May. 25 at 3:31 PM
On days off I like to look for new ideas in hopes of finding a handful of “interesting’s” & shortlist down to “that’s the one.”
Starting point: the highest return over 30yrs.
Claude brought
$NVR as #1
The price is steep but doable.
But that’s not the point, here’s the point; when double checking with
$GOOG a completely new set of stocks made the list.
$AMZN $AAPL &
$NFLX were on/remained on both lists but MNST took the #1 spot.
When I circled back & asked Claude wtf, its response started w/“sorry, my data was slightly off”…and ended with “Bottom line: these results are more accurate…”
The reasons it gave were all incorrect assumptions no experienced trader would ever make.
This is the looming 🧷 to a potential bubble; companies won’t pay for enterprise Ai w/a 50% potential of error.
The funky CAPEX/REV games WS is playing to inflate the market doesn’t help; no different then subprime on every firm’s books.
Now imagine OpenAI IPO 🤬the bed year 1 like FB when it debuted.
