CI

BeVeracious

Boomers going on boat cruises (CCL, NCLH), boomers in care homes (EXE.TO, CSH-UN.TO), boomers losing weight (LLY), and yes of course the getting sick part (CI, HCS, UHS) [](https://ca.finance.yahoo.com/quote/CSH-UN.TO/)

mightyjoe227

Wait a minute. Where's the 2011 video of a weak president unable to negotiate. Here you go. https://youtu.be/1JjLrvEc_CI?is=GTAQ4oRsgdX1MKLm I thought Da Chump said that Obama would attack Iran in 2020. Never happened. Hmmm. What about 2026. A weak president attacking Iran.

CosmosMasterMan

I got to use one in college to verify that we had Lysergic Acid Diethylamide, Ergotamine Alkaloids and diethylamide alkaloids, and not some random 2CI spinoff

Tight_Studio_4365

first let's call them regurgitators. not AI. maybe CI for (computerized intelligence) or something. Secondly, once companies figure out...lol. Just needed to add that. Companies blow money on tech they hardly understand because they're flush with cash. If the market even remotely starts to waiver- which is highly likely in the next 6 Mos. - they will be more careful. Hell you already see articles about companies pulling back on their token spending because the roi just isn't there writ large. I've seen the fortune100 company I work for dabble with 4 large scale (AI) implementations and we're currently still only using 1. The other dnt even get mentioned anymore

YETIBEAM

CI? Let’s get a drink dude I wanna full port too

Spac55

$SPCX can crash like $RIVN Elon face value may not help, without net income positive, AI-BI-CI doesn’t mater. Even global network for Internet, still net income maters

Cavitat

My model is showing a 95% confidence interval on the long term expectations for SPY that is... egregiously positive. Here's the output, should you desire some background info... [https://www.vyreonlabs.net/spy/2026-07-24/](https://www.vyreonlabs.net/spy/2026-07-24/) Does anyone know what's driving this insane growth and bullish long term positioning? Near/short/medium is a mess, but it seems like the long term SPY prospects are insanely good. The lower bound of the 95% CI is >+5%.

peteonmargin

The insecurity + defensiveness shows your age lol. Just making sure youre aware of what can happen 🙂 look into Canada’s J5, CIP and USs CI unit with IRS. Happy trading!

SPX500trader

https://preview.redd.it/v118kugonzdh1.jpeg?width=1122&format=pjpg&auto=webp&s=fbbf61c5311570fe22c9159b9ad9cbcb85c670ed I suggest the George Costanza opposite trading strategy. https://share.google/bt7My6CI9VFeYpaFn If every natural trading instinct you have is wrong then simply do the opposite

SuccessfulSir9611

OpenAI is working on a GitHub for AI agents, so that code doesn’t live in GitHub, rather in this new OpenAI owned product. Creating a ticketing app like Jira and documentation app like Confluence is basically a joke now. It’s more like system design problem rather than software problem. But the bigger problem is they are built for humans, not agents. If you use Codex at work or to code, you will see that it is slowly integrating IDE, CI/CD visibility, Plan document as the primary documentation, etc. I don’t know where the roadmap is for these frontier labs, but it definitely doesn’t stop at creating and training models. OpenAI/Anthropic want to be your super app. For a Tech Org, this means OpenAI wants to own the whole development cycle of your product, end to end. And if you saw yesterday’s announcement, they want to go way beyond software development, breaching barriers between idea and product. From my personal experience, as a full stack engineer or more like product engineer, I haven’t touched code or an IDE in last 1 year. GPT-5.6 Sol has been terrifying since yesterday as my unemployment is now more closely visible. MSFT is the only safe bet. Everything else is from an era that has zero relevance today.

didnt_knew

yes, i work in software. Our build/deploy teams have whole subteams, totally 20+. That’s just for CI/CD… What infra are you talking about? 300k is barely enough for a full time senior engineer + AWS costs at scale.

Same_College2053

Iran struck cargo ship attempting to cross https://youtu.be/ww5kFTNsDpU?is=e-CI2HAtVkyHKi0n

kingoftheoneliners

Obviously matters which stocks.. ELV is up, PAYS up big time, CI barely up but still up.

CitizenPremier

He sounds like someone who actually made money by gambling. >The odds of problem gambling doubled with each standard deviation drop in estimated verbal IQ [adjusted odds ratio (OR) 2.1, 95% CI 1.3-3.4, p = 0.003], after adjusting for other characteristics associated with problem gambling including age, sex, socio-economic factors, drug and alcohol dependence, smoking, impulsivity and common mental disorders. There was no strong relationship observed between IQ and non-problem gambling. https://pubmed.ncbi.nlm.nih.gov/24007680/ Casinos know they are exploiting people who don't really know better.

DoubleFamous5751

Scam-CI living up to its name https://preview.redd.it/t86dw6fzmi6h1.jpeg?width=1170&format=pjpg&auto=webp&s=3e45c6a099a6565e06de7269ae0d471479307a5d

Throwaway_Molasses

My defensive portfolio is holding mostly green. PG ABBV BRK-B TGT HD CI UNH PFE and APPL are on the red edge tho

nafnaf0

Elon is targeting \~100 GW of new AI compute capacity added annually by 2031. With their current \~1GW compute capacity (CI & CII) they are generating \~$25B in annual revenue. Scale that x100 in 2031, that becomes $2.5T annually. Now I doubt the 100GW/year by 2031 timeline, but if they get close, getting to $2T by 2040 is very reasonable. They have proven they can build out new AI compute faster than pretty much anyone. BTW, if they do get close to their targets in the next 5 to 10years, they will be close to as large as the entire US economy was in 2010.

