MOAT

riverpirate2

I understand that, my point is the software is going to be the MOAT in the end

Traditional-Ad26

Uber had and still has MOAT. There is nothing stopping people from leaving Claude if another chatbot is better.

Traditional-Ad26

If they aren't finding much new customers to subscribe to for claude agents then who's going to pay for all the commitment? Taxpayers? China models will dilute your customers even further, LLM's don't have any MOAT.

Ok-Competition-5898

Can someone share thoughts on uber? I bought leaps, IMO MOAT, they make money, and as a previous uber driver they continue to fuck drivers over more and more which I would assume is good for their profits…

TrebleInTheChoir

Here are my thoughts: \- I haven't seen a realistic TAM, so I don't know where their growth will take them. All the talk about growth needs a wider context, which is TAM, which comes with so many assumptions. Overall, I think there is a huge market even beyond software engineering. They aren't hitting market saturation anytime soon (\~5 years). \- They have the most sane CEO, so I think talent will most likely flock to them. They might not have a MOAT now on models, but they are still broadly more reliable than OpenAI, Grok, Google, and even open source models. Give a few more iterations, and I think they will start differentiating themselves. \- I think $2T is a rich valuation. But since I want an in, I will only get in on dips. \- If financing runs dry, their equity investors will be liquidated and big dogs with senior notes will come and get their assets on the cheap. Huge risk here, which will make me invest only gambling % of portfolio in them.

Appropriate-Fox-2347

Your reply belongs in Q1. A huge amount has changed in the last 6 months. Your company spending unlimited tokens on Claude is becoming the exception. There is very little MOAT in the tech. LLMs are largely solved (AGI is not, but nobody has exhibited a breakthrough here). There are dozens of models to choose from. The latest Kimi model is out, Kimi K3.1 Pro and claims to be on a par with Opus 5.5. I haven't tried it yet (I am also a dev) but just shows how fast things are moving here. Over the last 6 months, corporates are switching to open source models. Model routing is also gaining a lot of popularity. Push your basic work to low cost / open source models, use the best (currently Claude) when you need it. [https://www.nytimes.com/2026/09/04/technology/open-source-ai-anthropic-openai.html](https://www.nytimes.com/2026/09/04/technology/open-source-ai-anthropic-openai.html) or [https://www.thedeepview.com/articles/why-big-customers-are-pulling-back-on-claude](https://www.thedeepview.com/articles/why-big-customers-are-pulling-back-on-claude) Anthropic may be slightly ahead right now in terms of their tech and they are also heavily subsidising compute hence its huge popularity. This won't last. Other models will catch up, and compute costs will level out. The interesting space right now is in access to compute, datacenter contracts, and legislation (corruption) around the use of open source models. This is where the money is going. These two areas could help some of the frontier models prop up their market value to some degree. But you are investing in datacentres, not tech.

yourgirl696969

Dude described a pyramid scheme with no MOAT 🤦

yourgirl696969

Anthropic is so fucked on their IPO lmao. Glad they didn’t go public last year. Now they can lose banker money instead of retail. Anyone buying them at IPO is a moron. There is no MOAT in AI anymore. Open source is gonna keep eating them alive until they actually innovate to something that does have a MOAT. Hyperscalers are retards for not noticing this. They should slow down on the capex (like at least don’t go negative FCF and issue bonds)

Lost-Area-8707

I’m a backend SWE of distributed systems and we (company I work for) process millions of requests per hour. So we realistically can’t let vibe-coded shit go to production without reviewing all the critical code. I try every frontier model that comes out and the code quality is still garbage 50% of the time and you have to hold the AI’s hand. This is true for Fable, Astra, Opus 5.5. Is there improvement over time? Sure, but there is marginal difference between Opus 5.5 and Gemini Argon. There is NO fcking MOAT, none. Google announced Carbon and I believe it’s really better than Opus, because Argon is already pretty much equal in real world working scenarios. And do the markets give a shit? That Google/Meta are mature, profitable companies with diverse income sources, own infrastructure and have frontier AI? No fucks given. So how can Anthropic with just AI and lot of debt have real chance at successful IPO if markets currently punish anything AI related? I’m just a humble regard, but I don’t see it.

