SHOP

superhappykid

Index was down.... Looks at SHOP down 10%, looks at AXP down 1%. Looks at Adobe down 7%, looks at AAPL down 0.2%..... somehow I don't think it's an index level thing.

Yakkamota

And I've been depressed holding onto HOOD and SHOP. I just have bad experiences selling any positions. They always go up albeit in the short term or long term. (I'm down over $8,000 in the last month, mostly from shopify and hood falling). I'm still up on the positions (shop I'm still up 100%). But still, kinda sucks seeing my account go from $56,000 to $43,000

BuffersAndBeta

LOTS of them actually. It's been a while since I've liked the valuations so much. The list I've started buying, or adding on top of a smaller position: AXON, RBRK, NOW, MSFT, NFLX, WIX, MNDY, SHOP, HOOD (yes - Robinhood is a phenomenal company that got overvalued) Keep in mind my accumulation period for these is anywhere between 2 months and 14 months, I never go all in on a single day or even week.

ConfederacyOfDunces_

So many stocks are slaughtered, it’s wild. SNOW, SHOP, AMD, NVO, PYPL Wild.

clarkent281

HOOD & MSFT & SHOP are gang raping my port behind a liquor store YTD

Electronic-Morning25

Yes, I think this is exactly what’s going on, which leads me to the belief that $SHOP dumping this hard is not sensible. It’s such a robust ecommerce platform that doesn’t rely on AI at all. It’s got a few channels to tap into additional revenue streams from LLMs, but does not rely on it. So odd to see it in real time.

Raccoonpug

Wtf!!! Sofi, EXPE, SPOT, IBM, SHOP and literally every other software!!!

1UpUrBum

SHOP 's down 10. It's that kinda day. AVGO, PANW, NFLX, MSTF, NVDA

codespyder

real talk wtf happened to SHOP

HighPriestOfDongs

SHOP sell off is (((privileged))) information related. there are no consequences anymore

Summerdaysengineer

SHOP being hit hard

NotMe357

Cathie Wood: Buy: Bearish HOOD (Over 300K shares), GOOG (37K shares), SHOP (35K shares), CRWV (160K shares). Sell: Bullish TTD (1.9M shares), RKLB (180K shares), PYPL (144K shares). 🤔 💭 🤔

Ok_Cry7572

Here is how Cathie Woods largest holdings performed in January 2026 Tesla $TSLA -4.3%🔴 Crispr $CRSP -4.7%🔴 $ROKU -12.3%🔴 Tempus AI $TEM +1.3%🟢 Coinbase $COIN -13.9%🔴 Shopify $SHOP -18.5%🔴 $AMD +10.5%🟢 Robinhood $HOOD -12%🔴 $BEAM -0.3%🔴 Teradyne $TER +24.5%🟢

YetAnotherWTFMoment

multple compression from high stupid PE to market multiple. AI is not a threat, but they need to message more clearly. Note Fidelity has been accumulating a large position in the stock. very small float. probably okay at current levels. Unlike SHOP...

Fine-Math-744

FNILX safe play Low risk - Google Medium Risk - SHOP High Risk - RZLV BBAI Navitas

dvdmovie1

Did well in the 2020/21 bubble, craaaatered after, finally gets back to the 2021 high a couple of months ago and promptly loses 25%. I like Shopify broadly in theory and if you look at enough smaller businesses websites an increasing % are clearly Shopify websites. That said, I think the strength of the moat is just still a little uncertain - the attempt at providing logistics didn't happen and for all the constant talk about "arming the rebels" for years, they then did that deal with Amazon. There have been other criticisms over the years: https://www.futurecommerce.com/the-senses/disarming-the-rebels It will be a terrible stock every downturn. If you're looking for something that will hold up well next time the markets roll over in a lasting way this ain't it. I think SHOP has addressed concerns over traffic to "the rest of the internet" well so far (whereas for something like TTD, concerns over that have had a significant impact and changed the story) but that's probably a continuing battle for the foreseeable future. I don't dislike SHOP - it was a large holding for a few years from late 2017, bought TTD in early 2018 and that was a giant holding for a few years. Wouldn't own TTD beyond a bounce because the story has clearly changed (and again, nice sale of like $180M in shares by Jeff Green at $120 in early 2025 of a stock now $30.) SHOP I'd like to like and think management is capable of continuing to navigate AI challenges but have grown increasingly weary of investing in consumer-reliant names in recent years.

