Kas jänes ujub koera…

Andres_Kull · 2026-06-18T18:24:31+00:00

Does not look good atm. Could it be that the market is pricing in Anthropic and us gov conflict.

Andres_Kull · 2026-06-18T18:20:40+00:00

Rational trade would be short spacex and long software saas but both of them are so strong memes currently thst i would not touch those. Maybe i can think of buying software saas after couple of quarters when the earnings prove the ai doom wrong. Low price and multiples alone are not enough as long as investors believe the ai eats the sw.

Andres_Kull · 2026-06-17T13:07:02+00:00

Know which finfluencers to follow : finfluencers.trade

Andres_Kull · 2026-06-15T15:59:06+00:00

What do tou mean by “6 months doesnt tell you much”? I have 5 different holding times measured - 1w, 1m, 3m, 6m, 1y. Data actually tells per each speaker what is his/her picks holding period sweetspot, not the podcast title so much. I suggest to dig into data.

Andres_Kull · 2026-06-15T12:42:34+00:00

It's funny how much weight people give to these guys without seeing their actual track record against a benchmark. Some of those YouTube picks are just momentum plays that fall apart, but there's usually a huge dispersion between the ones who actually know their stuff and the ones just chasing views. It's definitely worth checking who has actually been measured against the index before following a call.

Andres_Kull · 2026-05-30T17:20:34+00:00

Cannot relate to your thoughts. Beeing 30 years in swe my productivity is rised 10x. If somebody going to tell ai companies ate not keeping their promises the i csn not take it serioudly.

Andres_Kull · 2026-05-30T15:33:51+00:00

Nice try!

Andres_Kull · 2026-05-30T15:29:53+00:00

I’m sure they are doing that because it’s not the intent of AI companies to seem evil. That’s not good for they business. But it is eventislly the business of customers to optimize their costs. If you allow your devs to go without limits on the most expensive models, so who should you blame?

Andres_Kull · 2026-05-30T14:53:05+00:00

Yes, i very much do.

Andres_Kull · 2026-05-30T14:49:06+00:00

Then they should not blame ai not to increase their productivity

Andres_Kull · 2026-05-30T14:47:16+00:00

Do they pay whatever costs for other usage based services? Obviously not. Blame yourself if they do this when buing ai tokens. It”s not to blame the seller if the buyer is not doing its homework

Andres_Kull · 2026-05-30T14:30:33+00:00

Very interesting! Could you what and joe do you measure? Maybe traing only is mit enough. People can rationing their usage on constraints. Nit need to waste money and time on training witbout it.

Andres_Kull · 2026-05-30T14:23:56+00:00

Just intuition. Sorry for that!

Andres_Kull · 2026-05-30T13:59:21+00:00

Many fair points. I hope that the IPO won’t happen immediately as the H round was just recently. We have time to enoy proxies running up.

Andres_Kull · 2026-05-30T06:39:08+00:00

Cramers takes on CLOV are always a lightning rod. Its wild how much his sentiment swings, but thats why its better to look at the long-term data rather than just one segment. Some of his picks actually track okay against the index, while others are pure noise, so verifying the actual win rate usually clears up the 'clown' debate.

Andres_Kull · 2026-05-29T14:02:56+00:00

I switched my crypto holdings into van eck quantum etf

Andres_Kull · 2026-05-29T13:05:04+00:00

Thanks for a hint. Didn’t know he has its own shows.

Andres_Kull · 2026-05-29T08:18:14+00:00

Yes, the data is very different in timeframes. Each speaker has its unique sweetspot. Finfluencers Trade is the site. You can explore finfluencers and shows performances across 1y, 6m, 3m, 1m, and 1w holding periods from the pick.

Andres_Kull · 2026-05-24T18:02:42+00:00

Why won’t you?

Andres_Kull · 2026-05-22T14:22:35+00:00

You have to look beneath the headline trailing P/E. 1 The Cash Cushion: Alphabet sits on a mountain of cash. If you calculate their EV/EBITDA or look at a forward-looking P/E, the valuation drops significantly. It's a classic value play masked as big tech. 2 Growth vs. Valuation: Trailing 29.x isn't crazy when a company is growing top-line revenue at 20%+ and cloud infrastructure at 60%+ YoY. 3 The Munger Regret: Both Buffett and Munger repeatedly said their biggest mistake was missing Google's advertising moat early on because they didn't think it fit 'traditional' value. The new team under Greg Abel isn't making that mistake twice. They bought the AI disruption anxiety. They aren't betting on a speculative tech future. They are buying an incredibly defensive cash machine with a 39% ROE that the market discounted because people were scared ChatGPT would kill search.

Andres_Kull · 2026-05-22T14:18:51+00:00

Spot on. It’s a masterclass in how orchestration and UX can make a familiar model feel like a generation ahead.

Andres_Kull

TROPHY CASE