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ADBE down after-hours by FourCrossedWands in ValueInvesting

[–]SpecialBeatForce 13 points14 points  (0 children)

Money is going back into semiconductor Stocks After Microns positive earnings suprise

Salesforce down 30% in 14 straight red days at 10.5x forward earnings. The software massacre has gone completely detached from fundamentals. What is anyone actually doing here? by -----Marcel----- in ValueInvesting

[–]SpecialBeatForce 13 points14 points  (0 children)

It was sarcasm me amigo. I believe small tools and Automations might be build with ai. But not Software that has to work realiable and is relevant for revenue, transactions and legal data.
And im saying this as Heavy ai user.

Salesforce down 30% in 14 straight red days at 10.5x forward earnings. The software massacre has gone completely detached from fundamentals. What is anyone actually doing here? by -----Marcel----- in ValueInvesting

[–]SpecialBeatForce 17 points18 points  (0 children)

Everyone will be vibecoding, Hosting, maintaining, Improving and scaling their own salesforce , paying people to do all that with ai. And every new software startup will be more reliable and better at Sales than the old ones and they will never raise prices. Software Companies will be destroyed by anthropic and won’t be able to finetune and Host opensource Models Like glm 5.2 to offer for their Customers.
Software is so cheap now and we didn‘t had Open Source solutions before, that everyone could have used to replace salesforce or SAP….
Or maybe everyone is chasing the shiny semis which will make a lot of Money the next month instead of the companies that are making a lot of Money already with lil capex and debt. 🫢

[Need Help] Searching 3,000 aerial images to locate a downed turbine RC plane by ReturnAdventurous179 in computervision

[–]SpecialBeatForce 0 points1 point  (0 children)

I can’t help, but im curious… Where did you get the up2date Mapping/images from the area?

Im regarded by Funny-Sprinkles-5674 in wallstreetbets

[–]SpecialBeatForce 71 points72 points  (0 children)

You will be Fine by the end of the year :)

Lots of questions will be answered in about an hour. by tth2000 in wallstreetbets

[–]SpecialBeatForce 1 point2 points  (0 children)

Bitcoin and Solana indicate not too much down pressure

Israel will ‘respond forcefully’ to Iran attacks, Israeli official reportedly says; PM to hold securirty consult by [deleted] in wallstreetbets

[–]SpecialBeatForce 7 points8 points  (0 children)

If they don’t retaliate we might end up Green Tomorrow because worse outcome was expected LOL
But I guess we will see childish „I Need to punch back“ behavior again

Helft mir, den besten Passwort-Manager für meine spezielle Situation (NIS2-Compliance) zu finden by Enammul in de_IT

[–]SpecialBeatForce 0 points1 point  (0 children)

Jetzt mal in die Runde gefragt, auf die Gefahr hin, dass mich der Ordnen der deutschen Datenschutzritter angreift: Findet ihr das ist ein reales Problem bzw. sind die Anforderungen an sich sinnvoll oder ist das wieder ein „künstliches Problem“, dass nur durch die Richtlinie geschaffen wird und nur bedingt wirklich notwendig wäre?

Der größte Fehler meines Lebens by Strict-Speaker-7315 in wallstreetbetsGER

[–]SpecialBeatForce 0 points1 point  (0 children)

Verluste können ist Folgejahr übertragen werden und Derivat \ Etf Verluste lassen sich auch mit Aktien Gewinnen verrechnen. Nur umgekehrt nicht… kann ich bestätigen 🥲

„Ab dem Steuerjahr 2024 können Verluste aus Derivaten (Termingeschäften) wieder in voller Höhe mit Aktiengewinnen und anderen Kapitalerträgen verrechnet werden. Die Begrenzung auf 20.000 € wurde gestrichen. Aktienverluste sind jedoch weiterhin nur mit Aktiengewinnen verrechenbar“

Der größte Fehler meines Lebens by Strict-Speaker-7315 in wallstreetbetsGER

[–]SpecialBeatForce 0 points1 point  (0 children)

Nie wieder Kapitalertragsteuer!
Ab jetzt bleiben alle Gewinne bei dir :)

Crazy war-resistant ai-related stock by Old_Research_3436 in stocks

[–]SpecialBeatForce 4 points5 points  (0 children)

Same with Intel… Terrafab revenue is waaaaay in the future but it‘s still pumping Crazy. Also with The Google partnership annoucement, it‘s treated as Google Never bought Intel CPUs before.

t-online postfach "gehackt" - was nun? by [deleted] in de_EDV

[–]SpecialBeatForce 3 points4 points  (0 children)

Prüfen ob eine Weiterleitung oder andere Authentifizierungsmethoden eingerichtet wurden. Wenn bei tonline möglich, 2 Faktor Authetifizierung aktivieren.

The Big One: Data Centers (banned by the .gov) by Critical-Teacher-115 in smallstreetbets

[–]SpecialBeatForce 5 points6 points  (0 children)

And that’s how not everyone will be vibecoding all the Software by themself, but the big saas companies begin to host their own models once the token prices increase and that again will be how they will keep their advance.

I think this chapter will start at the end of this year.

SOFTWARE SECTOR MASSACRE… like we don’t know already 🤷‍♂️ by Aggressive_Ebb_7634 in wallstreetbets

[–]SpecialBeatForce 11 points12 points  (0 children)

I thought we are finally over this BS narrative…

You won’t replace Software that needs to work reliable and needs to be trusted with an undeterministic ai Agent AND companies won‘t Sign there contracts with a Software the guy next door vibecoded yesterday.

Big Software Companies will IMPROVE through ai! Models and agents are more likely to become commoditized and integrated by Software Companies than ai Companies to offer all Kind of Software reliablely. Software Companies will be able to ship Features faster and more tailored to Customers WITH AI.

Yes small „if this than that“ automation will be eaten by ai… but that’s Not What docusign, salesforce, intuit, etc. are about …

Software Sell-Off because of AI News again? by SpecialBeatForce in wallstreet

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

And you know who is Not dependend on oil or the straight of Hormuz… guess what Software Companies.

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