OREG_Keith

Call me a 🤡, but B, SBSW, INTC and ASTS all go green today because I bought the dips. SHOP stays green and goes up another 2%. I said it so it’s true. It’s the 🥭 way.

092Casey

5% is healthy. I think the banks and whales know it'll be there when they buy up so many equities on s a le right now with earnings here and coming up. SHOP, HOOD, RGTI, JOBY, QBTS, PLTR are all on huge sale right now. They'll be moving over there and getting back in by eod or friday.

HeadPaleontologist40

Look I’m sure you are very proud of what you are doing. You don’t need to prove to a random stranger on the internet. Especially me, who FIRE’d at 49 two years ago. I just built a house on the Mediterranean and travel around Europe full time. I already 30x’d on TSLA before getting out. Many others including AAPL, NVDA, SHOP, NFLX, etc. We are playing a different game. You are trying to 10x on stocks, I am trying to preserve capital and using tax strategies. I am unimpressed with people who are gambling their money to buy stocks that are overpriced. But you do you. I truly hope that you learn some valuable lessons and maybe one day you can get to where I am. Cheers.

shopify_guy

SHOP and RDDT tomorrow shopify as the main e-commerce platform for companies paying for all the META ads reddit for ad potential based off META being a money printer from ad revenue

0K-go

I am sad on FICO, HOOD, SHOP, and PLTR just ate dirt. I bought a single stock in AVAV to get a feel for their price action and it’s down an ugly 19.24%. Enjoy.

gizamo

Translation: Not 100%, no options, not a "yolo". I've linked mine plenty, mate. Look at my flair. I'm the dude who brought this sub SHOP and NVDA. Also, I even mocked [my $75k in SHOP shares](https://www.reddit.com/r/wallstreetbets/s/Q89hMMvZt1) when others called it a "yolo", which it's obviously not, again, because it was shares. Your "shut up" was adorable, tho.

codespyder

SHOP has found the floor Right? … *right??*

CommanderLeona

Thoughts on the couple SHOP calls I bought on Friday, thinking it would reverse? 😂

DifferentDependent62

$SHOP stock will go down to $110 range. Lovely time to buy more

lil_butterz

Is $SHOP really a good stock is it not popular coz of the 2022 drop shopping hype era or ??

No_Information2012

SHOP

CameHere2Comment

Buy the dip for SHOP

Game3k

SHOP goes substantially higher

TomorrowSavings7579

$SHOP is going to bought by me soon!!

Training_Froyo_4157

wen will $SHOP stop trading at daily <30 RSI ):

TomorrowSavings7579

Almost ready to buy $SHOP, it does the same thing every year after Christmas, then has a great year ⚡️💡 

Ctofaname

You aren't wrong but for every example of a fail there is a success too. Could have gotten into google, facebook, tesla, shopify, amazon, nvidia, AMD, AMAT, MU. That's just from the top of my own 20 year old watch list. RKLB is up there as well but much younger 2022. Maybe in 2045 it will close in on the top in percent growth. Beating SHOP and NVDA will be tough. Get into any of those(-RKLB since it wasn't public) in the early 2010s and you would have made a killing. Based on your age and your available funds you should have your stable retirement account plus your moonshot brokerage account. Moonshots aren't as rare as you think and if you've been investing long enough you'll get better at identifying proper companies vs nonsense.

TomorrowSavings7579

$SHOP is dropping like a fly after Christmas like usual. Time to buy it

Training_Froyo_4157

no way $SHOP is unaffected and still down almost $30 in two weeks

maxpain2011

That’s what they said about META , AMD, SHOP, and bunch of other stocks when they tanked few years ago

thegoldenfinn

I like AFRM, SHOP, Googl, LLY, CAT, NVDA, ONON. There’s more but I like adding to these on pullbacks.

Chromaticism

uhhh, SHOP?

codespyder

Is SHOP about to go bust or something

iMakeGOODinvestmemts

WAYFAIR Partners with $GOOGL X $SHOP to integrate gemini + agentic shopping. \+3% on $WAY after hours and $GOOGL green. More partnerships!

imacompnerd

I'm having a hard time finding entry points I'm comfortable with at the moment. My large long term holds are still RDDT, GOOG, DOCN, and SHOP. I have a considerable number of other, smaller positions (plus lots of options both short and long). I'm keeping my eyes open for opportunities and looking for other longer term plays as well. Just nothing is smacking me in the face at the moment.

