I like $FOUR as well. Not a degen, but I have a long position in it. Previous earnings was abit shit though given what I've come to expect from their playbook. Growth was around 20% Which is really good, but wanted 30%. But that didn't include acquisition of GlobalBlue. In the fireside they guided how much revenue and growth GB would provide in bear and bull cases. So I'll probably sit and accumulate more shares and see how it goes. It's undervalued asf. 13.4 Forward P/E. 0.38 PEG. Nearing April numbers despite growing 20-30%? This might violently shoot back up on earnings if GB provides the growth they guide.

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> I’ve dropped the AI pessimism, it’s not helping my pocketbook. AI is the real deal, whether we like it or not. It’s already smarter than teams of human geniuses, and it only gets smarter from here. I'm optimistic on AI, but I'm going to correct you on this. AI is not smarter than humans. It just posses a much broader body of knowledge.(100+ GB worth of weights) "Reasoning" models are an illusion. They work by identifying and applying existing processes that have been documented in training data. If you give a reasoning model a new type of task that wasn't in its training data, but explain it well, the AI model will fail. But a human can adapt and understand it. AI is not superintelligence. It is an efficient way of identifying and replicating patterns in training data. This makes it useful for certain tasks, but it's not good enough to replace humans for any work that requires critical thinking and adaptation outside of a narrow set of procedures.

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