$AXP just crossed $10 billion in annual net card fees for the first time ever and grew that line 18% in a single year. 29 consecutive quarters of double digit card fee growth is not a momentum story, it is a structural repricing of what people will pay to carry a piece of the

$ADBE generated $10 billion in free cash flow last year on $23.8 billion in revenue, which is a 42% FCF margin that most software companies would not dare put in a slide deck because nobody would believe it. The stock is down 34% over the past year and the entire argument

On Running ( $ONON) crossed CHF 3 billion in annual sales in 2025 growing at 35.6% in constant currency, and the part of this story that I keep coming back to is that the gross margin expanded while they were doing it, hitting a record 63.9% in Q4. That is not what happens to a

youtu.be/emVUqrjtk2o While Wall Street is Selling, I'm buying 3 stocks 👀👀👀

$ADBE just printed ~$24B in revenue with ~42% FCF margins. The stock is acting like the core franchise is in decline, but ARR is still growing double digits and AI products are already showing up in the numbers. I read that as the market repricing narrative risk while the

$RH did about $3.2B in revenue in FY25 with a 44.5% gross margin and roughly 10% operating margin Management is guiding to +10-13% revenue growth in FY26 with adjusted EBITDA margin around 20% and they are saying that includes about 300 bps of headwind from tariffs and

$ADBE is reporting earnings today after close Thinking of buying before market close

$GOOG really innovating here and using AI as a catalyst across all its verticals $ADBE can also use AI across all its verticals and just make their products even better btw

14 years of putting giraffes in places they aren’t expected. The hardest part was never the editing… it was finding a stock image where the giraffe was actually facing the right way. Rotate Object in Adobe Photoshop beta just solved a problem I’ve had for over a decade. 😭🦒

Bullish $ADBE Productivity gains from new features on Adobe’s product will be insane

Just bought more $ONON 5 seconds ago Couldn't help myself BTW, 100% revenue growth in Asia

I’m super bullish on $ADBE, I just bought $10k worth of shares before they report earnings Am I f*cked?

Elevated oil prices and elevated conflicts for a longer period could literally cause a recession Tourism already affected heavily in a number of countries I do think this will probably end by next week, or else it could spiral

We are back to EXTREME FEAR everyone

Down $700 already while the company just double beat, reaccelerated revenue and grew users double digit CEO stepping down 🥲 $ADBE

I'm down $1000 in less than 6 hours because of $ADBE but I break down all the earnings on my latest video here - youtu.be/B2XptEig_kE

2 things genuinely bother me about $ADBE ’s Q1 earnings: 1. CEO transition at the worst possible moment The timing of the CEO change could not be more unhelpful. You have a stock that has already been hit hard. You have a quarter where the actual numbers were strong.

$ADBE went from being basically 8x better in performance than the S&P 500 to now lagging the S&P500 performance since 2008 I mean this is mind blowing, given the company’s historical and future growth