7/22/25 :: VROCKSTAR :: 
MANH
Consulting is uninvestable
- AI will gut this useless industry. I can discern this from using enough AI tools long enough. not interested in your "but muh integration moat bs". it's fafo, prefer u don't have to fafo pnl
- so while it might not be a short here (it is and i describe it as such, b/c anything that's not a buy is a sell or an avoid)... idk about timing
- i can tell ppl who own this eat long lunches and like to squish their balls when they sit down. so i'll just let this slow motion train wreck happen from the sidelines.
- but yeah, no thanks
V
MANHConsulting is uninvestable
- AI will gut this useless industry. I can discern this from using enough AI tools long enough. not interested in your "but muh integration moat bs". it's fafo, prefer u don't have to fafo pnl
- so while it might not be a short here (it is and i describe it as such, b/c anything that's not a buy is a sell or an avoid)... idk about timing
- i can tell ppl who own this eat long lunches and like to squish their balls when they sit down. so i'll just let this slow motion train wreck happen from the sidelines.
- but yeah, no thanks
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.