Was there ever really a doubt AI would evolve into a parabolic bull market?
This is the most transformative technology ever created with multi trillion dollar companies pouring hundreds of billions into the infrastructure required to support and advance it.
Look at what’s actually happening…
Earnings growth is exploding and new products are being released at a ridiculous pace.
AI agents are nearly building full businesses and products, writing code, analyzing data, and completing tasks that used to require entire teams of people.
Then you have physical products like autonomous vehicles, autonomous drones, robotics, humanoids, etc. being developed simultaneously.
On top of that, you have new energy sources being created because there’s just not enough energy to support all of this.
This is an economic rebuild. The world will never be the same.
That’s why this market has been so powerful, the largest companies in the world are in an arms race to secure compute, energy, chips, talent, models, distribution, and infrastructure.
There will be corrections and shakeouts along the way but the direction of travel is obvious.
Higher.
@MMMTwealth Building enterprise software is complex and frustrating, especially with regulations like DORA in Europe. Outsiders often underestimate this. AI won’t replace SaaS soon, instead, SaaS will integrate AI for better performance.
@compliantvc Brother, please take a remote job yourself. Somewhere far away from X. Your nonsense is unbearable. Under the US-Germany tax treaty, a German resident (non-US citizen) generally doesn’t pay US income tax on earnings from a US company if the work is performed in Germany
@jakebrowatzke With that said many people won't understand this/have a different opinion on it and this is why I think SaaS-Company's will struggle on narrative alone. Path will have to prove itself with numbers. Bought this dip but this won't fly off hype alone.
@jakebrowatzke I’m in at an avg. ~$12.50. I’ve worked with $PATH before and previously to IT Consulting I did IT auditing. Using AI to build multinational, cross-system automation that’s auditable, within hours is highly unlikely in the next 10–20 years. I rather think AI will accelerate $PATH.
$LMT Trump’s ban on defense dividends & buybacks tanks Lockheed Martin stock. My guess is that this will resolve quickly and once resolved, price bounces back.
This echoes his 2017 F-35 cost criticisms, where $LMT dropped temporarily but rebounded within weeks
@QualityInvest5 Hyped in 2020-21, then crashed as pandemic faded, growth slowed, & rivals like Teams bit in. Classic bubble burst...now valued realistically. No edge.