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My thoughts - AMS-osram for a EU Photonic play and great industrial execution track record
[DD] Max Power Mining – Next Well Drills in February (OTC: MAXXF)
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History of US equities, t-bills, treasuries, gold, and international returns
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PKG - Packaging Corporation of America
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NexGen Solidifies 100% Ownership of Its Entire Land Package
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Three Canadian Penny Stocks I'm Watching This Month
Inspiration Energy ($ISP.CN | $ISPNF) beside Ramp Metals ($RAMP.V) Currently trading 0.185 on the Canadian market. US symbol received with market access expected any day.
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companies are firing people and using saved cash to pay for AI. Soon your now free image generators will be paid service. Almost every programmer is now using AI. SW development will be by far the biggest contributor to the AI cash flow. Look at the growth of online advertisement since dotcom. There was nothing like it before, now this is the thing that made the most valuable companies on the stock market. AI has bigger potential than online advertisement. But there's definitely going to be a correction. I have 3 long dated (2028) way OTM NVDA puts because occasionally I indulge in light gambling.
A year ago Claude came out and ai programming went from kinda useful novelty to genuine effort multiplier. Back then the internet and these kinda of threads were filled with stories of how bad the tools were and the errors they made. Now it's an integral part of lots of companies dev cycle. We use it for everything and it's genuinely great. I think it's just a matter of time before other fields get "solved" like Claude has for SW.
Right next to Ukraine, to the SW
SW industry waking up to the price of AI tokens.
Disagree on the commoditization of AI models. You can see the opposite happening with pretty much any other complex piece of software. E.g. AMD vs Nvidia but really it’s just the SW stack that differentiates them
Will go higher along with other software stocks - CRM and SNOW earnings show saaspocalypse will occur much later than we thought and the SW companies are adapting with their own AI products
‘Cant sign deals’ is simply not true though, they got a 9.7b msft deal and 3.4b nvda deal. SW which got energized realistically wont bring in any gpus till Q4 2026-Q1 2027 so making a deal too early gives pricing power away. Especially when compute gets more expensive every month
Remember when SW was being shot due to AI destroying it, but AI capex plays weren't growing simultaneously at the time? Market narratives are retarded.
This whole forum is essentially group therapy and posting your opinions is a form of copium Having to declare one’s emotional state when taking an action seems perfectly natural, given this There is an odd “machismo” that rears it’s head in intellectual pursuits (I notice it a lot in SW development) where you see one’s ego on display in stressful times - the desire to say “I’m not weak” is hard to resist (one should resist it though as it is undignified)
I have close to 1M invested in this company. I know someone on SW who owns a million shares which is close to $6M. I think thats the highest ive seen from a retail investor.
no there isn't, not at the 750 kV - 1000 kV automated switchgear. You have all kinds of load balancing SW tools and apps, some with AI, but the main stuff is a double or tripple redundant PLC with 100x tested logic.
Nintendo SW sales numbers were not great; would guess that is also part of it
I started with individual stocks in '99 but since 2014 have been firmly in the ETF camp, with an occasional flyer on an individual stock. If you must buy individual stocks I suggest focusing on an industry you know well (energy, semiconductor, SW tech, finance, etc.), then pick the best stocks from that industry. Be warned, even if you know the specific industry well, it's difficult/impossible to know which player in that industry will suffer a catastrophe (missed earnings, environmental disaster, etc.)