Historical_Air_8997

I was looking to buy SHOP a few years ago and typed SPOT, ofc I knew Spotify as a consumer but never looked up the stock. When i accidentally typed it I saw the chart and looked at financials. Seemed promising considering their user base, I think it’s my top 3 performers. RKLB crushed it and it was neck and neck with axon. I thought like $60-70 share price and it’s at $550 today after 3-4 years. Fun fact I didn’t buy shop at the time since I got Spotify. Thank god bc shop was like $150-180 and shortly after dropped to $30. I think I bought in around $60 and doubled down at 90 last year

HelpMePlease2322

I will buy $SHOP for a long term jold after it drops some more like it does every Jan-March

OREG_Keith

Bought the dips on SHOP, ONDS, B and ASTS yesterday at close. Still way in the green on all of them from 2025 and 2026 and not worried. Good luck today regards! 🪖

Todderoni-1

I’ll tell you what I bought, in order, starting Feb 2025: CSU UNH MSFT SHOP BLK PLTR AMD TSLA BABA VISA CEGS (And this week MU which shot ip over 10% the next day, weeeee!) The losers so far have been CSU, UNH and CEGS (to be fair, this one has upside and was the last one bought) Net gain in 2025 11.9%. Keep in mind, half of the picks haven’t been held half a year even, and they are rockin.

OREG_Keith

My biggest money makers in 2025 & 2026 so far. I doubled down on all of them in the last 6 weeks of 2025 buying every major dip and now I just hold long. - ASTS - SHOP - ONDS - SBSW - B

DifferentDependent62

Why not go for companies who are using AI (LLMs) to make their business better EPS? Ex: $SHOP, $HOOD,

Imaginary_Office1749

I trade heavily in tech. AI trade stocks, ANET, SHOP, IBIT (Bitcoin etf), etc.

OREG_Keith

If you didn’t buy SHOP on a long hold over the past few market day dips you should have.

RipperX4

I don't post here a lot but as someone who's been following AI daily since 2023 I feel so strongly about this I figured why not. Everyone is paying so much attention to the companies creating AI that they are forgetting about the actual companies that are going to benefit from AI in a scalable way. Shopify is positioning itself to supply scalable digital AI employees to the millions of businesses on their platform. When work is done by AI agents instead of headcount, value shifts from subscriptions to labor-like economics. That’s how Shopify transitions from SaaS (software as a service) into mission-critical infrastructure imo. It's honestly going to make the subscription profits look like peanuts compared to the money Shopify is going to pull in supplying actual employees to millions of companies. If you've paid attention to SHOP you know that with Sidekick they've already been going this route and has been the intention for awhile. In 2026 according to many Frontier AI companies AI agents are expected to move into actual productive enterprise agents. (Greg Brockman/Co founder Open AI -" two big themes of AI in 2026 will be enterprise agent adoption and scientific acceleration") Shop is going to make soooooooooo much money from their customers. I expect we'll start seeing it by the end of 2026 but by the end of 2027 AI agents should be in full swing. Obviously just my thoughts but figured someone might be interested in hearing them.

OREG_Keith

I finished the year with several growth stocks in my portfolio and some that were big in the green were SHOP, ONDS, BBAI & ASTS. I got in early on them all. ASTS I was in at $25 PS. My portfolio finished the year up 70% with no options, only shares. Anyone else feel these 4 above are going to have an even bigger 2026?

Dano719

I have been using Shopify as a business for 9 years now and love it. I was heavily invested in SHOP stock for a long time and just recently trimmed my position at these highs but left 1/3 of my total position. I will hold SHOP stock for life. It is the best ecommerce software out there and it is now getting great traction on enterprise businesses.

OREG_Keith

SHOP, ONDS, ASTS, BBAI & RIVN. I bought more of all of them on those tasty dips last week. And, SBSW & B were gold and copper miner double downs. Didn’t touch silver though. Sticking with gold.

dont_downvote_SPECIL

Lol this dude on CNBC who probably makes $300K/year is wearing a $50 blazer from Walmart #LONG WALMART EVEN RICH PEOPLE SHOP THERE!!

OREG_Keith

SHOP. Thank me later.

OREG_Keith

It’s just another great buying opportunity on ASTS and SHOP, both of which have made me a ton of money already this year. I like the dips. Thanks paper hands!

OREG_Keith

Ok 🤡! Yes 🫵! Did you buy those dips on ASTS, SHOP, SBSW, INTC and B like I posted about this morning. If you didn’t you don’t like money and you should go hang out in the 🌈🐻 lounge. This message brought to you by Santa’s sleigh: Powered by Liquid Gold.

