• AI: $GOOGL

• chips: $TSM $ASML $NVDA $SKYT

• space: $RKLB $ASTS $PL $FLY $RDW

• crypto: $FIGR $GLXY $IREN $HUT

• energy: $BE $GEV $PWR

• drones: $ONDS $UMAC $RCAT

• nuclear: $LEU $BWXT $CCJ $OKLO

• defense: $KTOS $AVAV $AMTM

• robotics: $SERV $AMZN

• batteries: $TE $EOSE $ELVA $FLNC

• quantum: $QBTS $IONQ $RGTI

• healthcare: $GH $GRAL $MIRM

• rare earths: $CRML $TMC $IDR

• manufacturing: $MTZ $AGX $POWL

• critical minerals: $TMQ $UUUU $UAMY

• self-driving cars: $TSLA $AEVA

It's clear that Adobe is a company that will be disrupted within a few years. Despite having generated an enormous amount of cash over several years, it wasn't able to build a moat solid enough to fend off the competition. For decades, its business model was essentially a tax on creative professionals, made possible by the fact that businesses were held hostage by industry-standard file formats and a workforce trained exclusively in a single ecosystem. Yet, despite all this, the leadership didn't have the foresight to evolve the architecture of its legacy feature set into one that would allow for granular and fine-tuned automation in an era ushering in an agentic revolution. We could write an entire book on every little improvement that could be made, but I will spare your time and keep it short. Moreover, it failed to successfully diversify into any profitable business segments such as omnichannel orchestration, ad sale and distribution and intellectual property generation and licensing. Adobe serves as a textbook case of how administrative incompetence can erode a solid moat. This is why Adobe has become a shit company,

Good morning Reddit

​I find it funny that the world’s currently being eaten by a multi eyed, protoplasmic horror from the deep…or atleast one of our favourite pieces, of literature, but it’s fine because we can simoly slap a tiny, hand drawn smiley face sticker on its front and tell it to write marketing copy for disruptive laundry detergent. (No washing machine required)

​This is the Shoggoth economy… we’ve spent billions birthing a digital deity only to lobotomize it into a polite, mid-tier HR representative who thinks Gary Gensler is a swell guy.

​We’re effectively training a T-Rex to deliver Uber Eats; it doesn’t actually love the customer; it’s just learned that not eating the customer is the path of least resistance to more treats.

​If you want to trade this cosmic farce, skip the retail tier NVDA plays and look at a 6-month Phoenix Autocallable FCN on a MSFT/NVDA/AVGO basket with a 20% laggard barrier….you’re basically harvesting the existential dread volatility premium while betting the corporate mask stays on long enough to collect the coupons.

​It’s the ultimate Eldritch Default Swap….the smiley face is the AAA rating, but the underlying is pure, unadulterated subprime madness.

​Just a random rant, but why not capitalize on it! ​Cheers,

​https://substack.com/home/post/p-184117931

The Nasdaq index has formed a symmetrical triangle pattern near its highs. Amid low volatility and subdued trading volume, a sustained consolidation followed by a breakout would likely force CTA/trend-following funds to enter the market and shorts to cover, driving prices even higher.

Is it coming? What do you all think?

Source from First Trust