The CABA press release stated that it intended to present its data at the May 11-15 ASGCT meeting contained a link to the all unindexed abstracts to be presented at the meeting. The unindexed abstracts were 3500 pages long. I had ChatGPT Pro find the where in the 3500 page file each CABA abstract began. I read each CABA abstract. I quickly realized that the show stopper was the one about how the 4 patients did with no PC. I posted it here and on the CABA page on SW. Marker didn’t react which was just find and I had told all family/friends about its significance. They all bought. They all made out very well yesterday. I originally found CABA by one of my AI searches that I executed every day of the largest, most significant insider stock purchases in the country. I look for massive group buys in developing companies with tons of upward potential. CABA was one of the largest group insider buys of all this year in terms of the number of insiders all buying. That lead me to read up on everything I could about CABA to decide whether to invest in it
Right, but iirc Nevada is like 80% federal land. I had to look this up but ultimately the federal govt has the final say when it comes to that land meaning if it came to the push and shove i can see a reality where they just store it there, or anywhere else in the federal owned nothingness deserts that exist in the SW. But fair point. State govts won't be happy with the waste being stored in their state. I just think the solution exists.
I moved from a SW hub to a Delta hub and I'm not thrilled about it. Granted, I am not an airline stan, but the blatant, in your face elitism rubs me wrong. At least SW used to hide it with their open seating.
$5.50 for gas and $6.75 for diesel in SW Washington.
Interesting. Is the high level thesis that SW focused companies need a strong roadmap otherwise AI will eat their lunch (simplifying here..)?
I grew up in the Portland, Oregon area and live in SW Washington now. Intel had always been a name that everyone knew until the past 10 years. The state of Oregon had been bailing them out the past few years with taxpayer money and they decided to line executives pockets with it instead and it got to the point that the state wrote them off this past year. They were at one point a huge contributor to the state’s GDP. Not anymore. They’re a shit company and they always treated their employees like shit. Hire for 6 months, lay off for 6 months. Rinse and repeat. It’s a grift at this point being funded by American taxpayers. You’re an accessory to fraud and the truth will come out once regulators are appointed once again.
Netflix pays better than any SW engineering company. It’s insane. Also, with the equity their employees hold this will sweeten a lot of those pots.
Google does the high-level architecture of the chips and network topology, but AVGO are essentially doing the low-level chip design, implementation, and validation. Broadcom has a similar co-design arrangement with Meta and OpenAI. It's a good business model, it allows SW-focused companies to out-source the grunt work of chip development.
I'm frankly relieved that guy seems to have been giving outsized attention to positioning himself to be the next CEO and not enough to SW innovation. In addition, as a Mac OS user since Panther, their SW quality is no longer the industry leader it once was. IMO.
There has been a b-1b circling over my house in the SW UK for the last hour.
Many millions killed in Korea, Vietnam, SW Asia, North Africa that are uncounted as war casualties
Well over a longer time frame, I guess. Fundamentals in this market take a backseat. I'm more looking intraday. It's got very strong relative strength to Nasdaq and other SW themes.
MARKET SIGNALS: PALANTIR ───────────────────────── $1.1B · 48 contracts · 4 primes BUYER LANDSCAPE: 5 new awards totaling $29.0M were issued in the last 90 days to Palantir and Palantir. Purchasing spans 27 offices across Army, Homeland Security, and State. The heaviest activity is at W6QK ACC-APG ADELPHI and W6QK ACC-APG CONT CT SW SECTOR. Primary PoPs are CA ($704.8M), VA ($167.8M), DC ($98.9M). FedHealthIT (Multiple) and HIMSS (March) are the primary venues where this buyer community convenes. VENDOR LANDSCAPE: The top 4 vendors control 100% of total dollars. Leading incumbents include Palantir, Palantir, and Affigent. Palantir has $480.3M in contracts expiring within 12 months. 3 new vendors entered in the past 3 years. EXPIRING PIPELINE: $491.2M across 13 contracts expires in the next 90 days. Key near-term targets: $292.7M at W6QK ACC-APG ADELPHI (Palantir) and $150.7M at INFORMATION TECHNOLOGY DIVISION (Palantir). Over 12 months, $811.9M across 44 contracts is set to expire. Source: Govhoo | https://govhoo.com/?q=PALANTIR
The reported inside sales are often vesting shares that are sold by execs. No one should look much into it, all of those names are still trading at high EPS. There may be a bottom but there may not be one yet. They are largely down because institutional money does not know how to value them given AI model abilities to potentially build these for much cheaper. Not saying that I agree with that last piece at all but that’s what is going on in SW. for that reason buying these assuming there is a bottom right now is not prudent. Buying them because the companies have strong balance sheets and revenue growth is what us normies should be focused on.
