u/realcoachco

Due lire da mettere in una azione che vedete al rialzo da qui a fine anno? Va bene tutto, basta che non sia meme stock/microcap

Quick to the point:

5k to put on a stock today to be held no more than 4 months?

So now SOUN has got a Zacks rank of Buy (2)? I thought it was Strong Sell since forever

What do you think? At 72 billions of market cap are we at the beginning of a new MU/SNDK/SKHY type of run or do you think it is way overvalued?

Scimmie,

è da un po’ che studio e testo il mondo delle opzioni col paper account di IBKR. Ho provato principalmente la Wheel sullo SPY e sto provando ora a vendere Poor Man’s Covered Calls. Ho notato che sul lungo faccio quasi gli stessi rendimenti ma trovo PMCC più comodo. Chi segue lo stesso approccio? Che setup usate?

Hello everyone,

My parents just recently retired from work and I’m helping them managing a significant amount of money they got after selling the house we used to live in. I will give you some context on their situation:

1. Both in retirement with a good monthly pension
2. 4 rented apartments
3. they still have some liabilities (2 mortgages)
4. giving their current annual income minus the mortgages, they live without any kind of problems and they don‘t need additional income from investments

Giving this context, they asked me to help them in creating a portfolio with the following constraints:

1. beating inflation
2. growing over the years
3. they don’t need additional income, so i could use accumulating asset only
4. they don’t want to touch it for the next 20 years and more (hopefully) to leave it as heritage, BUT it shall not be all invested in aggressive growth assets, as they still want to preserve it a bit in any case for which they would need to dispose of it

This is what i proposed to them:

1. we calculated together 2 years of living expenses and put the equivalent half in a revolving short fixed term deposit, half in a XEON monetary ETF - as emergency funds (they didn’t have it)
2. the rest of it, allocated as follows:

SWRD State Street SPDR MSCI World UCITS ETF IE00BFY0GT14 35%

IEAA iShares Core € Corporate Bond UCITS ETF IE00BF11F565 30%

CSBGE7 iShares € Govt Bond 3-7yr UCITS ETF IE00B3VTML14 12,5%

CSBGE3 iShares € Govt Bond 1-3yr UCITS ETF IE00B3VTMJ91 12,5%

IBCI iShares € Inflation Linked Govt Bond UCITS ETF IE00B0M62X26 10%

Please absolutely honest and give me a feedback to improve it

Thank you in advance!

How much are you concerned about the introduction by the GPT-Live 1 voice model from OpenAI?

I personally think it’s not the end for SOUN as they are competing with companies developing applied use cases using conversational AI (biggest competitor is now Google) rather than companies developing voice models. I personally don’t see OpenAI or Anthropic building the full stack to provide end-to-end solutions to companies, so someone may need to take OpenAI’s model and offer it as part of a real world use case (or either Google and SoundHound can do it).

As of today, SOUN is implementing Polaris, their own voice model, and it’s not really written that they couldn’t be able to improve it to a point where it can compete or produce similar results but costing much less than OpenAI’s one.

What do you think?

Hello everyone,

It’s been a while that I wanted to try to experiment with a setup at home to build some local agents (mostly for managing my portfolio, my agenda, e-mails, i wanted also to try also something to organize and track my gym and nutrition/health routine. What is a piece of advice on the most useful things i would need? Think everything: which hardware, which open source models, some useful tip and tricks, etc

For example: would you recommend a Mac Mini or a Studio or what else? Do i need additional power source? Would i need a NAS to store data on the long term (I don’t know, just thinking)?

Thank you in advance and i hope to read many answers from you

Hello, as per the title this game makes my build really becoming hot as hell to a point where it shuts off for overheating (second time in a span of some days). I’ve played 2 hours of GTA 5 without any problem but as soon as I hopped on this game and starting a match, the PC turned off after a couple of minutes.

That’s crazy, anyone else with the same problem?

Hello everyone,

I play with a 45” LG 5k2k ultra wide monitor and I have the following build:

Ryzen 7 5800X
Radeon RX 6900XT
32 GB RAM DDR4

I always had some problems with Indiana Jones and recently I got the same with GTA 5. Basically, the outputted fps seems inflated and not real, meaning that (for example) when I setup Indiana Jones at native AA with every details in low, the in-game fps counter shows a stable range 42-47 fps, but it looks like 20…the game overall feels laggy and stutterly and the only way to reduce this effect is set-up the game to have at least 100 fps (that’s crazy). For comparison, I started my game save on a Xbox Series X (locked at 60 fps) and it looks smoother (like 4x) compared to the 45 fps I get with native AA+low details but also smoother than the 100 fps I get with ultraperformance + low details.

With GTA (enhanced), I installed it yesterday and started playing it right away. I set it up with Native AA and everything in very high/ultra without ray tracing and it felt smooth like butter (I don’t know the fps since the AMD overlay wasn’t working right after installing the game). Today, I restarted the PC and started the game…what yesterday felt smooth like butter, today is exactly what I usually see with Indiana Jokes. AMD overlay is working and shows me around 85 fps with frame generator/55-60 without frame generator; the game feels laggy and the only way to make it smoother is reducing the quality to make fps go higher than 90.

Does anyone of you have some suggestion to resolve my problems?

EDIT: I managed to go back to smooth gameplay after basically turning off everything (Frame generator, FSR, Antialiasing) making it a direct native experience. Not only this allowed me to go back to Full screen (I was unable to do it) from Full screen without borders and make the laggy/stutterly experience disappearing, but I also got more fps compared to FSR set on native AA! Incredible
Indiana Jones suffers likely from the same issue since it can only run on windowed or widowed without borders only

I quote from the website:

“SoundHound expects its 2027 revenue range will be, at minimum, $350M-$400M, with at least $100M of growable contribution from LivePerson's long-tenured customers.”

Assumptions from it:

A) 2027 SOUN revenues should be already what the combined business will do
B) so, 350M-400M of which 100M from LivePerson?

In this case it could mean:

1. if full year 2026 revenues will follow the growth rate of Q1 2026 (52%) we can expect around 258M. If full year 2027 revenues is estimated being (let’s stay in the middle) 375M, with 100M contribution from LivePerson, that means the company pre-acquisition will grow only around 6%?

or

2. the company pre-acquisition will grow more than that, so in this case we can expect 2026 full year revenues to be at the lower part of the guidance (225M). This means we should expect a much lower growth rate compared to Q1 for Q2/Q3/Q4 (strange)

or

3. what they mean is 350M-400M will be the original company + 100M contribution from LivePerson. But in this case I would say the statement is poorly worded

What do you think?

Ciao a tutti, cosa ne pensate di SOUN? vorrei delle opinioni serie e dettagliate sia long che short da parte vostra.

Personalmente, vedo qualche difficoltà nel chiudere dei deal che portano revenue (tante partnership, tanti poc) ed è il motivo per cui insistono su M&A. Sul breve periodo, già solo rispetto al prezzo odierno, vedo un +50% di upside a febbraio 2027 se mantengono la crescita del Q1 2026. Ma sul lungo periodo come la vedete?

My prediction is that if they keep increase revenue at the same pace of Q1 2026 (52%), I see 258M in revenues for the full year 2026.

At 20x P/S (high but acceptable for a growth stock AI company), it gives around 5.2B market cap

At 460M shares (after this recent dilution) I have 11.30$ per share by February 2027.

And you?