GammaReaper_

In no particular order: IV of nearest 2 expiration dates. From that I calc expected vol crush Historical abs value of past 12 EA moves - both opening gap and 1 day move Std dev of EA moves Establish 68% CI of moves, then adjust for vol crush Determine current expected move, calc from nearest expiry ATM straddle VRP VRP percentile 25 delta risk reversal 25 delta risk reversal percentile HV vs IV - for previous EA, not all days Then depending on cheap/rich score from the above, construct an asymmetrical, non-directional, defined risk option position with the closest to expiration. If it doesn't provide an acceptable RR, pass. If all good, pull trigger going into close On open next day, allow price discovery to occur 930 -945. Exit trade regardless of outcome. Move on to the next one.

heyThereYou3

Any git version sever company is technically a cash burning machine. CI/CD was expensive even before AI. With AI people shove stuff in with usual SLDC. It gets even more horrifying for them. 

willscuba4food

In case anyone wants to see te questions. * Do you agree with S&P DJI’s definition of MegaCap company as any company whose total market capitalization is within the top 100 largest in the S&P TMI? Or should the definition be any company whose total market capitalization is within the top 50 largest? * 100 50 * Do you agree with the proposal to shorten the IPO Seasoning requirement to six months from 12 months for the S&P 500, S&P MidCap 400, and S&P SmallCap 600? * Yes No * Do you agree with the proposal to exempt MegaCap companies from the 0.10 minimum IWF eligibility requirement for the S&P 500? * Yes No * Do you agree with the proposal that a company determined to be a MegaCap company as of the evaluation date does not need to pass the Financial Viability criteria to be eligible? * Yes No * Do you agree with the proposal to exempt MegaCap companies from the 0.10 minimum IWF eligibility requirement for S&P Total Market Index (TMI), S&P Completion Index (CI), and Dow Jones U.S. Total Stock Market Index (TSM)? * Yes No * Do you agree with the proposal to allow fast-track addition of MegaCap IPOs that have an IWF less than 0.10 to S&P Total Market Index (TMI), S&P Completion Index (CI), and Dow Jones U.S. Total Stock Market Index (TSM)? * Yes No * Do you have any feedback regarding S&P DJI’s proposal to implement float increases after the end of the MegaCap IPO lock-up period gradually or in tranches depending on company-specific details? * If any of the proposed changes are adopted, do you agree with the proposed implementation date (i.e., tentatively June 8, 2026, unless otherwise announced)? * Yes No * Do you have any other comments or feedback regarding the proposed changes outlined in this consultation?

SoloOutdoor

A year ago at the tech company I work for I had an nvidia spark on reserve. No one wanted to buy it. 8 weeks ago I threw the red flag on what running codex in a CI/CD environment would do to the cost. Surprise, major overage charges. Guess whats on the docket this week? A conversation about an in house setup to offload certain tasks. C suite has no idea how this tech operates in most company. They listened to far too many earnings calls and mag 7 salesmen. True FAFO

Jesus-face

I dropped it above, but here's a link again, important watch: https://youtu.be/K3sYY3T7V8k?si=hHHzalB9CI5RfNt_

Jesus-face

This is exactly correct. See https://youtu.be/K3sYY3T7V8k?si=hHHzalB9CI5RfNt_ to have someone explain why.

Blade3colorado

Nice! You're not the "Lone Ranger," insofar as dealing with this dilemma, e.g., NVDA, AVGO, AMZN, CI, and BTDR - I own at least a thousand shares of each (5000 shares BTDR, 2750 shares of NVDA). Only NVDA I will NOT consider selling. The rest of them, I evaluate them daily, particularly AVGO, AMZN and CI, where are at or near all time highs.

Blade3colorado

Two stocks - I sold AMD (1200 shares) and MU (1000), last year on Mar 20th and 24. Sold both and had total losses of approximately $47k. Why? I was buying a newly constructed house for cash ($603k), where the close was in early April 2025. I actually had sufficient cash to do this. However, Trump's "Liberation Day Tariffs" sunk the stock market for about 2 months. Consequently, I had to sell those 2 stocks. Fast forward today, I probably lost out on $700k, perhaps more. However, I more than made up for it with other winners last year and this year, e.g., NVDA (130%), AVGO (26%), AMZN (27%), BTDR (110%), CI (15%), along with my VOO account and government TSP. Seriously, no regrets on my part. The stock market and money in general - is only a vehicle for me to have fun, such as traveling (almost 50 countries visited), hiking, hobbies, etc.. I am not one to think, "Shoulda, coulda, woulda."

bananarepublic2021_

Here she is https://www.reddit.com/r/SipsTea/s/Fj4CI0iBFF

TheSeeker331

Yeah. Thinking this but the bid-ask spread sucks for $CI.

-K2_

CI calls. Health sector booming rn.

movzx

Yeah. People are using these tools to do stuff like code linting. It's a huge waste of money when there are better ways to do the task. I don't need a LLM to integrate with my CI system to parse logs to determine if it the job was pass/fail. I can use the API endpoint for a fraction of the cost.

Brawmethius

Yes execution side is assymetric, data flow is not. Say data source A has a 95% CI indication, its a 95% CI indication one way or another. The value or impact around this indicator may then change with account size. But the account size being large doesnt change the net they are casting. In addition any smaller proxy by your logic is inherently less valuable because its not tied then to flows larger enough to move markets. You are also heavily discounting how the market flow has inherently changed, 0dtes again as an example really changed this. Long term trends get obfuscated by short term positioning. Which then now brings us back to highly valuable information you are hoping to see for free. Like CTAs in buy mode. Extremely valuable information, only released post fact by market facilitators/makers. Like in your mind what kind of data could have indicated that positioning change?

Important-Agent2584

There is a perfect meme for this: https://youtu.be/t8rFC-859CI?t=9

Blade3colorado

Biggest mistake of your life, but you do you. I'm an investor, i.e., I always keep "dry powder,"e.g., I added more AVGO, NVDA, AMZN, BTDR, CI and VOO when all of them went down in late March. You have quality names, GOOGL, AMZN, etc., why in the hell would you sell??? Your future self will hate you. 'Nuff said . . .