Closed out some earlier this week for 200% gains, I’ll get back in when the time is right. Up huge on some SW calls. Great week really, risk premium is off.
copilot is a flop. Windows 11 has serious issues, and many people are switching to Mac/Linux. Xbox is dying. They are spending $ on AI like it's going out of style. Their roadmap is ... weird. AI SW apps are hitting the market that will be better (or replace for free) MSFTs SW. Also, dont get me going one onedrive - what a terrible terrible product that is.
You can find most of this info under holdings for ETF Indices. If you want foreign (non US stocks) you need a World ex US ETF otherwise World plus US is gonna be dominated by US stocks. $VXUS and $EWY are 2 of my top 5 holdings. $VXUS (World ex US) Top 10 Holdings (11.80% of Total Assets) [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**3.43%** [](https://finance.yahoo.com/quote/005930.KS/) Samsung Electronics Co., Ltd.**1.59%** [](https://finance.yahoo.com/quote/ASML.AS/) ASML Holding N.V.**1.29%** [](https://finance.yahoo.com/quote/0700.HK/) Tencent Holdings Limited**0.92%** [](https://finance.yahoo.com/quote/000660.KS/) SK hynix Inc.**0.91%** [](https://finance.yahoo.com/quote/ROG/) Rogers Corporation**0.76%** [](https://finance.yahoo.com/quote/9988.HK/) Alibaba Group Holding Limited**0.73%** [](https://finance.yahoo.com/quote/NOVN.SW/) Novartis AG**0.73%** [](https://finance.yahoo.com/quote/HSBA.L/) HSBC Holdings plc**0.73%** [](https://finance.yahoo.com/quote/AZN.L/) AstraZeneca PLC**0.71%**
Jfc that makes it worse. It was 80 in the PNW and cool in the SW.
A pilot and his weapons guy just ejected in SW Iran and are now missing. Oil going back up when that news hits.
You can disable this in the settings. [It's buried deep tho.](https://www.bing.com/search?q=disable+windows+%22finishing+setting+up%22+prompt&form=WSBEDG&qs=SW&cvid=06b3abc2c76d40d7bb71484ada0b9a19&pq=disable+windows+%22finishing+setting+up%22+prompt&cc=US&setlang=en-US&nclid=915D9066F3A5AD2545DCC4F8280FF7D8&ts=1774360587108&PC=WSBQUF)
I went from S&P to RSP equal weight fund a year ago because I thought the big names were overpriced. Was losing but now it is evening out. 20% cash instead of the normal 10. Hasn't helped yet, but SW Florida condos are down by a third and falling fast... maybe get one in the fall
It is (business-wise) impossible for a derivatives contract not to have an opposite side. Longs and shorts are always balanced (open interest = volume of longs = volume of shorts). If there is a fuck-up at the OCC (technical glitch, SW bug etc.) and it gets somehow imbalanced, OCC will have to honour the obligation of any contract with a missing opposite side (they pay it out of their own pocket, since it's purely and entirely their fault). It is called the "central counter-party" concept - the clearing house (OCC) is your contractual counterparty, not the other traders, who took the opposite side of your bet. [https://www.theocc.com/clearance-and-settlement/clearing](https://www.theocc.com/clearance-and-settlement/clearing) >In its role as guarantor and central counterparty, OCC ensures that the obligations of the contracts it clears are fulfilled.
I think the biggest issue with MSFT is if you believe AI is the future they rent their AI. Yes, they own part of OpenAI but they are diluting their shares. MSFT valuation is cheap as an AI company and expensive as a SW/cloud company.
