Sveno In The Stock Market
Sharing my thoughts on my investment plays.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 7 | Founded | 5 months ago | Last Issue | 3 months ago |
| Active | |||||
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sveno88.substack.comLatest Issues
Corporate America Needs Software, Stop Being Stupid.
Dear stupid Market,
Software is in everything and so you decided to sell off… everything…!??!
SPGI, MCO, Blackstone… doesn’t matter.. if it’s close enough to software then sell it, sell it all!?
Are you kidding me !? Your stupid...
Why Google allows Claude to compete directly with Gemini
For any of the vibe coders that use Google Antigravity, have you ever wondered why you have the option to choose the Gemini model along side a bunch of others such as Claude ? Aren’t they competing models ?
Subscribe, my content is free...
Robotaxis done wrong
Dear stupid Market,
If you weren’t so obsessed and enamored with Tesla robotaxis then you wouldn’t be so blind to the fact that:
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They are expensive to make
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The are expensive to maintain (new sets of tires every 18 months if...
I'm betting on LATAM and you should too
Dear stupid Market,
I own MELI for 2 simple reasons:
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Brazil and LATAM has a young “business hungry” population that will spur economic growth.
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The EU-Mercosur deal is huge for Brazil. It opens the EU market to LATAM. This...
Uber is just an app, anyone can vibe code one...gg
Oh dear Market,
So naive, it’s almost cute. You spend too much time romanticizing about AI. You think it’s going to replace everything including software and SaaS is like a dead man walking. It’s on its last legs and you think it’s th...
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Authors
The writers behind this newsletter.
I'm a dad, I'm a Montreal Canadiens fan, I'm a software developer and many other things. I'm from Montreal Canada and I also happen to be heavily invested in the stock market.
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