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@tfanalytics1
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The incoming Fed chairman is going to be one that is going to cut rates more aggressively. So, there is little likelihood that the bull market will end. Of course, rate cuts can be derailed by higher inflation, or a shock, economic or geopolitical.
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$path is so undervalued. UiPath is in the same position that $pltr was before they launched the AiP, with the stock trading at $7. While Palantir swiftly benefitted from organizations' skyrocketing demand for AI after the launch of ChatGPT, $path is slated to benefit from high
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$googl Finally market realizing the value in this company. I think Alphabet might be the second company to reach $5 trillion market cap. They are just so good and undervalued, and their AI is actually very good.
$googl I bought the stock because it’s the only company in AI that ia fully integrated from chips to application.
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Unlike the RPA market, which is more nichy, the market for Agentic AI is enormous. Once organizations figure out that Agentic AI is easy to implement, demand will go through the roof. There is already very strong demand and most orgs only dipped their toes in it. And there is
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Unlike the RPA market, which is more nichy, the market for Agentic AI is enormous. Once organizations figure out that Agentic AI is easy to implement, demand will go through the roof. There is already very strong demand and most orgs only dipped their toes in it. And there is
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Insane!
lol not that shocking, but interesting anecdote from Bain that the diligence consultants now try to mock up AI companies themselves to see how hard it is to build As you can imagine, products that aren't embedded deeply in workflows are much easier to just build internally
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You can now ship housekeeping jobs to low-wage countries. This robot, or any robot, will make it possible. https://t.co/qvrtNMJOB6
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How many companies like this are out there? There are very few companies in AI with real moats.
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What does Airbus, Walmart, and Cleveland Clinic have in common? Both use $pltr and $path services. They use $pltr to get intelligence to help with decision-making and $path for task automation. Palantir is an insights machine. UiPath is an action machine. They mostly don’t
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$pltr is an insights machine. $path is an action machine. These are not competitors.
$PATH selling off today, currently down nearly 7% after Nvidia CEO shouts out partnership with Palintir, while not mentioning other partnership with UIPath during the Nvidia keynote today 😂 Pointless noise. I'm currently relistening to UIPath Fusion's best bits while
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What’s driving $path down today? Could it be that the company was not mentioned at $nvda keynote?
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$qure broke!
Did $qure just break?
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You’re calling this too early! The dot-com and the subprime collapsed after Fed raised rates. Fed is now decreasing rates, so we are in about ‘96-‘97, or ‘04-‘05, as is the article that you cite. Continue to dance. Party is just starting.
I’m begging people to go back and read the contemporaneous reporting of the housing market from spring of 2005 to mid 2006. It was meticulously documented by the mainstream press how insane consumer behavior was, and how prices subsequently began rapidly declining.
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The green is the $path chart. Just getting started.
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But like the internet, we are in a boom and a bust might follow. Markets always get ahead of themselves. I don’t think we are close to bubble territory, so yeah, second inning is about right.
How early are we in the AI boom? I hear people say 3rd inning, 2nd quarter, 1st half and litany of other sports analogies. My read? We are still inventing the sport. New game, new rules, and the pre-game show hasn’t started yet. It’s the very beginning of a multi generation
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Great points on why AI cannot (yet) replace software engineers. This is what all seasoned developers will tell, the bottleneck is not in writing code - I think coding was 5% of my job as backend dev - but in: -Understanding and reflecting business logic -Architecting clean,
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$open There is a lot of pent-up demand for housing transactions in the US that will be unleashed with lower interest rates. This is bullish for Opendoor, especially with the current management.
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$open delivering!
When I was at Shopify, we learned that we could underwrite loans and fund merchants better than anyone else by investing in building excellent models. Our models at Opendoor will be world class. Machines are far better than humans at pricing things. We should let them.
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