What deal did they make before they got bombed. SW said it was a redline for them not to have a nukes. It was inalienable right for them. Not being a smartass. Think I missed something
If he's winding shit down, then why did he order a 2nd Marine amphibious assault group to the strait of Hormuz today? It will take that 2nd group a month to get there. That's not winding shit down. All that's doing is putting more US targets into drone infested waters. The only way for the US to control the strait and guarantee safe passage to our allies is to hold the entire SW coast of Iran, and that will take a hell of a lot more than a few thousand Marines.
#TLDR --- **Ticker:** $AMSSY (OTC) / $AMS.SW **Direction:** Up **Prognosis:** Buy Shares and Leveraged Calls to ride the AI/Photonics re-rating. **Catalyst:** They just sold a division to Infineon for €570M in cash (literally 50% of their entire market cap) to nuke their "garbage-tier" debt. **Vibe:** Securing European "photonics tendies" at a distressed multiple to make Buffett blush.
#TLDR --- **Ticker:** AMS.SW / AMSSY **Direction:** Up **Prognosis:** Buy OTC Shares and Leveraged Calls **Catalyst:** A €570M cash influx from the Infineon deal to nuke their debt, plus a massive pivot into AI Data Center photonics. **Expected Outcome:** Securing European photonics tendies that would make Buffett blush while the rest of the market still prices them for bankruptcy.
Smurfit Westrock $SW now's a good time to buy and it has a decent dividend
Remember both of his failed runs for office in SW WA. Legit army veteran and a perfect fit for this admin. Dumb as a rock and a white nationalist. Basically unemployable except for this shit show. And it is too dark for even him!!!!
I thought he said we won? His advisors said the iranians would rise up, instead the brutal regime kills everyone on the streets that looks like they might be a non-believer in their ayatollah. Just ignore the shahed drones hitting the countries that USED to be our allies in SW asia. It is not priced in yet. The think tanks are hoping it ends in 30 days or less. If it goes past 30 days, we are screwed. The only countries winning are russia, india, and china. All oil that goes to india and china can travel there, all other oil is screwed. basically, our gloriuos leader has screwed over every country that the US used to have as an ally. Then he calls them names and tells them that when russia attacks them they are screwed. he also is willing to sell them weapons at inflated prices because he holds all the cards. He just found out he has a 2 of diamonds and a 7 of clubs, and the flop is a 3, 8, and a 10. The iranians have a pair of jack-shits. Like any petulant 7 year old, he created a mess and he needs his "allies" to fix it. He started it, but it is their job to clean it up because he needs to go watch the movie melania and deny he knew jeffy epstein.
I’m not a SW developer, but would like to pick your brain (if you don’t mind). My biggest question is: in a world where it takes someone with a lot of experience, arguably by making mistakes through doing it the “old fashioned way”, to use AI effectively, how does the industry manage when you have new devs who had AI at their fingertips since Day 1 and consequently may not develop the proper experience or expertise to use it effectively? Does it simply take longer for them to learn from their own mistakes? Is it now required that senior SWE coach younger staff to avoid the pitfalls of AI generated code? Heck, are companies even bothering to hire young SWE at this point?
Not really because we (sw devs) are so expensive, but because SW is a really good problem for current gen AI. Many AI problems are hard to grade (and thus harder to train). Often needs a human in the loop to give an opinion... SW has a compiler/interpreter, tests, and measurable performance results. These can all be tuned/trained at the speed of compute with no human in the loop.
Somehow Iranian nuclear capabilities returned. Seems like Trump hired SW writers :)
Ok, I’m not a dooms day’r, but earth quakes in Iran, poler vortices, Hawaiian atmospheric river, and heat dome in the SW tell me the end is near. Thus, calls it is.
