Commented on $TMHC - Taylor Morrison Remains A Solid Candidate For The Seasonal Trade On Home Builders. seekingalpha.com/article/487518…

This was an interesting stat given by Petco in their call last night, “Industry data tells us that 34% of Gen Z customers shop exclusively in stores. Interestingly, this group’s preference for an in-store experience is much higher than Gen X or Millennials and is virtually in

Commented on $DMRC - Digimarc: A Pivotal Q4 Positions The Company For A Comeback. seekingalpha.com/article/488261…

Commented on $DMRC - Digimarc: A Pivotal Q4 Positions The Company For A Comeback. seekingalpha.com/article/488261…

Yep! But.... No Place to Hide As War Drives Oversold Conditions – The Market Breadth drduru.com/onetwentytwo/2… $AAOI $COMPQ $DELL $GLD $IGV $TLT $ITB $IWM $MAGS $SPOT $SPY $SLV $XLV $USO $VIX #AT50 #technicalanalysis #stockmarket #marketbreadth #AT200 #trading

Commented on $DMRC - Digimarc: A Pivotal Q4 Positions The Company For A Comeback. seekingalpha.com/article/488261…

Jevons paradox is happening in real time. Companies, especially outside of tech, are realizing that they can now afford to take on software projects that they wouldn’t have been able to tackle before because now AI lets them do so. We’re going to start to use software for all

Trend is (not) our friend.

Commented on $KBH - KB Home's Disappointing Q1 Report Ends The Seasonal Trade. seekingalpha.com/article/488656…

Commented on $DMRC - Digimarc: A Pivotal Q4 Positions The Company For A Comeback. seekingalpha.com/article/488261…

Commented on $DMRC - Digimarc: A Pivotal Q4 Positions The Company For A Comeback. seekingalpha.com/article/488261…

Commented on $LEN $DHI $TOL - Seaport cuts ratings on homebuilders on slower housing activity. seekingalpha.com/news/4573059-s…

Another week on the road meeting with a couple dozen IT and AI leaders from large enterprises across banking, media, retail, healthcare, consulting, tech, and sports, to discuss agents in the enterprise. Some quick takeaways: * Clear that we’re moving from chat era of AI to

Since 1928, this is the first time the S&P has made new all-time highs in 11 days or fewer after falling 5-10%.

Why will AI create more jobs in plenty of industries? It’s because we’re going to use AI to accelerate output in one area, and then eventually you run into a new bottleneck somewhere else in the process that still requires humans. This example from the FT is an obvious one. More

Wowza

youtube.com/post/UgkxXlwga… via YouTube

And it begins Sullivan & Cromwell just admitted to a federal judge its court filings contained AI hallucinations The firm apologized to the federal judge as they had to submit multiple corrections focused around: • Fictitious Case Names: The filing included names of legal

Sorry to anyone who thought AI would mean we’d work less (at least for now). AI makes it easy to explore more than you did before, and so you start doing far more as a result. I regularly have seemingly small things that end up quickly consuming 3 hours because the agent made it