Adam Exponential

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Adam Exponential

Adam Exponential

@Adam__Meinhardt

I find great stocks before the rest of the market. Focused on undervalued growth. Follow my journey in real time

Minneapolis, MN Katılım Ocak 2018
230 Takip Edilen204 Takipçiler
Daniel Romero
Daniel Romero@HyperTechInvest·
Some people bought $MSFT thinking it was a safe investment and are now sitting on 30% losses Interesting phase for the market
Daniel Romero tweet media
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
I think to be a good investor you either have to be good at finding the obscure/hidden gems, or be good at seeing the blatantly obvious plays that most overlook because they seem too simple
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
The "vibe coding" bubble has probably already started to burst. Sure, anyone can now put together a cool product, but good luck getting real customers and turning it into a profitable business. It's like thinking you have a great business because your website has a cool looking homepage
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
AI is still in the awkward stage where it looks really cool but you can't do a whole lot with it yet. Agentic will be the next big trend, but it just needs a little more time
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
You can't even get good coverage on Iran, because all the good stuff is classified, and those with that information are lying about what's really happening
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
What happened to the AI bubble? This is starting to look like a mid cycle correction
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
Why does everyone on here talk about the same 5 stocks? I thought value investing was about finding something obscure and underappreciated
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
I'm not a big TA guy, but why go heavy into a stock when it's in a free fall? Especially when there's no real support until another 20% down? Saw this a lot with Adobe
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
The biggest mistake you'll make is buying the dip too early, especially going in with size. Don't lump sum weakness
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
Microsoft is about to potentially put in a double bottom. Let's see if it holds. If it does, buying there will have seemed obvious in hindsight
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
Wouldn't be surprised if the VIX jumps above 50 before the correction is over. Boots on the ground in Iran could be the bottom
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
I successfully haven't bought the dip yet. A victory in itself
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Joel
Joel@growthrapidly·
No one thought the Iran war would hit asset prices THIS hard.
Joel tweet media
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Antonio Cádiz
Antonio Cádiz@AparicioCadiz·
Si hubieses comprado Nike $NKE hace 10 años no hubieses perdido, ni ganado, ni un dólar.
Antonio Cádiz tweet media
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The Long Investor
The Long Investor@TheLongInvest·
Not many people told you a market correction would happen in 2026
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
@KAIZ3NS 100 years ago people were living in log cabins and riding horses around. That’s a chart of human achievement
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Kaizen
Kaizen@KAIZ3NS·
We just need to cool off for the next rally.
Kaizen tweet media
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
@IncomeSharks Nothing there is food. The masses are waking up and are pursuing organic/whole foods. KHC will continue to lose market share
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IncomeSharks
IncomeSharks@IncomeSharks·
$KHC - Bullish on ketchup and Mac n Cheese here. People still have to eat.
IncomeSharks tweet media
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Adam Exponential
Adam Exponential@Adam__Meinhardt·
Software stocks probably bleed out/trade sideways until GAAP earnings trade under 20x. SBC has made most of the big names uninvestable
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
It's wild just how hard price dictates sentiment Never in my wildest dreams did I imagine people would be bearish on indestructible companies like $MA or $FICO Calling them "value traps" LOLLL
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