DOCU

Dangerous-Store-7378

Everything I bought listening to the YouTube analyst Parkev. TTD, PINS, DOCU and UBER. Definitely not my choice of stocks and the only ones in deep red. I was actually dumb enough to pay 20 bucks monthly subscription for 6-8 months. Everything I bought myself has nearly doubled.

are_videos

DOCU to da moon

chessmathster16

Calls on DOCU?

tika_dengu

DOCU flying

throwaaway788

Calls $DOCU

AlexFranz

Calls on DOCU

Beneficial-Ad-7771

Oracle ERP will probably stay around but any of the simple stuff will be replaced for sure. I agree some enterprise systems that embed AI will probably be much stickier but all the single use stuff or super simple systems will for sure just be replaced. But regarding ADBE, SalesForce, DOCU, most of the simpler stuff will have a harder time justifying its premium.

YOLOdollhair

Concept of a deal signing brought to you by DOCU. Calls on DOCU.

Valkorion335786

I wasn't lying when I said DOCU calls last week No one listens to me

Yottahz

Did they really use DOCU for signing the peace deal? I thought that was a joke.

tika_dengu

DOCU down 2%, i was expecting a goodwill pump

Xzlk

“Digitally signed” peace agreement? DOCU????

fzrox

Long DOCU?

tika_dengu

Let’s pump DOCU to 1T for delivering peace

tika_dengu

DOCU to 1T for delivering peace

Public-Position7711

Not up in the air. Signed electronically. Full port $DOCU.

Public-Position7711

Official signing? It was all done electronically. Calls on $DOCU.

TwoTrick_Pony

Puts on DOCU?

bigmeatbag

Donnie said they were gonna sign the deal electronically, DOCU pump coming?

hioman01

Calls on DOCU that is used to sign the deal?

e-alromaithi

Call or puts $DOCU?

1200ikeatables

Imagine if trump tweets DOCU tomorrow after signing.

onel1f3

Are the iranians using DocuSign $DOCU ...feeling bullish

zxc123zxc123

Going to be a generational run up $DOCU on MONDAY.....until it crashes on Tuesday open because Trump tweeted Monday night that the deal is off again because the group of Iranian teenagers who are firing rockets at ships in Hormuz don't know how to use TRUMP™'s TRUTH-SOCIAL-SIGN^© powered by Melania coin cryptography!!! * Trump himself will refuse to simply use docusign or sending the paper docs while yelling at a female reporter for pointing it out on Tuesday. * On Wednesday, Israel attacks Jordan claiming self-defense against terrorists, builds a settlement there for American interests, Germany will applaud this, and the markets tank as oil spikes again (apologies for the hypothetical Antisemitism). * Rubio or Bessent will say some things to calm the markets by Thursday. * Trump will TACO by Friday saying "We're VERY CLOSE to a GREAT deal on Iran using my new crypto e-signature tokenized-stock that will reverse SPAC onto the Nasdaq as $SPCC THANK YOU FOR YOUR ATTENTION TO THIS MATTER". Repeat next week.

EmbarrassedTax3164

We feeling DOCU calls because of this?

Kraken357

DOCU calls.

Moneymeech3475

Calls on DOCU

Valkorion335786

DOCU calls Peace deal will be done with virtual signatures

VocalConservative

If DOCU, SAIL, NTSK, ORCL are any indication, ADBE will drop tomorrow. Gonna short it in the last 5 minutes before closing bell.

TheSeeker331

$DOCU didn’t fall as much as I needed it to though lol

VocalConservative

If DOCU is any indication, ADBE puts should do ok. I'll think of shorting it as well closer to the day.

WrexyWrex

DOCU is a great buy here too

Lightbeingdeem

I was hoping someone would sign my contract so I can make quota. Put a call into DOCU.

onerandomcomputerguy

Maybe not in one day, but can try to catch the AVGO bounce or DOCU. You missed the meat of the CRWD bounce but maybe still worth a shot

BearContra

DOCU? More like BROKU... Lmao

Tytuseva

Can someone smarter than me tell me if DOCU will go up during the call.

vF101

God damn $DOCU , cash printing machine and still falling. Can't get a break!

BearContra

I have puts in both LULU and DOCU. LULU 125 PUTS and DOCU 52 PUTS. Look at my tagline and fully expect both of these companies to get acquired before open tomorrow.