OREG_Keith

If you didn’t buy the dip on ASTS, SHOP & INTC today you don’t like money. If you didn’t buy the dip on B & SBSW today then you really don’t like money. If you didn’t buy the dip on quality stocks you own today and panic sold instead then you are a 🌈🐻 and deserve to be broke.

OREG_Keith

There were so many great dips to buy today and I added more B, SBSW, ASTS, SHOP & INTC. I don’t own Rivian, but watching to see if it falls more today and then I’m buying.

OREG_Keith

SHOP, ASTS, SBSW & B today

adamhutch

Also up 37%, shoutout SHOP

OREG_Keith

Japan is going to buy boatloads of gold tonight. I loaded more B and SBSW today. SHOP below $156 was too good to pass up as well. Doubled down for me.

OREG_Keith

Thank you market for that nice dip on SHOP today. That was a great double down. ✅

KittyLover-7

Cathie Wood buy/sells today: Bought: $BMNR — 550,404 shares $COIN — 64,946 shares $CRWW — 136,670 shares $CRCL — 143,579 shares $XYZ — 92,845 shares Sold: $TSLA — 124,867 shares $SOFI — 42,465 shares $SHOP — 27,571 shares FUCKING CRCL AND CRWV LMAO

OREG_Keith

Good luck today! I own large positions in Barrick and SBSW, which I have doubled my positions in over the past 3 weeks. Gold climbed a lot last night and should continue today. I expect a big day in SHOP and INTC as well.

Party_Shoe104

I don't. ...but I don't use the products of many of the stocks I own (SOFI, HOOD, PLTR, NVDA, S, ANET, SHOP, GRAB, ACHR, ELF, BMNR)

OREG_Keith

MM’s took paper hands money twice yesterday. My portfolio is up 5 figures for the week and 65% YTD. When the big moves up happen take some profit and then buy the big dips on your solid stocks. If you’re playing speculative small caps and growth don’t buy the top after a big run up, just wait for the ultimate drop as they are always the ones that fall the most and the fastest. I have made a ton of money on SHOP, ASTS, BBAI and gold mining stocks, Barrick and SBSW this year. In the case of ASTS, I initially bought a big chunk of that at $25. PS, I sold half of it when it hit $100 PS and started buying the big dips on it again when it touched under $60 PS. I started buying Barrick and SBSW many months ago as a precious metal hedge with Copper and Gold. Gold is important regarding currency debasement and copper a Tech metal desperately needed for Ev's, Data Centres and AI compute. I don’t do options in this volatile market. Not willing to risk it all over a stupid tweet. Shares are safer and it’s been worker well for me this year. I see gold flying again on Sunday night after silver got most of the attention recently. I see a big rebound Monday die small and mid cap tech stocks. I feel the rotation out of big tech and Mag 7 will continue. The only certainty is there is never a dull moment.

LargeSinkholesInNYC

If you want to gamble, you need to buy momentum stocks. APP, HOOD, SHOP are better momentum stocks. I honestly think you should stop buying stocks. I predict you will lose money because it's clear you don't know what you're doing. I advise you to buy and hold a broad market ETF like SPY.

LargeSinkholesInNYC

If you want to gamble, you need to buy momentum stocks. APP, HOOD, SHOP are better momentum stocks. I honestly think you should stop buying stocks.

OREG_Keith

SHOP

OREG_Keith

Same as yesterday at open, I’ll continue to add any dips on SHOP, ASTS, LULU & INTC. LULU earnings today after close. I have also doubled my position in B and SBSW over the past 3 weeks. I’ll buy a big chunk of ONDS on the morning dip. Down almost 10% yesterday, I see it as a good buy now on a long hold. BBAI I’m holding. I may add more if we get a bigger dip. Dry powder loaded and excited for the good buying opportunities Oracle created last night. Rebound today.

OREG_Keith

My port is up mid 5 figures in the past week and a half and 64% YTD. No options, just shares. As I did yesterday at open, I’ll continue to add any dips on SHOP, ASTS, LULU & INTC. SHOP has been killing it for me this year and I see it hitting $300 PS within 18 months. ASTS I originally bought at $25 PS and sold half at $100 PS and have been buying every dip since it went below $60. LULU dropped half its value since April so to me it’s a good buy at current levels with their turnaround story. Earnings today. I have also doubled my position in gold and copper miners, Barrick and SBSW over the past 3 weeks. I’ll buy a big chunk of ONDS on the morning dip. Down almost 10% yesterday, I see it as a good buy now on a long hold. The same with BBAI. With another morning dip I’ll add. These are my gambles. My mag 7 holdings I will never sell. I’ve been holding them for years. Good luck today regards!

