Hi dlbuffy
Ok wrt Shopify, I guess this last thread still sums up my take on this position. I had previously trimmed moderately closer to the ATH but have it on a comfortable hold right now.
If anything the drum beat of agentic commerce is getting louder and Shopify seems uniquely positioned for that opportunity. I still see Amazon and other online players threatened by the Capex hyperscaler demands as well as the potential for serious core advertising revenue threats from zero eye balls or zero click through associated with Ai search and agentic commerce .
WRT Rocket Lab - it is certainly approaching a level of interest for me. The expansion of launch contracts looks excellent although I’m not sure on the value potential from the acquisition of the older spectrum satellite network. The share price has retreated closer to an entry point I might consider after its insane run earlier in the year.
Cheers
Ant