His SW Asia predictions are going to pan out like his rona de denialism
I saw a huge Sunday mass at my local church which is usually empty most of the time. I live in SW USA
I've actually never played a Pokemon game in my life but even I'm reading these Pokopia reviews and thinking well, I already own the SW2, maybe it's time lol
You think the outcome here will be the US leaving SW Asia and giving it an security assurances 😂😂😂😂😂 My god Reddit is so dumb
Well, for example, the US leaving SW Asia entirely would be verifiable and a pretty solid guarantee
Boots on the ground would be a slaughter. Iran's military has more people than ours and they have entrenched positions in the mountains overlooking the gulf and strait. Their drones can fly from Iran to Israel... certainly far enough to reach a few km into the strait with little warning. The only way this ends is if the US doesn't enter the gulf and offers Iran some kind of security assurances (perhaps by leaving SW Asia entirely).
But who is buying "anyone's" software. Why would any Enterprise risk using a random's SW in their operations that are business critical?
That would be more probable irl than Palpatine in SW
Yea, and it seems there's no real alternative to nvidia at the moment for "AI HW". I'm am not an AI expert but am in SW and know some people working in the area, and there's no real alternatives yet.
If AI (LLMs/Gen AI/Agentic AI) is as powerful as wall street/tech CEO's are claiming, then its the end of ALL software including the very LLMs they are investing in. It can all be replicated/generated. So basically "big-tech" has invented a technology they cannot have a monopoly on but will wipe out their monopolies in software. Hardware/Cloud might be the bottleneck but if China floods the market with cheap semiconductor chips like H200's, that the end of the MAG 7. In theory an LLM could create an open source version of windows 11 given enough compute. It seem a bit far fetched but it would be hilarious if tech destroyed itself trying to automate the SW engineers jobs but ultimately automated the entire industry out of existence.
Try talking to software engineers, all companies are paying for Claude code and most have become 2x more productive. The problem with NVIDIA stock is that people outside tech don’t realize how much people’s jobs have changed in SW
Hey, we had an OpenVMS/Itanium core at my former employer (COBOL, FORTRAN, C/C++, DCL, etc.). Luckily, both the SW and the HW were discontinued by their respective vendors (high-grade support was required by the financial sector regulators we had to respect), so the company actually had to fork out millions of EUR and years of development to migrate it to Linux/Java/bash.
You don't sound like someone with such a degree and with practical experience working on complex production systems. As a SW dev, you learn like 80%+ on the job.
Let’s see what happens to them in 7 yrs.. I think AI kills their office suite and other SW
Cisco is a pretty strong bet all round but HW companies don’t go ballistic like SW does.
Google has a massive advantage in the AI race though. They have the complete end to end solution, they build their own HW, their own infra, their own SW and of course their own AI. And gdrive is the best delivery medium for b2b AI I believe. So much stuff to automate there...
The thing is, all software/service companies will be taking a hit. There are a lot of software devs and even more managers high on Dunning-Kruger who will try to code their own systems. Some will also succeed, but lots of them will fail and then everything SW related will come back with a vengeance.
Claude-led selloff is stupid. Great bargains in cyber/SW if you have the cash.
A lot of and I mean a lot of folks have the $$ to just keep it. 5.3 codex is very legit. And enterprise customers are finally getting locked in after finding out copilot sucks and Claude is overkill. Your personal anecdote isn’t the norm. Most seasoned SW Devs gladly pay for the high token plans. Heck I pay for the $249 max Claude plan for 4.6 Opus access with higher usage limits. For personal use.
IMO. Solidedge and or Inventor for the type of stuff I do day to day except for FEA. Siemens NX for surfacing. Catia for large assemblies which suck so much for me in SW. 18000 components and it’s just so bad. I know catia is still dassault but it’s even more expensive. Then go FEA you have solidworks simulation that I don’t like. It’s very user friendly and holds your hand but I don’t like it and it’s quite often bad or inefficient. I’d rather go for Ansys or abaqus for FEA. then for CFD personally it has to be ANSYS fluent or star ccm or COSMOL
Walk around old SJ, then take a car and stay on the SW corner of the island.