DODGEDEEZNUTZ

Both. It seems accepted like AI will massively affect the MOAT of all Saas companies. But it remains unclear if AI will remain cheap enough to shoehorn into every aspect of bussiness/personal life like it is right now.

The-Firearm

Totally agree. How the LITE board even agreed to go into talks is a mystery to me. High margins, sold out through early 2029, demand visibility. And on top off this it is even right before their "inflection point". They would basicly be selling the next MU for pennies. And no MRVL cannot afford this deal, they would have to dilute their shares about 70% for there just to be a little bit of premium for LITE shareholders. LITE isnt the type off company that gets aqquired but is a "MOAT", this whole situation is regarded to me. And no i dont think that it will go through, but i do appreciate the attention it brings to the optical sectors, especially after a huge correction in the sector.

Learntoshuffle

You do know that they make most of their data center revenue from traditional sources (websites, streaming, etc). You can't just switch them to AI without gutting them completely to replace all the server racks. Also, we have seen neoclouds take a beating, because they have no MOAT. Google also, when it comes to AI hosting, has no MOAT. The only thing worth it at google is their search, which they have now destroyed with AI overviews.

carpetmagicianlaughs

Mass suicides imminent when $Googl hits 250. Its ads business is dying to $Meta and $Amzn. AI has no MOAT and is a commodity. It’s fucking over guys. Sell the dip.

benkyo_benkyo

My understanding of the whole situation: 1. Big Tech (GOOG, AWS, MSFT) offloads Anthropic's investments at this IPO and make profits. This is the maxima, Big Cash Balance, Promotional compute costs before actual rates kick in. Revenue seems like its growing like no end. Cannot be a better moment. 2. Big Tech (GOOG, AWS, MSFT) gets guaranteed revenue commitments 80B/yr for next 10 years till Anthropic is Bankrupt. Right now their margins are on compute lease. Anthropic 131B sitting cash is going to flow directly back to Big Tech accounts. 3. Big Tech (GOOG, AWS, MSFT) replaces Anthropic's top customers when they deem fit. All major revenue for Anthropic is enterprise, which the Big Tech very well knows how to service. Customers want Intelligence not Claude. Big Tech will make a lot more margin by removing the middleman (Anthropic) as the intelligence provider. In next 2-3 years they will make both compute lease and intelligence margins. Anthropic cant do shit and have to pay regardless of compute use. So in the end Big Tech is going to make a shit ton of money. The events are sequenced in a way to maximize profits from the 3 channels without much risk. Anthropic is a dog of a company and a facade. There is no MOAT. You heard it here first.

Revolutionary-Pear39

I get it, but one should be able to identify a MOAT. One promoter cheated ran away / some account goof up that comes later. But in present one cannot find ? Why?

Revolutionary-Pear39

horizon way too far I might as well feel I’m not able to race up with the economy (growing trends) every portfolio needs rebalancing and restructuring every year. But how does one find a MOAT? Is that real hard, or you cannot just convince yourself because stock universe is huge to choose from?

ChildTickler69

Claude is basically 6 months ahead of the rest of the competition, including the Chinese open-source models. In 6 months time you’ll be able to do everything with one of the open-source models, but at 1/50th the token price. I don’t see how Anthropic or ant AI company has any MOAT.

axewoodsman

Apple is super stable because it has build a solid ecosystem that most people in the west relies on. Trying to get young people to switch to new phone platform is not easy. So Apple has a strong MOAT in the West.

save_china_uyghurs

and the MOAT... no one else can do even after the patent cliff has reached. Their algorithm to identify the "neo-antigens" in the tumour is the secret sauce.

