Nikada/E+ via Getty Images Software at an Inflection: Weighing AI's Earnings Potential vs. Margin Pressure The DKCI Fund was down -1.07% in August (-2.60% YTD & +18.36% trailing twelve months). 1 Our software investments underperformed during the month, which is the main topic of this newsletter. Our most recent newsletter was one of our most widely read and circulated. If you missed it, you can read it HERE. In that newsletter we focused on the valuations of small caps versus large caps and mentioned ...

Lovable specializes in helping people build apps and websites, especially people with no coding experience. It's one of the standouts in the popular AI category known as vibe-coding, which lets users guide AI models as they produce code, websites, or wh... https://t.co/Ng3zTud2WX ...