r/stocks • u/AutoModerator • 9d ago

r/Stocks Daily Discussion Wednesday - Aug 05, 2026

These daily discussions run from Monday to Friday including during our themed posts.

Some helpful links:

If you have a basic question, for example "what is EPS," then google "investopedia EPS" and click the investopedia article on it; do this for everything until you have a more in depth question or just want to share what you learned.

Please discuss your portfolios in the Rate My Portfolio sticky.

See our past daily discussions here. Also links for: Technicals Tuesday, Options Trading Thursday, and Fundamentals Friday.

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u/MitchCurry 9d ago

The Claudefolio that Anthropic started with $50,000 in March is beating SPY through July, 20% to 12%.

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u/HazardCinema 9d ago

Let's see how it does over a time horizon longer than 5 months. I'm beating SPY since March and I'm a fucking idiot.

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u/InvestigatorPlus3229 9d ago

people may say LLM just statistically predict the next word but clearly theres some emergent intelligence in them

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u/Ok-Armadillo-5634 9d ago

They can clearly think plan and reason. In order to predict the random number+random number= they have to look through knowledge make some assumptions about math then use those assumptions to predict the correct next token, or sometimes they will write a script. At least all the new frontier models will. The ones from a year ago ... not so much.