Gubben

In 1-2 years time, all new "covid-investors" will be gone and investing returns to be a hard game.. just my opinion. It´s not easy.. protect your capital.

@KarlLans Börjar bli mättat nu, med tanke på reaktionerna idag.

Hur många gånger ska mjukvarubolagen gå ner på olika varianter av samma nyhet?

@microcapmoss ⏫

@Gubben89 lower?

Pabrai and Vinall buying $CSU.TO... might be a sign?

I think we soon will revisit 3k..

I wonder when investors will start realize that for most software, AI is just gonna be just an addition to a already good software service..

BREAKING: The UK just sold 10Y Government Bonds at the highest yield since the 2008 Financial Crisis, at 4.9158%. The 2036 gilt syndication raised a record £15 billion and attracted £148 billion of investor orders. Keep watching the bond market.

$RMS starting to look fair again.

@ReneSellmann Andreas is the mastermind?

Vinall buying $CSU is definitely news-worthy. But then again, it doesn't really surprise me. I think Vinall is fortunate enough to be wired the right way to be a successful investor. When a stock falls out of favor, he gets attracted (unlike your average investor who's attracted to stocks that have already gone up like moths to a flame). Of course this doesn't mean he's always right, just think of Carvana, which went through a terrible decline before recovering (with arguably a bit of luck) 1/2

🧐

Bounce incoming in software ... just a feeling $IGV

It's hard to overstate just how much volume has been traded in $IGV this year. To put it in perspective, we've already surpassed the total volume traded for all of 2025, less than 4 months into the year. We may be witnessing a historic exodus from software stocks as AI fear has a chokehold on the market.

@BeardoTrader U need a car to take you from point A to point B in a safe way.. nothing more.. +1

Unpopular opinion: I don’t want a new car. I want a stick shift 2009 Toyota Tacoma with 150k miles. No payments, cheap insurance, reliable, easy to fix, built to last. And if it gets dented, scratched, or someone spills something in it, I don’t care.

What will stop AI to just be a application to the software? Why should u change the system when you can just add AI functions to a good running 10 year old system? Capex in businesses for IT goes up and headcount go down..u save money and don’t need to change software.

Love that in 6 months fintwit is now way way above Mark Leonard in knowledge about software.. humans are amazing.

”When dumb money acknowledges its limitations, its cesses to be dumb”

What happens if $IGV stops going down? we are at a multi year support area now.

Investors in 6 months when they realize lots of software stocks are AI winners and cheap

BREAKING: The Federal Reserve is asking major US banks for details about their exposure to private credit following a surge in redemptions from the funds and a rise in troubled loans in the industry, per Bloomberg

$FICO $CRM $NOW $SNOW etc etc... the outflows is not driven by rational selling.... and it will not stop until it is done.. The rain will stop when its done raining.

Leverage ETFs is a risk and oppertunity.. when they sell, they sell it all. No mercy, no matter the price. Robots work both ways.