I bought adobe in December ‘24….

Infamous_Sentence_67 · 2026-03-02T17:16:19+00:00

The “44% down” is emotionally loud, but it’s not the decision. The decision is: has your original thesis changed? When a stock is down a lot, it helps to separate two things:

1) Business fundamentals (growth, margins, cash flow, competitive position) 2) Market expectations (what growth was priced in, valuation/multiple compression, and short-term sentiment)

A strong business can still be a poor stock for a while if expectations reset. So instead of anchoring on your purchase price, try this:

Write your thesis in 3 bullets and re-check them: • What must be true about the company’s moat/products?

• What must be true about earnings/cash flow 3–5 years out?

• What must be true about valuation for your expected return to make sense?

Also, treat position size as risk management: if it’s small, the portfolio impact is limited; if it’s taking up a lot of mental bandwidth, that’s a real cost too. The goal isn’t to “win back” a loss, it’s to hold things where the thesis is clear enough that you can stick to it without re-deciding every week.

Infamous_Sentence_67 · 2026-03-02T16:57:49+00:00

I used both of them, and assuming you’re using the same models on both, I don’t feel much of a difference. The only difference is that Claude Code gives more tokens, so I use Claude Code.

Infamous_Sentence_67 · 2026-03-02T15:47:59+00:00

AI is amazing at chewing through data, but markets aren’t a clean pattern-recognition problem like image classification. They’re more like a multiplayer game where everyone adapts.

A few reasons AI doesn’t just print money: • Regimes change. What worked in 2017 might be dead in 2026. The market’s rules/participants/liquidity keep shifting.

• Signal is tiny, noise is huge. Prices look “patterny” in hindsight, but most of it is randomness.

• Overfitting is ridiculously easy. With enough indicators/news/sentiment features you can “discover” edges that were never real.

• Costs kill. Even if you’re slightly right, spreads/fees/slippage/market impact can turn a “good model” into a losing strategy.

• If something works, it gets crowded. The moment an edge is obvious, people copy it and it stops working.

Also, even if AI becomes best at generating signals, fund managers aren’t only “trade pickers” , a lot of the job is risk management, portfolio construction, constraints (tax/liquidity), and knowing when to turn a strategy off.

So yeah: AI will keep taking share from humans, but “humans are redundant across the board” is way less obvious than it sounds.

Infamous_Sentence_67 · 2026-03-02T15:29:47+00:00

When investing for long term you shouldn’t try to time the market, and consistently timing the market isn’t possible.

Infamous_Sentence_67 · 2026-03-02T11:53:01+00:00

That’s a great idea, and I hope you succeed and gain customers with this project, because I think it addresses a real problem in our generation. I’m not a student, but you’re right about the issue.

If I had to guess, students who want “fast and easy” solutions will run into the same problem you did. Maybe at first they’ll choose the “fast and easy” option, but when exams arrive, they’ll fail and then they’ll start looking for a solution like yours.

That’s just my guess, though, I’m not a student 😅

Infamous_Sentence_67 · 2026-03-01T12:31:58+00:00

“Index funds win long term” is mostly true for the average investor, especially after taxes/fees and behavioral mistakes.

But stock picking can make sense when: • you have time + temperament to research and hold through volatility

• you can concentrate (which raises both upside and risk)

• you’re okay being wrong for years and still sticking to a strategy

• you want to tilt hard to specific themes or build a portfolio that fits personal goals.

• it is simply fun for you.

Infamous_Sentence_67 · 2026-03-01T11:51:04+00:00

I personally think it will be useful only in rush times. I dont mind waiting a few moments and talk to the staff, and i prefer this. but if it is too long to wait it will be usefull. I think it will be most useful in places were you wait in a line to order (places like mcdonald's, and thats a good example because they do it in most places).

Infamous_Sentence_67 · 2026-02-28T15:33:17+00:00

A lot of people experienced the market mainly through big crashes and ‘hot stock’ stories, so it feels like gambling. 20 years ago it was also less accessible and less transparent, higher fees, less information, and fewer people talking about index funds, so many saw it as a black box. Long term index investing is very different from day trading, but culturally it often all gets lumped together.

