@levelsio@austinbv I asked Claude to help, and it suggested a 'snap' script. When I run the snap command, I can take a screenshot, and it automatically transfers the image to the server while saving the file path to my clipboard: ~/screenshots/snap_20260709_173629.png
Cette mécanique qui nous fait croire qu'une rotation sectorielle peut se matérialiser ne sert qu'à hameçonner des épargnants qui pensent choper le point bas sur les logiciels.
Le marché, lui, est convaincu que tout le secteur est dead et substituable (à quelques exceptions près).
The mistake here is sizing. Pabrai put 77% into $MU, which sounds like conviction but is exactly what guarantees you cannot hold it. At 77%, every wobble in the stock is a wobble in your whole net worth, so you find a reason to sell, right before the move you were right about.
At 10% sizing, none of that happens. A drawdown is a few percent of the book, easy to sit through. And if the stock does 15x, that 10% position grows into 150% of your original portfolio, so you more than double your entire book on one name without ever being forced out.
Conviction is not the position size. Conviction is staying in the seat.
Singapore’s Foreign Minister, Dr Balakrishnan casually explaining how he built his own AI agent (a 2nd brain for diplomacy) using Claude & WhatsApp integration etc. on a Raspberry Pi
“You cannot govern a technology you have only been briefed on.” 🇸🇬
Netflix, Wikipedia, Airbnb, Dropbox ~ all run on the same web server.
One quiet Russian engineer wrote it alone. For free. 🤯
Meet Igor Sysoev 🇷🇺
> Russian software engineer. Born 1970 in Soviet Kazakhstan.
> Failed his first university entrance exam.
> Joined Rambler in 2000 as a system administrator.
> 2002 ~ started writing a new web server in his free time. Alone.
> Goal: handle 10,000 simultaneous users on one machine ~ a problem Apache (the dominant web server at the time) couldn't solve.
> 2004 ~ released nginx publicly. Free. Open source.
> Zero marketing. Zero PR. Just the code.
> 2008 ~ nginx was serving 500 million requests per day at Rambler.
> 2011 ~ founded Nginx Inc. with co-founder Maxim Konovalov.
> 2013 ~ Netflix scaled its streaming CDN to 40 Gbps per server using nginx.
> 2019 ~ F5 acquired the company for $670 million.
> December 2019 ~ Russian police raided his Moscow office over a fake copyright claim.
> The Russian tech community publicly defended him. Charges were dropped.🚀
> 2021 ~ nginx overtook Apache as the #1 web server on Earth.
> 2022 ~ left F5 quietly. No farewell tour. No book deal.
> Today nginx powers Netflix, Wikipedia, Airbnb, Dropbox, Cloudflare, WordPress.
> 33% of every website on Earth runs on his code. Apache trails at 26%. Microsoft's IIS isn't even close.
> Still 100% open-source. Still free.
One man wrote it alone, in his free time, for free.
He never sought publicity. He never asked for credit.
A third of every website on Earth still runs on his work.
Webserver GOAT. 🐐
Extreme levels of cope in the reply section here from employees at SaaS companies that don't want to lose their job
SaaS stocks went down 80% for a reason
Obviously there will be SaaS that remain and new SaaS but many are just an hour or a day of work to replace with AI
I already built my own screenshot service (for social media images), image resizing for all my sites, NSFW content moderation, community content moderation, uptime monitor with status pages, automated backup service etc
Before I paid for all those SaaS!
I noticed you don’t understand what you’re taking about! What’s ass about it? $ko and $axp are both like 20-30 baggers that pay annual dividends in the amount that was originally invested in them. $bac and $appl are like 7 baggers also paying big and growing dividends. The Japanese’s investments have doubled but the genius is they were purchased for “free” due to borrowing in yen basically for free. It’s one of the best and most impressive portfolios in investment history and it’s not remotely close or debatable. 🌹