MarInvesteert

@Opethftw We mogen weer noodles eten 📉

@MarInvesteert En, ben je alweer overeind gekrabbeld? 🤓

Waiting for $NOW earnings 😳

@Trader_Marco_ Hahaha ja ik zie het. Weet alleen niet precies waardoor. Earnings zien er prima uit

@MarInvesteert Aan de koers te zien valt het niet mee

@Ashton_1nvests How many shares do you have rn?

Alright fine… another dip to buy on $NOW. Nothing changed. Still a top SaaS company. Still growing. Just cheaper.

@dolores_capital @FluentInQuality Yeah so more online selling and for friends and family. But you also have to understand the ideal customer of $ADBE is. I think Adobe will be just fine and i’m excited to use a custom Firefly model. Already requested and will post about it soon

i used amazon direct publishing. it prints in las vegas. it's not as good quality as a dr seuss book, but i love it and my friends like it just fine. i'm not trying to be jk rowlings with this first book... but it was cool to have it done. if i actually want to pursue this, i would still need to get a publisher.

One of the biggest disconnects I've ever witnessed is $ADBE. Without a doubt.

@dolores_capital @FluentInQuality Have you tried printing your book? I’m a graphic designer and also have a printing company. I see sooo many people come with ai generated shit which is not in vectors but pixels generated and is not high res to print without losing quality. I’m more excited about Adobe now

i wrote a 80 page children's book with 40 pages of illustrations without adobe illustrator. i launched a very good looking website without adobe. our company sends newsletters without adobe. some combo of gemini nano banana and other ai tools did all of it. just don't see how adbe's moat is not getting attacked from every direction. i don't see my self using adobe ever again in my life (and i can say the same about uber now that there is waymo, and same for microsoft products - i'm on apple/google stack)... anyway, i was being a bit provocative with the 40%. i used to be like you... doing discounted cash flow models out to 10 years and being like "this looks cheap". what i learned from working in tech is... very hard to turn this around...you could be in a stock that's dead money for 5-10 years...look at crm/adobe/paypal...and so on. i'd rather just save you from the pain of holding adobe for a while. look at figma and the chart since ipo...after the pop it's just been death. none of these point solutions is necesarily to design beautiful websites, books, posters, or videos any more!

@wstfan Nice buys. i also hold a small $ZETA position

@MarInvesteert I bought $NOW $PLTR $ZETA $QQQI $CIFR

Why is ServiceNow $NOW down today?

@grunnguy Same haha

@MarInvesteert Geen idee, maar heb wel stukken gekocht.

@wstfan What r u buying?

@MarInvesteert Because the entire AI sector is getting hit hard. It’s not just stock specific. I added more. This will all blow over as always. A year from now we will be happy we bought at these levels!

@visboer Hahaha wat goed dat mensen denken dat je serieus bent 🤣

Wordt benzine tegenwoordig verdund? Ik tank altijd voor €50 en voor mijn gevoel kom ik sinds een paar weken minder ver.

@NeirinckMike @TheoBuysStocks @VVD @biancabodde @ypma_albert @SDCtrader 🤣

@Dom_Investing Hahah you couldn’t resist to watch

After 3 days of vacation I couldn't resist to take a peek 🫣 Big mistake. I basically lost a years progress and then some more. Back to the start...

@TheoBuysStocks Ja ik denk dat het alleen maar gaat groeien. Ze hebben ook zoveel waarde qua takken in hun business echt insane. En de rest van de wereld is aardig afhankelijk van China en ze zitten best goed gepositioneerd lijkt me

@TheoBuysStocks Heb je nog een $BABA positie? Ben wel redelijk geïnteresseerd maar al die geopolitieke shit is wel lastig. Hoe kijk jij hiernaar?

@TheoBuysStocks Ik denk dat je hiermee bijna break-even staat of niet?

@ftr_investors I don’t understand why this would be bad for software. Ai can USE software that’s already there..

Anthropic launched a new feature allowing Claude to control your computer: clicking, typing, and using apps to complete tasks autonomously 🤖 Software stocks down on the news… again 📉 😉

@BennyM43129334 @QualityInvest5 😂

@QualityInvest5 With ai people will just vibe code their own pdf formats and make them global standards you know.

$ADBE accelerated last quarter $FIG accelerated last quarter Both down a lot today, sentiment is just in the gutter 🤷‍♂️

@QualityInvest5 Adobe @ $240 is now called.. cheaper than a grain of salt?

@wealthmatica @DrewCohenMoney I don’t think so 😅

@DrewCohenMoney Arguably the widest MOAT business on earth. That is $FICO.

Really wild to hear the CFO of a business that has 48% operating margins say, He is "really bullish on what they can do for longer-term margins". $FICO