lnofeisone

I think AI will push devs to be more hybrid business/mission + dev. I use AI today and can get so much more coding and coding review done than I have in the past. I can now spend so much more time focusing on dealing with client and understanding what they actually need which, to your point, may not be how they are describing it.

While I love office space and the humor it has, I've been in so many situations where the client doesn't know what they want and the engineers have no clue what was asked and just coded whatever and we were all in the same room. This meme exists for a reason:

I don't agree with this take at all. A lot of white-collar jobs are relationship-based and require that relationship. AI isn't a substitute for that. And I'll still take all the IT jigglers when I have 2AM production issue over AI. That's just a fact of life.

A lot of advances are now being made using hybrid of chatgpt, gemini, whatever + org's native data. The Technical term for this is retrieval augmented generation (RAG). Knowledge graphs are making a very strong come back. I have a few clients who have seen an enormous ROI using this approach in solving problems that were very difficult/expensive in the past.

BAH is very good at competing in the lowest cost technically acceptable (LPTA) types of contracts. CACI has made efforts to invest into its capabilities (agile software factory) so they can show a bit of innovation at competitive costs. I personally would stay away from these names for the next few months. There is a massive shift to push work to small businesses and the entire gov't contracting sector is realigning right now. You can see it by looking at which vehicles are being used for procurements. All the biggies are now hitting up small businesses to build up a rolodex. CACI is no exception.

I agree here. Sold some puts here. If it goes down another 20% i'll load up on LEAPs.

CNC primarily focuses on gov't sponsored healthcare. Their margins are leaner but they know how to operate in this space to get bonuses which is something that all other insurance companies are suing HHS for (CNC is also suing but they didn't get dinged as hard). They are projected to grow top and bottom lines. I don't think the current administration will do anything terribly wild to impact Medicaid/Medicare/Tricare.

Some HUM, ELV, and ERIE.

I added to JOE and CNC and sold some MSGE puts.

This is definitely a pathway this can play out and it'll start hurting bottom lines. I think that will be the time to enter or maybe a bit closer to 2029.

I'm waiting for some sort of turbulent event, like a BK or the winding down of an ETF.

I unloaded HIFS today and rotated into CPNG.

Sold HSY. Lost patience.

The stock trades very stupidly. Sells off good on earnings and then takes time to recover in time for next earnings. For the past few months, I've been selling puts and buying calls monthly. I also have a core position here too and don't mind if I get shares put on me.

sold CPNG puts and bought CPNG calls.