OT: Stock and Investment Thread

[RUAldo]

I’m in a unique situation in a smaller healthcare company with an owner who’s husband is an advanced engineer. He’s written software in the last month that has us canceling three enterprise software tools so far. With some more time we will completely be free of the majority of the high cost ones. No more needing to adapt to high priced crm’s that don’t exactly fit our needs when you can just create one that works exactly as you need it.

This is exactly what’s scaring the crap out of investors in enterprise software. Even if the whole thing is overblown it’s hard to pick the winners and losers.

 

[T2Kplus20]

This is exactly what’s scaring the crap out of investors in enterprise software. Even if the whole thing is overblown it’s hard to pick the winners and losers.

My guess:
CRM and ADB = losers
NOW, PLTR, cybers = winners

 

[T2Kplus20]

Another awesome report for Big Tech:

Google parent beats on revenue, projects significant AI spending increase

Wall Street will be looking for more details Google's deal to revamp Apple's Siri virtual assistant with the search company's Gemini AI models.

www.cnbc.com

 

[RUAldo]

My guess:
CRM and ADB = losers
NOW, PLTR, cybers = winners

Surprised the platforms getting hit so hard…DOOR, PINS, ABNB…NFLX, SPOT…all down past 6 months

 

[Anon1751565407]

Will certainly hit 69K. Noice.

Noice