raweawe
381 posts


It’s likely all those calling for the end of tech and software businesses over Claude and Clawdbot have never tried it.
Instead, it is likely successful tech companies will integrate diverse AI into their workflow to achieve better results with lower labor costs.
This actually makes good engineering teams more lethal, not the other way around. Indexes will be fine, individual software stocks could be winners or losers, it really comes down to the talent here.
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I'm not saying this is true for $UNH by any means, but insiders buying is most certainly not the whole story. Especially when the CEO buying is worth close to $1B.
Alexander Brehm@BrehmAlexander
@value_invest12 Wirecard 🤪
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raweawe retweetledi
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raweawe retweetledi
raweawe retweetledi

@DEADLINE Last week the FUD was that Sony was backing out. Clearly they are serious. Full Send. $PARA
Moonday.
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scoop w/@LaurenSHirsch — Sony and Apollo have signed NDAs with Paramount, a significant step forward in their bid. However, they are backing away from their plan to make a $26 billion, all-cash offer for the company. New structures are being considered:
nytimes.com/2024/05/17/bus…
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raweawe retweetledi

And according to Puck, both bidders are still actively involved in negotiations with the special committee. Faber is just so criminal. @SECGov really needs to investigate this manipulation that tanked $PARA 5% yesterday, 5/14/24. 🤦🏻♂️🤷🏻♂️
puck.news/shari-redstone…

Batotoy@Rickyb0y06
This morning on Squawk on the street: Cramer to “But you didn’t talk about it [unrelated] because, You’re just so busy killing the Paramount deal.” 🤯 Tactless Cramer revealed Faber is really on a mission to kill $PARA deal. 🙄 @SECGov needs to look at this…
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raweawe retweetledi

$PARA I will take @Sony $SONY shares any day of the week instead of thief @Skydance #ScamDance dilute fraud.
C’mon @apolloglobal, make this happen. Give that EVIL DEMON WITCH @ShariRedstone her $2B so she can go wither away.
GIF
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$PARA Who gives a 💩 about this: Buffett sold all the airlines at ATL, sold $COST in 200’s, never bought $TSLA, $NVDA or $NFLX
Yun Li@YunLi626
MORE news from the afternoon session - Buffett dumped $PARA entirely at a loss! "I was 100% responsible for the Paramount decision. It was 100% my decision, and we've sold it all and we lost quite a bit of money." cnbc.com/2024/05/04/buf…
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