They absolutely are not. For example the SW in these cars does not meet ISO 26262 standards for safety. I also doubt they will meet upcoming CRA and ISO 21434 standards. The biggest issue with them is the likelihood they communicate back to China. Can probably be disabled from China in the event a war gets started over Taiwan.
Another reminder today on how retarded this market is with its narratives. $SCHW immediately took a 10% haircut after some tiny AI company Altruist released some AI tax SW. So AI capex has no ROI, yet AI is going to destroy software. Fucking moronic podbois.
Early in my career, I made something of a reputation representing strippers (lawyer). They have legal problems and money, so I don't judge. I still do some work for a few of my old clients, mostly tax returns and transactional work. Some are still involved in SW, but most aren't. I was talking about this phenomenon with one of them a couple years ago when OF was getting big and the club that she worked at had closed. Her theory was that OF (and cam sites generally) delivers *exactly* what you want, for the price you want, and isn't limited by geography. If you wanted to see a naked woman at 2:00 PM on a Tuesday, you were stuck with the day shifters. The women working were your options. Now, you can find the girl with the exact proportions, hair color, and skin color that you want, and then you can find the one that does *that thing* you like, too. Even better if she's in Eastern Europe where the COL is low and she thinks she's fleecing you for $20 for a 10 minute video while that wouldn't buy you a 3 minute lap dance in much of the US. Obviously the opportunity for "extras" isn't there, but neither is the harassment from the police or church groups.
Nice, great DD. Risk management is key here. Looking at the weekly chart we do see a lot of damage. A big capitulation already in SW/btc does make me think that we don’t have too much down side. I feel like this is just going to be a choppy year. Might be easier to focus on long rate sensitive plays.
Employment increased because SW industry has grown 100X in the last thirty years. There is no 100x growth left to be had.
I work at a big SW company working on a smaller product as a dev. UX people use Figma to create overcomplicated layouts. Good to look at. I need the third of it.
I am also not convinced about India's bright future. But how do you think will such tariff be enforced? When google has tens of thousands of SW developers in India, how do you put a tariff on that?
I agree! Great CEO, 1.1 Billion in free cash flow and no debt. They are moving agentic AI into their enterprise SW Solutions already. It’s gonna be hard to time the bottom so just DCA in periodically.
Don’t fly southwest. Stuck at gate not moving for 30+ minutes. And while in the air after departure they switched my connecting ticket to stand by. Fuck you SW. Puts in Luv.
Same, not even the cheapest airline and most likely a layover if youre not going from hub to hub. It is weird though, as a uber driver, tons of SW drop offs
Cars (US has some of the biggest car companies), SW (global leader), semiconductors (global leader), industrial equipment (top 2 in the world), construction equipment (top 3 in the world), parts suppliers for automotive (top 5 in the world) pharmacy, iPhones and all related products, …. I am not even American, just aware of US brands out of working in different industries.
Tesla owns the HW and SW stacks along with nearly the whole supply chain for manufacturing and for consumption (=energy). Pretty sure they'll do just fine.
