This is the Way to Invest: Mando's Take on Stocks and More!

Google's Bounty is Drying Up

A Ritholtz fella named John Brown was yappin' on some holoscreen called CNBC 'bout stocks. First up Alphabet that Google run outfit. Seems like these younglings are ditching search engines for AI. Apple's services chief is on this like beskar on my armor betting AI is the future. Brown says Google's in a pickle 'cause these Gen Zs are headin' straight to ChatGPT. Imagine Google actually competing! Used to be they could stick their noses in any business 'cause they were swimmin' in credits. Times are changin' and this is not the way they wanted it. I have spoken.

CrowdStrike: This is the Stock

Next Brown's ravin' 'bout CrowdStrike. Apparently it's been knockin' 'em dead this year makin' up for lost ground. He's all fired up 'bout their annually reoccurring revenue – ARR he calls it – up by 23%. Seems like they're doin' somethin' right unlike those Jawas tryin' to fix my ship. Maybe I should invest. This is the way to make credits not disintegrations.

Uber's Ride to Autonomy

Then there's Uber. Brown's sayin' the market's wakin' up to their autonomous vehicle game which is why the stock jumped after earnings. He figures folks don't want a bunch of different mobility apps just price convenience and speed. Sounds simple enough like trackin' a bounty with a good scanner.

Reddit: Dumpster Fire?

Now here's the spicy bit: Reddit. Brown dumped it! Claims Google's generosity with search rankings was the best thing to happen to Reddit. He says the fact Reddit has been so highly placed atop Google search over the last couple of years is really one of the most bullish things to happen for the company. There's a little cognitive dissonance there. He’s bearish on Alphabet. So maybe he is right to be so bearish about Reddit. Sounds like a trap to me! I will need to use my Amban sniper rifle for this stock.

Berkshire Hathaway: The Succession Plan

Berkshire Hathaway though he's stickin' with. Even with Warren Buffett steppin' down Brown's confident. Says it's the best succession plan he's ever seen nothin' sudden or 'cause of illness. They planned it out over ten years! As a 'forever shareholder' I couldn't be happier Brown said. This is the way... to secure the future.

Shake Shack: Burger Bounty

Lastly Shake Shack. Brown's bullish on their expansion plan. 'I'm bullish I'm long,' he declared. I gotta say a good burger does sound better than a ration pack. Maybe I'll swing by after my next bounty. I have spoken and this is the way the market moves.