stockman500

Is Long Microsoft / Short Google the trade to put on in these uncertain macro times???????? If Chat GPT is increasing Bing search traffic and decreasing it for Google and up till now, Microsoft is almost not all reliant on Bing for Revenue and google relies on Search for almost all of it's revenue and Chat GPT is moving people away from Google to Bing: https://www.reuters.com/technology/openai-tech-gives-microsofts-bing-boost-search-battle-with-google-2023-03-22/

I think also with social media nowadays as seen during the pandemic everyone is connected and may be playing the markets again. And the technology to place trades is so seamless and trading costs have come down. Especially if the narrative becomes you're going to get replaced by these more intelligent and efficient AI Bots so why not just go and buy OOTM calls on the companies that'll replace you.

I put in small shorts on TTEC and MAN today, have positions in Microsoft and Duol. I really want to start going balls long some LEAPS on Microsoft and maybe Google before it's too late, but the macro isn't the greatest atm. The news cycle is extremely fast these days and with the way stocks moved during the pandemicI think these things can play out pretty pretty quick too.

This is like Crypto but it's an actual technology with actual, very significant, real world use cases and it's only improving at very fast speeds. It's a very big real invention, comparable in significance and probably more so than personal computers and the internet. Chat GPT 4 was able to pass the LSAT at like the 90th percentile of test takers. It's starting to show moderate success on even Leetcode Medium Problems 21/80 and does pretty well on easy problems 31/41. It scores 700 on SAT MATH, 710 on SAT Reading and Writing. Basically you have a program that can replicate the skill levels of an above average intelligence human. Just crazy. The only thing that's missing is the ability to do manual tasks. Go onto Twitter and see people just asking it for a simple Phone App or Website and it creates it out of thin air and gives you the code. The Code works and it's able to explain to you what each line does. It's absolutely insane.

I asked Chat GPT again for a list of 10 tickers to short and a reason for each. Here is a list of 10 publicly traded companies with market capitalizations over $500 million that might face challenges due to AI disruption, such as the widespread adoption of Chat GPT-4, along with reasons for potential disruption: Concentrix Corporation (CNXC) - As a customer experience solutions company, Concentrix could face pressure from AI-driven customer service solutions that may offer cost savings and increased efficiency. TTEC Holdings (TTEC) - As a customer experience technology and services company, TTEC might face competition as AI solutions become more prominent in the industry, potentially leading to reduced demand for human-operated customer service centers. Alorica Inc. (ALOR) - Alorica, a customer experience and call center outsourcing provider, could be disrupted by AI-driven customer service solutions, which might be more cost-effective and efficient than traditional call centers. Teleperformance (TEP.PA) - Teleperformance, a customer experience management company, may face increased competition from AI-driven customer service solutions that can automate tasks and improve overall efficiency. Sykes Enterprises (SYKE) - As a provider of customer engagement services, Sykes could be impacted by the adoption of AI-powered customer service solutions, which could reduce the need for human-operated customer support. Lionbridge Technologies (LIOX) - Lionbridge, specializing in content creation, editing, and translation services, might face significant disruption as AI-powered language models like Chat GPT-4 become more capable and cost-effective. RWS Holdings (RWS.L) - As a provider of translation and localization services, RWS Holdings could be disrupted by AI-powered language models that offer faster, more accurate translation services at a lower cost. Kelly Services (KELYA) - Kelly Services, a company that relies on a workforce to perform tasks that could be automated by Chat GPT-4, such as data entry and simple customer support, may see their business model threatened by the widespread adoption of AI. ManpowerGroup (MAN) - Similar to Kelly Services, ManpowerGroup, which provides workforce solutions, could face challenges as tasks performed by their workforce may be automated by AI technologies like Chat GPT-4. GDS Holdings (GDS) - As a provider of data center solutions, GDS Holdings could face disruption due to increased demand for cloud computing services from companies like Amazon Web Services (AWS) and Microsoft Azure, which can support the growth of AI technologies like Chat GPT-4. Remember, these are just examples, and investing in the stock market always carries inherent risks. It is crucial to conduct thorough research and consult with a financial advisor before making any investment decisions.