DarkR124

Only earnings that didn’t bend me over this week is my LULU puts. PL faked me out but still up big on shares. AVGO wrecked me but shares so I’ll bag hold DOCU didn’t do shit so theta wins I’m tired chat.

horseisahorse

Why isn't there an DOCU subreddit where I can say "ape strong"

BearContra

DOCU is going to absolutely rip after the earnings call. Expecting this to open at 60-65. LULU is an overreaction - stock is still beating estimates but is down 60% YTD. Warren is just going to take this over at this point.

Ricky_Rozay8

WTHelly DOCU DOIN?!? god damn UIPath all over again https://preview.redd.it/8l9r088eqb5h1.jpeg?width=638&format=pjpg&auto=webp&s=f5263286907341f4c2a55eca50e72a3dc0759e6c

onerandomcomputerguy

Picked up DOCU puts at close to hedge 🤞

WindNo3445

DOCU calls for financial freedom

gervs99

RBRK call PL call DOCU put LULU call. Can’t wait to lose

LadderAdmirable

DOCU is going to absolutely destroy earnings. Fully expecting this thing to open at 65-70 tomorrow.

prestonbeverly

LULU earnings or DOCU earnings play torn which one to run!!

onerandomcomputerguy

I am undecided on DOCU and my calls are at break even rn

zug_moneycomes

Here is the deal $XOM you go back green, I sell and put full port $DOCU put and we see who owns casino

LastOfM

Everybody is talking about LULU and DOCU. No one wants to play GWRE? Thinking of shorting it.

Hovercraft_Typical

Are we going DOCU calls just cuz tech + AI pivot or something??? Or how about LULU puts??? Hopeless company

Longjumping-Lack8294

How do we feel on DOCU puts ?

zug_moneycomes

Opinions about $DOCU incoming today results?

zug_moneycomes

$DOCU full port put? Opinions? I think there is high probability it can go tits up

Harp-Note

DOCU. It'll probably go down, but I thought that was funny considering all the calls I have being red right now.

zug_moneycomes

$DOCU short for the earnings after bell thought?

Fantastic_Smoke9501

ok enough with crying in the casino. what are we thinking for tomorrow? PL, DOCU, RBRK- put Lulu - call

zug_moneycomes

Full port DOCU short what you think?

tocinoman

Anyone else playing DOCU?

WOTEugene

I keep adding more KEEL and a bunch of other BTC miners pivoting to HPC (CLSK MARA). Doing a small ER gamble on DOCU this week and also BOX calls as a DOCU synergy play in case DOCU really pops… this is 100% gambling though… KEEL/CLSK/MARA are my longer term plays (shares and leaps).

d3rFunk

So puts on DOCU.

theGameNWA

DOCU rhymes with ROKU and it will make yoooouuuu b.... ? correct!

FeverTreeCloud

Unless DOCU is now using AI 🤖 to automatically sign contracts on behalf of companies whether the parties authorize it or not 😤, I am out

CALAND951

Replace DOCU with CRDO and you've got about 90% of the posts on this forum over the past 24 hours. At this point, the consensus here is starting to rival Cramer's picks.

AlGAdams

Im gonna roll my INTU earnings gains into DOCU, see you on the moon

Complex-Walk8027

HPE - Earnings report and enterprise AI services. KR - Long term hold in case of recession. DOCU - Earnings report coming up, looks like annual plateau. DG - Dollar tree jumped 10% on earnings report last week. I figured DG might do the same this week. SPCE - One share to start DCA long term. Small investment in all of them to minimize risk.

DarkR124

They always crush earnings, last three have all been beats with most recent being pretty significant. Trading around half their 52W high. $2B stock buyback. Incorporating AI. Always liked DOCU. Not sure if the move is going to be crazy so will probably do calls a few months out to avoid crush + see if I can capture any movement back up if it does bomb.

Tweezers666

Why DOCU

DarkR124

PL calls, DOCU calls, DG calls. HPE…not sure yet. Not a bad week. Plenty of plays.

Necessary_Fly_9266

Thoughts on DOCU? Its been down YTD

stonketship

So your saying DOCU calls?

