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Magic the Gathering ($HAS) ER pre-market Tuesday, UB product strength and 2027 revealed sets show a WotC focused on growth and big names
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)
History of US equities, t-bills, treasuries, gold, and international returns
History of US equities, t-bills, treasuries, gold, and international returns
History of US equities, t-bills, treasuries, gold, and international returns
PKG - Packaging Corporation of America
OC: Will AI make money? A simple business analysis
10 Best Strong Buy Stocks to Buy Under $10
Bloomberg Reports Figma Shares Expected to Start Trading at $65-$70 Each
NexGen Solidifies 100% Ownership of Its Entire Land Package
NexGen Solidifies 100% Ownership of Its Entire Land Package
NexGen Solidifies Full Ownership of Its Entire Land Package
Three Canadian Penny Stocks I'm Watching This Month
Inspiration Energy ($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.
Mentions
kK biggest problem seems to be their 800 million+ debt rather than their revenue. Am I crazy to believe that this could put them in a way more favorable position? Sure there are royalties or licensing fees, but....its FREAKING POKEMON!?! The most profitable IP in history. Bigger than Marvel or SW. And hitting during a period where its collectibles are highly sought after.
Designing products using technologies what are available has been the case throughout the Semiconductor and electronics systems history. Memory has been cheap and available for many years before the recent AI boom. The computing performance has continued to advance exponentially thanks to technological breakthroughs. This has allowed the developers to develop SW and deploy use cases without these constraints. They can reduce the memory demand a lot by optimization the SW stack and redefining use cases.
Everyone in SW dev uses Claude.
full blown irl SW or bust no more short cuts
I mentioned it in this comment: https://old.reddit.com/r/stocks/comments/1v9xflp/what_is_really_behind_the_recent_ai_semiconductor/p0hyf8r/?context=3 >" Plus, I think MM's want virtually all stocks a lot higher by Friday. They aren't fighting the waterfall yet, but we could see their hand on Friday." If this is an options question, Citadel has different supposedly siloed verticals, but their most important role is to act as MM and provide liquidity to options markets. When you see bids and asks in options markets, a lot of those are theirs. They have to pay out all the puts and all the calls every Friday. There is is something called an open interest chart that has all the puts and all the calls. Every week, the MM wants to bundle and cancel all the longs and shorts. The point where the shorts perfectly balance the longs, and Citadel doesn't have to pay out much at all is called max pain. It is painful for options holders. It screws the most people I won't hold options to expiry because I've seen their shenanigans. This is especially true for low-volume low-float stocks. I mainly use put options for hedging and I usually avoid holding to expiry. Many times, when I first started trading options, I thought I was safely in the money (ITM), then late on Friday the stock starts rally, I look at the OI chart, and I see, Oh no, a lot of people are about to make money on puts and Citadel et. al don't want that. Citadel will post and then yank/move their options bids and do whatever then can to make sure they pay as little as possible. At 12:59 PST Friday, the price jumps right over my strike level for the Friday close on a dog of a stock before abandoning the position again, which continues its downward trend until Monday. I won't hold to expiry anymore unless a bear spread went to near-zero when I didn't notice and didn't roll. I won't trade 0 DTE options anymore so I don't have to deal with that. 4-6 months out is the minimum duration for spreads. A spread that is year-out is even better: more expensive up front, but with dramatically less cost per day and dramatically less vulnerability to MM fuckery. Without getting into the math, we were in a situation called negative gamma where citadel keeps needing to hedge more, buy more puts, so they don't get cleaned out. But that is not what Ken wants. I pull OI data from IBKR pro's "API", and earlier this week, every single semi stock was solidly in negative gamma. Ken will have to pay a TON of money to traders who had been buying puts AT SCALE for weeks. So, it was transparent logic that we would see Ken step in and some point and start to see these stocks rally... Usually late Friday, it's time to ask where max pain is for all your volatile stocks, and this will tell you where the MM will drive the price. OI plots are stale, so the puts and calls have changed, and you don't know exactly the MM book, but you can cross reference that with strike levels that the price just sticks too, and understand that if a price spent a long time at an options level with a lot of bids and calls, then that part of the OI chart is probably changing. This was a Value at Risk (VaR) waterfall, where risk compliance officers tell people you have too much margin, you are too volatile, you need to sell, and of course margin calls for people who were long and at 100% of their allowed margin. Citadel didn't want to have to buy all those puts though. Citadel makes money if stocks end a lot higher, then they don't care as much until late in the next week. tl;dr: It was a given that Citadel would show their hand by the end of the day. On Thursday, Citadel/MMs fought no strike levels. I assumed MMs were buying puts to hedge to avoid even more substantial losses. But, instead, yesterday, we saw probably the biggest MM intervention to save their bleeding book in a market where fund managers have been stacking puts to hedge. Citadel helped save their own book buy buying all of Leo's SW shorts at a fraction of their value, and buying up all their leveraged longs, driving the price up, getting them closer to max pain. If Citadel didn't do this in a giant overnight darkpool, and traded in public markets like us plebs, we would have seen the MM-sponsored rally. So I don't get sued: some of these statements on what Citadel wanted are speculation but I would argue very informed speculation.