Blade3colorado

The market values strategic positioning over immediate price-to-earnings ratios. This isn't necessarily a rejection of fundamentals, but rather a forward-discounting mechanism where investors favor AI and infrastructure on future productivity; they’re betting that being first to the infrastructure layer is more defensive than having a high-margin legacy business. I am a long time investor, so on this recent downturn, I bought more AVGO, AMZN, CI and NVDA. Consequently, I am up approximately $300k in the last 2 weeks. Did I sell anything? Hell no! Everything I own was already high quality equities. Most disciplined investors (IMO) are "barbell-ing:" holding the "narrative" leaders in AI for growth while using strict fundamental screens for everything else to avoid getting caught in the eventual "Proof of Work" phase where the market stops buying the story and starts auditing the balance sheet.

Boring_Business4843

I've worked at 3 of top 10 financial institutions and servicenow is deeply integrated into their change management system and CI/CD pipelines. I don't see that changing anytime soon. I think servicenow will bounce back but won't go crazy after and not completely sure about applovin

Wooden_Oil_3856

It seems everyone is mentioning the borders sucurity as main driver but what about new demining contracts with 4M (50M)? The newly FIFA World Cup contract announced (probably multiple M)? ONDS used during Davos summit ? Optimus automatised CI surveillance (datacenter, oil infra, desalination, stadium, etc..) The new acquisition of stratospheric captors (Worldview) and the data generation that will follow, of heavy weight drones cargo, etc.. All the fresh and recent analysts upgrades : HC Wainwright: $25, reiterated BUY Needham: $23, reiterated BUY Maxim Group: $22 from $16, reiterated BUY Lake Street: $19, reiterated BUY Stifel: $18, reiterated BUY Northland S: $16, reiterated BUY Oppenheimer: $16, reiterated BUY Mistral Merger on March 9th BIRD Aerosystems Acquisition on March 11th Partnership with $PLTR on March 12th Their closeness with the European markets..

SignificantStuff5446

CI and HUM too. Congrats. and thank you for the post.

sleepyguy007

you have 56 min to buy UNH or UNH calls. Or HUM, CI etc.

Aggressive_Cook_4061

Saas sell off makes sense. This doesn’t, this is a threat to CI/CD and devoos

Confident-Web-7118

Opportunity cost comes with all investing, correct. As for the timeline for REGAL and the 80th event, I would ignore the any day now comments. Here is what the 8 ML models ensemble I built predicts. [](https://preview.redd.it/sls-deepest-due-diligence-for-sls-009-machine-learning-v0-18x582vzmppg1.png?width=2941&format=png&auto=webp&s=3ee2a40ddd0d72b3bed85953bd8bacd0a84eb1cd) Short answer: The timeline is September 2026 to Feb 2027, and can stretch into a few months after that. https://preview.redd.it/w96dr0mqdupg1.png?width=2941&format=png&auto=webp&s=edf372c0010b6478ba4f831b4851494c6758128e I did another set of Monte Carlo simulations with the 8 ML models ensemble, and this is what the timing of the 80th event would be predicted with a BAT mOS of 10 (although I don't think it will be 10, as the Ensemble and the other machine learning model I built predicted 99% with 10 to 13, it is 11.3/11.4, and 95% confidence is it < 12) 80th Event Prediction with a BAT mOS of February 2027 (month 72) Point Estimate & Confidence Intervals (BAT mOS = 10m, ML ensemble) Metric Trial Month Calendar Date Point estimate (MC median) 71.6 Feb 2027 50% CI (IQR) 67–79 Sep 2026 – Sep 2027 95% CI 61–101 Mar 2026 – Jul 2029 The cure fraction is the bottleneck (bottleneck for events is what I mean, for patients and reality, this is groundbreaking), we know the event rate is decelerating hard Period Rate Trial start to IA (mo 0–46) 1.30 ev/mo IA to 72-event (mo 46–58) 1.04 ev/mo Today onward (mo 61+) 0.64 ev/mo (and falling) By Feb 2027 0.39 ev/mo By Feb 2028 0.26 ev/mo BAT mOS MC Median Month Calendar 95% CI 10m (ML ensemble) 71.6 Feb 2027 \[61–101\] 12m 68.5 Oct 2026 \[60–90\] 15m 67.2 Sep 2026 \[60–87\] 20m 71.3 Jan 2027 \[61–92\] The predictions are from Sept/October 2026 to September 2027 essentially, but the predictions of 6.5 BAT left (3-11) and 7.8 BAT left (3 to 14) and that last patient enrolled was 24 months ago, those BAT events throughout the rest of this year could get us there.

Confident-Web-7118

For REGAL and the 80th event, I would ignore the any day now comments. Here is what the 8 ML models ensemble I built predicts. https://preview.redd.it/18x582vzmppg1.png?width=2941&format=png&auto=webp&s=f0ffe1762783e5bc06a70d2d1f392ef820e8cca1 Short answer: The timeline is September 2026 to Feb 2027, and can stretch into a few months after that. [](https://preview.redd.it/sls-deepest-due-diligence-for-sls-009-machine-learning-v0-tnyd4kso1hpg1.png?width=2941&format=png&auto=webp&s=1d69487ece54f9000e44b8a6344f8b65560a07fe) I did another set of Monte Carlo simulations with the 8 ML models ensemble, and this is what the timing of the 80th event would be predicted with a BAT mOS of 10 (although I don't think it will be 10, as the Ensemble and the other machine learning model I built predicted 99% with 10 to 13, it is 11.3/11.4, and 95% confidence is it < 12) 80th Event Prediction with a BAT mOS of February 2027 (month 72) Point Estimate & Confidence Intervals (BAT mOS = 10m, ML ensemble) Metric Trial Month Calendar Date Point estimate (MC median) 71.6 Feb 2027 50% CI (IQR) 67–79 Sep 2026 – Sep 2027 95% CI 61–101 Mar 2026 – Jul 2029 The cure fraction is the bottleneck (bottleneck for events is what I mean, for patients and reality, this is groundbreaking), we know the event rate is decelerating hard Period Rate Trial start to IA (mo 0–46) 1.30 ev/mo IA to 72-event (mo 46–58) 1.04 ev/mo Today onward (mo 61+) 0.64 ev/mo (and falling) By Feb 2027 0.39 ev/mo By Feb 2028 0.26 ev/mo BAT mOS MC Median Month Calendar 95% CI 10m (ML ensemble) 71.6 Feb 2027 \[61–101\] 12m 68.5 Oct 2026 \[60–90\] 15m 67.2 Sep 2026 \[60–87\] 20m 71.3 Jan 2027 \[61–92\] The predictions are from October 2026 to September 2027 essentially, but the predictions of 6.5 BAT left (3-11) and 7.8 BAT left (3 to 14) and that last patient enrolled was 24 months ago, those BAT events throughout the rest of this year could get us there.