If you look into the industry, you will realise that there are plenty of very strong competitors with very comparable solutions but a much broader market footprint out there. SYM is a stock that solely lives of the promise of exponential growth but without a plan to ever turn profitable. Sprinkle some vague “AI” over it (this is not a USP in the industry either) and here you go. They have exactly one customer that is also a large shareholder and any competitor of this customer will be very (!) wary of trusting their core business operation (which is supply chain) with symbotic. They have show that the pipeline they have (wouldn’t fully trust in that either btw) is not profitable and even if it ever becomes profitable, it will be in line with the industry which is somewhere between 5% and 10% EBIT. They are not unique as in “we can do it without the steel” and are less of a pure SW Player than others. Anyway, i have been watching them for a while now and know my way around the industry. i am wondering when they will crash. I don’t understand this one, maybe its me 🤷🏻♂️
You literally have no idea what you’re talking about. Not a fucking clue. Let me give you a lesson in AV deployment. Currently, AV companies like Waymo, Zoox, and Tesla Robotaxi are limited not by cars, but by safety of the software. The safety of the software is what takes a long fucking time to improve, validate, and so on. What do I mean? To keep it simple, because complex ideas seem to go over your head. You develop your software and you determine your rate of a major injury accident is 1/200M miles. Okay great, that’s better than humans!! Let’s go deploy 10k robotaxis driving 18 hours/day, or ~4.5M miles/day. Your next software improvement lands in 12 weeks because it takes a long time to develop and validate changes. As a company, we want to avoid a major injury causing accident, because our company doesn’t want to go the way of Cruise. Well we do the math and find if our 10k cars drive 4.5M a day, we’ll have 1.89 major injury causing accidents before our next SW release and our company goes down the toilet. Well shit💩💩💩 Okay so we want to make sure we have a very low chance of this happening, say 5%. This means our fleet can only drive 10M miles before we get the next SW. This is what gives us the limit to scale. So we have 84 days to drive 10M miles. This means each day we can only drive 119,047 miles. Our robotaxis average 25mph, so each one drives ~450/miles/day. 119k/450 = **264** robotaxis that we can safely deploy each day. So in other words, as a company we fucked up by building ~40x the number of cars than we can deploy. It’s precisely this, that limits Tesla, despite any bullshit Elon says. This isn’t something that magically gets fixed overnight. Each order of magnitude in safety takes a really, really fucking long time. Obviously these companies are doing far more advanced analysis with different types of collision rates etc. The key tell that Tesla is nowhere near even matching Waymo is the fact that 1) Austin Robotaxi network has never had more than 9 active vehicles at a time, ever. These are supervised cars, not even unsupervised. 2) In states with real regulations, like CA, Tesla still has not applied for even the permits that start them on their way to a production service. They are literally years away from being able to charge for rides at any reasonable scale. Waymo’s fleet seems small and hard to grow, but they have 15+ years of learning the game and knowing when cars are needed based on SW development.
CRM is expecting a CAGR of around 15% with a forward PE now of 15-20. I think that's a pretty good value, esp in the tech space. I think what people are missing is that these....GIANT ingrained SW companies with LOTS OF RESOURCES and CAPITAL can like...also implement AI solutions lol. Once AI solutions start becoming more of a" commodity", CRM will already have the ecosystem/customer base to just implement these solutions vs another AI company starting from scratch. thats my opinion anyways.
No position in the company, but going to look more into, PRGS is having a great day after earnings. \* FY25 strongest year: $978M revenue (+30%), $5.72 EPS (+16%). Exceeded original guidance. \* Q4: $253M revenue (+18%), $1.51 EPS (above guidance). \* ARR: $852M (+2%), 100% net retention. \* ShareFile integration successful, Nuclea added value. \* AI focus: new capabilities, customer wins. \* FY26 Guidance: $1B revenue (high-end), \~$320M unlevered FCF (midpoint). Expect \~2% ARR growth. \* M&A: Active, disciplined approach. Infrastructure SW vendors with strong customer base sought. Selectivity emphasized. \* Balance Sheet strong, debt being paid down. \* Expense control & AI adoption improving productivity. Low attrition. \* Operating margin guided flat for FY26 due to investments. This is why I think some SaaS is still worth looking into and holding on and really going to have to wait until earnings before the market changes it mind.
West Coast is massive - phenomenally beautiful. You would need to hire a car or van to drive but anywhere in the SW corner below Perth is top notch. Heaps of great nature to see: * Karijini national park * Exmouth / Ningaloo Reef / swim with whale sharks * Karlbarri national park * Rottnest island near Perth * Margaret River wine region * Albany / Esperance southern coast Cape Le Grand national park (Hellfire bay, Warton Beach, Twilight Beach, Greens Pool/Elephant Rocks, Point Picquet) Then there's the entire rest of the country. Pretty much we're the size of you guys with a big uninhabited desert in the middle. https://preview.redd.it/wgkrj0fzkmeg1.png?width=330&format=png&auto=webp&s=b8c83f5bf03abe01eaa29082f36e9190b09c05b7
Elon Musk the man who develops SW and HW which can be used to create child porno pictures on X. The man who allows Russia to use use Starlink to guide drones and missiles to kill innocent men, women, children and babies in Ukraine. The man who could help solve World hunger but instead wants to set up bases on Mars to mine and destroy it. The man who wants a Trillion dollar payday. The man who says the rest of us should not save for our future in old age.