Well, it depends if you believe everyone can make their SW in-house using AI ... My hunch is no. But I only have 10 years of experience in SW dev. An currently AI is very good in coding and bad in planning and overall bigger picture (just like most of humans).
SW is up some 7% on average.
They *are* going to get less light than the roof but if you've a SW facing balcony your doing alright during the summer months. Offset an AC cost so probably see a boon on those sales too.
About 4 hours ago nz got hit with a m6.6(later rated to a 5.9 and a 5.0) a tsunami warning was issued (I beat them to the catch). My warning for something bigger further SW is still on. I still have time. I didn't hear no bell
It’s simply customers shifting spend to infrastructure due to memory cost increases. It’s essentially an allocation environment for large projects that must be booked now for future delivery. Temporary shift from SW to HW and back to SW as it’s needed for the HW purchased. Sometimes it’s that simple and the market drastically over reacts.
The z17 clients are very specific: Large financials like banks, insurers, SSA. They bought the box last year but the software Transaction Processing (TP) is negotiated separately. And since the SW is backwards compatible, there was no rush to buy the TP. Krishna specifically pointed out it was reallocation towards components and attention diverted from recent June cyber extortions. So it’s very narrow, but this is an example, given timing, flexibility, skyrocketing memory prices…it can turn mundane SW buys into …”maybe later”
MSFT is shoehorning AI into every large software company. I think next quarter earnings will show their AI revemue through the moon (though still with massive CapEx). Hardware is still being pumped but soon enough SW will reap the benefits. Look at Zucc
>Commerical SW is more secure than open source SW The idea is that open source software code is readily avaliable to view and readily able to exploit, or vice versa, readily able to patch the holes. Commercial software is more secure in that the code is not widely available publicly(that we know of). At the same time, it is also not more secure in that it is not peer reviewed and there could be very well be major coding flaws or even makeshift backdoors.
Commerical SW is more secure than open source SW. We do not allow open source SW to be used internally. We also don't allow LLMs internally other than copilot for certain Ms products. There are these things called firewalls that prevent someone with an AI agent on the Internet to try and hack internal systems lol. The real issue with AI is that it is hard to tell AI generated from real such that voicemail left may sound like ur manager when in fact it wasn't. So more people will get fooled meaning more money will be spent on cybersecurity to identify fake from real
Lol it isn't, because ai can't make end to end SW applications without oversight.
If Ai can make end to end SW applications, it can automate chip design 😹
You might be joking, but chip design requires complicated and expensive EDA tools, process toolkits, and hundreds of engineers collaborating and iterating. AI can accelerate small parts of it, but it can't do it end to end like with writing SW applications. At least not yet.
If this AI craze is not convincing enough, my employer (which is a big tech corporation) eliminated the SW algorithm exams due to the impact of AI on coding. The alogrithms like the ones of LeetCode. Make of that what you will...
I don't get how forward deployed engineers are supposed to solve hesitation around proprietary data. surely everyone understands that unless you are running local LLM on your own hardware you are still in the same boat with every ChatGPT/Claude/Copilot enterprise client - you are taking their word for it that they don't feed your chats back into the model training. and if FDEs will help enterprises setup local LLMs on their own hardware then I don't get how it helps MS - this is just some consultancy revenue that dries up once the system is setup plus some ongoing support revenue. every SW consultancy firm stock has been tanking these past few years.
Check out CDZI. It’s a SW US water play. Very interesting story.
Just rotated out of AI HW stocks (holding MU and DRAM) to SW and Bio stocks.
I’m very excited about this! I’m an early investor in Doroni Aerospace here pre-IPO as well as I have put down a deposit on the H1-X it will be PERFECT for me to get to my real estate offices ringing Lake Michigan from Chicago to NW Indiana SW Michigan & NE Wisconsin. Let’s FLY 🫶🇺🇸
I mean have you priced a gallon of aviation paint from SW lately?
Depends on the company, I'm not betting on companies that are spending billions of dollars on chips. Besides AMZN and META I dont see a lot of value. I am not saying thay cant happen, but it is priced in at below 10 forward earnings if earnings fall short, however you have absolutely no evidence that will. In fact these companies are generating more revenue and definitely more engagement on their SW because of AI. If you think a company will try to create their own version of CRM or NOW you never worked in a big company. Even if they lose seats, all SaaS companies are started to have part of their contracts through usage, listen to CRM and INTU last earnings call. Adobe had 35% + more people using Firefly and their fremium models. Again just no evidence but definitely at below 10 forward PE is priced in
Keep in mind, most SW stocks are trading below 10 forward PE, 5 year avg was over 30. Will it go back? I dont have a crystal ball, but for sure 7-10 forward PE with 40+% margin and cannabalizing their shares while still growing double digits revenue and earnings... keep in mind 7-10PE are tobacco companies, mining, retail. Ai disruption is soooo overblown out of proportion. Just do your reaserch and buy
$AVGO earnings had buyside wanting a revenue forecast upgrade from $100B, which Hock Tan didn't give. Also gross margins declined slightly (they said due to SW, not AI, but whatever). Today $AVGO had a bullish JPM note out saying they have TPUs secured for at least 4 generations and that Mediatek fears were overblown. Both moves make sense in that context.