OREG_Keith

Posted here before open this morning and again at the morning dip to not miss SHOP, ASTS and LULU and also B. I added to all 4 of those on the morning dip and then watched them all fly. I’ve actually been adding to SHOP for the past 3 weeks and have essentially doubled my position in it. I don’t know why so many here don’t see it. It’s going to smash earnings again this quarter and I see it hitting $275 - $300 PS in the next 18 months.

plasticbug

AMD and SHOP paid me today. Going to play with them again.

OREG_Keith

SHOP, ASTS, LULU Said it before open and bought the dip shortly after open. If BBAI holds green before JPow I’m doubling down on it.

OREG_Keith

As posted before open: SHOP, LULU and ASTS added on the opening dip. All looking good now. :-)

OREG_Keith

Read at open and then skyrocket to Green. Everyone knows that the rate drop is happening today. These last two days have been nothing burgers. I’m buying the dip at open as I have been for the last three weeks.SHOP, INTC, B, SBSW, ASTS & BBAI.

OREG_Keith

Don’t miss SHOP, Barrick & SBSW

doctorqaz

Why is Applovin worth $233B more than UBER or SHOP lmao

OREG_Keith

Added to my positions in UBER, SBSW, SHOP, INTC, B and BBAI. And doubled down on the ONDS dip. I’m not wrong.

Ok-Constant6488

For my three picks to complement a VOO/VGT core, I’d focus on high-conviction secular trends with clear 2026 catalysts, but in areas you might be under-exposed to even within tech ETFs: **1. SNPS (Synopsys)** \- **Thesis:** The absolute pick-and-shovel play for advanced chips. Every AI/3nm design requires their software (EDA). It’s a high-margin, recurring-revenue monopoly.  2026 Catalyst: Rising chip design complexity = more $ value per tool. Pure AI infrastructure, but as software, not hardware. **2. CEG (Constellation Energy)** \- **Thesis:** The clean, baseload power solution for the AI data center boom. Largest U.S. nuclear operator their carbon-free, 24/7 power is suddenly strategic infrastructure.  2026 Catalyst: Direct power purchase agreements from hyperscalers locking in capacity. Benefits from IRA tax credits. Real-asset hedge in a tech portfolio. **3. SHOP (Shopify)** \- **Thesis:** The operating system for modern commerce is maturing into a cash flow machine. Beyond e-comm, it's capturing payments, fulfillment, B2B.  2026 Catalyst: Shift to profitable growth, enterprise expansion, and AI features that boost merchant spend. **Wildcard:** **PLTR (Palantir)**. Betting their AIP platform becomes the enterprise AI "brain." Wildcard because it hinges on massive commercial adoption scaling in '26, which is high-risk/high-reward.

OREG_Keith

Had one of my best days of the year yesterday with a mid 5 figure gain in the port and while that was going on I was saying here not to miss the dip on these 2, which I doubled down on again: - Barrick Gold - SBSW I also added more of these at close: - SHOP - UBER - ASTS - LULU - INTC

OREG_Keith

Had one of my best days of the year yesterday with a mid 5 figure gain in the port and while that was going on I was saying here not to miss the dip on these 2, which I doubled down on again: - Barrick Gold - SBSW I also added more of these at close: - SHOP - UBER - ASTS - LULU - INTC Good luck today regards!

OREG_Keith

Five stocks I posted about before open today. I hope at least some of you pulled the trigger on some of these! - ASTS - SHOP - BBAI - B (Barrick Mining Corp) - POET

OREG_Keith

Posted here before open more SHOP, ASTS, POET & UBER for me today and I did that and I also said I would continue to buy the dip on SBSW and Barrick and I did that open as well. Don’t miss out on gold, it’s going to have a run up today and tonight.

OREG_Keith

More SHOP, ASTS, POET & UBER for me today. The premarket is flat, but these look good. I’ll continue to buy the dip on SBSW and Barrick.

greenpride32

Do your own DD but some of my more recent pickups are BROS and CRDO. But I buy and hold for several years so I'm not buying all the time; I buy when I find the right one - or just add to my existing positions. As an example, SHOP is something I picked up before even considering CRWD - it still has better top line growth on much larger base revenue number. I mix these in with more established companies with growth (mostly tech megacaps).