TheRealArmament

Google has MOAT but Netflix doesn’t

flipflops81

Cool man. We’re talking macro level finances and you’re talking about buying GPU’s. What you’re missing is that Anthropic will face headwinds as they are forced to buy their compute from the big dogs. The key there is that the big dogs are building their own models with their own infrastructure. Claude models are cool, I use them daily. But the MOAT you speak of doesn’t exist. Googles latest release is already getting rated better for coding which was considered Claude home field.

Mediocre_Gap2236

lol the headlines are so bad Anthropic will print. I’ll pick some shares up after they ipo and tank like 50% cus all these investors are not chartered accountants and are just sheeps following the media rehetoric. Anthropic have MOAT, and it’s called having the best coding model in the world that’s already ingrained in corporate

BabyDontHerdMe_NoMo

I mean when your MOAT is legit one NFL game a year and stupid $25 dollars to avoid ads and watch high resolution content why is this surprising? YouTube has an untouchable moat. I spend 90% of my time there. Never use Netflix, Hulu or any streaming service It’s free and has a vast library of content. Music, conspiracy theories, educational videos, lofi beats, Coffiezilla, sports highlights, more! Why go anywhere else? Netflix had Narcos, Umbrella Academy and Stranger Things but those shows are done already. Black Mirror the only thing I’d watch rn.

cool-lala

nice one man but how do you think a jr dev or mid level should survive or dare say thrive when they have a senior like you no offense I mean is there MOAT left for them or just matter of time they will be dinos

Icy-Action708

Where is their MOAT tho?

bam2350

I'm none of those things. What have you held for 10 years? How does an investor in 2015 select a stock that will confidently do better than CAT? Had I invested the 100K being discussed in this thread in Feb20215 when I bought, the position would be worth about 1 million (and I didn't have DRIP turned on for the first 8 years). This leads to the question, "HOW do you pick one stock for the next 10 years?" Don't just throw out a popular WSB ticker. I think AMZN and GOOGL are good to talk about in this discussion due to market penetration, staying power, multiple revenue streams, and a history of performance. PS - That list isn't my portfolio, which is dominated by VOO, VTI, MOAT, DIA, SGOV, and CAT. It is just the tickers I've held for 10+ years. With the luxury of hindsight, we know I could have done better.

itsmemann15

it's called a MOAT son and they DO NOT HAVE ONE

Etheikin

we cant, do you know why every memory companies have the same increase % wise ? compared to nvidia that has the biggest % increase compared to others. its because memory are standardized so everybody can actually make it, they have no MOAT. compared to nvidia / amd they have their own proprietary interface technology, A.I that are trained / build on NVIDIA will be hard to run on AMD

Terrapinz

OpenAI most definitely has a MOAT. It's a two-horse race between who has the best AI according to industry benchmarks - OpenAI and Anthropic. These two can develop new model \*from their old models\* the fastest. Both are very close to recursive improvement where they no longer even need humans to improve the models. Unless something goes catastrophically wrong in the next year before they can achieve this there's no way they fail. Second best model behind Anthropic and second best distribution behind Google.

Icy-Action708

A frontier or hyperscaler collapse would be devastating to the market at large. With the circular funding going on, I think just saying pick a broad tech etf is a bit of an oversimplification. Do I think AI will continue well into the future? Yes, of course. But nobody has a MOAT. Open models are getting better each release. Also models are getting wildly more resource efficient. I bet we will see small models capable of every day compute running on local hardware soon. Same with companies. Self hosting may become more popular with open models with the end of tokenmaxxing. Once prices start increasing dramatically to meet investor profit demand and open models running efficiently, I can see more companies deploying in their own ecosystem. Plus its a huge benefit to OpSec since they can relax policies around sensitive data as they will own the infrastructure.

