I vibe code all day, everyday...with decent results that have
been life-changing. But it's not easy - hobbyist stuff (and
probably better if you have an addictively personality
). The death of software is probably a bit
overstated. Yes, I did my own complicated taxes this year, but it
probably took me 500 hours to build the system and get everything
dialed in. Most people will continue to pay....but the
marginal customer will be a problem going forward - margins will
deflate.
Software followed through
Posted by matt on 18th of May 2026 at 03:23 pm
ADBE daily - Adobe Systems, Inc. - Chart Linkbeen holding this crap LOL, anyway nice to see it move up
NOW daily - ServiceNow, Inc. - Chart Link same for NOW, been holding
IGV - iShares Expanded Tech-Software Sector ETF - Chart Link the ETF
NOW-ZA!
Posted by shellson2 on 19th of May 2026 at 07:17 am
NOW-ZA!
Yep! I'm still long NOW
Posted by matt on 19th of May 2026 at 08:48 am
Yep! I'm still long NOW
What are your thoughts on
Posted by sschilmeister on 18th of May 2026 at 03:33 pm
What are your thoughts on WDAY?
Update: What are your thoughts on WDAY?
Posted by matt on 18th of May 2026 at 03:46 pm
WDAY - Workday, Inc. - Chart Linkthe chart on WDAY actually looks pretty good. Earnings are May 21st, so Thursday
I vibe code all day,
Posted by fibbro on 18th of May 2026 at 05:14 pm
I vibe code all day, everyday...with decent results that have been life-changing. But it's not easy - hobbyist stuff (and probably better if you have an addictively personality ). The death of software is probably a bit overstated. Yes, I did my own complicated taxes this year, but it probably took me 500 hours to build the system and get everything dialed in. Most people will continue to pay....but the marginal customer will be a problem going forward - margins will deflate.
Earnings on 5/21
Posted by MysticRhythms on 18th of May 2026 at 03:40 pm
I wouldn't touch this until past earnings. Too risky. The base looks constructive. Insiders don't think it's cheap here.