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Sanrith Descartes

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Yet still has the jankiest shit AI assistant (Siri). Half the AI features the promised over 6 months ago still aren't released.

Total clownshow over there.
AAPL and AMZN both in the tank after hours by more than 3%. Gonna be a shitty Friday methinks.
 
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Jysin

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Wires overnight claim the US approached China on getting formal talks started. Markets up on the thawing of rhetoric.
 

Asshat Foler

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Yet still has the jankiest shit AI assistant (Siri). Half the AI features the promised over 6 months ago still aren't released.

Total clownshow over there.
Apple announced a partnership with OpenAI last year. They’ve pushed some AI features like AI text summary notifications to iOS but I have them turned off. Has anyone here played around apples latest AI offerings?

I don’t think AI integration with the likes of Siri or Alexa is going to be what moves consumers. They’ll use apps like ChatGPT, Claude, and grok. The real AI money will business to business products. I’m already seeing my work efficiency increase by up to 50% with a new internal company agentic AI tool that was recently in my company a few weeks ago. It has full access to company internals. At initial launch it already has enough features to touch the full software development lifecycle from digesting tickets, writing very context aware code, creating code reviews with excellent summaries and reviewing code. It’s way paste the “copy and paste code in a UI” stage. Right now I think this sort of tooling is only available at big tech companies like mine that have the infrastructure and can afford it. I imagine the prompts are pretty expensive… They’ve started to do some rate limiting but it looks like they’re expanding capacity.

It was only last month I think I was laughing at people in pol saying my more complex software engineering job would be replaced by AI. I’ll admit I’m going to eat crow on that and I’m seeing it in the early process real time. My job will probably focus more on systems design in the future if I want to survive.
 

Khane

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Ummm, what industries magically hired +1.04 million Americans? Cuz it sure as shit wasn't anything tech/service related.
 

Kirun

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Ummm, what industries magically hired +1.04 million Americans? Cuz it sure as shit wasn't anything tech/service related.
I'd imagine it's probably mostly related to agriculture, construction, and/or manufacturing.
 
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Borzak

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I’d wager construction and oil/gas industry

Maybe, but at the current price of oil there's not a lot of "new" exploration going on. They are still producing wells but not mass exploration at oil being $60/brl or less.

My segment of industry is backwards. The more the price of oil/gas fall the busier we get with all the extended maintenance shutdowns that either wouldn't be shutdown if the price of gas was higher or wouldn't be shutdown till later.
 

Captain Suave

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Not calling you out, but I was trying to parse that chart and it didn't help me arrive at the highlighted conclusion at all. Turns out the axis labels are off by a factor of 1000. (What's three orders of magnitude between friends? Demerits for sloppy presentation.) For the curious here's the original article with enough analysis to make sense of the claims.


Here's a look at the derivative of those curves that shows the change story more clearly:

1746204430978.png


 
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Sanrith Descartes

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Not calling you out, but I was trying to parse that chart and it didn't help me arrive at the highlighted conclusion at all. Turns out the axis labels are off by a factor of 1000. (What's three orders of magnitude between friends? Demerits for sloppy presentation.) For the curious here's the original article with enough analysis to make sense of the claims.


Here's a look at the derivative of those curves that shows the change story more clearly:

View attachment 584636


1746207960436.png
 
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Sanrith Descartes

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We have officially filled the "liberation day" gap. If you timed the bottom and bought you are up 18%.

1746208522058.png
 
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Blazin

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Bulls clicking off checkboxes , amazing how we can rally this far off the lows with no change in the narrative. dumb people who like losing money will say things like "Trump changed his stance" "There has been progress" That's all just cope. Those same people will be confused if we now reverse and head back towards lows. We have now accomplished the obvious rally that you can see in every bear market ever. You also see it in v corrections. Which one is this? Who knows, but we are about to find out. Price is going to tell us.

Right now the 20d, 50d ,200d is awful and ugly. That needs to correct. We are going to get a cool off from this rally so pay attention to the hints. How does the vix behave, how does risk on growth vs defensive staples behave, how does credit look.

We just popped above the 50d which is in decline. It's hard for a declining ma to act as support, if we go revisit the 20d by the time we get there it will should be nicely moving up.

One day at a time.
 
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Il_Duce Lightning Lord Rule

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Bulls clicking off checkboxes , amazing how we can rally this far off the lows with no change in the narrative. dumb people who like losing money will say things like "Trump changed his stance" "There has been progress" That's all just cope. Those same people will be confused if we now reverse and head back towards lows. We have now accomplished the obvious rally that you can see in every bear market ever. You also see it in v corrections. Which one is this? Who knows, but we are about to find out. Price is going to tell us.

Right now the 20d, 50d ,200d is awful and ugly. That needs to correct. We are going to get a cool off from this rally so pay attention to the hints. How does the vix behave, how does risk on growth vs defensive staples behave, how does credit look.

We just popped above the 50d which is in decline. It's hard for a declining ma to act as support, if we go revisit the 20d by the time we get there it will should be nicely moving up.

One day at a time.
Concur.

I'm guessing we get another pullback soon, but I'm happy to be wrong. Also not putting money on that sentiment yet either.
 
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