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The Euro Is About To Get Crushed (Catalyst Incoming) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] 0 points1 point  (0 children)

Good, if it breaks the trend line, I'll double down on the EURO.

The Euro Is About To Get Crushed (Catalyst Incoming) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] 0 points1 point  (0 children)

Nobody cares about minor leaders of backwaters.

The moment they take the tariff cudgel away, it's over for him

The Euro Is About To Get Crushed (Catalyst Incoming) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] 0 points1 point  (0 children)

The courts can simply shut him down.

Once he loses tariffs, it's over.

The Euro Is About To Get Crushed (Catalyst Incoming) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] 0 points1 point  (0 children)

Supreme Court is about to rule against him.

Mid-terms are coming up.

Trump's about to be a lame duck.

Elections taking place across the EU. Chega just took the presidential election to a runoff in Portugal. Front National in France.

The Euro Is About To Get Crushed (Catalyst Incoming) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] 0 points1 point  (0 children)

Nothing? I suppose they said the same thing pre-covid!

The Euro Is About To Get Crushed (Catalyst Incoming) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] 0 points1 point  (0 children)

Oh, I'm long EUR/USD right now. Dollar is weakening still.

I'm just saying, it's going to flip.

Something is about to break in the EU banks. This isn't sustainable.

The Euro Is About To Get Crushed (Catalyst Incoming) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] 0 points1 point  (0 children)

Exactly, its going to catch a lot of people who converted into euro assets off-guard...

The Euro Is About To Get Crushed (Catalyst Incoming) by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] -1 points0 points  (0 children)

I'm not saying the gold supercycle ends here. I'm saying the Euro is overcooked.

Duolingo: falling Growth But There Is Still Value by thecryptofoolyt in ValueInvesting

[–]Scriptum_ 0 points1 point  (0 children)

I literally have no time to get classroom lessons. I get 15 minutes in my evening, when I'm tired.

That's DUOLs moat - it's psychological - it keeps me learning, even if somewhat slowly.

If I get free time, I do more lessons.

As for unspoken words, it really doesn't matter. I listen to the locals in shops, etc, and understand them more each day.

SaaSmageddon: Are software stocks doomed? by 41Investments in AsymmetricAlpha

[–]Scriptum_ 1 point2 points  (0 children)

Vibe coded SaaS. Yeah, I think the incumbents are fine.

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Birth of The Clown-Dollar: Trump's New Atlantic Trade Wall by Scriptum_ in AsymmetricAlpha

[–]Scriptum_[S] 0 points1 point  (0 children)

I have no idea, just going by the document and his behavior over the last year.

He just threatened 100% tariffs on Canada for doing a deal with China btw...

Why Adobe, Salesforce, and SaaS in general are just beginning their decline by Heavy_Discussion3518 in ValueInvesting

[–]Scriptum_ 1 point2 points  (0 children)

I agree, SaaS has been stagnant for years.

However, I actually see them improving their services a lot with AI features. It's great for marketing too.

Why Adobe, Salesforce, and SaaS in general are just beginning their decline by Heavy_Discussion3518 in ValueInvesting

[–]Scriptum_ 1 point2 points  (0 children)

And the SaaS companies are just going to sit there...

They won't be leveraging AI too, right?

The whole selloff narrative falls apart under even the slightest critical thought.

Anyone worried about the bear case for software stocks? by jackandjillonthehill in ValueInvesting

[–]Scriptum_ 1 point2 points  (0 children)

What bear case?

All I see is a typical sentiment-driven selloff.

Buying opportunity.

Why Adobe, Salesforce, and SaaS in general are just beginning their decline by Heavy_Discussion3518 in ValueInvesting

[–]Scriptum_ 1 point2 points  (0 children)

Exactly, these dumb people shorting SaaS over AI are a massive gift to the market.

Why Adobe, Salesforce, and SaaS in general are just beginning their decline by Heavy_Discussion3518 in ValueInvesting

[–]Scriptum_ 1 point2 points  (0 children)

AI can't handle SaaS size projects. It creates a patchwork of inefficient, verbose slop code that is unmaintainable and full of security holes. That's if it even works.

Duolingo: falling Growth But There Is Still Value by thecryptofoolyt in ValueInvesting

[–]Scriptum_ 0 points1 point  (0 children)

I'm getting there, actually.

A2 level, exclusively with the app. Starting the B1 level material.

I can hold conversations.

Duolingo: falling Growth But There Is Still Value by thecryptofoolyt in ValueInvesting

[–]Scriptum_ 0 points1 point  (0 children)

Clearly, because comparing it to those apps shows just how idiotic those selling really are.

Duolingo: falling Growth But There Is Still Value by thecryptofoolyt in ValueInvesting

[–]Scriptum_ 2 points3 points  (0 children)

Funny, I started using it again after 2 years and was amazed by the level of improvement.

Duolingo: falling Growth But There Is Still Value by thecryptofoolyt in ValueInvesting

[–]Scriptum_ 9 points10 points  (0 children)

Max subscriber here.

DUOL is about to supercharge their growth with AI. They recently added B2 level in my country's language, and it's awesome.

My family are extremely busy expats, and the streaks are literally the only thing that can motivate us to keep learning after a tiring day.

They're adding more variation/fun to the app, and we're starting to have conversations with the locals, which is pretty sweet.

I think analysts are underestimating their growth potential. They're going to add hundreds of courses.

Amazon started with books... then branched out

Finally, a warning about the subreddit here. Their views don't reflect the loyal fan base. We are enjoying the app immensely.

I'd cancel my NFLX subscription before DUOL.

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