u/Live_Inspection9395

Project Kuiper is basically Amazon's answer to Starlink. Now, many reports suggest that it will start between late 2026 to early 2027. Now that SpaceX is innovating and improving their technology so much, I personally think that It'll be hard for Amazon to get into this market and scale. Unless, they do something where they bundle it with their Amazon Prime Subscription meaning 2 tiers 1 which is the normal Amazon Prime tier and the other which is the Amazon Prime + the internet service. And, if they can be somewhat successful and/or scale quickly do you think this can be a major part of Amazon's revenue?

Lmk what you think. I'm down for a discussion in the comments!

I recently posted about pepsico being beaten down and I mentioned I'm bought in and will continue to buy and also, made some points about their shift towards Healthy Snacks and other things in that category. And now that they reported their earnings, my thesis was proven right. Their revenue increased 3.1% QoQ and their EPS increased 17%. Although, growth in North America growth recently slowed down but their international business is still doing strong. Lastly, I did read some comments about them having alot of debt and their dividend is well covered because from last quarter fcf went from 1.56 to 4.69 billion dollars meaning almost a 200% fcf growth.

Lmk in the comments if this earnings changes your thesis on pepsico!

For the people who don't know, Enbridge transports oil and provides heating and electricity. And, since winter is approaching, everybody will need more heating which will increase the bills for the gas. I don't know about everybody else but my house uses enbridge and that's what I'm going off of. I own a bit of enbridge and I'm adding more to my position because it pays an amazing dividend and, it's down 16% in the past 6 months. Lmk in the comments your opinion on Enbridge and if you're going to buy!

I'm sure you guys are aware how much home depot has fell Ytd. If you don't know, they have fell almost 19% this year for absolutely no reason. Yes, at some point the market did fall because of the oil prices but then eventually recovered. But, Home Depot is yet to recover. Not just that, Home Depot's revenue has been growing for the past 3 years and quarter wise it's been growing for the past 3 quarters. It's dividend has been solid and has been growing consistently and it's main competitor, Lowe's has also fell 28% ytd but this one makes sense because, their revenue decelerated for the past few years and only went back up last year and quarter wise it has been growing for the past few quarters. Both of them are amazing dividend stocks. I'm really confused as to why Home Depot has fell so much. If you have an idea why, please share it with me in the comments!

I'm sure you guys are aware how much home depot has fell Ytd. If you don't know, they have fell almost 19% this year for absolutely no reason. Yes, at some point the market did fall because of the oil prices but then eventually recovered. But, Home Depot is yet to recover. Not just that, Home Depot's revenue has been growing for the past 3 years and quarter wise it's been growing for the past 3 quarters. It's dividend has been solid and has been growing consistently and it's main competitor, Lowe's has also fell 28% ytd but this one makes sense because, their revenue decelerated for the past few years and only went back up last year and quarter wise it has been growing for the past few quarters. Both of them are amazing dividend stocks. I'm really confused as to why Home Depot has fell so much. If you have an idea why, please share it with me in the comments!

With 4 Argon honestly speaking Google has so much revenue potential. Firstly, the AI creative platforms like Veo and Nano Banana are some of the best models available for creative generation and eventually if there is a subscription for all creative tools that'll be amazing. Secondly, all the developer tools like antigravity and it's great because it's in google cloud you can upcharge to add antigravity. Thirdly, the API for some for the lighter models are very cheap meaning people/developers can integrate them for a cheaper price compared to competitors and, another thing, with Argon 4 I think google can significantly boost subscriptions. Lastly the other 2, Waymo and Youtube. For Waymo, I think it can be a significant booster in Google's revenue because people are looking for more affordability and considering Waymo is driverless that eliminates driver fees which can make it more affordable for everyday people and for Youtube and google advertising I think the way they implemented their AI into their advertising platforms to make ads more efficient and return more in terms of ad spend(ROAS) and they would charge for implementing AI in the advertising campaign is something google can do to grow their advertising revenue.

With 4 Argon honestly speaking Google has so much revenue potential. Firstly, the AI creative platforms like Veo and Nano Banana are some of the best models available for creative generation and eventually if there is a subscription for all creative tools that'll be amazing. Secondly, all the developer tools like antigravity and it's great because it's in google cloud you can upcharge to add antigravity. Thirdly, the API for some for the lighter models are very cheap meaning people/developers can integrate them for a cheaper price compared to competitors and, another thing, with Argon 4 I think google can significantly boost subscriptions. Lastly the other 2, Waymo and Youtube. For Waymo, I think it can be a significant booster in Google's revenue because people are looking for more affordability and considering Waymo is driverless that eliminates driver fees which can make it more affordable for everyday people and for Youtube and google advertising I think the way they implemented their AI into their advertising platforms to make ads more efficient and return more in terms of ad spend(ROAS) and they would charge for implementing AI in the advertising campaign is something google can do to grow their advertising revenue.

What are yall's favourite Canadian stocks? Personally, mine is Zeta because they are in such a great industry. For those who don't know Zeta is a SaaS they sell like software for advertising and help brands market their product. Similar to Salesforce.

Would love to know you guys' favourite Canadian stock so please leave a comment!