Afui💰

446 posts

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Afui💰

Afui💰

@asx_fu

Individual Aussie Value/Quality investor, learning out in the open. | On my way to FU money Scio me nihil scire I block spammers and idiots

ASX Katılım Şubat 2016
11 Takip Edilen58 Takipçiler
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Afui💰
Afui💰@asx_fu·
I might be overthinking it
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Afui💰
Afui💰@asx_fu·
I love it when a company posts a public video recording of their meetings and calls. More should do it
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AT@ryu_tay·
why is every fxking announcement not available on asx
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Afui💰
Afui💰@asx_fu·
@NicoperJES I just heard @karpathy mention "you can outsource your thinking to LLMs but not understanding" and so much starts to make sense through that lens
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Nicoper
Nicoper@NicoperJES·
Funny situation at work where I had to convince people that regulatory interpretation provided by LLM is not correct. Reading is new source of alpha. Seems experiance can be augmented, but knowledge cannot be replaced. I like that kind of new world. 🍀
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Afui💰
Afui💰@asx_fu·
he was right. I did get tired of this 'winning'
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Afui💰
Afui💰@asx_fu·
Taco Wednesday
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Afui💰
Afui💰@asx_fu·
I'm no longer fearful I'm also no longer greedy I'm somewhere between depression and acceptance
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Afui💰
Afui💰@asx_fu·
$dgl.ax $dgl
Afui💰 tweet media
GIF
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Nicoper
Nicoper@NicoperJES·
$VYS.AX 🚂
Nicoper tweet media
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Afui💰
Afui💰@asx_fu·
I bought some SaaS stocks today. So if they all tank by 50% or more tomorrow, now you know why
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Rhys Diab
Rhys Diab@rhysdiab·
Am I the only one hoping the SaaSacre continues? We're finally getting some reasonable tech valuations
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Afui💰
Afui💰@asx_fu·
How do you know you may be over-exposed to software? All meaningful holdings bar two (one of which suspended: $dgl.ax $dgl 👀) are flat or down for the FY. Only $dur.ax $dur being the overachiever that it is
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Afui💰
Afui💰@asx_fu·
so let me see if I got this right: Saas is still dead but saas+ 👍? Right
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Afui💰
Afui💰@asx_fu·
🫣 good that I didn't have time today to look at the market. Ouch
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Afui💰
Afui💰@asx_fu·
sometimes ignorance truly is bliss
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Afui💰
Afui💰@asx_fu·
/remind me in 1 year to laugh about the saaspocalypse "remember in early 2026 when we thought AI was goign to destroy software stocks?" "yeah, how silly that was of us" 😁
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Afui💰
Afui💰@asx_fu·
I use gifs as a coping mechanism
GIF
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Keşfet

@ryu_tay @blackswan2023 @NicoperJES @karpathy @rhysdiab @elonmusk @BarackObama @taylorswift13