Right now $INTC is down -17%. And yet, it is still +14% YTD (we are still in January). If you bought shares in January last year, you are +108%. Intel now has a different kind of moat and I shared my thoughts about it here: ecomoat.ai/articles/intel…

I had a position in $LULU, and I still think there is a nice upside and a limited risk in the shirt term. I sold half of it and got $NFLX shares. Let's see which half will do better. What do you think?

New coverage added on EcoMoat: $FAST $FITB $KEY $TEL $HAL and $DHI, including the latest earnings insights. - 375 companies covered - Moat ratings, valuation, key earnings takeaways - Free access, no signup required #Investing #Stocks

You can now find up-to-date Q4 earnings call summaries and key executive quotes on EcoMoat for: $META, $IBM, $GM, $HAL, $HCA, $LMT, $CAT, $BA, $AXP, and $V. Free access, no subscription required!

The SaaS Era is being re-priced for the AI Era. $NOW added $4B in revenue since 2023, yet the stock is trading at the same price. The market is no longer paying just for "growth", it’s demanding margin expansion and proof against AI disruption. Moats are shifting. Is $NOW a

Strong leadership uses AI to compound advantages. Weak leadership uses AI to generate noise. EcoMoat will help you spot the difference 👇 ecomoat.co/ai-era

Not a great monday for $MNDY. - Revenue topped forecasts (27% growth) - The company is expanding product portfolio - Seeing strong adoption of AI products AI & Saas - as expected, guidance suggests profit margins could slide to 11%-12%. The stock crushed on this guidance...

There is some excitement around $ORCL. One hand, this makes sense. OpenAI has up to $40 billion in cash and may raise another $100 billion, that money pays for the data centers Oracle is building. On the other hand, I am not sure I like this strong dependency.

Buffett’s final quarter as CEO: Cuts $AMZN by 77% Meanwhile, Ackman increased $AMZN by 65%. Two elite investors. Opposite sides of the same trade. What do you think?

New coverage added on EcoMoat: $MSCI $ROST $CHTR $CMI $HWM and $FANG, including the latest earnings insights. - 385 companies now covered - Free access to analysis, no signup required - Moat ratings, valuation, key earnings takeaways, and management assessment. - New! Try our AI

EcoMoat’s AI assistant is still in its early days, but I already noticed investors don’t ask: “What stock goes up tomorrow?” They ask: • What are the risks to AppLovin’s moat? • Does DocuSign actually have a moat? • How does NVO compare to LLY? • How does AI threaten Adobe?

"We will assess value carefully, act patiently, and hold for the long term - preferably forever." Greg Abel, CEO of Berkshire $BRK.B Can he lead the next era of moat-driven capital allocation?

Saw a few analysts teasing AirJoule and it sent me down the rabbit hole on atmospheric water harvesting. Fascinating technology. Real need. Much harder investing story. I wrote about AirJoule, the broader space, and the gap between breakthrough tech and durable business. This

Oracle might be strengthening its moat…while simultaneously increasing the risk of breaking it. That’s what happens when you turn software margins into infrastructure economics. Not a simple story 👇 ecomoat.co/orcl-moat | $ORCL

Investors are using EcoMoat’s AI assistant to go beyond the stock page and ask better questions. Not just “what’s the price target?” More like: - does $PLTR really have a moat? - what threatens $SOFI business model? - how does $CRDO compare to peers? - is $SNOW the better

Who said this in Q4 2025? Guess the exec and the company. Guess here. Verify on EcoMoat. Clues: $PEP, $EL, $KHC, $KO, or $ORCL