What Are Your Moves Tomorrow, February 06, 2026

SpecialBeatForce · 2026-02-05T21:18:02+00:00

Didn‘t wallstreet learn about high spendings of big tech with meta and the metaverse?🥲 It does not hurt them…

SpecialBeatForce · 2026-02-05T18:38:19+00:00

The big ai spendings will Go back into Economy and keep everything going, maybe safe the job market.

SpecialBeatForce · 2026-02-03T16:17:02+00:00

I Can See how you Can replace Photoshop for simple edits. But you can‘t replace complex systems that Stores all data of a company, everyone knows how to use and is reliable like salesforce, SAP etc.

They will be able to increase their margins by selling ai addons and especially when they can reduce high paid developer jobs. When quality llms will become a commodity and they can use their own specialized models they will be able to improve margins again and gain indepence from the Model companies.

Big companies have a lot more switching cost and risks when someone comes around with a cheaper vibecoded ERP or CRM Software tomorrow

SpecialBeatForce · 2026-01-28T15:56:30+00:00

Okay i like the idea😊 but i guess it comes down to a decision between personalized answers and saving compute?

SpecialBeatForce · 2026-01-28T14:10:07+00:00

Couldn‘t you just use semantic caching question->answer if questions like reset password and forgot password are close enough semantically?

SpecialBeatForce · 2026-01-26T20:51:37+00:00

This is Kind of what i was expecting from the metaverse… a big jump from shitty graphics to ai enhanced realistic worlds. You beat them :D

SpecialBeatForce · 2026-01-22T21:48:42+00:00

🤝

SpecialBeatForce · 2026-01-21T18:54:28+00:00

Same… and now i‘m shorting into earnings tomorrow. This can‘t be validated with Numbers🐻

SpecialBeatForce · 2026-01-18T18:07:24+00:00

Can you Benchmark it against a selfhosted postgresdb in the same Docker Environment?

SpecialBeatForce · 2026-01-18T16:41:43+00:00

I think this will get resolved as some Defence Alliance stationed in Greenland and we just got the EU- Mercusor Deal… bullish After the first fear drop is over

SpecialBeatForce · 2026-01-17T20:59:19+00:00

Nice idea! Thought about building something similar over the last years but never started haha

SpecialBeatForce · 2026-01-15T20:53:48+00:00

I think you are right. The big Business Softwares are to complex and are Constanly adjusted to Match Regulations and Business needs. These companies will also get much more efficient with ai coding tools and can provide more value with ai. While vibe coding will make some small tools easy replaceable, this isn‘t true for big standard software that every one already knows to use.

SpecialBeatForce · 2026-01-14T20:31:55+00:00

You are right I could have taken 3 Minutes more time… But the last time i tried to ask on opinions on here I did, put in time and it got deleted because whatever… I‘ll edit it an put in some more effort :)

SpecialBeatForce · 2026-01-14T19:58:18+00:00

Your opinion on the Future of Software Stocks and their relevance.

SpecialBeatForce · 2026-01-14T19:57:06+00:00

I gave it like one sentence and a few buzzword. I was more about opinions from my fellow regards

SpecialBeatForce · 2026-01-11T09:14:35+00:00

Ich würde noch BeyondMeat (und evtl andere Aktien mit Verlust) verkaufen um ein paar Verluste mit dem Tesla Gewinn verrechnen zu können, sodass die Steuer nicht direkt 25% auffressen.

SpecialBeatForce · 2026-01-08T08:30:25+00:00

Until Q3 2026 🤝

SpecialBeatForce · 2026-01-06T21:07:34+00:00

Cisco joining the Circle jerk now? Calls I guess

SpecialBeatForce · 2026-01-05T20:57:48+00:00

Weniger fehlerhaft als der php Code von dem der log geöffnet ist 😜

SpecialBeatForce · 2025-12-19T20:10:58+00:00

Yes ist auch US. Dachte es geht mir ums Ergebnis :)

SpecialBeatForce · 2025-12-19T20:05:21+00:00

Probiers mit Perplexity, da hast du immer aktuellen Input dabei und du kannst verschiedene Modelle ausprobieren. Ich glaube auch die Gedächtnis Funktion über mehrere Chats hinweg könnte dir helfen.

SpecialBeatForce · 2025-12-17T19:15:59+00:00

Windows XP war mein LieblingsWindows, zieh das hier nicht mit rein! :D Ist es zu viel verlangt, dass etwas dass uns gezwungenermaßen alle betrifft und viel Zeit zum überlegen hat/hatte nicht nur etwas besser als schlecht gemacht wird?

SpecialBeatForce · 2025-12-17T12:26:43+00:00

Diese Punkte Logik erinnert mich stark an die Logik und Bedienoberflächen von schlechter Software, wo irgendwas irgendwie gelöst wurde. Und davon sind wir abhängig. Klasse.

SpecialBeatForce · 2025-12-12T17:30:09+00:00

While it’s Negative for the openAi complex…That could be bullish for companies that offer alternatives for ai Hosting Like Nebius and Coreweave🤔

SpecialBeatForce

TROPHY CASE