Fed(@lord_fed):Despite the doomers assuring us that AI would go on and kill software this year, software has performed extremely well ever since putting on this basket back in March. To the point you have the software vs semis trade having one of its best days on record on Monday.

Fed

@lord_fed

Cross-Asset PM, predominantly L/S equities, commodities and FX. Sometimes rates, sometimes memes.

参加 October 2017

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Fed@lord_fed

2026.09.16 10:27

Despite the doomers assuring us that AI would go on and kill software this year, software has performed extremely well ever since putting on this basket back in March. To the point you have the software vs semis trade having one of its best days on record on Monday.

Fed@lord_fed

2026.03.24 17:30

The most expensive misread in markets right here is thinking AI kills software. I think it gets absorbed by it which is a completely different trade. Spent several weeks on this post and built a 15 name basket around the idea.