AbsorbingTax

I also hold some weed stocks, TDOC and DOCU from Covid. I averaged down on CHWY and got out profitable, but I keep those old relics to remind me not to chase the flavor of the week, or at least to sell when I'm up.

random20190826

Well, the call spreads are good enough that I could, in fact, make tens of thousands on them if LULU reverts back to ~$140. The next thing I am YOLO-ing into would likely be CRM, DOCU and other crashed software stocks.

lionlxh

I am not an expert in software stocks, but let me give it a try. \------ Even if there's no AI, Adobe is in a severe business **crisis**: **Canva** almost killed InDesign and Illustrator, 4B ARR, **+46%** YoY. Blackmagic Design (**DaVinci Resolve** \+ Hardwares) took away a portion of PR/AE's professional user share, 0.6B Sales, **\~+15%** YoY. **Figma** completely killed XD, 1.4B Sales, **+35%** YoY. **CapCut** (ByteDance) took away PR/AE's low-to-mid-end user share, 0.8B Sales, **+31%** YoY. (BTW, Bytedance has 30B CapEx + R&D, Adobe has 4.5B.) **Affinity** took away a portion of Photoshop's share, 100M Sales, one-time purchase. **CSP** took away a portion of Photoshop's share, 40M ARR, **+26%** YoY. BTW, there is **Krita** which is FOSS. (Think about what Blender and Godot did to the industry.) **Procreate** almost killed Fresco, 30M Sales, **\~+12%** YoY. Lightroom has no obvious single competitor, but in reality, it's being carved up, and it's basically non-existent on mobile. \------ If we talk about AI: Firstly, all of Adobe's tools are **NOT agent-friendly**. Figma and Krita are the best interm of agent-friendly. Canva is a disaster. Express is better than Canva and has the potential. But the problem is, Adobe was afraid that Express would hurt their traditional tools. So they deliberately withholded core functions. The Firefly image model has been destroyed by **GPT Image, Google Nano Banana, Bytedance Seedream, Alibaba Wan/Qwen-Image/Z-Image/Ovis-Image, Flux**... **Copyright compliance** (which is firefly's only advantage) looks like a moat, but it's **not**. **R&D capability** is the real key. If a model provider can make a good copyright non-compliant, they can make a copyright compliance one too, the reverse is not true. The video model (Rephrase.ai) has been destroyed by **Google Veo, ByteDance Seedance, Kuaishou Kling, Alibaba Wan**. The key here is, who has the **DATA**. (Alibaba might look weird, but they have Youku and Alibaba Pictures.) In principle, Meta, Sony, Tencent, Netflix also have high-quality video data, and might also enter the game. Adobe obviously has **NOTHING**, and it's physically impossible to compete. Firefly now had no choice but to integrates most of the US models above, but first, **the model providers siphon off the core profits**, and second, Canva integrates the **exact SAME models,** so Firefly has no moat. \------ Talking about Adobe: **Creative Cloud**, 14.2B, +12% The total revenue of the competitors mentioned above exceeds 7B, and creative tools have had a massive amount of **market share taken away**. Note a very serious thing: Creative overall is constantly **raising prices**, roughly estimated to have increased by 8%\~14% in '25, which means Creative Cloud's **organic growth is between -3.7%\~1.8%**. >e.g. Creative Cloud All Apps ($59.99) -> Creative Cloud Pro ($69.99) Document Cloud, 3.5B, **+15%** This is good news, Adobe PDF is eating away DocuSign's (NASDAQ: DOCU) share, which only has an +8% growth rate. Experience Cloud, 5.8B, +9.3% Competing heavily with Salesforce and Google. CRM is also considered the SaaS industry most easily replaced by AI. \------ Then again, as long as the price is right, even if growth is 0%, it can be considered. At this price, there are two ways we can bet on this: 1. **Kill itself**: Develop modern web-based applications from scratch—agent-friendly, high performance, modern features that meet current needs, completely backward incompatible, with a user experience no worse than Canva and CapCut—and compete directly with its own old products, including Pr and AE. If so, there might be a **massive valuation repair**. Because growth fixes DCFs. 2. Accept reality and **give up the struggle**. As long as management gives up the struggle, cuts expansionary spending (half of R&D, half of marketing, a quarter of G&A), and starts epic buybacks + dividend payouts, you will not only get these **shareholder returns** but also a **valuation boost**. To give two examples: **Philip Morris (MO)** and **Sage Group (LON:SGE)**. After the former started with 0% growth in 2018, its dividend-adjusted CAGR is 18%, and the latter is 16%. But the premise here is proving that it is truly **NOT IN DECLINE** but zero-growth (so that the DCF model will not give a result of **ZERO** ). Although the latter is a "tech stock," its **business model** is very solid. But this is not 100% guaranteed. For **Check Point (CHKP)**, the company's net profit growth from 2014 to 2024 was 4.5%, the share cancellation rate was 4.25%, and the company's dividend-adjusted stock price CAGR was indeed roughly 10% — meaning almost no valuation expansion. If counted from 2014 to present, the CAGR is 5.4%. The worst examples are the vast majority of SaaS stocks that dropped 80%, because hardly any SaaS companies that failed to compete can manage to stay flat without declining; 99% of the time, a **sudden death** would happen. Personally, I don't think it's worth it. **High growth + low valuation** = a lot of margin for error. **Low growth + low valuation** = opening a mystery box. Unless the business model is so solid that it doesn't even look like SaaS (like Sage Group/RELX Plc, but they're not cheap at all).

