Jeff W 🌮
@jaydub2099.bsky.social
Reposted by Jeff W 🌮
Because we have allowed analysts to be captured by the companies they're meant to analyze, and none of them understand anything, otherwise they'd say A) you can't build this software and B) even if you could, are you going to waste time and money to maintain it?
bsky.app/profile/flyn...
bsky.app/profile/flyn...
I don’t understand why AI is just suddenly now “hammering” software stocks. Nothing has changed in the last couple months in regards to how models perform in that space?
February 5, 2026 at 12:49 AM
Because we have allowed analysts to be captured by the companies they're meant to analyze, and none of them understand anything, otherwise they'd say A) you can't build this software and B) even if you could, are you going to waste time and money to maintain it?
bsky.app/profile/flyn...
bsky.app/profile/flyn...
Reposted by Jeff W 🌮
Part 2 of the exchange.
February 4, 2026 at 8:25 PM
Part 2 of the exchange.
Reposted by Jeff W 🌮
/2 Shit I think they caught on
February 4, 2026 at 10:22 PM
/2 Shit I think they caught on