College Investor with a long term mindset

Joined March 2025
160 Photos and videos
Thanks Maurice for sharing this! I put a lot of time into creating this video so I’m glad you found value!
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Jake Sullivan | StockStudy retweeted
"Adobe is sitting idle and letting AI disrupt them" Meanwhile $ADBE:
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How the hell am I supposed to decide what stocks to buy right now? $ADBE -20% YTD $UBER AV demand center $DUOL -70% from ATH $META 3.58B daily Users... $AMZN trading at 28x P/E Could probably name atleast 5 more
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This is sick Thanks for the idea @QualityInvest5
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I wish $DUOL didn’t have such a crazy and unrealistic community around it I love Duolingo but I KNOW this isn’t a $1T company in the making
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Most people fail to understand the real business of $DUOL
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I never knew the Stock community on X was this funny🤣
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Jake Sullivan | StockStudy retweeted
I just want to get this straight. Big tech companies, which, with the smartest leaders in the world and smartest employees in the world, with billions of daily users on dozens of platforms, all have decided to build out God-like super-computing powers, and this makes you bearish?
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Jake Sullivan | StockStudy retweeted
World's MOST disrupted industry $NOW $INTU $CRM $ADBE
Is AI disrupting enterprise software?
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Some of these selloffs are foolish
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Jake Sullivan | StockStudy retweeted
“Search is dead.” They said, literally like half a year ago. How the turn tables turn.
Google $GOOGL CEO Sundar Pichai just said: "Search saw more usage than ever before"
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Jake Sullivan | StockStudy retweeted
Jensen Huang on Software: "The notion that AI is somehow going to replace software companies is the most illogical thing in the world and time will prove itself" “Would you use a tool, or reinvent the tool?”
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Jake Sullivan | StockStudy retweeted
Owning SaaS right now feels like being on the Epstein files
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The Dip Won't Stop Dipping
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I appreciate the shout out and you allowing me to use the substack! Very insightful.
Hi there! Today I wanted to share a video from my friend Jake, from StockStudy, where he references our Adobe $ADBE investment thesis. @StockStudy05 It’s really well-produced and super coherent - definitely worth watching! Here's the link: ➡ youtu.be/b-QiGpQY_7c?si=A5dR…
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Jake Sullivan | StockStudy retweeted
Once seen as one of the most predictable and highest-quality software businesses in the world, Adobe $ADBE is now increasingly framed as a potential target of AI and LLM disruption. But is Adobe actually being disrupted - or simply misunderstood? We break this down in our latest deep dive. Link in the comments. ⬇⬇
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No one can compete with Adobe. No one has the ecosystem of 50 and no one can beat the switching costs. #stockstobuy #longterminvesting #stockmarket #adobe
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Jake Sullivan | StockStudy retweeted
Adobe reported 200% growth in QUARTER-OVER-QUARTER generative credit consumptions Do you really think they're gonna sit idle and let AI eat their business? $ADBE
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4 Stocks To BUY this week👇
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The market is COMPLETELY wrong about this stock…
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