Exceptional business, powerful momentum — dangerously priced.
👉 Real opportunity only comes after a sharp correction.
Investment Insights
ADBE (Adobe): the creative software cash machine under pressure – major opportunity or cycle breakdown?
Adobe remains a cash machine, but timing is tricky. Buying makes sense only through gradual accumulation on weakness, not aggressively.
CVX (Chevron): the global energy pillar facing the cycle – solid yield or oil-driven value trap?
CVX is a premium energy stock—highly profitable but cyclical. Yield provides protection, the cycle will do the rest.
CSCO (Cisco Systems): the quiet networking giant the market is rediscovering – steady value or a re-rating in the making?
CSCO is a defensive tech stock, ultra-profitable and cash-generative. Not flashy, but brutally effective over the long run.
CRM (Salesforce): the silent rebirth of a SaaS giant – is the market finally realizing what’s happening?
CRM is no longer a promise but a mature, profitable, and disciplined SaaS. Upside remains, especially on pullbacks.
COST: The Retail War Machine the Market Buys Without Hesitation
Costco blends growth, stability, and rare discipline. But at $943, perfection is priced in. A hold, not a buy for now.