@Mindset4Money_X You don’t get it man, the AI overlords are gonna make alternatives super easy to make
All the big enterprises are switching to Claude now as we speak bro! 😂😂
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spybear180
6.8K posts
Well would you look at that…
$NOW just recorded their highest incremental revenue growth in a single quarter
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Every. Single. Time. $HIMS
Antonio Linares@alc2022
No one wanted $Hims at $15 Now everyone wants it at $30 The whole planet will be chasing it at $500
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@joinyellowbrick Sentiment on AI is funny. One day it’s AI is going to replace the world, the next is what is this AI slop get it off my feed.
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The Anthropic CEO has claimed every model since GPT 2 was going to end the world.
Probably safe to temper expectations on Mythos
dalibali@dalibali2
Either the AI lab guys are hyperbolic little bitches or Mythos is able to fellatio better than Tae Kim.
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@CapitalJurassic Yeah agreed. But that’s where I think the opportunities lie, unless you’re extremely confident that AI eats ALL software, there are companies that will be fine. Some companies will probably even benefit from AI productivity as well.
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@spybear180 Good counter points, $META was a bit self inflicted too, I think names like $NOW $CRM probably do well once sentiment improves (along continued growth), not sure about $ADBE, $INTU, $TEAM
The crazy thing is the market is not delineating much in terms of levels of AI disruption
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$CRM about to take out the 52-wk low is wild, especially in light of the massive buyback, something not right here if a massive buyback can't stop the declines.
$WDAY also looking horrible here in the best tape ever!
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@CapitalJurassic that's a fair point, but at the same time meta was cash flow negative and rev growth stalled. $crm $intu $now growing double digits, profitable, and doing sharebuybacks insider buys. not as cheap, but fundamentals not as deterioated.
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@spybear180 $META got down to like 5.5x EV/EBITDA, it was stupid cheap, these are not even close to that cheap.
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@kdubbsy 2 a year is a lot no? I can barely do laundry every two weeks
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@mrnette148369 @commonsenseplay Sarcasm doesn’t translate well over text
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@spybear180 @commonsenseplay Just realized that you're being sarcastic, I think. It's hard to tell on this platform.
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Bottom is in... Time to buy? $NOW $CRM
- Salesforce down 30% YTD
- ServiceNow down 33% YTD
Jim Cramer@jimcramer
ServiceNow and Salesforce... ouch.. these stocks are just being knocked over mercilessly
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@mrnette148369 @commonsenseplay I was being sarcastic. But if you e been on X, it’s consensus now that Claude/ meta open ai etc will replace software
Keep in mind most of the “investors” on X are undiagnosed retards
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@StockSavvyShay i was told by market experts that AI was replacing cybersecurity and other software related companies.
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$CRWD is up over 5% as the market wakes up to its role in Anthropic’s Project Glasswing.
Anthropic builds the model but CrowdStrike is positioning itself as the security layer for where AI actually gets deployed.
Shay Boloor@StockSavvyShay
Anthropic has launched Project Glasswing which is a new cybersecurity initiative powered by Claude Mythos Preview to help secure critical software. It is partnering with companies including $AMZN, $AAPL, $NVDA, $CRWD, $PANW to find and fix flaws in critical systems.
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@esbrockman Most men lose themselves because women drive them crazy.
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Most men don’t lose themselves in big moments.
They lose themselves in small ones.
A pause.
A reaction.
A moment of tension.
They smooth it.
Adjust.
Say yes.
And that’s how it starts.
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@DollarCostAvg he's a known fraudster, blocked me years ago for calling his shit out. can't wait for the AI gods to come clean up the furu mess. most these morons would starve on the streets if they couldnt scam sub money from naive investors.
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This idiot do not want to face reality. Blocked me so his subs can keep paying him to loose money. 🤔
Anyhow: I will block him twice, it makes me frustrated that these lads are on X without proper vetting.
Be safe everyone.
investing@DollarCostAvg
Remember all the doomers who pushed negativity and scared you into selling your best plays. Stop following people who obsess over drawing random lines instead of understanding the actual business. If this is who you’re taking advice from, your odds of succeeding are pretty slim. 👇 Most of his calls have played out in the exact opposite direction—>basically an inverse Cramer situation. If anything, doing the opposite of these takes might be the smarter move. @ TheRonnieVShow
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@BrianTycangco china's policies on immigration and laws on crime looking good too. west keeps getting raped by blacks and browns, the divide in america keeps wider getting its crazy to see.
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Ngl, China’s focus on developing coal energy alongside renewables is looking pretty good right now.
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@EconstratPB Didn’t the Dutch go through something similar. They used to be some of the shortest people in Europe. Look at them now
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the same people who claim AI is slop are the same people who claim AI will displace companies like $adbe $now $crm $intu
these people also thought oil was going away during covid due to shutdowns and the rise of EV.
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@SayNoToTrading it is killing jobs, but at the lowest level. i like to think of it the same way i would a calculator. the calculator didnt make mathematicians obsolete, it just made their jobs easier.
jobs at the data entry, writing basic code, etc will probably go away. higher level stays.
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I had a major epiphany as to why the AI killing jobs narrative is majorly overblown.
No one works at X anymore and look how that’s going.
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@Mindset4Money_X $adbe and other software names getting dragged thru the mud.
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Another day, another $BN buy
It had to be done.
Did you buy anything today?
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