AspiringHippie123

No MOAT is the exact problem. What is GPT actually good for? Google is implementing Gemini into their entire ecosystem, and the price for performance is insane for non-complex tasks. Claude coding abilities are just beyond the other models, idc about benchmarks cause when you actually use it it’s absolutely insane. For basic life-hekper agent, Muse is holding that down (for now, this is pretty new). Idk even Grok which to me had no potential is powering EV’s and rockets, and was fairly cheap when I last looked into it months ago. All GPT has right now is AI that’s really good at everything, but not the best at anything, for a pretty steep price. Probably gonna keep holding GOOG and just watch them other AI stocks from the sidelines.

TheMasterCado

/u/apemonkeyfool whats your take on Autodesk ? seem like the stock has less AI fear baked in, but I see them in the same boat as Adobe as far as software MOAT. They also have a ArtCraft clone just released. I do think that long term they may be ok, but i think the market will have its fear cycle around this and hacker/modder decompiling software

Kollv

And they have to keep maintaining it, which there's no guarantee of. But the real MOAT is their subscriber base and the brand name. They'll always be the og chat bot for what it's worth...

PassableForAWombat

I SAID IT ONCE ILL SAY IT AGAIN. THE MOAT ISNT THE SOFTWARE. THE MOAT IS THE GINORMOUS PAIN IN THE DICK IT IS TO STAY IN SECURITY COMPLIANCE WITH THE GOVERNMENT. ONCE THAT PEE DEE EFF IS SEALED? BAM TAMPER PROOF IN THE METADATA There's been Adobe competition since literal forever. None that can match government security requirements yet.

arhambin66

Bro once it becomes efficient, there will be no MOAT for Anthropic and OpenAI.. There will be a dime a dozen companies which will provide the same shit for a third of the price. Race to the bottom. US companies just won't be able to compete with pricing. Sure government contracts will keep the juice flowing but the ones who bought the stock at its highest will lose out no matter what.

Much-Buy-5830

hmm.. as long as DRTS dont offer this in China, maybe the MOAT and IP is protected.

spendology

AI Tech Bros want Regulation - to PROTECT THWIR MOAT.

TheRealArmament

Nike is the most iconic brand on earth and you think it will go to zero?! THE SWOOSH IS THE MOAT

_hopkins

Yeah It could be. It is too early to tell honestly. This is going to be a race between OpenAI, Anthropic, Google and Meta. Everything Muse is doing can be introduced or already done by others right? There is no MOAT. Like Meta would fall 5% when Google introduces Gemini 4

Monster213213

What’s their MOAT or USP? None of

sfw_supdood

I'm not going to debate you on semantics... They are very clearly going for the same playbook as SpaceX imo. I don't think it's a bloodbath immediately upon IPO, but the goal is obviously rugpull retail investors after private investors are able to sell their shares. There is a 9 month grace period where the can't sell, so I would expect them to short the stock over time to cover their private shares, and then algo trading the stock value up on low volume. But it will crash eventually, the company simply doesn't have a path to profitability and their "product" has no MOAT.

ComfortablePiglet842

Well in terms of a companies MOAT

trentcoolyak

NFLX is a shit company though. No MOAT

acadia11x

The money is in advanxed / leading edge … I just looked up that $$$’s, 90% of profits are based on EUV manufactured processors because that’s where the margins are. So while GFS may be stable they have low margins and many competitors they have no real MOAT and plenty of competitors doing the same. We saw this in DRAM in that while it was low margins 3 manufacturers control more than 90% of the global supply … so prices sky rocketed when demand increased there is a natural bottle neck and cartel like control on a business level Even if OPs idea would hold , they have no moat and their are 7 or 8 other companies globally that support the same fab processes. There are many other smaller but atleast 7 or 8 of equal size to them.

Appropriate-Fox-2347

What is Anthropic's MOAT?