It can’t correctly count the occurrences of letters in basic words. But sure, it’s so fucking great. I’m a SW Architect/Engineer and have messed about quite a bit with all of the latest models…it still sucks.
Mad supreme leader, currency down the shitter, murderous pseudo police forces and drought in the SW quadrant? Sounds fucked up to me 🇺🇸🦅
They literally have the most capable chips in personal electronics, they just don’t cram extra RAM onto the device because iOS is better about managing it than Android (which they can do since they control both SW & HW).
I work for a FAANG in Silicon Valley, good luck building another Googlr, Amazon. Businesses are not built on patriotism. Its no longer 1800s buddy. Everything is getting more and more costlier, be is starting a new business or scaling up. You need multiple billionaires to back these kind of companies (not to mention decades of successfull execution). Yea Open source is good, Linux is there from 70s how has if stopped Apple or MS from growing ? Just because few folks wh work in tech and know cosing doesnt make the world run. Building another Apple, Google, Microsoft, nVidia requires another level of investment. Its never abt skill, Its always about who will fund the skill. To give u best example. Even Germany auto companies like BMW, Audi, Mercedes have such shitty software. Super good mechanical parts bit 100x shitty software and then look at Tesla. The reason is clear, Tesla works as a tech company, they hire developers, architects, UX designers, analysts. European car companies focus more on mechanical and hardly any sw. Even the payscale for SW engineers is pennies in EU comapred to Tesla folks earninf $300K USD here. I was so frustrated with my Audi A6, sold it, went for Rivian finally. EU never invested in tech, superbly lagging behind, they cant pay money to SW engineers because no one funds those companies. Its a cyclic loop. Skill is not even a question. Its all money game.
Yes, but it's great for prototyping and testing. I'm not a SW, but I do write and optimize algos in my free time, and shit is super time-saving for redundant tasks.
Interesting, how junior SW are now gonna find the jobs (esp. Indians), with tools like Claude Code ?
What got me bullish was how they are expanding hubs. Building up a record in Texas and expanding to AZ next. I see regulatory being the biggest hurdle, but I can see them spreading in the SW, eventually having routes stretching from FL to CA.
IREN Once they finish building the SW site and close more deals, the stock will moon
I knew Canadians were primitive but even so... Santa is not the main character, he is an elderly bloke from SW Turkey with a fondness for giving presents to smol children. TOTALLY NORMAL do you hear me?
“They slow code developers down.” Not true. I’ve seen amazing productivity gains in the past couple of years using AI. I’ve been a SW engineer for twenty years
You’re assuming that those purchasing are only hyper scalers. But Meta, for example, isn’t a hyper scaler and builds its own data centers. They don’t have “AWS, GCP, Hetzner”. Also Google realizing most large companies build out their own data centers, is now looking to sell their TPUs outside of GCP infra. What that means is that there are a few things these organizations have to do, first they have to rebuild every rack to now be able to accommodate ARM architecture, mind you most companies hag have their own data centers have primarily deployed x86 because there weren’t many ARM based data center players. They then have to retrain their employees used to working on x86 SW to ARM based instruction sets, which isn’t easy. There’s to x86 to ARM architecture retrofit. It’s a wholesale move. Short term very costly. You’d be surprised how many organizations don’t really use hyper scalers. Intel, for example, where I used to work had 360,000 servers within numerous data centers they owned. They never had any reason to use cloud infrastructure.