The creator has been watching Lemonade and is considering it for potential investment.
Source Post
$AMD $ADBE $FICO - Semiconductors To SaaS
Sep 5, 2026
The creator discusses AMD, Adobe, and FICO. For AMD, the creator notes a 20% drop from its peak, attributing it to the stock being "priced for perfection" and increased competition in the semiconductor industry, particularly from Nvidia and Intel. The creator believes AMD's current forward P/E of 30 is more reasonable than its previous valuation. Adobe's new CEO hire is seen as a double-edged sword, and FICO lost its mortgage market monopoly, causing its stock to drop.
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AppLovin is considered a very interesting stock that the creator is open to building into a larger position over time.
ASTS has been added as a position and is a stock the creator is open to increasing their stake in, considered a space sector investment.
Intuit, like other SaaS companies, has recovered well since hitting a 52-week low in June.
Microsoft has recovered significantly since its June low, showing strength in the SaaS sector.
Adobe's stock is being discussed following the announcement of a new internal CEO, a move that has not been well-received by investors for various reasons.
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