I’ll start with, I don’t agree with the bull thesis. But your numbers might be on the low side. Here are some additional points. You made up a rough number $50B. World wide Taxi revenue is $250B. Tesla wants to gain 50% market share and sell it at 75% of the price. And make 50% of that profit. (All numbers made up but give order of magnitude). $250B*.5*.75*.5=$46.88B Optimus $30k but replaces 2 $30k+benefits humans round to 100k. So for a $30k robot tesla can lease the robot for 75k roughly 2.5x what it takes to make. Very few things can have instant return on investment within 3-6months. 50M people make under $20 an hour in the USA. So just in the US alone if they are first in the market for a long time for rounded $100k lease a year is roughly $100k*50M or 5T in revenue. And possibly like SW 80% profit. When we talk automation the numbers get large really really fast especially with first mover technology. Tesla cars people can buy regular gas cars. For rockets, robots (if they have a 5 year lead). They will print money for a long time.
It's funny because most white collar careers outside SW and AI have fallen behind inflation since 2009 too
Cramer: Cantor Fitzgerald predicted that AI computing provider [CoreWeave's](https://link.cnbc.com/click/46177978.196719/aHR0cHM6Ly93d3cuY25iYy5jb20vcXVvdGVzL0NSV1Y_ZG9jPTEwODMyMjQxMiZfX3NvdXJjZT1JbnZlc3RpbmdDbHViJTdDbmV3c2xldHRlciU3Q21hcmtldGluZyU3Q2ppbXN0b3AxMCU3Q2NyYW1lcmd3cCU3QzIwMjYwNjE2JnRwY2M9SW52ZXN0aW5nQ2x1YiU3Q25ld3NsZXR0ZXIlN0NtYXJrZXRpbmclN0NqaW1zdG9wMTAlN0NjcmFtZXJnd3AlN0MyMDI2MDYxNg/615cd25310076a4ccf301ae7Bbd6b9484) second-quarter backlog is set to materially beat Street expectations. That's based on a financial detail disclosed in a bond offering memorandum, which analysts believe equity investors have "largely ignored."
AI has turned the IT world on its head. HW used to be the commodity and SW had all the high margins. not its flipped...I bought $51,000 of MU 2021 in my self directed IRA, now it's work $630K. I had bought NVidia prior as well. It's been awesome watching MU. I think i gambled on it back then because I heard or read they got a new CEO and analysts optimistic on it. I am not an idiot, I have been in tech, gaming PvC for 50 years now. I am a 65 year old who knew to buy MU 6 years ago and Nvidia 9 years ago.. I have worked for emc/dell/ibm/redis... It's been great to see the world realize what I have always thought, that technology is the only thing man thinks he can do to save himself from death. And as i tell any one who has ears to listen, NO ONE WANTS A SLOWER COMPUTER, EVER, and computers are STILL MAKING ME WAIT at 65, after 50 fnn years! Until we never wait for compute response, the world will always PAY for more COMPUTE, Storage, and Networking. GPUs, RAM all part of the compute stack. AI made this so, world turned on its head Software is becoming the commodity and HW customizable and with increasing margins while SW is declining....
TLDR…but yes, I think a lot of SW companies are over sold. They are not going to suddenly be replaced by AI
i think its just too obvious that ppl wont need a suite of adobe SW to do shit in the future, you'll just ask any model to do it and it'll do it. doesnt matter how much money they're making rn.
Yeah, I believe they will thrive in this environment tbh. I doubt customer would leave a decade long partner for something absolutely new. Is everything from new SW, new bugs, new issues, TM training, reliability, critical mission sw are not going anywhere. Also, with any SW people will complain,
There are plenty cattle feeders in SW Kansas or Oklahoma or Texas panhandle that you could use to finish them out 1100-1200 lbs and then sell.
You really do not need a full time person to maintain it. We did something similar and it just works wonderfully. Companies like Asana are in deep trouble. This does not apply to all SW though some has moat like CRM,TOST, TWLO.
Used to love Zaxbys but haven’t bought it since college due to their insane price hikes. Same with Moe’s SW Grill. It’s a heartbreaker having to give up my childhood favorite spots. Can’t help but feel like peak is behind me
Guy has $200k worth of Star Wars Lego. Goes to toy store Bricks and MiniFigs to sell it on consignment (give inventory to store, store sells it and a cut of the money). Corporate conducts hostile takeover of the store from the franchise owners before they could sell the SW Legos. New owner tells Lego owners to take it up with corporate and corporate tells them to take it up with the new store owners. YouTuber tries to help, CEO is part of the Mormon church as are the police officers of American Fork Police Dept. CEO uses the police department as their own personal army and gets Ben pulled over for fake drug use, gets his house swatted by telling the PD that Ben is the one who actually has the stolen legos and a lot of other stuff, now Ben is in Mexico to avoid getting jailed.
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