of the tech analysts you interact with MOST regularly (either buyside or sellside) roughly what % do you think have used AI coding tools like claude code/oai codex & have pushed code into production?
There’s a great divide in the software investor base right now- 1) those that were on the JPM internal IT call, 2) those that weren’t
the first group is bidding software at the open Monday. Sorry no replay is available
“Good trading is a peculiar balance between the conviction to follow your ideas and the flexibility to recognize when you have made a mistake.
You need to believe in something, but at the same time, you are going to be wrong a considerable number of times. The balance between confidence and humility is best learned through extensive experience and mistakes.
There should be a respect for the person on the other side of the trade. Always ask yourself: Why does he want to sell? What does he know that I don’t? Finally, you have to be intellectually honest with yourself and others. In my judgment, all great traders are seekers of truth.”
-Michael Steinhardt
@yieldyumi@HoodieChicken i think so, eventually. but that doesnt define price action in any one week, and i think its something you dont want to own next 2 weeks.. US holders who have held out for long term tax basis will now be selling
@SamuraiTakedown price action is reflexive and completely drives sentiment. Nothing else to go by absent price, sentiment and technicals which creates the vol we are seeing