ZealousidealGrab1827

Exactly. Regulatory capture and MOAT.

uncurious

Stock? You’re chilling. The elephant in the room is Google would rug alongside the rest of AI because of capex when (if) AI comes crashing down. Today is a preview of the AI crash. People are running to Google because they remember Google is Google and they have the strongest MOAT of the mag7. (Other than maybe Microsoft)

sm7196

They wanna IPO before their bubble pops. They’re legit scared of Google I bet. There’s been rumours that Google might have solved RSI. It’s not a coincidence OpenAI and Anthropic asked for this right after those Google rumours started circulating Anthropic and OpenAI don’t have any actual MOAT other than superior coding. They need to cash in asap before Wall Street realizes

hyperventilating_hoe

With AI the distribution with great product (if not the best) is the MOAT and $META $GOOGL have unparalleled distribution networks so I’ve always been bullish about them and the wall street is finally seeing it too

GloomyMembership4197

AI Winner Genius researchers Vertical Integration Buffet support Diversified Energy secured MOAT

Weekly_One8412

wen MOAT (mother of all tacos) ?

chartry0

The thing with apparels is it will go out of trend. Especially if you are way more expensive than your competitors and you don’t have a real MOAT.

Rubbyp2_

The production of automobiles is not the MOAT. If the Waymo product is safer—even marginally—Tesla being cheaper is not a competitive edge. 33 cars is a demo, not a scaled product.

Kindled808

MOAT

teddyandabe

Honestly they’re way too undervalued. Everyone thought AI will replace them, extreme stock drop, but now Wall Street is realizing their MOAT and sees that AI is only added to help support/improve their products and not to replace it. Snipped a few shares when they were in the teens not too long ago so I do not have the bullocks to buy as much as you did. TO THE MOON 🌕

gmehra

I agree thats wrong, complex companies that make it hard for you to switch with a huge MOAT such as SAP are not going to get killed by vibe coding.

Administrative-Ant75

customer owned tooling coming. Idk man also their SerDes leadership MOAT hurt by MediaTek I would long $SMTC instead NFA

iiGoodVibesii

Strongest AI MOAT, I'll admit.

Ok-Drawer5245

Lolz, OpenAI has no value. Their MOAT is gone

EquivalentParfait509

Why not buy Meta. Insane MOAT. Only thing hurting is high capex. When Zuck finally decides to scale back on CapEx the stock is gonna rip 20%

cool-lala

man that was rough and soothing at the same time I was born in '02 so a baby in front of yall thanks for sharing my teacher worked for Ken Griffin back in dot come times and he lived in Cal SF and in 08 crisis he said they did'nt had neigbors for north of 8 years. AI bubble is bigger and badder than housing one. From PE to hedge funds to pensions funds to 401ks to SpaceX crap in your retirement accounts to debt by MAG7 to fear of DeepSeek destroying the MOAT of US tech lead in AI to Iran and oil prices and so much more 2026 feels like a graduatation course in one year. Stay safe yall.

femalediesinendgame

It absolutely will, ignore the randoms, analyze the business yourself. When you have the MOAT and pricing power of META, while maintaining a 28% YOY revenue growth, AND you’re still only worth 14 times your EBITDA + have a fwd PE of 17 you’re undervalued asf.

DHCPme

AI has NO MOAT! No amount of Government intervention is going to prevent foreign undercutting.

GloomyMembership4197

SPCX + NVIDIA = Lethal Space Data Centre MOAT

CutFabulous1178

How many people here still subscribe to Netflix? What MOAT does Netflix have? What amazing IP does Netflix have?

arhambin66

What an idiot you are bro? What's the MOAT behind Lulu?? Marking up athleisure clothing when there are a more than a dozen brands out there that have a cloned supply chain which sell the same thing ah a fraction of the price. Only idiots buy Lulu full price.

No-Space6221

If you had that amount of money and didn't own Apple stock, would you buy Apple at today's price, or would you buy another company because you believe it has better long-term fundamentals? If you would buy Apple, then you already have your answer. BTW, if I were you, I wouldn't sell. Great company, strong MOAT, great fundamentals.

