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@93SamLFC

yelling into the void

London, England Katılım Şubat 2012
541 Takip Edilen120 Takipçiler
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S@93SamLFC·
Leverkusen, sporting Lisbon and a poor Atleti team to get through to a CL final It’s a genuine hate watch 😂😂
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S@93SamLFC·
I do think it’s comical that people see the strength of the marketplace model in $AMZN, $BKNG, $MELI and $EXPE but when it comes to $UBER people are like ‘they have no future’ The best businesses have several levers of optionality - Uber is growing into one of them.
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S@93SamLFC·
PSG are class but that was so soft over two legs from the reds
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S@93SamLFC·
Bit of a wimp and a fart from the reds this, not really created anything Feels v much like a slot swan song
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S@93SamLFC·
Nico O’reily is class - happy he’s English
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S@93SamLFC·
Arsenal are going to win the league having lost at least 5 games and drawn 7 and their main striker scoring <15 goals Shambles of a prem this season. Could have easily been a reds double if we turned up
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S@93SamLFC·
@Ashton_1nvests Been DCA’ing into now from $100 Way oversold
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Ashton Invests
Ashton Invests@Ashton_1nvests·
This is stupid… $NOW
Ashton Invests tweet media
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S@93SamLFC·
@MitchMartan98 Nonsense analyst noise - most just follow sentiment and pick up their pay cheque. Non event/ non news
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Mitchell Martan
Mitchell Martan@MitchMartan98·
Love when analysts site confidence as a reason to downgrade a stock -> $NOW Let’s keep in mind ServiceNow is in a -41.37% drawdown YTD and over 60% from it’s ATH.
Wall St Engine@wallstengine

UBS Downgrades $NOW to Neutral from Buy, Lowers PT to $100 from $170; confidence that ServiceNow is “better positioned for this artificial intelligence era” Analyst comments: "To date, our view has been that ServiceNow is better positioned for this artificial intelligence era relative to other application software firms, and hence it has been our only Buy-rated application software stock as we have been quite cautious on the broader group. Given that our confidence in that view has weakened and we are hearing more anecdotes of non-artificial-intelligence application software budget pressure, we are moving to a Neutral rating despite the material year-to-date de-rating in the stock to 15x 2026 free cash flow. We now also expect skinnier-than-normal beats in the coming quarters, more limited upside to the guidance for stable organic constant-currency subscription revenue growth of 19% in 2026, and we are trimming our current remaining performance obligation growth estimates to exit 2026 at 16% constant currency, down from our previous estimate of 20%." Analyst: Karl Keirstead

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S@93SamLFC·
@HatedMoats Not much is changing tbf, all this is sentiment on AI. Feels v much like the early 2010s when everyone thought Google would take over every industry Bought these three names again today - all strong B2B names that will be in enterprises for decades to come
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Hated Moats Investor
Hated Moats Investor@HatedMoats·
Market can stay irrational longer than you can stay solvent. SaaS in 2026 is the prime example of this. You good, $ADBE, $CRM, $NOW, and many more holders?
Hated Moats Investor tweet media
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S@93SamLFC·
@edels0n That’s what you get when oil rapidly moves off a $60 base and >12m oversupply narrative.
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Ed Elson
Ed Elson@edels0n·
Oil execs sold $1.4B in stock in Q1 as energy shares surged following Trump’s bombing campaign against Iran
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The Inflection Economy
The Inflection Economy@inflectionecon·
@buccocapital Tells you the narrative hasn't shifted yet. So many still treating this like a temporary drawdown, instead of a deeper repricing of what software deserves to trade at in an AI world. Still so much anchoring to old multiples and old assumptions about durability.
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
My feed is full of people asking "Why is X software name down 3% again today?" And I really want you to invert it. The question you need to ask is "Why wouldn't it be?" I'm not saying it's right or wrong. I'm not saying it's fair. But those are the facts on the ground.
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S@93SamLFC·
@TheKopWatch 😂😂 your heads gone with that tweet
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The Kop Watch
The Kop Watch@TheKopWatch·
This PSG team is one of the best sides of all time, especially if they knock us out and win it back to back.
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S@93SamLFC·
@_SimonHarvey Already kicked me out twice…
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Simon Harvey
Simon Harvey@_SimonHarvey·
Chances Hargreaves Lansdown crashes again today?
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S@93SamLFC·
Bayern PSG CL final going to be a class game
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S@93SamLFC·
@varunv_malhotra @ariaradnia Disagree, especially with the wave of inflation over the last few years and the impending additional inflation from Iran/SoH blockage- adobe might not be cut completely but will be difficult for co’s maintain current spending in this econ (I’m invested in ADBE btw)
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Varun Malhotra
Varun Malhotra@varuninvesting·
@93SamLFC @ariaradnia As dumb as it sounds most IT directors would rather just do business as usual and not have to ask for new software and training, having to justify ROI and looking bad. So budget already has adobe licensed done during planning and it’s approve so they buy it
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Varun Malhotra
Varun Malhotra@varuninvesting·
Everyone on Twitter thinks $ADBE is dead. The people complaining aren't the actual customer base. 70-80% of Adobe's users are enterprise. Branding teams managing 20 years of assets across 50 countries. Budget pre approved. Renewal automatic. They're not switching. The vocal crowd? The loud 5%. Freelance photographers who use Photoshop twice a month. Adobe raised prices on them for a decade. They're pissed. Fair enough. But their anger is not a bear case. It's noise. The AI risk is real. But if your bear case starts with "everyone hates Adobe," you're building a thesis on the wrong 5%. Debated this with @ariaradnia . He's buying. I passed. Same stock, different conclusions. (link in bio for my youtube channel)
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Keşfet

@Ashton_1nvests @MitchMartan98 @HatedMoats @edels0n @inflectionecon @SixSigmaCapital @buccocapital @elonmusk