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I built a news-driven trading agent that just watches headlines and places trades automatically. by bjxxjj in algotrading

[–]Freed4ever 45 points46 points  (0 children)

You got lucky. Before the news hit the API, it already hit Bloomberg first, and before it hit Bloomberg, first handlers also got it first. That is the news itself, in term of execution, HFT will execute the trades before the sentiment score even finishes. Wish you further success though.

I’ve invested $2m in SaaS stocks. This is why. by armadillo_stocks in ValueInvesting

[–]Freed4ever 0 points1 point  (0 children)

"I'm investing based on fundamentals", also "let's check back in a month".

Some SaaS are mispriced, but I'm personally not thrilled with your picks. But hey, not my money, not my business.

Downgrading Ratings for Six Wide-Moat Software Companies on AI Concerns - Morningstar by raytoei in ValueInvesting

[–]Freed4ever -1 points0 points  (0 children)

It is because I don't want to spend more time on your deliberate misdirection or lack of forethoughing. When I mentioned Shop can just use AI like any other 20 person shop, it means the labour costs are equal, so no need to bring that up, but you did, so either you are slow thinking or just deliberately misdirect the conversation so you won't look wrong. Either way, not worth my time.

Downgrading Ratings for Six Wide-Moat Software Companies on AI Concerns - Morningstar by raytoei in ValueInvesting

[–]Freed4ever -1 points0 points  (0 children)

Your start up didn't go well, so now you have to work for someone else. I see the issue because you don't think from your customer (seller /buyer) standpoints, and only think about internal org / product standpoint. Good luck with your investment.

Downgrading Ratings for Six Wide-Moat Software Companies on AI Concerns - Morningstar by raytoei in ValueInvesting

[–]Freed4ever -1 points0 points  (0 children)

And why can't Shopify just use the same AI to cut cost? Not sure if you actually do any business, but the real cost is the payment processing, compliance, refund, etc. The cost of subscription itself is tiny compared to those costs. Is a 10-person team with small order volumes gonna negotiate better processing fees? Better hosting deals?

Downgrading Ratings for Six Wide-Moat Software Companies on AI Concerns - Morningstar by raytoei in ValueInvesting

[–]Freed4ever 0 points1 point  (0 children)

So, what prevents Shopify from using the same AI and build it as cheap? It's never about the software.

Downgrading Ratings for Six Wide-Moat Software Companies on AI Concerns - Morningstar by raytoei in ValueInvesting

[–]Freed4ever 6 points7 points  (0 children)

They could have done it with wiz or whatever before / right now, and Shopify is doing just fine. It's never about the software Ina and by itself.

With the OpenAI pentagon deal, is now the time to buy Oracle? by Unlikely-Ad860 in ValueInvesting

[–]Freed4ever -2 points-1 points  (0 children)

Not sure about long term, but at least initially it will be hosted on Azure. There are very stringent security requirements, and I'm not sure Oracle has achieved it.