Old-Pomegranate3634

The smart ones been buying it. Their control over enterprise is a huge MOAT. They will eventually monetize this

femalediesinendgame

I mean if you can find me a company that has META’s MOAT, an EV/EVITDA of 10.7, a forward P/E of 13, growing revenue at 28% YOY, and all that on an operating margin of 41%, a PEG of 0.7 and an absolute fortress of a financials sheet, I’ll buy it right now. Did I even mention the ROIC sitting at 21% ? META is a fortress and idgaf how much you hate that fuckface of a CEO, I wouldn’t invite him to my birthday party either, but the numbers are there and they keep coming. This thing is going to be over 1k a piece in less than a year.

yourfavouriteguyhere

I am talking about tech clown. Anyone can make software in these days with AI. Software companies no longer have MOAT. Clowns like you is why EU is so behind USA and China.

krankovi

Yeah there's no MOAT. Me and some friends from highschool are going to even start our own chatgpt. its gunna be called tendiesAI

FarSolid7870

I agree with both you and the hunch comment except that his comment isn’t brainless. It’s a simple take but it doesn’t mean they are wrong. TSM has a history of being more conservative than its peers when it comes to building out supply. Considering that the whole industry and Taiwans economy is heavily Influenced by TSM, the consequences of over-investing is more severe for them than other chip makers. Now you could argue that nowadays, TSM can take more risks than others given how strong its MOAT is, but I still get the sense that the $100b buildout is bullish for demand. That said, I completely agree with you that this isn’t a pure demand signal. There are obvious benefits for TSM to heavily invest in the USA, many of which you already mentioned. I still view it positively because they are also building out 13 other fabs in Taiwan + the $100b USA buildout. That’s a ton of money even for them, and yes, you could argue that these investments are defensive, but considering their conservative history, my view is that: They would be investing in USA and TW significantly regardless of demand (unless they knew we were right at the peak maybe) but the amount of money they are investing makes me suspect that they do in fact have confidence in demand

zakkair

For engagement metrics, Netflix has no MOAT left for mega blockbusters. I would not be surprised we are seeing across the board declines on average viewership hours. Growth is slowing as non subscribers are likely using other alternative platforms like IPTV or torrents to bypass the hefty price hikes for full membership.

Akuda

Agreed honestly. Long term the sum of the parts are worth much more than the whole. Always wild to see companies like SpaceX, unparalleled MOAT for the record but miniscule revenue at this point. There's a reason the mag 7 are owned like 80% by institutions.

Akrylicus

It's not about the race, it's about the AI companies MOAT. Why would you spend premium on Anthropic or OpenAI when you can just connect to a cheap Open Weights model? Companies will go to the cheapest provider, no matter if it is Google, AWS, MSFT or Alibaba Cloud. This will increase the pricing wars to make all that infra spend pay for itself.

winpickles4life

MOAT They have a new type of satellite architecture, while most others are modifying a 1960’s design (control module + solar fins. They were first and have the patents that forced Starlink to a lower orbit (more satellites that need to replaced 2x as often. AST needs to launch 330 satellites to achieve 200 Mbps per cell, while Starlink needs to launch 15,000 to reach 150 Mbps. That works out to 14x the mass (14x the launch) that needs to be replaced every 5 years instead of 10-15. Bent pipe vs. proprietary network that collects user eSIMs Data sovereignty issues with Starlink and others

Far-East-locker

another comment that buried deep and i would like to bring it up \- Anthropic and OpenAI could integrate targeted ads based on the discussed topic quite easily. My respond If you go that way, Google MOAT is DEEP DEEP DEEP Not only Google have a head start with years of your data, which Anthropic and OpenAI will not likely to get unless they start asking you personal question. Google also have Google Analytics, which basically tracking the whole internet, that browsing data is something Anthropic and OpenAI will never get. AI Chat is the missing dot, but it is the whole eco-system that make Google unbreakable And the Android platform, do you think there will be a third platform in the future?

