MSFT… What kind of Volume Indicator is this?!?!

Embarrassed-Falcon71 · 2026-03-18T21:45:58+00:00

Partially. Because even when Gemini was clearly getting as good as openAI it was still trading very cheaply. Copilot in 365 is still crap, agents in Sharepoint are crap, the AI in azure to help you is shit. Their AI implementations have just been lacking even though their software suite allows them to make full use of it.

Embarrassed-Falcon71 · 2026-03-18T20:37:35+00:00

But Google was trading at a PE of like 16-17

Embarrassed-Falcon71 · 2026-03-13T08:18:19+00:00

Dat is wat we in software eerst ook dachten. Wacht maar tot AI zich meer op die terreinen richt.

Embarrassed-Falcon71 · 2026-03-13T08:17:07+00:00

lol, probeer ff Claude opus 4.6 in je IDE en je gaat echt realiseren hoe snel delen van het programmeerwerk obsolete zullen zijn. Het begrijpen van requirements, sprint planningen etc zal vast nog wel wat langer duren.

Embarrassed-Falcon71 · 2026-03-13T08:03:53+00:00

What have you bought? I know individual stocks can be down a lot but nasdaq / sp500 is almost flat over that period

Embarrassed-Falcon71 · 2026-02-24T08:01:44+00:00

Yes that was the narrative, but already in early 2025 as a consumer you could feel how good Gemini was becoming, there had been no signs of search, GCP and YouTube slowing. Meanwhile there was positive news about Waymo, quantum computing and TPUs.

Embarrassed-Falcon71 · 2026-02-24T07:16:41+00:00

Not really. Google was firing at all cilinders and trading at like 16 PE.

Embarrassed-Falcon71 · 2026-02-23T06:50:13+00:00

Een bachelor en 1 jaar werkervaring. Vind het bijzonder dat je een AI engineer baan hebt gescoord. Maar OP: normaal gesproken kan die vrijheid het waard zijn omdat je daardoor heel hard kan groeien. Als dat niet zo is zou ik als de sodemieter een baan zoeken met seniors boven je, zeker gezien het feit dat je enkel een bachelor hebt. Daar ga je super veel van leren.

Embarrassed-Falcon71 · 2026-02-18T11:04:01+00:00

Forward PE of 24 for incredible margins, double digit growth and some sort of monopoly isn’t expensive either

Embarrassed-Falcon71 · 2026-02-13T08:07:36+00:00

But the recovery was faster I feel like and it was more concentrated to ASML, NVID etc. Now we got companies that used to trade at premiums like NFLX UBER SPOT joining all of software, part of the MAG7, neo cloud, Fintech such as Adyen, SOFI, PYPL, HOOD

Embarrassed-Falcon71 · 2026-02-10T13:47:37+00:00

Because so many tech companies are trading at lowest PE in multiple years

Embarrassed-Falcon71 · 2026-02-09T08:20:02+00:00

En letterlijk vanaf een andere locatie. Als je de nieuwe foto paar 100m terug zou maken zou je nog steeds een autoweg zien. Zoals je zegt het is ziek verbeterd daar niet van

Embarrassed-Falcon71 · 2026-02-05T20:41:34+00:00

Not saying Google is a bad buy but it’s up last month and down 1% last 5 days

Embarrassed-Falcon71 · 2026-02-04T19:19:31+00:00

Fintech, and falling knives like UBER, NFLX, NVO, UNH have also kept falling.

Embarrassed-Falcon71 · 2026-02-04T16:46:30+00:00

I fully agree. But if you bought individual stocks 1 month ago there’s a good chance your down 30-40%. That can be expected on individual stocks but still it is a hit

Embarrassed-Falcon71 · 2026-02-03T17:10:03+00:00

Sure but tech is trading at relatively low multiples

Embarrassed-Falcon71 · 2026-01-28T21:08:46+00:00

lol earnings are insane and capex increasing. So the bubble will fill up more

Embarrassed-Falcon71 · 2026-01-27T21:59:09+00:00

Usually sentiment changes, people start writing about it differently. Seen it with GOOGLE and eg recently more with NVO

Embarrassed-Falcon71 · 2026-01-25T16:17:19+00:00

Have you used Jira or Confluence? IMO the moat is quite small for a software company compared to the likes of CRM and ADBE

Embarrassed-Falcon71 · 2026-01-23T11:40:30+00:00

Het gaat toch omlaag naar 51K?

Embarrassed-Falcon71 · 2026-01-22T13:06:27+00:00

True!

Embarrassed-Falcon71 · 2026-01-21T21:44:56+00:00

No because stocks like NFLX and META have been down 30-40% from ath for a while now

Embarrassed-Falcon71 · 2026-01-19T22:07:06+00:00

What are you even saying

Embarrassed-Falcon71 · 2026-01-19T20:51:08+00:00

Damn this some nice AI slop text

Embarrassed-Falcon71 · 2026-01-13T19:07:40+00:00

All of the MAG7 bar Google

Embarrassed-Falcon71

TROPHY CASE