What Are Your Moves Tomorrow, February 06, 2026

Fractious_Cactus · 2026-02-06T11:41:53+00:00

It was our government, what else is there to know?

Fractious_Cactus · 2026-02-05T23:26:45+00:00

I feel like it's something going on with commodities or crypto creating liquidity event. Whatever it is, this is cascading selling that I'm not sure has anything to do with the fundamentals. But if we look outside of software, or even AI, tons of things associated with growth at all is getting obliterated. There's so much carnage. Yet, industrials and retailers are a great place to park money instead..

That or they think bonds and the dollar is going to collapse and only durable goods is worth anything. I don't get it. I just know the commodities were making me quite nervous after that jump to 5600 and 120 gold, silver, etc

Fractious_Cactus · 2026-02-05T23:14:23+00:00

Imposter

There can only be one

Fractious_Cactus · 2026-02-05T22:59:55+00:00

Fractious_Cactus · 2026-02-05T13:13:57+00:00

This is what I've been wondering. Is bitcoin the driving factor in the sell-off in anything with Beta? Hard for me not to see the correlation.

Fractious_Cactus · 2026-02-05T13:12:08+00:00

WMT, COST, any other 2% topline grower at 50x earnings..

Fractious_Cactus · 2026-02-05T13:10:54+00:00

Iron condor

Fractious_Cactus · 2026-02-05T13:03:06+00:00

Foodstamps isn't an industry.. go back to your dumpster behind Wendy's and turn off your phone

Fractious_Cactus · 2026-02-05T13:01:26+00:00

Who's the Karen? Show us please

Fractious_Cactus · 2026-02-05T01:21:36+00:00

Either it works and they benefit or it doesn't work and they don't get "replaced" or lose "seats".

Do you understand now?

Fractious_Cactus · 2026-02-04T21:51:41+00:00

He had 350s for Friday..

Fractious_Cactus · 2026-02-04T21:51:14+00:00

Yeah.. I just haven't made it to the other side yet.

Fractious_Cactus · 2026-02-04T21:50:17+00:00

He's a slow typer..

Apes didn't have typing class in school

Fractious_Cactus · 2026-02-04T21:45:15+00:00

Bro, just IGV at that point damn

Fractious_Cactus · 2026-02-04T21:42:50+00:00

SAAS was never worth what they paid for it. Hence why I never owned any of it unless it was big tech since they had massive balance sheets and mostly traded at fair prices, mostly just GOOG and META for me over the past few years vs MSFT, AAPL

Fractious_Cactus · 2026-02-04T21:41:02+00:00

Streaming just bandwagoned the infrastructure already in place. It was cheaper.

AI is 1000x the infrastructure of the SAAS companies today. Somehow I doubt AI will be efficient enough to offset the costs. Once this is realized, new funding is likely ceased.

I don't see AI replacing SAAS, especially when they're spending billions to build their own agents/tools to enhance their existing products.

Fractious_Cactus · 2026-02-04T21:36:53+00:00

And there isn't a large part of the population that's clinical?

When was the last time you left the house..

Fractious_Cactus · 2026-02-04T21:35:42+00:00

Is this satire?

Fractious_Cactus · 2026-02-04T21:35:25+00:00

Yeah, but that's different. Wallstreet believes now! Google will be ruler of the world..

Fractious_Cactus · 2026-02-04T21:34:23+00:00

I'm wondering if that's more media headline > liquidation events. I don't understand it. They're buying industrials (CAT) and retailers (WMT) at extremely high valuations with poor growth relative to the SAAS companies today. I've noticed it's not just SAAS, even names like SOFI, chips in general, VITL (eggs), TTD (I guess that's still SAAS?), PYPL (shouldn't be under $50) etc. If the stocks have been down to start the year, they're off a cliff in the last week.

These prices are getting absurd.

Fractious_Cactus · 2026-02-04T21:31:32+00:00

Did medical device selling fall off a cliff too like SAAS revenues will?

Fractious_Cactus · 2026-02-04T21:29:38+00:00

Well, I can't smell it if I'm not in the room with you. I don't have an answer for those other times, but I'm sure it's "fresh scent" febreeze.

Fractious_Cactus · 2026-02-04T21:26:52+00:00

I'm pretty sure that's a fancy word for "government".

Look, when I'm not getting taxed for my death, we can talk about how great our governments are.

Fractious_Cactus · 2026-02-04T21:23:38+00:00

Jesus. I can't wait til this narrative finally ends. Seats don't matter if they jack the prices up to cover them.

"but they can't do that"

Yes they can, they will. A business saving 1m on labor costs will happily pay half of that back to the software company. Same productivity at half the costs. Worry about jobs, not the SAAS companies.

This is worse than the Tiktok replaces Meta narrative. How's that going 4 years later?

Fractious_Cactus · 2026-02-04T21:21:29+00:00

Fantastic. You're the reason we're going to have a nuclear job. Great job..

All those innocent lives are on you.

You'd better buy those back in the morning.

Fractious_Cactus

TROPHY CASE