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u/Invest-With-J

4 theses · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-4.1%-4.1%
3d111100%+7.0%+7.0%
1w111100%+12.6%+12.6%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$GOOGLr/ValueInvestingStock Analysisbullish
u/Invest-With-J · 4h ago3 prior · awaiting results

I Rather Invest in the Hyperscaler Cloud Names Than the Neocloud Names (and it's not even close)

Google's hyperscaler fundamentals—established cash flows, financial flexibility, and diversified business—position it to weather AI capex cycles better than neoclouds. If AI ROI disappoints or capacity oversupply occurs, Google's optionality protects it from the bankruptcies and consolidations threatening neocloud investors.

At post $324.22Now $324.220.0% since postedas of Oct 22, 4:45 PM ET
original post →
$AMZNr/ValueInvestingStock Analysisbullish
u/Invest-With-J · 4h ago3 prior · awaiting results

I Rather Invest in the Hyperscaler Cloud Names Than the Neocloud Names (and it's not even close)

Amazon's hyperscaler scale, proven cash generation, and diversified revenue streams make it a safer bet than neoclouds on AI capex. Even with near-term FCF headwinds from AI investment, Amazon's optionality and profitability buffer it from the existential risks (debt burden, negative FCF) facing neocloud competitors.

At post $250.38Now $250.380.0% since postedas of Oct 22, 4:45 PM ET
original post →
$MSFTr/ValueInvestingStock Analysisbullish
u/Invest-With-J · 4h ago3 prior · awaiting results

I Rather Invest in the Hyperscaler Cloud Names Than the Neocloud Names (and it's not even close)

Microsoft is a proven hyperscaler with established cash flows, financial flexibility, and diversified businesses better positioned than neoclouds to fund massive AI capex. Even if AI ROI disappoints or an AI bubble bursts, Microsoft's optionality, network effects, and profitability provide downside protection that neoclouds lack.

At post $521.08Now $521.080.0% since postedas of Oct 22, 4:45 PM ET
original post →
$FICOr/ValueInvestingDiscussionbullish
u/Invest-With-J · 23d ago3 prior · awaiting results

How Cooked is FICO Stock??

FICO has sold off 56% despite accelerating fundamentals (revenue growth from 37% to 49%), maintains a durable moat despite Vantage competition, and is innovating with products like FICO 10T. The stock appears undervalued as the market overprices competitive threats that may not materially erode FICO's entrenched position in lending ecosystems.

At post $617.87Now $823.27+33.2% since postedas of Oct 22, 4:45 PM ET
1d-4.1%
3d+7.0%
1w+12.6%
1m—
3m—
6m—
1y—
original post →

End of results.