The reason AI is having trouble getting better is because it keeps bumping up against the processing power of the simulation we all inhabit.

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I won’t touch this stock again because their cfo violated their nda and from my readings we are approaching a real shock from this hormuz shit which big money will move from speculation to valuation and poet doesn’t make money. “According to RBC Wealth Management head of investment strategy Frederique Carrier, a rule of thumb used by the firm's chief economist is that an oil shock needs to last between three and six months to have a sustainable impact on inflation. Nuveen global investment strategist Laura Cooper said her firm still had AI tech exposure given its profitability, but was countering that with "dividend growers", infrastructure and real assets such as real estate and gold miners as a hedge against risks.” https://money.usnews.com/investing/news/articles/2026-05-01/analysis-investors-are-running-out-of-time-to-brace-for-true-oil-shock

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Yup. I think only AI related stocks go up.. and RDDT ain’t seen as that

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Ongoing lawsuit against OpenAi. In court he admitted to creating OpenAi to basically destroy google :/ This was like in his court testimony in the past week or so. Google is fucked, everyone here's just huffing copium acting like downvoting the bearer of bad news is gonna save their google calls :/ here's an article on it from the past week court filings/details: [https://www.cnn.com/2026/04/30/tech/takeaways-elon-musk-openai-sam-altman-lawsuit](https://www.cnn.com/2026/04/30/tech/takeaways-elon-musk-openai-sam-altman-lawsuit) Plus everyone's forgetting that GOOG's revenue is like \~55% from search engine services... and OpenAi is eating their lunch. Let's not forget that Deepseek and other Chinese Models are eating Google's lunch by providing search engine services via ai FOR FREE. But yes. Let's all downvote the bearer of bad news, like I invented this information -\_-

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semiconductors are used in a lot of industries outside of AI chips

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Yes, and going back I don’t think it’s so much the Claude doing taxes part that intrigued me, but analyzing SaaS companies as AI becomes more and more advanced. Which ones have a shaky hold on their industries? IMO, INTU and ADBE are two candidates. They could, however, utilize AI to strengthen their platforms rather than being weakened by them. I have no short position (yet), but I am eyeing them both closely.

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Lol I’m not in any AI stonks

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And if the AI bubble pops?

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Cognizant is way more vulnerable than Accenture. Accenture has a lot of government contracts that are long term and immune to offshoring, whereas CTS is almost exclusively into offshoring which is now under pressure because of AI.

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Lol you can’t even enter a pool with diaper on. Its definitely AI.

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