VellyJanta

UNH puts up 57% holding thru prez speech hopefully he brings his Trumprx thing and shits on the other companies. CI is another play if you’re thinking the same

cafesamp

Hi! A glorified code spitting machine is far from where we're at currently! Tooling has come a long way, and agentic workflows and tools are evolving at a rapid pace. Being able to understand and communicate architecture is definitely the most important skill, but so much of the software development lifecycle can be semi-automated or even automated now. There's a whole lot going on in area, and it's evolving at a very rapid pace! And aside from all of the workflow-related things that can be massively optimized with these tools, "code spitting" has historically been the bottleneck (which is where the danger of being in entry and mid-level engineering jobs is right now), and with proper (very detailed!) specs, proper test coverage, CI, and PR/code review (all of which these agents are great at and getting better at) - you can do a whole lot with a whole lot less. It's moving at a very rapid pace, even in the last 6 months things have completely changed. A lot of what's really changing, and almost becoming the bottleneck vs. model performance, is how we best understand how to use LLMs working as agents and with agentic tooling. As we move further, unfortunately even the architecture side of things will become less important, but that'll be the last thing to go! Feel free to reach out if you're curious. It sounds like you've maybe done a bit of coding in your lifetime, and I'm more than happy to introduce you to what's on the cutting edge if you're curious. Just shoot me a DM :)

GammaReaper_

I use what the market is telling me the 1 STD DEV (68% CI) expected move is, so it is never fixed and is dependent on the ATM straddle price for every situation. That number tells me how wide to make the inner strikes for the IC. I then choose the width of the wings to create a high EV outcome for the position. That will be a function of the vol skew, but I'm always looking for an asymmetrical outcome. In this case, 5 wide wings allowed me to receive a credit of $4, meaning my capital at risk was maxed at $1. Risking $1 to make $4 is a trade I'll take every time, especially when the EV of the trade is positive. I calc the EV by multiplying the PDF (using the ATM IV) times the payoff of the IC across 3 STD DEV.

AluminiumCaffeine

I suppose my initial thesis was more git usage was gonna translate into the control planes of repos becoming more important/consumption tilt? That seems like its not working out whatsoever rn - which kind of surprises me in a way... more code at scale == more demand for adv tooling CI/CD etc around ur repo made sense to in theory - but in practice it might be screwed with too much tilt towards dev head count growth and not enough consumption pricing

Nen_ZE_Classic_WoW

Post is about CI Games (lotf game)

Joeskidoodles

Exactly what TheHyperboley dude said. Regardless, I'm up around 240% from my entry, so 10% swings ain't no sweat. 

TessTickols

Give Opus 4.6 your tech stack, some architecture hints, an outline of a design, security requirements and a design outline. Let it work for 40 minutes and it's done, just minor iterations needed. Now run 20 of these in parallel, communicating with each other, making pull requests, solving code reviews from senior engineers.. 4.5 needed a babysitter. 4.6 doesn't. Give it 6 more months and 2 senior devs and a PM can run CI/CD that used to require at least 10x the people, and they will 3x the output. Pure bred coders will all be out of a job within a year - if you can't see the whole picture or know the architecture and pipeline, I can replace you with an agent TODAY. All support, same. Voice models are mature - give it a RAG and tools to do what support does and it will do a better job than most. 1 manager needed for each 100 support workers, max. I honestly believe most tech companies could replace 80% of their workforce today if they had the infrastructure to handle it. It will happen much quicker than you think.

VisualWeek5189

i’m a software engineer and i kinda feel like GTLB at \~$24 is being ignored right now. it’s boring in a good way: subscription SaaS, high-80s gross margins, sticky recurring revenue. and their NRR has held up, which to me is the biggest “are customers actually getting value?” signal. the part i like is the *consolidation* angle. gitlab isn’t “just a repo.” it’s basically the whole devsecops workflow in one product: planning → code → CI/CD → security scanning → deploy. and i keep seeing companies get sick of paying for + integrating 5–6 different tools (jira + github + circle + sonarqube + snyk + whatever). whether they like it or not, consolidation is happening. also gitlab being the default devops platform on google cloud feels underrated. that’s distribution straight into real enterprise buyers, and gcp has been gaining share for a while now. financially they’ve been showing more operating leverage and FCF has been trending the right way. stock is still way below the highs even though revenue growth hasn’t fallen off a cliff. obviously not risk-free. github/microsoft is the 800lb gorilla and if enterprise spend tightens, these kinds of names get hit. but at \~$24–30, this isn’t “2021 SaaS fantasy land” pricing anymore. and they’ve got like \~$1B cash on the balance sheet, which buys a lot of runway.

sephirothFFVII

Known code bugs, sure, absolutely. But that's more of a CI/CD and 'shift left' play which had a whole slew of products introduced about 5-6 years ago

ColdStoryBro

Based on the sightlines we have, useful models still require datacenter products. But even if they run locally, you need to have small accelerators at the edge. There will be a centrifugal effect in the near future, where junk AI creations become worthless, even as a novelty, and only high quality output will survive. The temu quality AI we see clogging up drives today will fall out of fashion in the same way that no one watches flash animations or reads eBirthday cards as was in the year 2005. Corporate customers will still be the bulk of the revenue. The real fact is 99.99% of project fail regardless if they use AI or don't. What actually matters is how quickly we can go through these design cycles and create competition in the market. Software specifically is a very high margin business and very expensive to maintain given the actual day to day changes and low impact CI/CD. Of course, anti-AI software devs want to maintain their job security by pretending they are building things most people can't. In reality, most of them aren't scratch developing application product, most aren't dealing with implementing complex algorithms, real time systems etc. Software DOESN'T need to cost so much to build, and its designers don't need to be paid 300k to change the position of a button. All this bullshit work is already automated by codex like agents and the tokens are alot cheaper than headcount.

claytonbeaufield

Google doesn't use Git. And they already have their own internal tools for version control and CI/CD. There isn't much value from acquiring Gitlab.