The current market conditions are horrible for mania, but I think this could also play out as a boom bust cycle where the hype starts taking anything with Chat GPT 4 association to new heights like the dot com bubble.

Asking Chat GPT 4 what companies to short As an AI language model, I cannot provide real-time financial advice or predict specific stock market outcomes. However, I can provide some examples of sectors and companies that might face challenges as a result of Chat GPT-4's disruption. Please note that shorting stocks can be a risky strategy, and it's essential to conduct thorough research and consult with a financial advisor before making any investment decisions. Here are some examples of sectors that might be negatively impacted by Chat GPT-4: Traditional Customer Service Providers: Companies like Sykes Enterprises (SYKE) and Sitel Group (private) may face increased competition from AI-driven solutions, leading to potential revenue declines. Content Creation and Translation Agencies: Firms specializing in content creation, editing, and translation services might face significant disruption as AI-powered language models like Chat GPT-4 become more capable and cost-effective. Examples include Lionbridge Technologies (LIOX) and RWS Holdings (RWS.L). Low-Skilled Job Providers: Companies that rely on a workforce to perform tasks that could be automated by Chat GPT-4, such as data entry and simple customer support, may see their business models threatened by the widespread adoption of AI. Examples include Kelly Services (KELYA) and ManpowerGroup (MAN). Remember that these suggestions are speculative and not guaranteed to perform as expected. Conducting thorough research and consulting with a financial advisor before making any investment decisions is crucial.

It is obvious Chat GPT is huge and will revolutionize and disrupt a lot of industries in the next several years in very big ways. In this thread let's discuss the best pure plays for Chat GPT disruption whether long or short. Most obvious at the moment Long Idea: Microsoft, they are introducing Chat GPT 4 into Bing Search. Excel and a lot of other Microsoft Software Products will have Copilot added to them which has Chat GPT 4 embedded in it. Long Idea: Duolingo, just announced a new subscription tier with Chat GPT 4 learning features added. Long Idea: Google. They have only announced some products like Bard and copilot like features for their Software tools like sheets and meetings and rumor is it can rival Chat GPT yet to be released. These companies are too big imo and ideally the best plays would be smaller market cap companies that are adjacent and stand to benefit greatly. I think the most recent technology cycle this is comparable to is iPhones and the App Store taking off but this will be much bigger in scale and there is a lot of money that can be made by using this new tool.

I think only a month after merger completion for the warrants to be exercisable, merger completion happened last week. I might be reading the SEC filings wrong though.

LUNRW The stock is around $100 atm while the warrants are at a dollar. The spac has just merged. I repeat, the stock is sitting around $100 while the warrants are at $1.00 What am I missing here? From what I've read, redemption is possible within 60 days for the warrants at $11.50. This is basically a bet the stock will stay higher than that price by the time redemption comes around. I think the stock will definitely come down but should still be above $10.00. Parabolic rises don't deflate that quickly imo.

I think this thing keeps on going down. This will be like 2008 and 2000. The bubble has mostly burst but valuations will keep going down to below fair market value in the end.

Anyone else following the British Bank of England thing with the rate hikes up? Anyone think things can start getting crazy very soon. Kuppy has been tweeting a lot about it recently.

I wonder if he sells out of his positions when the news of him having those positions moves those stocks up. Not illegal, but it would seem a bit immoral if he did that. Like GEO went up 15% in 2 days on the news that that was the only stock position he held.

Was he really down that much???? I remember there was a clip in the Big Short where it was like -17% or -20% in giant writing on the white board in his fund work office, outside his personal office, and that scene was supposed to show his low point. Him selling out completely would certainly match up with recent tweets where he's saying this is just a bear rally and new lows will be made.