Anybody Buying Yet? Where’s the Bottom?

[BigHornRam]

I touched this grass a little too hard this morning.

 

[jryoung]

I touched this grass a little too hard this morning.
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Bro (mus) that's cheating.

 

[jryoung]

That one is on my list as well. I've only pulled the trigger on CRM so far and It's had a nice jump. It's a long play for me so I'll check back in in 3-5 years and see how it plays out.

It's a pretty simple move IMO: These all got beat down and misunderstood when all the LLM's started coming out as if they'd suddenly be replaced and anequated. I use and have used software/services from this list weekly if not daily for over a decade. AI is only making them better while increasing their operational efficiency and profitability. Just my 2 cents. I'm at peace with the decision regardless. Hard to know when to take profit, but I'm pretty top heavy in chips and I haven't had a conviction like this for a while.
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.......and back to chips today LOL.

Hellooooo Marvell

 

[SAJ-99]

.......and back to chips today LOL.

Hellooooo Marvell

New EO says government money could be coming their way. I'm a little cautious on the names going up. At some point it is pure chasing.

(e) Within 30 days of the date of this order, the Director of OMB, in coordination with the National Cyber Director and the Director of CISA, shall determine whether any Federal grant programs have available and relevant funding that can be directed toward applicants developing advanced AI vulnerability detection.

Promoting Advanced Artificial Intelligence Innovation and Security

By the authority vested in me as President by the Constitution and the laws of the United States of America, it is hereby ordered: Section 1. Purpose.

www.whitehouse.gov

 

[PoleX]

.......and back to chips today LOL.

Hellooooo Marvell

Hedged with a couple leaps on chips. Glad to see a pull back in SaaS today. Crazy time to be in the market. Hopefully some tough decisions to make in 6 months. One tweet away from a disaster!

 

[KS_Flatlander]

Much like blackjack, I take the “insurance” bet no matter the trend …Gold and Silver. They help cushion the TACO tweets and portfolio roller coaster bumps, a bit.

 

[Irrelevant]

Much like blackjack, I take the “insurance” bet no matter the trend …Gold and Silver. They help cushion the TACO tweets and portfolio roller coaster bumps, a bit.

I mean, the last few years have been good, so I suppose you're not wrong, as long as you know when to get in and out.