Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (78135)	9/22/2025 1:54:40 PM
From: Sean Collett	1 Recommendation Recommended By E_K_S Respond to of 78464

OT: I still do all my valuation by hand/spreadsheet and read all the documents myself. I only use AI to double-check my work at times but often I am then double-checking the AI because it just can't think and often misreads the situation. I think of that scene from Casino (1995) where DeNiro says "the box men are watching the dealers. The floor men are watching the box men. The pit bosses are watching the floor men. The shift bosses are watching the pit bosses. The casino manager is watching the shift bosses. I'm watching the casino manager. And the eye-in-the-sky is watching us all" - I'm watching AI, the AI is watching me, then I'm watching the AI again....PLTR is watching us all. I think GROK works well in finance because of the strong FinTwit community it learned from? It looks like many of you use AI tools more than I do so perhaps I am just jaded, but my own use doesn't reinforce the idea these things are going to be writing their own secure and usable programs in the near-term. GPT-5 is nowhere near the step that GPT-4 was indicating maybe we're reaching LLM limits. Don't let that stop the money flows though! NVDA is going to invest $100B into OpenAI and OpenAI will invest and buy NVDA chips. We're just passing money around the same companies over and over and market keeps going up, up, and away! I know shorts are not discussed here but you see the above and then look at things like $FIG (FIGMA) and boy....$28.59B market cap on $749M revenue and negative EBITDA last year. FWIW Ben Graham blew up in the depression crash from not following his own rules as he use to short common stocks then buy up the convertible bonds as a hedge. Hmmm. Happy investing, Sean