Идеи
Author is monitoring Zoetis after it reached an eight-year low, suggesting a possible bargain.
The article notes that Google was sold after free cash flow turned negative due to soaring AI-related capital expenditures, indicating market punishment for heavy AI spending without clear returns.
The article notes that Google was sold after free cash flow turned negative due to soaring AI-related capital expenditures, indicating market punishment for heavy AI spending without clear returns.
Risk: AI capex may continue to pressure FCF; competitive AI landscape could weigh on margins.
Author explicitly warns against Applovin, placing it on his 'Filthy Five' list of stocks to avoid due to fundamental or valuation concerns.
Author explicitly warns against Palantir, placing it on his 'Filthy Five' list of stocks to avoid.
Author strongly advises avoiding Paramount Skydance, predicting the stock will go to zero if the Warner Bros. Discovery acquisition goes through, or take a little longer otherwise.
Author added Intuitive Surgical to his watchlist after a 40% decline from its 52-week high, indicating potential value opportunity.
Author is monitoring Accenture after a sharp drop to around $125 and subsequent recovery to ~$165, signaling interest in a deeper analysis.
Author is monitoring Charter Communications after it hit a 13-year low, seeing a potential value play.
Similar to Google, Tesla was sold after FCF turned negative due to AI-related capex, reflecting negative market sentiment toward companies with high AI spending.
Similar to Google, Tesla was sold after FCF turned negative due to AI-related capex, reflecting negative market sentiment toward companies with high AI spending.
Risk: Potential further FCF deterioration and valuation compression if AI investments don't yield near-term profits.
The article states Apple is 'rewarded for financial discipline,' contrasting it with companies like Google and Tesla, suggesting strong free cash flow and prudent AI spending are being favored by the
The article states Apple is 'rewarded for financial discipline,' contrasting it with companies like Google and Tesla, suggesting strong free cash flow and prudent AI spending are being favored by the market.
Risk: Upside may be limited if Apple's own AI investments fail to meet expectations or if overall tech rotation reverses.
The author explicitly states he is not tempted to buy Oracle because other tech giants have better growth prospects at lower valuations, and the stock has since declined 42%. This implies a negative v
The author explicitly states he is not tempted to buy Oracle because other tech giants have better growth prospects at lower valuations, and the stock has since declined 42%. This implies a negative view on ORCL's relative value and growth outlook.
Risk: Oracle may continue to underperform if its AI/cloud strategy fails to gain traction with investors.
Salesforce is part of the author's 'Discarded Dozen' list, which he predicts will outperform SpaceX over the next year, and the group has averaged +11% since June 12, suggesting near-term momentum.
Salesforce is part of the author's 'Discarded Dozen' list, which he predicts will outperform SpaceX over the next year, and the group has averaged +11% since June 12, suggesting near-term momentum.
Risk: Software sector headwinds from AI disruption could reverse gains; the prediction may not hold over a longer period.
Adobe is also included in the 'Discarded Dozen' list, with the author expecting it to outperform and noting the group's recent 11% average gain. This implies a bullish catalyst from a valuation or sen
Adobe is also included in the 'Discarded Dozen' list, with the author expecting it to outperform and noting the group's recent 11% average gain. This implies a bullish catalyst from a valuation or sentiment rebound.
Risk: As a legacy software company, Adobe faces AI disruption risk; the outperformance may be temporary.
This newsletter, published July 30, 2026,
features Quoth the Raven
discussing ZTS, GOOGL, APP, PLTR, PSKY, ISRG, ACN, CHTR, TSLA, AAPL, ORCL, CRM, ADBE.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Quoth the Raven
· Tickers:
ZTS,
GOOGL,
APP,
PLTR,
PSKY,
ISRG,
ACN,
CHTR,
TSLA,
AAPL,
ORCL,
CRM,
ADBE