bobtabor

I write about cloud & AI, I develop software, I invest, and most importantly, I try to care for people like Jesus did.

[bobtabor @bobtabor]

@thsottiaux Stop renaming things. Let it all congeal.

[bobtabor @bobtabor]

@moninvestor Management is focused on dilution and where they'll be in five to ten years. *

[Uncle Bob Martin @unclebobmartin]

I’m significantly older than you. I started coding in the late 60s. My current strategy is to not read any of the code written by my agents. That’s the only way I can take advantage of their productivity. What I do instead is to surround the agents with extreme constraints. Unit tests, gherkin tests, QA procedures, quality metrics, mutation testing, test coverage, and a plethora of others. In the end, I have very high confidence in the code they produce because they’ve had to run the gauntlet of all of my constraints and tests.

[bobtabor @bobtabor]

@Yerocode0 Sigh ... you asked him the wrong question.

The right question was: "how do you get dummies to pay you $1.2 million to use the human language?"

[bobtabor @bobtabor]

Micro-chop in the market right now:

8am - Google ripped, CapEx spend ripping 🚀
9am - Wait, too much! And smart money is using you for exit liquidity! 📉
10am - CapEx spend is ripping! 🚀

[bobtabor @bobtabor]

@StockShark16 Ridiculous narratives. Yesterday it was "can Google validate further CapEx expansion" and today it's "too much! too much!"???

[The Kobeissi Letter @KobeissiLetter]

We are in the midst of the biggest technological revolution in modern history.

Alphabet, $GOOGL, just raised their full-year 2026 CapEx guidance to up to $205 billion.

This annual CapEx budget alone is larger than the market cap of all but 85 companies in the world.

The Magnificent 7 will soon spend over $1 trillion in combined annual CapEx.

This is a once-in-a-lifetime technological revolution.

[Anand @anandragn]

$GOOGL spent a staggering $44.9B on capex in Q2, up 100% YoY and 26% sequentially.

That’s $80B in CapEx just in the first half of 2026.

Alphabet’s actions are clear: the AI infrastructure buildout is not slowing down, it is accelerating.

[bobtabor @bobtabor]

@NickSchmidt Thank you for your sacrifice. 🤣

[bobtabor @bobtabor]

@athuinvests Apparently today (pre-market?) 4-to-1

[bobtabor @bobtabor]

@Peoplewish I have a market filter. I would love to hear what others are doing.

[bobtabor @bobtabor]

*Sigh* ... take my money.

Avengers: Doomsday | Official Trailer | In Theaters December 18 https://t.co/R9cKgwYqBF via @YouTube

[bobtabor @bobtabor]

@athuinvests I rarely get stubborn, but I'm not selling this one, for no better reason than I'm tired of getting shaken out by something that feels like an obvious shakeout. I'll go down with this ship -- not because I love $PENG, but because I'm tired of being wrong.

[bobtabor @bobtabor]

@Ollie_AllCaps I like this idea a lot. I have a version of EMA expansion but it was never that short / tight. Thanks for sharing!

[bobtabor @bobtabor]

@thsottiaux https://t.co/o6ckkE0Gbp ... and related market studies

[bobtabor @bobtabor]

@TathaastuVats @Muninn So, my intuition about this was right ... it might be a good early day signal, but less effective as the day goes on. Right now, there are 422 "pink diamonds". Take $AAL, top result, and on the list almost every day.

[bobtabor @bobtabor]

@TathaastuVats @Muninn You are a scholar and a gentleman, sir. Thank you for your reply.

Last question: "today's vol so far" > "highest quarter hour vol" ... is that regardless of the time of day under consideration? That would give a clear advantage to "near end of day" volume. Correct?