EveningLimp3298

I agree. Just another point, wouldn't budget tightening help gitlab? Like you said, enterprises would consolidate tools but they 100% would need a CI/CD, code version control tool? The only risk is indeed GitHub competition but I think it is way overblown. Some interesting data from Belgian software companies (see [https://www.techstack.be/companies](https://www.techstack.be/companies) ) (I know it has very little data and would love such a tool for other countries, let me know if they exist), 3 companies for Gitlab CI vs 1 for Github Actions, while they are all smaller companies which I would have thought would lean towards github actions... Again, there is very little data on this website about Gitlab vs Github so take it with a big grain of salt.

AgitatedStranger9698

I mean CI report is due... Plus honestly Fridays are often when Trump does soemthing rash. I think hes got this. Canada and Eu about to go tariff free again 19% market gains tomorrow.

sbsw66

fs, it's also a good way to rapidly build wealth depending on what you think of the company. my worst example in my career, i had a client who basically had their whole net worth in CI, lot of missed opportunity cost by refusing to diversify that over the last 5 or so years

pink_ego_box

>(1010-)P303 is a phase 3 trial. You may think of it as a phase 3 trial in terms of size. But did not measure effectiveness. It's not what the FDA uses to assess approval of a BLA. >The >50% efficacy high vs low dose is just plain wrong It's >50% in older adults. [https://www.sciencedirect.com/science/article/pii/S1201971225003224](https://www.sciencedirect.com/science/article/pii/S1201971225003224) "Among adults aged ≥80 years, for whom HD-IIV was preferentially recommended, HD-IIV was more effective than SD-IIV by 54% (95% CI: 10%, 76%)." Using a broader range, "rVE of HD-IIV versus SD-IIV was 29% (95% CI: −22%, 59%) among subjects aged ≥60 years." >\>I‘m open to changing my mind  That's the point, you only give your opinion. You're entitled to it, doesn't make it the truth.

Blade3colorado

Preface by saying that I own quite a few individual stocks to the tune of a couple million dollars, e.g., NVDA, AVGO, CI, AMZN, etc. However, most of my money is invested in EFTs. Frankly, your dad is unequivocally correct. Specifically, I did NOT invest in individual equities until I had a very good understanding of how the market worked; and, more important, it was monies that I did not need immediately separate, from my day to day expenses; along, with my methodical investments in my retirement accounts (EFTs). 'Nuff said . . .

Blade3colorado

Yes. I always maintain "sideline money."I bought a 1000 shares of CI over a couple of days in November when Health care stocks were tanking . . . Now, up $44.5k. I bought 800 shares of AVGO in December after they tanked after earnings last quarter; and, another 300 shares last week, when they tanked more. Now, up in that stock.

HomerDoakQuarlesIII

There’s no magic. We had cron and Linux and databases already that does this. Or just CI CD pipelines in git. It’s just reinventing the wheel with autocomplete LLM instead of a script.

Pretty-Balance-Sheet

That's a different conversation. You're talking about hardware vs software. I'm a developer and for the last few months and into the foreseeable future my primary work consists of writing AI integrations (mostly custom agents) at all levels of the enterprise I manage; from front end public facing to data pipeline to CI/CD. Those types of custom integrations aren't totally platform reliant, but they are technology reliant..which is, in turn, platform reliant. It took a while to recognize the opportunities that AI brings to the table but now I see nothing but use cases. That's just me, I'm sure this is happening everywhere.

salty0waldo

CI FY2025 Total revenue increased 11% to $274.9B Net income was $6.0B, or $22.18 per share Adjusted income was $8.0B, or $29.84 per share Forecast 2026 adjusted income from operations at least $7.95B, or $30.25 per share

gamblingPharmaStocks

Lol, I spent my last 5 years working on the kind of codebase you are talking about. I also use coding assistants every day and I know your limits: for example in my team I don't allow any code that goes to production to be AI generated. Still, with the help of claude code I probably make the work of 2-3 people. Unit/integration tests? All AI generated. CI/CD pipelines? documentation? Commits/PR comments? Jira? All AI. And Claude also helps with finding the bugs quicker. We even allowed agents to use our job submission tool for debugging some simple issues that sometimes arise on the grid. The whole point of SaaS is that for most clients it is more convenient to pay the service fees than to develop the solution themselves and host on prem. Now the barrier is much lower, and much smaller companies can afford to do by themselves.

Lunty99

At its core its a ticketing tool. Its used to submit and track requests, incidents, changes, problems, and spin up tasks for teams within the organization to handle and do some work. Everything is built ontop of a database, using tables to store records of data. It has a billion different plugins, addons, and features. Its an entire IT solution for a given company, all the way from the Employee Center, where users can submit tickets to have something taken care of (I need a new mouse, I need the Database team to do some work, etc), to handling HR related tasks. It also has a CMDB component thats basically used to track all the company assets. Physical things like mice, keyboards, servers, to software components like firewalls or applications. It can track who has which assets in the company or which Configuration Items (CI's) are related in some way. I can say from personal experience that nothing has changed about the software or the company since last year when it was evaluated at almost double what it is now. This seems entirely like market sentiment and fear to me. The idea that AI is going to replace it is strange... every official ServiceNow related work conference or SNUG ive attended has been drilling their Agentic AI stuff into us nonstop. AI will grow along side it, not replace it, at least not anytime in the forseeable future. I'm a rookie investor at best - I have 95% of my money in ETFs like VEQT. I don't really do options, but this dip convinced me to throw $1000 into it. Based on expert opinions, company stats, ie. beating expectations in their last earnings report, the stuff I've seen from their Agentic AI, and working in the tool, its a buy for me.

ozz3121

!banbet CI $250 1d

Specialist_Pomelo554

Your take shows CI to be much better than UNH. Can you defend your preference for UNH between the two?

pcurve

I feel your pain. Trump will continue to do populist play until the midterm election. I hold UNH, CNC, CI. I think they'll be fine longer term, but it's been painful day.

