varun jain

👋🏽 Product @Krakenfx | Ex - @Wealthsimple

[varun jain @varunj90]

@TraderZ @AOTtrades @TraderZ @AOTtrades thoughts on AAOI?

[varun jain @varunj90]

@TraderZ @AOTtrades What are you seeing for AAOI tomorrow @TraderZ - do you have a specific plan?

[varun jain @varunj90]

@AOTtrades Is it worth getting into $NVDA? @AOTtrades

[varun jain @varunj90]

@AOTtrades @AOTtrades Is this handle managed by @traderstewie? Is there a reason why the picks on the personal account aren’t shared here first?

[varun jain @varunj90]

@TraderZ @AOTtrades Still good to enter for power hour? @TraderZ

[varun jain @varunj90]

@AOTtrades Anything interesting for today @AOTtrades

[varun jain @varunj90]

@AOTtrades Nice bought some CRWV for a sympathy play

[varun jain @varunj90]

@AOTtrades Still tracking well on NBIS? Increase exposure or maintain

[varun jain @varunj90]

@AOTtrades Worth waiting for pullback or nibble on some. Do we have rough targets?

[varun jain @varunj90]

@AOTtrades For folks not in WDC is it worth swinging now or wait? Also would you be sharing more swings? Thank you 🙏🏽

[varun jain @varunj90]

@AOTtrades Thank you! One more opinion on $FIG with strong earnings but recently beaten down, up nice today

[varun jain @varunj90]

@AOTtrades Thanks! I hold a big position in RDDT thoughts on this short and long term feel like I might be too deep and meta forum news isn’t helping the stock today even though Reddit had a stellar earnings

[varun jain @varunj90]

@AOTtrades Okay thank you! Do you typically share an entry price along with it? Is it worth buying the position in smaller chunks throighout the day, i also have access to overnight trading hence curious. Thanks in advance

[varun jain @varunj90]

@AOTtrades @AOTtrades just joined the subscription too late to enter?

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Nikunj Kothari @nikunj]

A controversial take - but I think the software world hasn’t priced in the fact that PMs are uniquely suited to thrive in this new world.

Especially one where the gap between idea and execution has shrunk SO much..

Good PMs are

> constantly thinking of new ideas

> spending time articulately building plans (exceptionally important for long horizon tasks)

> rapid context switching

> good sense of outcomes (vs feedback) and selling price of work

> talking to customers and able to convert into skills (yes Claude skills)

These folks were always hamstrung by the pace of development and now have been set free.

Even the “project management” skills that a lot of PMs end up learning at large companies will be helpful in managing a fleet of agents.

Now let’s be clear the PMs who are just doing coordination and none of the other things mentioned above were always destined to die a slow death in organizations.

But I won’t be surprised if a lot of the really good PMs end up starting companies while it’ll be interesting to see what the role eventually evolves to in ~five years within organizations.