Far-East-locker

If you go that way, Google MOAT is DEEP DEEP DEEP Not only Google have a head start with years of your data, which Anthropic and OpenAI will not likely to get unless they start asking you personal question. Google also have Google Analytics, which basically tracking the whole internet, that browsing data is something Anthropic and OpenAI And the Android platform, do you think there will be a third platform in the future?

Top_Category_2526

Shitty ass market, cooked CPI, Cooked Unemployment, fake economy, rubbish companies with 0 MOAT going 3000% per minute and the goverment pumping the market for fun

One_Advantage_7193

And their MOAT in parallel and sinking bunch of their verticals in the process.

Accidental-Genius

Name another corporation whose technology is literally required to keep aircraft in the sky, surgical suites operating, and water plants operational? If Microsoft just goes away overnight people will literally die. I don’t think there is a bigger MOAT than that.

bam2350

Explain, please. What if that is 400 trades that are all purchases? Using my taxable brokerage account as an example, in the last roughly 11 years I have recorded 533 "trades", however less than 10% of them were sales. I hold 50 different tickers. 75% of the value is in only 10 tickers including VOO, VTI, MOAT, SGOV, CAT, and NVDA. My last two sales were QQQM due to the SpaceX concern and some SGOV to free up cash to invest in the Iran related dip in March. Am I investing or am I trading?

Diligent_Fondant6761

bers are ----, where else can a LLM get such crucial info? this is reddit's MOAT

DickMcCheese

You go back to your parents and show them: “You can’t time the market. The gurus don’t know shit.” There is a guy call ‘Mr. Fired Up Wealth’ that has a great strategy I agree wit in regards to timing the market. “Time in the market is better than time in the market. Spread your money around as such: 1. ETF/Mutual funds. VOO/VTI/QQQ there are plenty more. 2. Blue Chip. Apple, Nvidia, TWSC. 3. Medium Cap. $2-10 Billion companies. 4. Spec stocks. 5. Crypto. Bitcoin specifically, but then a small percent in spec crypto (very small percent). Learn fundamentals. Revenue/Earnings, P/E, leadership, MOAT, support levels in charts, potential for growth/problem solving in sectors, etc. There are more people losing everything going full port into stocks/0dte trading chasing a gambling/high, early retirement. Get in the market. Diversify. Invest every month a portion of your income. Take advantage of every tax credit you can Trad IRA, 401k. Anything to lower your “income” while also investing. Play the game AND make your money work for you. Be patient. Keep money aside for crashes/dips. The market is at all time highs. There will be a correction. The “gurus” are guessing maybe 2027. It’s a guess.

RealPennyMuncher

Took a starter position on DIS down here. MOAT

BarRepresentative653

ALready SpaceX is being valued like its going to do all the things it said it would do. So even if they do them, they literally cant reach revenues to justify valuations even when they are profitable. Its CISCO, but led by imbecile on heavy drugs. Also, CISCO was valued at ridiculous levels, but what happened? They never grew into their valuations, everyone knew that internet would explode and we would need everything they sold, but they stagnated for like 15 years, and competitors came in and started gaining market share. Also SpaceX doesnt have insurmountable MOAT. Every country worth talking about are seeing the humiliation Russia is facing because of their lack of a Starlink equivalent. A majority are already making plans on launching their own, and private companies are also doing this.

EngineerElectrical73

You are right, but for Tesla. In the mega competitive EV market now much of the investors hope is Elon's ability to transition it to robotics, AI, whatever. SpaceX is another case. It is probably already the most important U.S company with its launch abilities, has a large MOAT and it seems like Gwyne Shotwell is doing great by running day to day operations.

egauifan

OpenAI started this with their 40% RAM bookings. Thank god even the latest anthropic AI doesn't have a big MOAT.