OREG_Keith

What a great day in the markets although it didn’t start out that way. I bought more SHOP, UBER, INTC, BBAI & ASTS on that opening dip and added more Barrick and SBSW at close. I even threw some money into POET around noon and doubled down at close. Let’s go regards! Keep this going!

OREG_Keith

Bought more SHOP, UBER, INTC, BBAI & ASTS on the morning dip. Will add more Barrick and SBSW at close. And F**k it! I’m in on POET! Let’s see if you regards will actually hold onto a good growth stock.

OREG_Keith

Same as the last 2 weeks for me today: SHOP, INTC, ASTS, BBAI and gold stocks Barrick & SBSW.

OREG_Keith

https://preview.redd.it/qcrs3py7tu4g1.jpeg?width=1170&format=pjpg&auto=webp&s=42642b15df60b4f9dec5477ac846a89be35770ad 3 of my faves having a day today. I have doubled down on a ASTS, SHOP & INTC over the last two weeks on dips. All of them have been huge money makers for me this year. SHOP is up almost 70% for me year to date and I bought a ton of ASTS at $25 PS, sold half of it at $100 PS and now holding the balance of it long and adding on dips. Don’t miss the gold rush into Barrick and SBSW tonight. Both of those have also been huge money makers for me and gold is starting to move up right now at close.

doughboy_491

I heard SHOP had an outage today—on the biggest online shopping day of the year. Not good. But all the Barron’s picks were down today along with the market.

Plane-Isopod-7361

Looks like SHOP got the barron's boost. -5% :D

among_apes

I’ll do you better, AMD, NVDA, SHOP all for a bout 60% avg gain. Now it would have been over $500k or more.

OREG_Keith

SHOP!! → Merchants total Black Friday sales were $6.2 billion, up 25% YoY https://x.com/tobi/status/1994767758392009124?s=20 I doubled down on SHOP a little over 6 months ago on a long hold and doubled my position again since then. It’s up almost 60% for me in that time period.

SingerOk6470

Your strategy is frankly nothing special, since this is how many retail investors pick stock and what's also often recommended. So it comes down to execution. In your example, you can't and probably didn't go out and test all competing products and then pick a favorite before picking the stock. You probably just liked the one product you used, since you were just a customer. You didn't have professional knowledge of the product or the sector. Not to make it personal, but you were just a college student at the time. SHOP has been extremely volatile and you would have seriously underperformed SPY if you bought late in 2020. Forget being up a lot if you bought in 2021. You actually would've been deep in the red until earlier this year. You only made a lot of money in SHOP if you bought in low or very early. You obviously have to focus on how you were successful and how you avoided the pitfalls. Risk mitigation (avoiding losers) is a big part of investing. You haven't provided any explanation or self reflection on that. That's what you need to do to see if you were lucky or not, and your lack of explanation about that is telling. Technical analysis is also just a very commonly used tool by some people, but it doesn't work consistently enough, outside of moving averages for market indices from what I know. There are just so many different types of technical analyses and strategies. It's one of those things that's more often considered to be astrology of investing, unless you go into quant or high frequency strategies. You didn't really go into much in detail, but I can tell you don't have a unique strategy, your strategy is narrow in scope and theoretically difficult to replicate over time. Your execution, you haven't explained much, but it doesn't sound like your success came from your conscious decision to invest at a particular time in a particular product over other alternatives. I'd say you've been lucky.

Mcamp27

I’ve been using moomoo to scan for retail stocks and earnings trends. Their chart tools are helpful to see how AMZN and SHOP have moved in past Q4s. Might not guarantee a Santa Rally, but it gives some idea what to expect.

OREG_Keith

Holy s**t SHOP!!! → Merchants total Black Friday sales were $6.2 billion, up 25% YoY https://x.com/tobi/status/1994767758392009124?s=20 I doubled down on SHOP a little over 6 months ago on a long hold and doubled my position again since then. It’s up almost 60% for me in that time period. I expect it to double in the next 2 years.

thegoldenfinn

I have SHOP. Had RBLX but sold months ago at $105. I also like AFRM.

doughboy_491

No question they have duds too. For example for many years they (along with Mario Gabelli in their investment panels) have been pushing MSG which is really one of the most execrable stocks I have ever seen. I really use Barron's to get ideas. I curate my own selections of the stocks they highlight, do my own research and then choose only a few to buy. So for example, of the ones I pointed out in this week's issue, I already own two, GOOGL and SHOP, and I might consider RBLX after doing some more research on my own over the next week or so.