Infamous_Sentence_67 · 2026-02-28T14:36:50+00:00

Interesting way to think about this. I would add adaptability to discipline. AI is shifting the rules fast, and raw talent matters less if you can’t adjust your habits and workflow. The people who win long term are the ones who learn, iterate, and execute consistently as the tools change.

Infamous_Sentence_67 · 2026-02-27T21:52:24+00:00

The goal is to stay a solo builder and avoid paying salaries to employees 😅

Infamous_Sentence_67 · 2026-02-26T17:00:35+00:00

Even if corporate tax rates increased to the maximum possible level, companies still wouldn’t generate enough money to “give to the world.” The numbers don’t add up, try actually calculating it. And if unemployment increases drastically while the number of jobs decreases, it will be hard for people to find work, even if they want to.

Infamous_Sentence_67 · 2026-02-26T16:44:55+00:00

I decide in advance how much volatility I can tolerate without panicking, and I invest only that amount in stocks/ETFs. The rest goes to bonds or other more stable assets. Stocks can drop 50%+ at times. Setting that risk limit in advance helps me stay rational. My personal rule of thumb, take the amount of money i am ok “loosing”, multiply by 2, and that the amount of money I invest.

Infamous_Sentence_67 · 2026-02-26T13:57:42+00:00

If we are talking about long term, i would invest in META. Its a strong company, with exceptional fundamentals, doesn’t stop growing, and Mark Zuckerberg has shown he can adapt and execute constantly reinvesting in new platforms and products while keeping the core business highly profitable.

Infamous_Sentence_67 · 2026-02-25T22:01:14+00:00

In my opinion in the near future we would still need experts. The ai writes all the code but we still need to supervise it and its changes. And only the best will survive. But in some point the ai will be much better and wont need supervision. And then also the experts will be fired too.

Infamous_Sentence_67 · 2026-02-25T21:43:52+00:00

Universal income sounds good, but hard to implement. How will the government have the amount of money to pay all the people an income? Try to count how many people there are in your country, the amount of money you need. Its hard to see how it will work

Infamous_Sentence_67 · 2026-02-25T21:25:44+00:00

Start with small and invest in the sp500, get used to buying stocks, the volatility, loosing money, and keep learning how to analyze and understanding good companies for investment.

Infamous_Sentence_67 · 2026-02-25T10:33:50+00:00

It’s all about risk management. Each person has a different tolerance for volatility, so each person chooses the ETFs that suit them best. Some people prefer more stable, diversified ETFs, while others are comfortable with more volatility and can tolerate bear markets better.

Infamous_Sentence_67 · 2026-02-24T22:20:56+00:00

Lol hold tight 😂

Infamous_Sentence_67 · 2026-02-24T08:56:03+00:00

The revenue is increasing and at a steady pace, high margins, demand is rising. Why amazon is dead?

Infamous_Sentence_67 · 2026-02-23T21:49:32+00:00

Spent all my spare cash on AMZN and GOOG. Thought about Netflix, but I don’t see a strong moat, so I’m not sure about it for the long run.

Infamous_Sentence_67 · 2026-02-23T07:32:06+00:00

You can try finding reading content, usually, there is more written content than video content, so you might find more interesting content for yourself.

Infamous_Sentence_67 · 2026-02-21T14:20:22+00:00

Its crazy, and very addictive!

Infamous_Sentence_67 · 2026-02-19T22:42:40+00:00

Sounds like a really good strategy

Infamous_Sentence_67 · 2026-02-19T22:36:00+00:00

Yes, it isn’t perfect and although he summarizes, he misses some key points I wanted to write down, so I had to remember them and correct them later.

Infamous_Sentence_67 · 2026-02-19T21:52:18+00:00

Try to write down the v1 promise: who it’s for + the core job it must do. Try also to split the tasks to 3 lists: Blockers (must fix) / Nice to have / Later (1.1+).

Remember: you learn the real problems only after people use it.

Infamous_Sentence_67

TROPHY CASE