Quadrant Bets - July 2026 - Some 3x to 5x Potential...

Recommandations

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1. 01 BABA NYSE ACHETER -2,63%
   Entrée $112,35 13 juil 2026

   Actuel $109,40 09 sept 2026

   Résultat −$2,95

   vs. indice −4,4% SPY +1,8% sur la même période

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   Contexte de la transcription source

   …ll me in the comments, less prone for AI disruption. Alibaba was getting interesting, and now we have it jumping 11% as Gwen AI, who did a video 13 days ago how Alibaba is the cheapest AI stock out there. Well, that's something, but still, if you look at Alibaba from a long-term perspective and the AI bet, it's a green thing to bet on. Flower Foods dividend cut, stock down. I'm looking at these branded companies. We discussed Pepsi, things like that, and the competition is extremely fierce. Therefore, I'm sticking to red here. They made a big acquisition, a terrible one,…

   if you look at Alibaba from a long-term perspective and the AI bet, it's a green thing to bet on.

   Aller

   Contexte extrait par IA "...if you look at Alibaba from a long-term perspective and the AI bet, it's a green thing to bet on."

2. 02 FLO NYSE VENDRE +25,09%
   Entrée $8,29 13 juil 2026

   Actuel $6,21 09 sept 2026

   Résultat +$2,08

   vs. indice +23,3% SPY +1,8% sur la même période

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   Contexte de la transcription source

   …libaba from a long-term perspective and the AI bet, it's a green thing to bet on. Flower Foods dividend cut, stock down. I'm looking at these branded companies. We discussed Pepsi, things like that, and the competition is extremely fierce. Therefore, I'm sticking to red here. They made a big acquisition, a terrible one, that might put more pressure over the coming years with the debt and everything. I would not take that bet, just from a sentiment perspective. CNH Industrial, will the market revert? They need higher growing demand in industry, agricultural machinery demand. For now, it's not moving, it's not going down, but also not moving up. I'll put it on the orange side. Now, we have three o…

   Therefore, I'm sticking to red here. They made a big acquisition, a terrible one, that might put more pressure over the coming years with the debt and everything. I would not take that bet, just from a sentiment perspective.

   Aller

   Contexte extrait par IA "Therefore, I'm sticking to red here... I would not take that bet, just from a sentiment perspective."

3. 03 HCC NYSE VENDRE -27,07%
   Entrée $82,12 13 juil 2026

   Actuel $104,35 09 sept 2026

   Résultat −$22,23

   vs. indice −28,8% SPY +1,8% sur la même période

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   Contexte de la transcription source

   …t's his strategy. He's managing a fund, so he's cursed by that. I think that he would not buy everything like that, which is then a down for me, let's say. Warrior Met Coal, it is up significantly. Now, we have to look at the spikes there. Again, I have put it on the red side for risk and reward, just my sentiment because it's a bet, so I cannot give you more than sentiment. Pinduoduo, down 50% based on negative sentiment for Chinese e-commerce. That's why I'm putting it in the green. Seems like oversold. These things go up and down. As people start selling and getting away from the Hynix and TSMCs, things lik…

   Again, I have put it on the red side for risk and reward, just my sentiment because it's a bet, so I cannot give you more than sentiment.

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   Contexte extrait par IA "Warrior Met Coal, it is up significantly... Again, I have put it on the red side for risk and reward, just my sentiment because it's a bet..."

4. 04 PDD NASDAQ ACHETER -7,04%
   Entrée $84,56 13 juil 2026

   Actuel $78,61 09 sept 2026

   Résultat −$5,95

   vs. indice −8,8% SPY +1,8% sur la même période

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   Contexte de la transcription source

   …or me, let's say. Warrior Met Coal, it is up significantly. Now, we have to look at the spikes there. Again, I have put it on the red side for risk and reward, just my sentiment because it's a bet, so I cannot give you more than sentiment. Pinduoduo, down 50% based on negative sentiment for Chinese e-commerce. That's why I'm putting it in the green. Seems like oversold. These things go up and down. As people start selling and getting away from the Hynix and TSMCs, things like that might come back to the real economy. Kuaishou, similarly like that. Again, perhaps this is now the cheape…

   Pinduoduo, down 50% based on negative sentiment for Chinese e-commerce. That's why I'm putting it in the green.

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5. 05 ADBE NASDAQ ACHETER +10,52%
   Entrée $230,61 13 juil 2026

   Actuel $254,86 09 sept 2026

   Résultat +$24,25

   vs. indice +8,7% SPY +1,8% sur la même période

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   Contexte de la transcription source

   …le bit from the downturn, let's say. It will all depend on next earnings. Everything looks good. It will depend on how AI, how marketing, how all these things work, but from just a feeling, when looking at this and analyzing the sentiment, I'm going to put Adobe here in green because I think that if you buy it now, you're likely looking at the positive risk and reward situation. Maybe in a year, maybe in a two. It has its own niche, so I understand the comments. It looks interesting. Too much of a bet for me, so not for me, but I must say it looks interesting. And we'll do the same for all the companies. Uh is it …

   I'm going to put Adobe here in green because I think that if you buy it now, you're likely looking at the positive risk and reward situation.

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