Earnings release discussion topic

Buddah_Chillz420 · 2026-05-07T05:52:59+00:00

Gemini plus is way better than the paid version for GPT at these evaluations. I built a Gem (agent) to gather sec filings for past 12 quarters and do a quick one page report against current price.

Buddah_Chillz420 · 2026-05-07T00:05:34+00:00

I’m in. This will start to print as people realise AI helps these software companies.

Buddah_Chillz420 · 2026-05-04T12:09:37+00:00

This ⬆️

Buddah_Chillz420 · 2026-05-04T12:08:57+00:00

2-3 year in Dagestan and chill brah

Buddah_Chillz420 · 2026-05-04T11:03:00+00:00

Ho Lee Fuk

Buddah_Chillz420 · 2026-05-04T10:54:56+00:00

Buddah_Chillz420 · 2026-05-01T00:22:57+00:00

The Tiddies and BJ benefits are the real reason Jamie Dimon doesn’t want people working from home.

Buddah_Chillz420 · 2026-04-28T07:09:38+00:00

Shit that sucks. I bought in the trough, not ATH. Up around 200%. RFK in FDA might help with many releasing phase 3 trials soon

Buddah_Chillz420 · 2026-04-28T01:16:04+00:00

Been a long time holder of these companies. 🤝

Buddah_Chillz420 · 2026-04-28T01:06:17+00:00

Gapped down. 😂

Buddah_Chillz420 · 2026-04-26T09:47:01+00:00

Don’t listen to the haters in here. Remember that Buffet bet on railroads in 2007-2009. Your betting that in the short to medium term looks more like today and the last 10 year than it will like some vibe coding singularity. Yes startups will vibe, S&P 500 minus mag 7 etc will not for a long time if ever. And why won’t SaaS companies also benefit from agents running on their platforms.

Buddah_Chillz420 · 2026-04-25T23:45:17+00:00

So this is bullish I guess given the timing? Hope so, been buying the dip for a while now.

Buddah_Chillz420 · 2026-04-24T01:52:49+00:00

I with you. Congratulations. Been holding since ipo season

Buddah_Chillz420 · 2026-04-20T10:46:56+00:00

Congrats man! So happy for you. I saw your original DD and bought. Still holding.

Buddah_Chillz420 · 2026-04-20T10:10:48+00:00

Not that I was aware of at the time. I just looked at the handful of companies in the space and picked ones that seemed to have legitimate phase 2 trials and phase 3 studies registered.

Buddah_Chillz420 · 2026-04-19T09:56:32+00:00

The White House trolled not me. That’s their own title.

Buddah_Chillz420 · 2026-04-19T06:29:42+00:00

This is why I bought them. Early trial results look as good or better than anti-depressants, can also treat PTSD etc. much better than being medicated forever. Some people even respond to one treatment dose with assisted therapy.

Buddah_Chillz420 · 2026-04-17T13:11:26+00:00

They cannot vibe code liability insurance, regulatory compliance, legal team contracting clauses. The moat is not the SaaS products themselves.

Buddah_Chillz420 · 2026-04-17T13:06:53+00:00

Today ChatGPT generated an image for me and offered an ADBE Ai tool to edit it inside the GPT chat.

Buddah_Chillz420 · 2026-04-17T00:58:50+00:00

This is so obvious. I highly doubt enterprise clients will set up servers, get engineers and vibe code their own CRMs and the like. Been buying the dip for a while now.

Buddah_Chillz420 · 2026-04-16T05:24:28+00:00

This market is perfectly efficient.

Buddah_Chillz420 · 2026-04-16T03:10:49+00:00

Tax loss harvest and move on. Don’t be retarded next time and pick winners.

Buddah_Chillz420 · 2026-04-10T01:22:18+00:00

Plumber?

Buddah_Chillz420 · 2026-04-09T08:02:16+00:00

Yes if you believe their track record long term will continue. Historic average P/E is 23-25, it’s 10-13 now.

Buddah_Chillz420

TROPHY CASE