Our Best Stocks to Outperform The Market in 2026 (with

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Introduction (0:00-0:50)
Ferrari Stock Discussion (0:50-3:06)
Adobe's AI Monetization and Market Position (22:24-26:17)
AI Development and Control (26:17-28:03)
Comparison of AI Models (Gemini vs. ChatGPT) (28:03-29:12)
Adobe's Partnerships and Workforce Reduction (29:12-32:00)
Software Industry Valuations and Investment Strategy (32:00-39:39)
Investing in Companies with Uncertainty (Google and Meta Case Studies) (42:35-48:50)
Fortinet and Cybersecurity Software (48:50-49:50)
Adobe Valuation and Investment Opportunity (49:50-51:55)
Upcoming Earnings Reports and Market Mood (51:55-55:40)
Lattice Semiconductor (Lattice) Stock Analysis (55:40-1:00:13)
Market Outlook for 2026 (1:00:13-1:07:07)
Market Crashes and Predicting the Future (1:10:55-1:13:02)
Market Valuation and Quality Businesses (1:13:02-1:20:00)
Revenue Growth vs. Profitability (1:20:00-1:24:00)
Patience in Investing (1:24:00-1:25:22)
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Disclaimer: I do not provide personal investment advice and I am not a qualified licensed investment advisor.

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