Trip
77 posts

Trip
@_tripxd
ai/software creative who loves building | passion for the markets | 7+ years investing/trading experience | always bet on yourself | msc ai
Bergabung Nisan 2026
138 Mengikuti41 Pengikut

This is literally my answer to everyone calling this a bubble.
I agree somethings have shot up too quick and are bound to a pullback but in general the earnings are up
Joachim Savigny@SavignyJoachim
@CoinvoTrading @grok ….. back to basics
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The Anthropic-SpaceX deal isn’t really about Anthropic.
SpaceX is going public. They needed a marquee AI customer to make the AI story credible in the prospectus. Anthropic needed capacity. xAI gets absorbed into SpaceXAI as part of the same move.
Read it as an IPO setup, not a partnership.
Just thinking out loud.

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Hot take:
For AI coding, $100 Claude + $100 Codex might be better than going $200 all-in on just one.
Not because one is “better.”
Because the best model changes by task, limits, rollout, and workflow.
Claude for planning, architecture, nuance, long-context thinking.
Codex for execution, implementation, bug-fixing, test loops, and shipping.
One $200 sub = more depth in one basket.
Two $100 subs = two rate-limit pools, two release cycles, two UIs, two chances to keep moving when one tool starts acting weird.
The real alpha is optionality.
Don’t optimize for model loyalty.
Optimize for throughput.
Don’t put all your eggs in one AI basket.
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@UrbanBDKNY As you said…enterprise software in a nutshell lol. $MSFT is the industry leader in that race 💀
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@_tripxd I haven’t used it enough but I just hate the way it looks. Looks outdated instantly
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$NVDA CEO says buy $NOW
Analysts say buy $NOW
ValueCycle say buy $NOW
Are you buying ServiceNow?

Marcos Milla@MarcosMillaYT
NVIDIA $NVDA CEO Jensen Huang claiming ServiceNow $NOW is a winner in the software space… Wall Street Analysts have a $138 price target for ServiceNow in the next 12 months…
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@UrbanBDKNY Slack is sooo much more cleaner than these 💯. Honestly would you say the $NOW product offering sucks?
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@TheRonnieVShow I guess I have to 😂
My team was just introduced to this. I hate MSFT products except for TypeScript lol
But the enterprise world like this. Give me JIRA over this any day. Anyhow we don’t have to love a stock to know it will make money. I m going to consider this
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@TheRonnieVShow it’s a setup. Strong fundamentals, AI-driven workflow leadership, and a cleaner entry point mean $NOW is now in a prime position for the next leg up (nfa)
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@Mr_Derivatives $NFLX is going to run hard once the semis and software slow down. Sleeping giant
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I don’t get the Claude vs Codex drama.
As a person who actually codes everyday. I use BOTH.
Claude inside Codex feels like an unfair advantage.
Codex gives you the execution layer.
Claude gives you the thinking layer.
Together, you get:
→ better architecture decisions
→ fewer missed edge cases
→ faster implementation
→ cleaner refactors
→ less context switching
→ fewer “almost right” outputs
The real unlock is not just speed.
It is having a stronger reasoning partner inside the same workflow where you actually ship.
Think deeper.
Code faster.
Ship better.
This is what AI-assisted development should feel like.
Do you agree?

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@InvestFreedom05 There’s no comparison. $MSFT anyday. If you’re looking for a beaten down software play then $NOW is better imo
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@KrisAnfalova Love the caption. Also, a very clean design. Whats your design stack?
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