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Feb 14
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LONG
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Michael Chomsky
Founder, OpenClaw Setup Service
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"It has another thing called a heartbeat where it could be proactive. So every 30 minutes it wakes up and it could do a task... It could check your emails. It could organize them and it can actually give you insights proactively." This functionality marks the transition from "Chatbots" (which wait for user input) to true "Agents" (which act autonomously). This dramatically increases the utility and stickiness of AI software, particularly for integrating with business tools like Stripe, CRMs, and Slack. LONG the AI Agent sector and the underlying models powering them (specifically Claude/Anthropic, implied via "Cla" references). High inference costs and "hallucinations" where the agent performs incorrect actions (e.g., sending the wrong email). |
Thread Guy
The Unexpected Rise of OpenClaw (ft. Michael ...
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Feb 13
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SHORT
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Mark Cranfield
Cross Asset Strategist, Bloomberg
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"Gradually, we moved into a situation where anything with AI software seemed to be at risk... sticking to the AI hardware makers, the big guys like Taiwan Semiconductor, Samsung." Cranfield notes "Logistics" is the latest sector to sell off due to fears AI will "dismantle some of the workforce." The market is bifurcating the AI theme. It is no longer a rising tide lifting all boats. The trade is now a pair: Long the "Pick and Shovel" hardware providers (TSM, SAMSUNG, AMAT - the latter mentioned in headlines as surging) while Shorting the "Disrupted" sectors where AI replaces labor or reduces pricing power (Logistics like UPS/FDX and generic AI SOFTWARE). LONG Hardware / SHORT Disrupted Sectors (Logistics/Software). A broader tech selloff drags down hardware despite the structural demand; AI disruption fears in logistics prove overblown in the short term. |
Bloomberg Markets
AI Fear Drives Rout & Goldman Lawyer Quits Ov...
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Feb 11
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WATCH
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Rick Wurster
President & CEO, Charles Schwab
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"Using Wealth.com... they were able to create a two-page visual summary [of a 400-page trust]... AI tools like tax planning... is something that is going to make advisors more effective." Wurster confirms that Schwab is *buying/partnering* with AI solutions (specifically naming Wealth.com) rather than building everything from scratch. This suggests the "AI Winners" in Fintech may not be standalone disruptors, but B2B software providers selling into the massive distribution channels of legacy firms like Schwab. WATCH. Look for public B2B Fintech/AI software companies that serve enterprise wealth managers rather than direct-to-consumer robo-advisors. Incumbents may eventually build these tools in-house, squeezing vendors. |
Bloomberg Markets
AI Will Help Wealth Managers, Not Hurt Them, ...
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Feb 10
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LONG
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Sylvia Jablonski
Chief Investment Officer, Defiance ETFs
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The speaker notes a recent "big pullback" in the AI software story but believes the current economic data supports a recovery. The economy is in a "Goldilocks" zone. Retail sales were cooler than expected but not disastrous ("not so bad that it mandates an emergency"). This allows the Fed to stay on track for two priced-in rate cuts. Lower rates and a stable economy generally favor high-growth tech stocks. December retail sales were flat, but November was strong. Jobs data needs to show stability; further softening in JOLTS or employment numbers could spook the market. |
CNBC
Experts break down the December retail sales ...
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Feb 06
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SHORT
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Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
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General software stocks are "getting absolutely crushed." This is a displacement trade. The market believes AI is becoming "too good" and will functionally replace the utility provided by many existing software service companies, rendering their business models obsolete. N/A (General market observation). AI adoption may be slower than anticipated, or legacy software companies may successfully integrate AI to survive. |
CNBC
Megacap tech stocks sells off as AI spending ...
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