That's the current situation:
QE is back
Lower rates
6-7% budget deficit (insane fiscal stimulus)
Oil $57 very low and seems like might go even lower
Dollar downtrending (good for stocks as about 40% of S&P 500 revenues come from abroad)
AI boosting productivity
Can't get much better than this. Perfect goldilocks setup. UP only.
Best risk/reward plays as of now for 2026 imo:
NFLX, UBER - dipped bigly meanwhile profits and margins hitting ATH
META 22 forward PE(by far cheapest mag7 stock) + will have lower tax rate coz of their recent one off tax charge.
AMZN profits and margins hitting ATH stock only up 3% YTD, should catch up in 2026.
NVDA - projected net income of 175 billion, 24 forward PE, they will announce bigger buybacks again. Should see 1 more leg up to 240s 250s and it will be time to sell as they will start to lose market share slowly.
Other great, profitable, fast growing stocks to buy dips in if market allows:
HOOD, APP, RDDT - you can buy any 10-15-20% dips with closed eyes
AMD (if dips to 170-180s)
What else would you suggest?
I try to look for the leader in each sector : Netflix (Streaming ). Uber (Transport) . Amazon (Shipping) . Walmart (shopping) Healthcare (LLY but Novo better priced). Music (Apple/Sony). Games (Sony/Microsoft)
Going forward, I then tend to look at entry points and cost per share compared to revenue/earnings . (EPS).
Ubers is significantly higher meaning it’s a better entry point .
Then we look at futures. Uber has 2 main competitors. Google and Lyft .
Uber has partnered with Chinese AV makers to use there vehicles with Uber customers base , meaning no maintenance all profit.
Lyft has done similar.
Google has its own fleet to maintain with no customer base , which is why they have partnerships with Uber and Lyft.
Uber has no real threat competition. Making my point, looking at Netflix’s future, it’s all competition with many companies (Fubo, Disney, Comcast, etc). You’re betting against Disney by betting on Netflix in a way. Disney is Netflix but with more avenues of revenue , no point in buying a company with increasing competition and one means of revenue.
So uber wins on P/E, lack of competition, earnings, and future growth.
Netflix wins on.. well they’re just the market leader in streaming at a low entry point . I think big ole Disney will overtake Netflix in the long run. I mean common it’s Disney . Netflix just had a head start. Disney is already acquiring many streaming services (Hulu, Fubo). Netflix is trying to acquire WBD but it’s having a hard time and I think acquired some other stuff but I can’t remember .
Netflix growth is slowing while Ubers is growing (# of trips taken). Both are growing revenue wise but the actual percentage of growth is slowing with Netflix per year. (Correct me if I’m wrong there as I could be). Ubers has only slowed since pandemic but the # of trips taken increases per year.
Also even Google says Netflix has slowing customer growth and intense increasing competition. I still like the stock though just at a lower entry.
Also I do think movie theaters will come back with some virtual 5D / 4DxD or whatever da fk shet that will blow people away . You can’t buy that quality at home.
Just a matter of who does it first: Cinemark (on its way), Netflix Nah, Disney (on its way) , AMC (that’s a joke). Movie theaters will come back but under new guidance and expectations. It’ll be more like theme parks theaters than movie theaters.
Sorry it’s long but that’s my thoughts, I’m also sure a lot of that may be wrong .
>Will accept and not pick you up hoping you cancel
Happened to me multiple times, I almost don't use Uber anymore, the prices are almost equal if not greater than a tradition taxi. The prices, convenience and quality that made them so powerful are all being lost at the same time, no real reason to stick when competition appears.
I'm back to taxis, I have a company that always send their drivers relatively fast and have the same prices as Uber.
I love how Uber went from one of the hottest reliable stocks to drilling just because some asshole said theyre cooked. 🙄 Just shows once again how easy it is to manipulate them. He probably wanted calls at a cheaper price.
It really is that good and for the use cases I have it’s generally just about the same price as uber.
Have only taken one freeway ride in it recently but that used to be the major limiter because it was slower taking surface roads.