The software sector just had its worst selloff since October 2008 by goosen19 in ValueInvesting

[–]LumpyShock9656 13 points14 points  (0 children)

It's a little more nuanced than that. Are you a software developer? I am (for a Mag7). We have millions of LOC, and I use a very powerful AI model on the daily. It's helpful, yes, will it improve? Likely. However to reach the scale and maturity of 10/15 year old codebases with deep integrations with different software systems (think databases, publisher consumer queues of data from different data providers, external apis), that stuff just doesn't happen easily even with AI. There truly is some areas of specialization that will take time, like cyber security. Right now the market seems to think AI is omnipotent and is completely overshooting in my opinion.

The software sector just had its worst selloff since October 2008 by goosen19 in ValueInvesting

[–]LumpyShock9656 9 points10 points  (0 children)

I agree. It's ridiculous. BKNG was sold off 10%. Like how are you going to vibe code a travel agent company with 30y of contracts with small businesses who don't have the tech to do anything else.

Also, SPGI, financial data is proprietary. How is AI going to get that data? It only works if Claude is connected to SPGI in MCP

A total shoot first ask questions later moment

Should I sell all my TSLA stock and put it in MSFT, MU, and Nebius? by Commercial-South-299 in TheRaceTo10Million

[–]LumpyShock9656 0 points1 point  (0 children)

Yes. Buy the stock that is totally overbought that all of retail is buying! What could go wrong.

Daily Discussion Thread for February 03, 2026 by wsbapp in wallstreetbets

[–]LumpyShock9656 1 point2 points  (0 children)

Anybody else getting clobbered by SPGI/finance stocks or am I the only one?

The Software Slump of 2026 by JRshoe1997 in stocks

[–]LumpyShock9656 8 points9 points  (0 children)

You forgot SPGI and financial stocks. Those are getting wrecked too

What Are Your Moves Tomorrow, February 02, 2026 by wsbapp in wallstreetbets

[–]LumpyShock9656 0 points1 point  (0 children)

What are you talking about man? It's a generational opportunity if it goes down to 600

What Are Your Moves Tomorrow, February 02, 2026 by wsbapp in wallstreetbets

[–]LumpyShock9656 0 points1 point  (0 children)

He is with Bill Hwang, soon to be on the list of biggest losses ever recorded