@capitalflows Still attempting some sort of AI implementation into my small business. So far has done nothing but help. Pretty sure carvana and other like companies don’t want to take over my business yet.
Great time to be bullish on America. Oil sub $90. Stocks ripping into new highs. Warsh on deck next week to talk through his supply-side economic framework. And the most important company of the future IPOing at a historical valuation. Party on!
@capitalflows Everything from personal advice to financials. I typically will upload to both, but Claude has been better at deciphering documents. I did tie it in to RH agentic trading just to play with it.
Worth a listen.
We go into a lot more than just software.
Historic move in S&P 500 and what it says over the next six to twelve months, momentum and why most people are using it wrong, software and the leaders, capital flows and how ETFs can pick winners, and more.
My usual bravado and Randy's poise. Good team. You will absolutely learn a lot.
We’re long Software.
Oracle $ORCL is the largest component in the space.
Let’s talk about it. 2PM ET!
Join us. Let’s talk some shit.
https://t.co/RVbZO2aLbA