CLR Reddit Mentions | ChartExchange

SOXX semis UP AGAIN after hours, ARM +8%. Is it any clearer that the market doesn't value people? It values automation, it values AI, it values human replacement. **Get into semis and AI before society replaces you.** Semis are literally a hedge on your own survival. Otherwise what are you going to do when you lose your job? Protest for UBI? LOL
Just look at what all the stocks are doing:
1. **Adobe** is done, why hire designers when you do the same with AI image generation? Being creative is no longer special, LLMs can even generate voices from dead people.
2. Software engineering and coding? LOL, 1 top tier engineer can do the work of 5-10. Time to put down your coding tools and re-learn the trades, just like you wanted coal miners to learn to code. Vibe coding is fine and all, well good luck doing it when 4/5 coders get fired and everyone is forced to do it. The only company worse than software? Software re-sellers. **CDW** \-20% today, a company of 16000, done for. **Nobody look at any software company stocks**.
3. Who else does coding? Biotech consultants, look at CROs I**CLR, IQV, TMO**, done for, as cheap as 2008. Are they looking to hire statistical analysts using R, SAS? Database cleaning? Medical writing? Tasks that can be automated by AI...nope.
4. IT consultants: **Accenture, Cognizant, EPAM, GLOB, DAVA**, my god, they're dumping forever, no more tech consultants needed when you can search for IT on chatbots. **Gartner** \-72%? Just LOL.
5. Finance? What finance, who needs to pay 1% per year for simple advice when chatbots are more accurate? Data is now useless because LLMs easily pull all data. Financial analysis can be done on a single platform and third parties are dead. **FDS, MORN, TRI, Wolters, BR, VRSK**, all dead.
6. Insurance third parties? Yea you were forced to talk to someone selling you insurance when you needed to, now? No human interaction required, just shop the best quotes direct from the issuer. Intermediaries, brokers are dead. **WTW, AJG**. cheaper than covid. **BRO**, an acquire and broker for SMB insurance? Worse than 2008. 22k people, and a sign of the entire small broker space, dead.
7. Fast food service? Most cashiers are literally gone, replaced by touch screen kiosks even before chatbots came along. Sure the burger flippers and dishwashers are still needed, until a burger flipper bot comes along.
8. Upcoming industries ripe for disruption?
Real estate brokers, charging 6% home prices for hours of work. Yea it might work on clueless 30 year olds and is an industry with artificial barriers to entry. AI can now guide everyone through the process. Agents take hours to get licensed, they're gonna beat AI? LOL. Agents become glorified door openers.
Any human interaction that isn't really desirable, required, or costs way too much. Mental health epidemic due to wars everywhere? See an AI psychiatrist, free better than thousands with health insurance. Neither will actually treat you.