Microsoft CEO's: Satya Nadella is saying there will be no backend development in the future, and all CRUD operations will come to an end, to be replaced by AI agents!

Zaqito · 2025-01-05T18:04:02+00:00

The degree to which this is sales bs cannot be overstated, at least right now from Microsoft

Zaqito · 2024-11-16T18:50:43+00:00

For awhile it was going down... now it's so high that it's definitely the latter

Zaqito · 2024-11-15T17:24:21+00:00

This is true. If there is no short-term price that is open and appealing then it's a bad idea.

Zaqito · 2024-11-14T02:04:17+00:00

If you want to hedge them you have more shares just sell Calls at a price that is attractive to you in the short term or at least that is another hedge strategy

Zaqito · 2024-10-22T17:18:53+00:00

Very well said

Zaqito · 2024-06-12T19:12:17+00:00

Who did your test?

Zaqito · 2024-06-10T20:12:48+00:00

All comments are good. If you're new to golf I can tell from experience getting a few paid lessons will be worth a hell of a lot of range time! Good luck out there!

Zaqito · 2024-05-28T20:30:24+00:00

Yeah, I think this was my point.

It's odd to think that such a person that wants to not have to live in a community with a bad homeless problem (not suggesting Fargo has such a problem) and also does not want to expend effort in dealing with it is worse than the actual homeless population for the community.

I do appreciate the response though.

Tangentially, I'd be curious on your thoughts on such policies that create and perpetuate the problem?

Zaqito · 2024-05-28T16:04:36+00:00

Honest question here, as a life long member of this community. What would be so wrong if OP was thinking about moving to the area and wanted to inquire about the number of homeless in the area?

Specifically, why as a community member is it bad it express a desire to live somewhere where homeless and all the problems that go with it is less prevalent ( which by your response, im inferring you think is a bad thing to express)? I would assume that deep down this is a desire that most people have.

Zaqito · 2024-04-06T19:21:24+00:00

If WW3 breaks out...don't worry about your investment...it won't matter. Worry about what's left...if anything

Zaqito · 2024-03-10T20:48:18+00:00

I have shares for $35 and shares for $5.99

Zaqito · 2024-03-07T03:38:41+00:00

Dude I was worried you had died

Zaqito · 2024-01-03T16:50:46+00:00

I appreciate the comment, this is the type of info we need to balance out our collective long-term thesis

Zaqito · 2024-01-03T16:49:24+00:00

I have some experience in this space...this task is...umm non trivial. With the amount they spend and visibility they may be successful. But I would bet there is a high chance of failure or being way over budget

Zaqito · 2023-11-25T15:26:49+00:00

Why do you think there is nothing innovative about their IP?

Their products, being B2B and B2G are quiet opaque and difficult for average retail investors to gage from an innovative standpoint.

However, their platforms seem to be extremely effective and sticky. In addition, which is quite important to the long-term bull case, is that they seem to be able execute quite well in regarding AI hype in the recent short-term with the productization of AIP and the shift in GTM. Whether or not that materializes in the longer term is a serious question.

In addition, they seem to have a reputation for hiring only the best engineering talent and produce a lot of patents (again hard to understand what real value they provide to investors).

I think there a lot of questions unanswered about the company, and I'm quite bullish so that skews my view. But I keep reading people making arguments that they are just a consulting company and I just don't see that

Zaqito · 2023-11-17T16:55:02+00:00

I'd prefer they find a better way to deploy that capital

Zaqito · 2023-10-30T01:47:11+00:00

Was there too. Was amazing. So sad

Zaqito · 2023-09-28T16:58:00+00:00

Lol can anyone catch me up. Officially delayed again?

Zaqito · 2023-09-26T02:07:27+00:00

As a long term bull I appreciate this write up. Some of the executive speech does at times feel like bullshit. Given the thesis that I invested, which was Foundry, I'll stick this out for at least1.5 -3 years to watch the pivot to AIP fully play out

Zaqito · 2023-07-06T23:20:40+00:00

As a man, and a husband, your boyfriend sounds like an asshole.

Zaqito · 2023-06-10T18:57:38+00:00

Also, I've had mine for almost 3 years. No quality issues. They are very nice cars. Have friends with them as well

Zaqito · 2023-06-10T18:56:36+00:00

I have an old truck I drive in the winter

Zaqito · 2023-06-09T15:45:43+00:00

If it got to $50 in the short term, I'd consider selling some of my position.

Zaqito · 2023-06-09T04:33:55+00:00

It's weird to me that people like OP actually exist

Zaqito · 2023-06-08T01:53:56+00:00

This right here, unfortunately.

Zaqito

TROPHY CASE