail on these prior lows... but all it takes is ea

— Trade Brigade

Adobe is that now. Growth is strong and accelerating slightly. Margins are climbing. Um, the balance sheet's really strong, and it's cheap on fundamental multiples. Now, the chart's pretty awful, as you can see. And so every time it looks like there's a low in some accumulation h

— Cestrian Capital Research

you look at Adobe for example. I mean there's really real concerns around their disruption. It hasn't really showed up in the numbers yet. There's quarter after quarter they're still growing topline bottom line announcing big share purchases. They have an AI tool that shows reall

— Monetary Matters

on spy this rule isn't trying to grow capital faster. It's trading some upside in exchange for smaller drawdowns. Whether that's acceptable depends on what you care about more, smoother path or maximum growth.

— Algovibes

Amazon trying to move back up. AD line not encouraging. I don't know if we'll get that breakout or not. relative strength just so so broadline retail has been strengthening but it does have a lot of overhead resistance to try to negotiate we'll see if we can get through.

— EarningsBeats

nothing about this looks bearish, right? Could we pull back? Yes... if you're not already long small caps, buying long up here, you're probably someone else's exit liquidity, right?

— Trade Brigade

Tesla is starting to roll over. This is maybe the second best. You could probably draw a trend line and we're still kind of hanging on to the trend line, but we are below. Both the moving averages, you've got the twenty day moving average coming back down. We don't want to see th

— EarningsBeats

Amazon got up to two fifty, which is where we failed back in November and started to roll over so far, holding the twenty day moving average. I think that's going to be a big level to watch on Amazon.

— EarningsBeats