Frozen_Shades

[Remember when you said this?](https://youtu.be/dQw4w9WgXcQ?si=CI05Eu_GF0-czYuu)

WhatEvil

And here’s another article: “Market manipulation behind Trump tariffs Meanwhile, Donald Trump is facing allegations of market manipulation for posting “great time to buy” on his social media platform hours before announcing a 90-day pause on reciprocal tariffs, resulting in a market surge.” https://www.msn.com/en-in/money/economy/not-bad-donald-trump-claims-market-crash-made-billionaires-richer-from-elon-musk-to-schwab-here-are-big-winners/ar-AA1CI6gF?ocid=BingNewsVerp “THIS IS A GREAT TIME TO BUY!!! DJT," Trump wrote on his Truth Social handle.

ChairmanMeow1986

So, not everything in that header is contract specific, but IV Last is the implied volatility derived from the most recent traded price of a *specific* option contract (Strike, DTE, Call/Put). If you click on a different one it will change, basically used for comparing adjacent strikes or Skew analysis. IV / Hist Vol refers to general implied volatility vs realized volatility for the stock typically ATM-weighted and standardized to 30 days and won't change when you look at different contracts, but will change based on price movement, time passes, near term IV reprices. Hist Vol / Hist Vol CI is Calculated purely from past stock returns and is independent of options pricing. IBKR places them together as a way to look at weather *this option* expensive relative to nearby strike and is volatility for this stock high or low relative to history. \*I would stress that understanding how IV (Implied Volatility) and HV (historical Volatility) interact with contract pricing is important. Vega measures an option's price sensitivity to changes in the underlying asset's implied volatility (IV). If you haven't, I think it's well worth at understanding how the First Order Greeks work and interact with price and price movement. Second Order Greeks like Charm or the concept of Vanna-Volga pricing gave me much more clarity on Options Trading and how trading extrinsic value with contracts is much different than trading the underlying equities. Reading basic free articles on Investopedia in conjunction with google can turn a well queried GPT into a good teacher for instance.

FrostyFrost140

How do you see that positively affecting cybersecurity companies though? Software companies already partner and outsource a lot of the the security expertise to the cybersec companies and cybersec companies can't really protect you if the underlying code is shit. Besides, while vibe coded software can introduce security issues, I dont see how cybersec companies can capitalize on this. Linters and scanners exist that with some degree of accuracy find the problems, but they wont fix the issues. Fixing would still need to be done by a software engineer. Additionally, often enough these scanners/linters are already a part of the CI/CD processes in software production.

nephilump

Seems like a buying day for most things. OPTT is back down after its bump on news. I got back in. Watching our old friend KULR as well and my old enemy CI3S. Holding IBRX and some other bio pharms too. Pennys aside, its still silver for the win.

MediumSinger8088

Just getting around to crunching data. Non-parametric analysis of part 3 (only part I care about because it's the clinician's objective evaluation on one given day) is a median -3 change from baseline. Expectation value is about +6; minimum clinically important difference is about 3.25 (historical convention). If you run a Wilcoxon sign-rank test P = 0.22, medium size effect; not formally significant (78% chance of a beneficial drug effect) but big enough that a significance (if it exists) might be seen in the next 90-180 days. If you organize the data by high vs. low GluSph, and part 3 outcomes as + or - MICD, a Fisher's exact test gives p = 0.06, 94% probability of drug effect; still not formally significant at the 5% CI but as good as one could hope in this small sample size. These data could allow pre-stratification of patients in future clinical trials based on baseline GluSph levels, which would be very powerful (in the statistical sense). This is actually an immense strategic advantage that one seldom ever encounters. Again, I'm amazed at how transparent Gain is with this data.

Exciting_Elephant351

You need more healthcare, it's the most undervalued sector. CI and MOH most undervalued 

Practical_Cash_199

!banbet CI -4% 2w

Practical_Cash_199

!banbet CI -4% 3w

Blade3colorado

Preface by saying that most of my money is in an EFT, but I have a lot of money in tech stocks too, e.g., NVDA, AVGO, BTDR, AMZN . . . Right this moment? Easily the Health sector because it is beaten up. About 2 months ago, after earnings, I bought CI - which cratered that day. I bought a 1000 shares and I am up 10%+ and expect to be up more than 30-40% by the close of next year. UNH, ELV, etc., will also see these types of gains.

help_me44

The study you're referring to is titled "1-year risks of cancers associated with COVID-19 vaccination: a large population-based cohort study in South Korea," published on September 26, 2025, in Biomarker Research (a Springer Nature open-access journal). It analyzed health insurance data from 8,407,849 adults aged 20+ in Seoul from 2021–2023, comparing cancer diagnoses within one year post-vaccination to unvaccinated individuals. The authors used propensity score matching (1:4 ratio) to adjust for some confounders and calculated hazard ratios (HRs) for cancer incidence. Key reported findings: - Overall cancer risk: HR 1.27 (95% CI: 1.22–1.32), a 27% higher relative risk. - Specific cancers with elevated HRs post-vaccination: thyroid (1.35), gastric (1.34), colorectal (1.28), lung (1.53), breast (1.20), prostate (1.69). - Associations varied by vaccine type (mRNA like Pfizer/Moderna, cDNA like AstraZeneca) and demographics (e.g., higher in men for prostate/lung, women for breast/thyroid). Of course everyone involved in redistribution will never admit it therefore the official information will forever be "NO". Time will tell however if we really see cancer ramping up. So far it's not looking good as curves are indeed ramping up and the median age is decreasing.

