Group 1 - Alibaba has launched Qwen 3.5, the latest version of its AI model, indicating a continuous commitment to advancing its artificial intelligence capabilities [1] - The introduction of Qwen 3.5 reflects Alibaba's strategy to enhance its competitive position in the AI market [1] - This update is part of Alibaba's broader efforts to innovate and lead in the technology sector, particularly in AI development [1]

分组1 - The article highlights Paul Franke's extensive experience in stock picking and investment, emphasizing his successful track record over 39 years in trading and investment advisory roles [1] - Franke's investment strategy, termed "Victory Formation," focuses on identifying supply/demand imbalances through specific stock price and volume movements, which are critical for successful stock selection [1] - The "Bottom Fishing Club" articles are dedicated to identifying deep value stocks or those showing significant positive technical momentum reversals, while the "Volume Breakout Report" discusses stocks with positive trend changes supported by strong trading action [1] 分组2 - Franke recommends a diversified investment approach, suggesting that investors hold at least 50 well-positioned stocks and utilize stop-loss levels of 10% or 20% on individual investments to enhance market outperformance [1]

Core Viewpoint - The article emphasizes the importance of investing in high-quality growth and momentum stocks that are reasonably priced, with a focus on long-term performance and market outperformance [1] Group 1: Investment Strategy - The investment strategy involves focusing on growth and momentum stocks that are expected to outperform the market over the long term [1] - The analyst has a history of advising investors to buy at market lows, specifically noting a recommendation in March 2009 during the financial crisis [1] - The S&P 500 and Nasdaq saw significant increases of 367% and 685% respectively from 2009 to 2019, highlighting the potential for growth in quality stocks [1] Group 2: Analyst's Position - The analyst does not hold any stock, options, or similar derivatives in the companies mentioned and has no plans to initiate such positions in the near future [2] - The article is presented as an opinion piece and does not constitute investment advice, emphasizing the need for individual research or consultation with a financial adviser [3]

Core Viewpoint - The article emphasizes the importance of investing in high-quality growth and momentum stocks that are reasonably priced, with a focus on long-term performance and potential market outperformance [1]. Group 1: Investment Strategy - The investment strategy involves focusing on growth and momentum stocks that are expected to outperform the market over the long term [1]. - The analyst has a history of advising investors to buy at market lows, specifically mentioning a recommendation in March 2009 during the financial crisis, which led to significant market gains [1]. Group 2: Market Performance - From 2009 to 2019, the S&P 500 increased by 367%, while the Nasdaq saw an increase of 685%, highlighting the potential for substantial returns in the stock market [1]. Group 3: Investor Guidance - The article aims to assist investors in making money through investments in high-quality growth stocks, indicating a commitment to guiding investors towards profitable opportunities [1].

Core Viewpoint - The financial narrative suggests that artificial intelligence (AI) poses a risk to existing software businesses, leading to concerns among shareholders about potential profit erosion due to increased competition from new AI tools [1] Group 1: Wix.com - Wix.com has seen its stock price decline nearly 70% over the past year, despite its long-standing role in enabling low-code website development [2] - The average price target for Wix's stock is $151, significantly higher than its current trading price of $72 [3] - Wix's revenue growth accelerated to 14% last quarter, indicating that AI tools are not negatively impacting its growth [4] - The acquisition of Base44, a startup focused on mobile app development without coding, is expected to contribute to Wix's growth, with Base44 projected to reach $50 million in annual recurring revenue by the end of 2025 [5] - Wix's free cash flow was reported at $570 million over the last 12 months, with a market cap under $4 billion, presenting a strong investment opportunity [6] Group 2: Adobe - Adobe's stock has decreased nearly 45% over the last year, amid concerns regarding AI disruption in its various software offerings [7] - The average price target for Adobe's stock is $429, compared to its current price of $258 [7]

Core Viewpoint - The analysis emphasizes a strong buy rating for Adobe (ADBE) stock based on its financial performance, suggesting it is attractive for long-term investment without considering current valuation [3]. Group 1: Investment Strategy - The investment strategy focuses on a conservative approach, utilizing a model that combines quantitative and fundamental analysis to evaluate companies [1]. - The main strategy involves regularly purchasing shares with a portion of income intended for long-term holding [1]. Group 2: Analysis Methodology - The analysis is based on comprehensive and in-depth examination of financial statements, particularly for mega and large-cap companies, updated quarterly [1]. - The model allows for an objective assessment of public businesses, excluding banks, insurance companies, and REITs [1]. Group 3: Investor Guidance - The analysis aims to provide private investors with an independent view of large and well-known companies, helping them make informed decisions [1]. - The strong buy rating is intended for investors considering a long-term portfolio inclusion for a 3-5 year horizon [3].

Over the past year:-30%: Intuit-42%: Salesforce-43%: Adobe-69%: HubSpot-72%: Duolingo-73%: AtlassianOuch. ...

Company Overview - Khaveen Investments is a global investment advisory firm that serves high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) [1] - It offers a range of services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - Khaveen Investments specializes in disruptive technologies that are transforming modern industries [1] - Key focus areas include Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Company Overview - Khaveen Investments is a global investment advisory firm that serves high-net-worth individuals, corporations, associations, and institutions [1] - The firm is a registered investment adviser with the Securities Exchange Commission (SEC) [1] - It offers a range of services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - Khaveen Investments specializes in disruptive technologies that are transforming modern industries [1] - Key focus areas include Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Brett Ashcroft-Green, CFP® is a CERTIFIED FINANCIAL PLANNER™ , fee-only fiduciary, and the founder and owner of Ashcroft Green Advisors, a Nevada-based registered investment advisory firm.He has extensive experience working alongside high-net-worth and ultra-high-net-worth families, with a background in private credit and commercial real estate mezzanine financing as a business director at a large family office. His professional experience spans the U.S. and Asia, including several years living and working ...