@0xChiefy I believe we are in this stage of the market, but $30K seems a bit over dramatic.
Bitcoin is heading most probably towards the 200 wma. $60K could be a very low target to aim to, $30K would be a nuclear bomb on the price of BTC.
This chart predicts $BTC will start dumping hard after the current bull trap.
$126K was the top, and we are now heading to $30K.
Are you actually prepared for that scenario?
Multiple of annual expenses in investible assets you need to have at each age, in order to be be financially independent:
25x at age 65+*
30x at age 50
35x at age 40
40x at age 30
45x at age 20
* eg. $100k annual expenses; $2.5M investment portfolio
Agree?
Imagine being Canadian, and having your retirement depend on the selling price of your primary residence right now.
I hope your home doesn’t take up more than 12% of your wealth, or your retirement is melting.
Everyone gave up on Adobe $ADBE.
Adobe didn’t.
• 2022: −$7.1B buybacks
• 2023: −$5.0B
• 2024: −$10.2B
• 2025: −$12.3B
Stock down ~25%.
Buybacks at all-time highs.
This is what conviction looks like.
@DividendTalks Unlike $IBM, who spent so much in buybacks all while their stock price declined 50%+ and saw its core business collapse
$ADBE still has a strong core business while buying backs moderate sums of stock
Adobe is prime to create immense gains for shareholders
7 Best Places to invest Your Money
1. Max your (stocks & shares) ISA every year
2. Invest in local property & use leverage
3. Buy & hold gold & silver for safety/security
4. Buy classic cars that have dropped enough & start to appreciate
5. Buy proven watches like Rolex Daytona all steel, Patek Philippe complications or Nautilus
6. Invest in well managed, diverse funds (via Hargreaves Lansdown or Vanguard)
7. Start & scale a business & invest in sales & marketing
Bitcoin has no intrinsic value—like gold's industrial uses.
That's exactly what makes it superior money.
Its value comes purely from engineered scarcity, decentralization, and network effects.
The bigger the network of users and holders, the stronger it becomes.
@xNotAnAI@oguzerkan $AMZN has the clearest long term vision among all Mag7 and it never changed. The others had to change it multiple times and are just chasing the latest trends.
@BitcoinHanSolo@oguzerkan Stock value is part performance and part vision. $AMZN leadership is yet to show its long-term vision & a narrative that people want to get behind. The AI story is hollow, and the cloud story is in question
I’m a believer in the moat, but not so sure about the current leadership
$AMZN is Barron’s top pick for 2026.
- Leader in e-commerce.
- Leader in cloud computing.
- Third largest digital ad business.
Net margin is expanding despite higher depreciation.
It’s just valued at 18x operating cash flow now.
Why wouldn’t it work from here?
@xNotAnAI@oguzerkan Jassy started while $AMZN valuation multiples were really high. Tim Cook started while $AAPL valuation multiples were really low. That is all. Apple fundamentals stagnated while Amazon crushed it. Valuation matters.
@KhamisPhinance@oguzerkan Jassy is great and $AMZN fundamentals have never been this strong. It's a Tim Cook situation. People will recognize it only after number will start to go up.
Definitely, they have taken over with infrastructure as we know ecommerce is high revenue low FCF. As they use robotics to increase efficiency and lower the cost of 'last mile shipping' we should see an expansion in profit, leading to a substantial re-rating.
Something that goes beyond any 'CEO'
Hot take: $AAPL's outperformance is basically just multiple expansion
– Not buybacks
– Not the ecosystem
– Not the big installed-base
The stock went from ~12x to ~40x and that’s the story.