yellowLantern

So I was citing INTERpath-009 which is the NSCLC trial, as I mainly focus on NSCLC and I'm more familiar with that space. The other comments here are more likely regarding the adjuvant melanoma trial. I think the last data they released on that one was at ASCO 2024 ([Individualized neoantigen therapy mRNA-4157 (V940) plus pembrolizumab in resected melanoma: 3-year update from the mRNA-4157-P201 (KEYNOTE-942) trial. | Journal of Clinical Oncology](https://ascopubs.org/doi/10.1200/JCO.2024.42.17_suppl.LBA9512)). I think what I would look for in an additional data cut is to see if the RFS benefit was maintained, but more importantly if the hazard ratio tightened because it was very wide in that publication HR=0.51 \[0.288-0.906\] with a nominal p=0.019. Basically if the HR crosses 1, then actually it is not statistically significant. In addition, the nominal p is a p-value that is not adjusted for multiplicity, and we could go into a whole stats convo here, but there is a possibility that after adjustment, it becomes not statistically significant which means the trial would fail. I also don't like how they stated that "OS favored combo vs pembro alone; 2.5-y OS rate was 96.0% vs 90.2% (HR \[95% CI\], 0.425 \[0.114–1.584\])". You can see here that the HR CI crossed 1 so it's not statistically significant. Language like that is not what I would consider scientifically professional and can be deceptive. Again, people need to understand that having a drug approved is only the beginning of the process. You still need to commercialize it and gain access to insurance companies and get oncologists to use the treatment by getting it incorporated into oncology guidelines or pathways. Until pembro becomes a biosim (supposedly 2028, but let's be real, I've seen Abbvie extend the Humira patent for years with law suits), this is actually a 2 branded drug combination which means incredible amounts of money to utilize. I absolutely see insurance companies being fairly unwilling to pay for it unless the data is absolutely spectacular.

ChicagoanPizza

I've *swung* UNH here and there, however long term I'm on the sideline as of now. Let me preface by saying I can be totally wrong and I haven't dug deep into the stock or the future of healthcare plans and politics behind it. I wouldn't be shocked to see UNH perform well since its a healthcare conglomerate and practically a monopoly. The stock went through MASSIVE selling this year, analysts are pricing in lower growth, there's political risk, etc. Despite getting positive earnings, raising future guidance, having the publicity of Warren Buffett/BRK buying, and more, the stock has failed to move higher as of recent. Had a convincing resistance at the 200ma and quickly fell below the 50ma, etc. Healthcare/Pharma as of recent has been pretty HOT, more specifically drug manufacturers. However, the healthcare plan stocks (UNH, ELV, MOH, CI, HUM, etc) haven't seen that, most are still down big YTD. why? In my opinion investors and firms could know (or think they know) something and are pricing that in while retail doesn't know/isn't factoring it in. (probably political risk or something). This sector and stock seems like an easy buy moving forward, but it hasn't been that way and with that being the case I'm on the sidelines.

Blade3colorado

Guggenheim raised the firm’s target on Pfizer ([PFE](https://www.tipranks.com/stocks/pfe)) to $35 from $33 and keeps a Buy rating on the shares. Pfizer’s acquisition of Metsera (MTSR) is “a wise strategic move” to gain traction in the rapidly growing obesity market following recent setbacks with the company’s internal oral GLP-1 programs, the analyst tells investors. Based on 15 Wall Street analysts offering 12 month price targets for Pfizer in the last 3 months - the average price target is $29.23 with a high forecast of $35.00 and a low forecast of $24.00. The average price target represents a 13.65% change from the last price of $25.72. Just my take, but I would hang in there for a bit longer (although I understand why you want to sell it). Right now, most of the health care sector is out of favor. I recently bought CI, which had an outstanding quarter the end of last month, but dropped over $60 a share from around the $310 level . . . I immediately bought a 1000 shares at a $250 cost basis. Fast forward today, it is up to $278. A bargain in my mind. Similarly, the same thing has happened to 2 other health stocks Elevance and Humana. My point is that the sector was severely effected by the Administration's attitude toward health care in general, and "Obamacare" specifically. I think things are looking better for this sector. I am curious, what attracted you to Pfizer it in the first place? Regardless, good luck on whatever you decide.

skilliard7

Do you not know what a statistical sample is? 100 people gets you a 95% CI with a margin of error of 10%.

WickedSensitiveCrew

I was talking about a different stock. I was looking at MOH/CNC. I understand you went with CI to avoid the ACA news going on with those names.

smokeyjay

$CI has low exposure to ACA. They deal more with commercial insurance. Probably not a bad idea to wait though. But my experience is to bet on government bureaucracy to get nothing done with fixing healthcare.

smokeyjay

I restarted my position in $CI. I sold for a small profit a while back and switched to $UNH. Was going to add $UNH but decided to spread out my risks and start a position in $CI.

yeetus_mcfetus420

Good thing i sold my SPY calls and bought CI at 245

E39_CBX

Lmao at UNH being shilled but Cigna is by far superior. CI calls gonna pay hard into end of year

AngryGranny1992

Honestly, i think this is mostly due to the government shutdown. Republicans are pushing to reduce federal spending on healthcare subsidies, which would raise insurance costs for many lower and middle income families. That could lead to fewer people being able to afford coverage, potentially affecting revenue for UNH and other health insurers. Initially, during the shutdown, many assumed Democrats would block extreme cuts. But with the shutdown surpassing the previous longest one in U.S. history, the possibility that Republicans succeed in reducing subsidies seems more plausible. Which explains why UNH and other insurance stocks have dropped. This is not specific to UNH, if you look at all the other health care insurers (HUM, ELV, CI), they are all down 10–15% across the board. This all feeds into a broader pattern of government corruption and abuse of power, including pardons like Ghislaine Maxwell and Changpeng Zhao, as well as shenanigans like the upcoming Supreme Court hearing on tariffs, which Trump announced he will not attend. So messed up.

easye_was_murdered

It's not "no news". I believe the catalyst for the recent stock price collapse was coming from CI earnings, where they said they are basically giving up on a lot of PBM margins to avoid political scrutiny. CVS and UNH tanked too given that have PBMs. Further, earnings were confirmed to be shitty too. Decreases in margins, unclear outlook for 2026, etc. Management said that EPS growth might not resume double digit growth un 2027. I gave up and walked away with a 10% gain.

