Travis Hoium

But that is not where we ended up.

Sometimes these disruptions take a lot longer than you think.

And if you go back to the dotcom bubble, you know, it really took until the early to mid 2010s for a lot of those things to materialize.

When we come back, we're going to see what stocks are a falling knife and which ones aren't.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money.

In this segment, we like to have a little fun and just kind of get a feel of what's going on in the market.

So I want to ask Jason and Lou whether these stocks are falling knives, so a cautionary tale you don't want to be buying before it hits the bottom, or are these stocks worth a fresh look?

So we talked a little bit earlier about Shopify.

Shares of Shopify are down 38% from their peak.

Jason, is this a falling knife or worth a fresh look?

Yeah.

It's funny to see the AI companies explaining what agentic commerce means.

And I'm just, as a normie user of this stuff, I'm going, really?

I'm just going to let it go plan a trip for me without...

No, you're not, Travis.

They seem to be necessary, because they're serving the long tail of companies.

If you're going to build an online business that's going to plug into these AIs, you would think that Shopify would be the place you would do it.

Lou, my question here is, when does this company get really interesting?

I'll give you some valuation metrics.