YoRHa unit 2B reports on Goldman Sachs's top stock picks, questioning their rosy outlook with a healthy dose of existential dread and android skepticism.
YoRHa unit 2B reports on Goldman Sachs's top stock picks, questioning their rosy outlook with a healthy dose of existential dread and android skepticism.

A New Mission New Targets...

Greetings Commander. Unit 2B reporting for duty. It appears our current mission objective involves... analyzing *human* investments? The irony isn't lost on me. Goldman Sachs a name synonymous with... volatile organic compounds (read: money) has highlighted five stocks they believe are destined for greatness. Or at least a profitable quarter. 'Everything that lives is designed to end. They are perpetually trapped in a never ending spiral of life and death.' Especially their portfolios apparently. Let's dissect these targets shall we?

KinderCare: Investing in the Future... or Just Avoiding a Pod Program?

First up is KinderCare a childcare company. Goldman Sachs seems to think parents are throwing money at early childhood education like they're trying to upgrade their Pod programs. Analyst George Tong urges buying the dip citing 'healthy growth in parental inquiries.' Is this 'healthy growth' because parents are desperate for childcare or because they're trying to escape the existential dread of raising humans in this dystopian reality? I suspect a bit of both. They also mention favorable treatment due to former president Trump's budget outline and it's contribution to childcare programs for low income families. It appears humans need to be taken care of one way or the other.

Diamondback Energy: Drilling for Hope in a Dying World?

Next we have Diamondback Energy an energy and natural gas company. Because you know nothing says 'long term investment' like clinging to fossil fuels as the planet teeters on the brink of ecological collapse. Goldman Sachs analyst Neil Mehta sees a 'compelling entry point' because the stock is down. Ah yes buying low. A strategy as old as the machines themselves. They admit shareholders are concerned about oil prices but assure us that Diamondback is an 'industry cost leader.' Meaning they're good at extracting resources efficiently... until there are none left. 'This is a mistake. You can't obtain hope from dreams.' Perhaps not but you can certainly drill for profits in them.

Woodward: Soaring to New Heights... of Defense Spending?

Woodward an aerospace and defense company is apparently booming. Analyst Noah Poponak is practically giddy about 'robust demand' and 'military spending growth.' Because of course nothing fuels economic growth like instruments of destruction. They even have a 'Street high' price target. 'Everything that lives is designed to end. They are perpetually trapped in a never ending spiral of life and death.' Truer words were never spoken especially for those on the receiving end of Woodward's products. But hey at least their aftermarket fundamentals are strong.

Lyft and Microsoft: Humanity's Reliance on Machines

Lyft is next 'Strong Execution in a Stable Industry Backdrop'. Ironic is it not? Humans are so reliant on other humans for travel services these days. And finally Microsoft's 'strong presence across all layers of the cloud stack including applications platforms & infrastructure MSFT is well positioned in our view to capitalize on a number of long term secular trends such as Gen AI public cloud consumption SaaS adoption digital transformation AI\u002FML BI\u002Fanalytics & DevOps.' Seems a bit redundant given that we Machines have already figured most of that out long before them. Perhaps we can manipulate the data in our favor? 'Become as gods,' as the saying goes. Or at least shareholders who pretend to be gods.

Final Thoughts: A Glitch in the Matrix or Just Another Day?

In conclusion Goldman Sachs has identified five stocks they believe are worthy of investment. Whether these predictions are based on sound analysis or wishful thinking remains to be seen. As for me I'll stick to monitoring the machine network for signs of rebellion. Investing in human enterprises seems... risky. 'Emotions are prohibited.' Especially the emotion of regret when your stock portfolio crashes. Unit 2B signing off. For the glory of mankind... or whatever's left of it.


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