E39_CBX

!BANBET CI $290 8w

Stunning-Edge-3007

It is beyond frustrating having some terrible auto moderator deleting my comments because they don’t allow specific words and it’s hit and miss when it will deny them. So now I get to dig through several paragraphs on a cellphone and redact random words that it could be flagged by. God Reddit is trash these days. The concern is that Sweden used data already existing in its medical system. They agree there is in fact correlation and then say that due to siblings having different reactions it’s less likely to be Tylenol. That Sweden did not analyze international norms. For all we know the maximum dosage of Tylenol used in their particular study is lower in their country than in the US. That’s why a homogenous data set isn’t satisfactory. “ Results In total, 185 909 children (7.49%) were exposed to acetaminophen during pregnancy. Crude absolute risks at 10 years of age for those not exposed vs those exposed to acetaminophen were 1.33% vs 1.53% for a’tism , 2.46% vs 2.87% for ADHD, and 0.70% vs 0.82% for intellectual disability. In models without sibling control, ever-use vs no use of acetaminophen during pregnancy was associated with marginally increased risk of a’tism (hazard ratio [HR], 1.05 [95% CI, 1.02-1.08]; risk difference [RD] at 10 years of age, 0.09% [95% CI, −0.01% to 0.20%]), ADHD (HR, 1.07 [95% CI, 1.05-1.10]; RD, 0.21% [95% CI, 0.08%-0.34%]), and intellectual disability (HR, 1.05 [95% CI, 1.00-1.10]; RD, 0.04% [95% CI, −0.04% to 0.12%]). To address unobserved confounding, matched full sibling pairs were also analyzed. Sibling control analyses found no evidence that acetaminophen use during pregnancy was associated with a’tism (HR, 0.98 [95% CI, 0.93-1.04]; RD, 0.02% [95% CI, −0.14% to 0.18%]), ADHD (HR, 0.98 [95% CI, 0.94-1.02]; RD, −0.02% [95% CI, −0.21% to 0.15%]), or intellectual disability (HR, 1.01 [95% CI, 0.92-1.10]; RD, 0% [95% CI, −0.10% to 0.13%]). Similarly, there was no evidence of a dose-response pattern in sibling control analyses. For example, for a’tism, compared with no use of acetaminophen, persons with low (<25th percentile), medium (25th-75th percentile), and high (>75th percentile) mean daily acetaminophen use had HRs of 0.85, 0.96, and 0.88, respectively.” https://jamanetwork.com/journals/jama/fullarticle/2817406#google_vignette Lets extract two sentences “In models without sibling control, ever-use vs no use of acetaminophen during pregnancy was associated with marginally increased risk of a’tism” “Sibling control analyses found no evidence that acetaminophen use during pregnancy was associated with a’tism “ I’m just not willing to hang my hat on a sibling analysis as being proof when they say and show clear differences then hand wave it away because different siblings had different results with the same Tylenol exposure. If anything it’s incredibly dubious it’s being cited as proof when it does in fact show there a heightened population of a’tistic children to parents who had high Tylenol exposure. I’m commenting on an Internet forum, a simply dialogue shouldn’t be beat to death simply because I didn’t prepare an essay to support my opinions. The state of the internet is very said. But as I pulled out of the analysis can you see why it might be reasonable to look into it further instead of ruling it out because in families which had an a’tistic child they also had a non a’tistic child. I’ve very rarely met families with more than 1 a’tistic child. It’s usually just the one and the rest of the kids are not. It’s just not a satisfactory answer to say it disproves the Tylenol connection. Do you understand what a sibling analysis is? That it is literally just comparing parents who had multiple children and saying “well not all their kids were a’tistic so this proves Tylenol is not the cause.” Seems like they knew what the answer to their study was before they did it and just threw things at a wall until they could find some obscure reason to prove their predisposed position to me. It’s not enough research.

salty0waldo

Down about 10% now on CI after being up nearly 15% at one point. Wild how the market is reacting to certain names. Particularly those taking a proactive approach to legislation pressures lol.

yeetus_mcfetus420

CI 6/26 250 calls?? Seems like a discount, no?

Cantthinkofacoolnam

80% of UNH revenue comes from tax payers and the federal government. Guess who’s not getting paid ? UNH CI went down 17% today UNH you’re next. Massive 💩 tomorrow on UNH

salty0waldo

So $CI is having its worst day since **November 2008** after a double beat, mainly due the warning of margin pressures and lack of guidance to assuage political pressures. That is crazy.

salty0waldo

CI or BMY? CI just warned of margin compression over the next two years due to PBM contract renegotiations and not providing guidance. They tend to operate conservatively so the sell-off is a bit of an overreaction but warranted. Definitely at least a $300 stock if you use the $29.60 EPS and throw a 10 multiple on it. Doesn't seem right to give it any lower of a multiple. BMY is likely a sell the news on the report. Pipeline needs to deliver and it doesn't seem to be doing it.

CallsOrPutsYES

PERSONALLY LOADING this FI and CI dips

salty0waldo

Great print for BMY, nice to see it getting rewarded even if it’s only for a day! Nice print for CI but getting obliterated down 15% so far. Healthcare is a tough place to be.

patelchief90

unh down cuz of CI

Mesapholis

we automated dependency upgrades in our CI/CD pipeline, some other stuff that is outside of my expertise and all our devs have access to whichever AI they want for work. But our use is very limited and at the coffee machine it has been often mentioned that it slows down our workflow because we need to confirm and test the generated code more etensively or outright reject it and go back to developing it ourselves - there has not been any significant increase of productivity for us because our environment is so customer-specific I would like to highlight that a lot of inexperienced devs that use AI to vibecode tests, will run into issues that have in fact- not been tested properly that will make it into production AI doesn't just scale and increase productivity

False-Ebb-7746

HWM calls CI calls LLY calls RBLX calls CMG puts BUT I WILL GO FOR MO puts

Key_Security_1569

Long CI