RandomC6

He made a bald claim with the shitty headline. The stock universe covers more than 20,000 stocks. So by random chance, META would have a 0.005% chance to be "the best pick out there now" assuming 20,000 stocks only, so a chance near zero, making my response have a likelihood of almost 100% being right. But since you were so offended by my post and you made the extra effort for such a long critique, here is some helpful input for you as you seem to be interested in the company: If you were to compare META within the Mag7 fundamentally, yes, there is some potential, but other members show much higher earnings growth and profitability. However, P/E is low and their MOAT is good with social media apps. Sentiment is also weak, since brokers were downgrading the stock after the last earnings report, hence less institutional flows. Weak sentiment is followed by weak technicals, so overall there are a couple warning signals, making this highly unlikely to be "the best pick out there now".

AnnArchist

Its one of 2 things- 1) A Grift. 2) Exceptionally underpriced. We're talking about fucking outer space. The tech that has to be developed to get into space is wild and has applications here on Earth (Velcro, for example, thanks NASA). Aside from the tech they will develop simply out of necessity for their mission, opening up the frontier of space for resource gathering of any sorts will, long term, be of a value that we can't easily quantify. Being an early mover in the space gives them a major competitive edge. Their inherent MOAT is that it takes a multi billionaire to even enter the market. No one can build and launch a rocket into space safely from their garage. You can't just enter the market and if you try to - they have leverage with the government to keep you out of that space. Their only real competition will be Richard Branson's company and other governments. For decades. They could potentially have a colony on the moon or a space station by then, which they could lease to other countries for basically whatever price they want to demand if they wish to enter in the space race. They've already shown they can cut costs in ways NASA never could - with reusable rockets for example. They also aren't bound by the same red tape or budget constraints found in government agencies. So if its not a grift, its a fucking path to retirement potentially. If they can deliver - its worth every penny and probably a lot more. If they can't, its because it was and is a grift.

RealPennyMuncher

Starter in CHWY today. Find me a pet owner that doesn’t use it. I’ll find you a bad pet owner. That’s called a MOAT

loriz3

We have no idea if having the top model is a MOAT because there hasn’t really been any withstanding top model yet. Anthropic is maybe taking a slight lead but that’s no guarantee they will stay ahead. It’s a gamble. Nobody can know for sure. But if the gamble pays off it will be incredibly huge. Right now it’s a balance between cost and capability, but no one can know what the case is in 10 years.

loriz3

Because this may be the smarter move? There is no guarantee how well having the top frontier ai model is any kind of MOAT. Since the launch of chatgpt we see different models be the ”best” every couple of months while being highly unprofitable. Just looking at the stock market you can see picks and shovels having been a very succesful play, insane stock returns while valuation metrics necessarily haven’t changed. Meanwhile AI model companies are still just as expensive.

Extreme_Marketing865

The MOAT is the shear capital it requires to set it up.

Fun_Purpose6972

What exactly is Anthropic's MOAT? What can they do that some open source model won't be able to do, eventually?

Porcupinesolos

You really thought a cyclical commodity stock would surpass a social media giant with the widest distribution MOAT? Memory prices will not stay this high forever since it’s inefficient. $MU to 300

Far_Prize3880

if there's a company with a MOAT, its YouTube.

skystarmen

You're only about \~4 years too late to discover this hidden Gem TSMC Wait until you hear about this other AI stock with a huge MOAT, NVDA! WSB is truly magical lmao

FarSolid7870

Y’all probably set it up poorly, or you complain about every established enterprise software platform. It’s actually a bullish argument for NOW that some investors think it matters that random SN users complain about hating the product. 1. The SN experience is highly contingent on how it’s set up. The beauty of the product is how many options it gives you and how great it is if you put in the time and money into setting it up well. If you don’t however, there could be issues. 2. Every established enterprise software company gets hate for a couple reason. The first is simply that if a product has millions of users, there will probably be some people complaining on Reddit. The second is that these companies often have deep moats and are very sticky. They can get away with keeping parts of their product dated because they know their customers won’t leave. This is frustrating for a user, but it’s actually a bullish signal and reflection of a MOAT for investors

Marko-2091

I would say the space industry (ASTS, RKLB, etc). Many are shitting on SpaceX but after NG's failure, their MOAT is untouchable. 3T MCap