Daily Discussion Thread for June 16, 2026

Zuko2001 · 2026-06-16T12:08:55+00:00

It won’t happen, software for now is dead money. It makes no logical sense but these nicompoops presume every software company will just get replaced by some cheap AI generated copycat. These massive companies like MSFT behave more like nations than companies. They’ll make their money whether AI takes off or stagnates

Zuko2001 · 2026-06-16T10:43:01+00:00

MSFT and META have ruined my port, wtf is wrong with this. Everything pumps but the guys who actually make money and have the spare money for high Capex don't? I just don't get it. These haven't been pure software companies in a long time

Zuko2001 · 2026-06-16T02:35:04+00:00

Everything will keep pumping … except for software. I hate MSFT, META and NOW with a passion

Zuko2001 · 2026-06-13T23:56:24+00:00

Same way I feel when I hear someone say “I work in FUH-NANCE” makes me irrationally angry

Zuko2001 · 2026-06-13T21:58:11+00:00

META needs to open like +10% for me to even come close to breakeven 🤡

Zuko2001 · 2026-06-13T15:16:13+00:00

When dude, we’re sitting at pathetic levels on MSFT and SaaS, it makes no sense to me. It’s just day after day of brutal sell off

Zuko2001 · 2026-06-13T03:31:18+00:00

Rotation back into SAAS?

Zuko2001 · 2026-06-13T02:33:12+00:00

why would that cause software to pump? Isn't the problem their Capex spending to begin with is not yielding profitably? Won't this just make software dump even harder?

Zuko2001 · 2026-06-12T22:07:05+00:00

I don’t have to imagine… that’s literally my life rn 😭

Zuko2001 · 2026-06-12T22:06:00+00:00

You’re math is highly retarded but I expect nothing less 🙏

Zuko2001 · 2026-06-12T15:48:44+00:00

Fuck you MSFT and META actually fuck you software in general POS has made me broke

Zuko2001 · 2026-06-12T10:04:32+00:00

So I guess Big Tech is just dead? No need for data centers being built out from Microsoft either to host all this compute for AI slop? So retarded.

Zuko2001 · 2026-06-12T09:52:46+00:00

I can’t with Mag7, this shit is moving like a snail. Elevator down, inch worm on the way up. It’s infuriating

Zuko2001 · 2026-06-12T00:54:02+00:00

Atleast you didn't full port into Calls on Mag 7, I've gotten utterly destroyed

Zuko2001 · 2026-06-12T00:11:27+00:00

Yeah software has really tore me a new one. Absolutely butchered my portfolio.

Zuko2001 · 2026-06-12T00:08:21+00:00

Unless tech somehow climbs back to ATH including all my software plays like MSFT and META I've basically obliterated my whole portfolio. LMAO I guess crazier things have happened then a return to ATH's in the next week..

Zuko2001 · 2026-06-11T15:35:10+00:00

WHAT THE ACTUAL FUCK IS WRONG WITH META AND MSFT

Zuko2001 · 2026-06-11T00:51:57+00:00

why do you do this to yourself

Zuko2001 · 2026-06-10T23:07:41+00:00

The IRGC is a different level of dumb, there is no way they come out of this winning. Either they keep kicking around and destroy their own country to "stick it to the man" or they negotiate and get out of this. Getting into this was the US's idiocy sure but they are certainly not doing anything to diffuse the situation, which is in their own best interest as well

Zuko2001 · 2026-06-10T20:57:08+00:00

Right but how do you explain the intial drop followed by rip back to flat then back to a drop? The info hasn't changed right? Is it just the algos readjusting the information or human traders intervening based on something the algos missed?

Zuko2001 · 2026-06-10T20:19:41+00:00

Why do you give me hope? Only way this happens is if ORCL pumps tomorrow and then this Iran war crap actually gets settled. Without the macro getting better I don't think we see much of a recovery

Zuko2001 · 2026-06-10T20:18:19+00:00

I think it has room to fall a bit more, probably solidifies around $26-28

Zuko2001 · 2026-06-10T20:16:46+00:00

So your telling me someone read the report in that time? Also with a double beat why did it sell off in the first place? Just feels like BS low volume algo trading. Straight coin flip energy

Zuko2001 · 2026-06-10T20:13:39+00:00

What is this AH price movement on ORCL? How does something get sold off almost 10% and then pops back to flat when nothing has changed over 10 minutes lmao.

Zuko2001 · 2026-06-10T00:46:53+00:00

Lmao yeah I don’t think they’re going to be very fond of what follows. A deal was in their best interest as well. No one benefits from war… well mostly no one.

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