『@FactsNotForecast』のカバーアート

@FactsNotForecast

@FactsNotForecast

著者: Facts Forecast
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Welcome to Facts Not Forecast – Where Data Drives Decisions. We cut through the noise to bring you clear, objective, and fact-based stock analysis. No hype. No wild predictions. Just deep dives into company fundamentals, financials, market trends, and historical performance – all rooted in verifiable data. Whether you’re a long-term investor or a curious beginner, this channel helps you make smarter decisions by focusing on what’s real, not what’s guessed. 🔍 What to Expect: • In-depth company breakdowns • Financial statement analysis • Sector & industry overviews • Historical trend anaFacts Forecast 個人ファイナンス 経済学
エピソード
  • The PE Crash is Coming: Are YOU Exposed?
    2025/12/16

    Many believe private equity is solely for institutions, but in this episode we explain how `private pension` funds and other common `investments` are deeply connected to this world. We examine how everyday `retirement planning` and `etf investing` expose regular individuals to private equity through various `money management` strategies, often without their awareness. This breakdown provides essential insights into the broader financial landscape.


    This isn’t about predicting a crash — it’s about understanding hidden leverage, rising debt risk, and indirect exposure already sitting inside diversified portfolios.


    Covered in this episode:

    • Private equity leverage and systemic risk

    • Hidden PE exposure in ETFs and pensions

    • Impact on public stocks and credit markets

    • Rising interest rates and refinancing risk

    • What long-term investors should watch next


    00:00 Intro00:45 What is PE?02:38 Exposure through TDF03:30 How LBO Works?05:25 PE Debt Load07:15 Opacity Premium 09:00 Regulatory Blindspots11:41 How to De-risk?


    🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.


    👇 Share your thoughts in the comments — which stock do you want us to cover next?

    #PrivateEquity#Investing#StockMarket#PortfolioRisk#ETFs#MacroInvesting#FinancialRisk#LongTermInvesting#FactsNotForecast


    YouTube Channel:youtube.com/@FactsNotForecast

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    13 分
  • Adobe’s AI Advantage: Why the Next Decade Matters for Investors | ADBE Stock
    2025/12/09

    For decades, Adobe has been the backbone of creative industries, but `artificial intelligence` is now reshaping its entire identity. This video explores how `generative ai` and new `ai tools` are not just bringing new features, but redefining `ai content creation` across the board. Discover how Adobe is leaning into this era of `digital creativity`, ensuring its continued leadership.And how Adobe’s AI advantage is becoming one of the most important stories in tech — and the next decade could redefine the company’s long-term value for investors. In this video, we break down how Adobe is positioning itself in the age of AI, what Firefly means for its ecosystem, and why ADBE stock may be entering a transformational phase.In this breakdown: • Adobe’s AI strategy & Firefly’s role • Why AI strengthens Adobe’s ecosystem • Margin expansion through subscription + enterprise adoption • Competitive landscape: Figma, Canva, Runway, Midjourney • ADBE’s valuation reset & long-term potential • The key risks investors should monitor • Why the next decade matters more than any beforeIf you follow Adobe, ADBE stock, AI companies, or long-term tech investing — this one is for you.🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.👇 Share your thoughts in the comments — which stock do you want us to cover next?#Adobe #ADBE #AdobeStock #AI #TechStocks #Investing #FireflyAI #StockMarket #FactsNotForecastYouTube Channel:youtube.com/@FactsNotForecast

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    13 分
  • Cloudflare Just Broke the Internet… Again. Should Investors Worry?
    2025/12/05

    The recent `cloudflare outage` sent ripples across the digital economy, causing widespread `service disruption` for countless websites and applications. This major `internet problem` underscored the fragility of our `network infrastructure`, leading to significant `website downtime` and immediate market reactions. We analyze the technical implications and economic fallout of such an event, offering a clear, data-driven perspective on system reliability in today's interconnected world.


    Just months after the CrowdStrike incident sent shockwaves through the tech world, Cloudflare is back in the spotlight — but this time the stock reaction is surprisingly calm, dropping only 2–3% in pre-market before stabilizing.In today’s episode of Facts Not Forecast, we break down what actually happened, what the outage means for Cloudflare’s core business, and how investors should interpret short-term volatility vs. long-term fundamentals.


    Cloudflare still powers a massive portion of global internet traffic, and outages like this raise concerns — but they also reveal the resilience and scale of the platform. We also touch on Cloudflare’s growth story, revenue trends, profitability progress, and what makes $NET such a unique player in cybersecurity, edge computing, and CDN infrastructure.


    Whether you’re holding Cloudflare stock, watching the tech sector, or tracking how outages impact internet infrastructure companies, this quick breakdown gives you the facts — not the fear.


    Covered in this episode:

    • Cloudflare outage explained

    • Why the $NET stock barely moved in pre-market

    • Comparing this to the CrowdStrike crash and recovery

    • Cloudflare’s financial momentum & long-term growth

    • Should investors worry… or stay patient?🔔 Facts Not Forecast delivers data-driven stock market and AI tech insights to help investors spot hidden opportunities. Subscribe for more.👇 Share your thoughts in the comments — which stock do you want us to cover next?#cloudflare #cloudflareoutage #techstocks #stockmarketnews #investing #internetoutage #cybersecurity #stockanalysis #growthstocks #edgecomputing #factsnotforecastYouTube Channel:youtube.com/@FactsNotForecast

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    12 分
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