Happy-n-Healthy

Calls on DOCU

unpsyned

VM what say you to puts on DOCU ($42.5, $40) June 18 exp. This shit going to zero like I’m hoping?

Pinball_and_Proust

The following stocks are near all-time lows: ROKU, PYPL, Z, DOCU, MTN, RDDT (sort of), CMG, DECK (sort of). It seems like all Redditors just buy or sell the entire market rather than individual stocks. Plenty of individual stocks seem oversold. Does anybody think about individual stocks anymore?

vARIOSpREMios

Oh just buy DOCU UPST or something they have good software

Pinball_and_Proust

"If there's no LNG or oil to run your fabrication, how are you going to sell what was promised." I don't know how this applies to companies like RDDT, ROKU, PYPL, Z, DOCU, MTN, which don't manufacture anything.

Optionally_Invested

Tbh, I don’t focus too much on individual stocks, my main priority for now is broad indexes. At the moment, only these three individual: MSFT, GOOG, and DOCU. The latter is the most interesting in my opinion, as I don’t see how AI is an enemy of DocuSign. If anything, it’s a booster for their product. As for the indexes, I’m selling puts now on the classic ones: VOO, VTI, VXUS, and I just started with SMH and XSD. As gold seems to be coming back to a more reasonable price, I’ll probably add IAU into the game.

Pinball_and_Proust

What is capital investment for RDDT, ROKU, DECK, PYPL, DOCU, and Z. I do not think Z's profits are tied to house buying. I guess I can see how SHAK and CMG make capital investments (more locations).

robb0688

Yeah I think so. My iv to rv ratio puts it at like 0.9 so it's in kind of a shitty middle ground. I personally wouldn't see it as a green flag for straddles but I also wouldn't go in with condors or calendars...🤷 Either way, still pretty new so I'm paying attention whether I trade it or not. Did calendars on LULU, DOCU, and M yesterday into today and they all did well. LULU especially. That was +78%

chimera240495

Buying DOCU tomm ..

Harp-Note

So were OKLO, LULU, and DOCU options killed? Glad I got out with profit on puts earlier.

InfamousBreakfast228

I like the way you think . However I’m a little iffy about DOCU

TheScourgeOfHumanity

DOCU with the massive beat. Might open at $51 at this point

Soheeb

Yo thanks for DOCU. Much appreciated

newmoneyking

It’s 2026 I still don’t know what DOCU does for revenue.

WrexyWrex

lol DOCU

LengthObjective2253

Iron condors on DOCU thank me later

BetZealousideal7761

JBL, DOCU, MU calls

StonkaTrucks

OKLO puts, LULU puts, DOCU calls

Stocks_N_Bondage

Puts for DOCU & SAIL I think...

Stocks_N_Bondage

Maybe for today: - Calls: OSS • JBL • OKLO • M • HTHT - Puts: LULU • DRVN • DOCU • SAIL *Disclaimer: not advice, not recommendations, subject to change, nothing to see here....*

BetZealousideal7761

DOCU calls

StocksStormTrooper

By the rate it’s going DOCU will turn into a penny stock.

Three_of_a_kind3515

Sell covered calls on each until the shares get called away.. well.. maybe not RIVN, DIS, CHWY.. those, with the cash from the others, I would buy more. We got killed on DOCU as well..

TomatoSpecialist6879

Outside of RIVN(2020-2021), DOCU(2020-2021) and QS(Dec of 2020), none of these garbage managed to even pumped here. This reads more like ValueInvesting garbage

Impressive-Bee-5183

Solid fundamental breakdown. If you're considering a position, worth thinking about how to express this through options since the setup has some interesting characteristics: **Why DOCU might be a good options play right now:** Down 77% over 5 years but fundamentally stable (positive FCF, NRR > 100%, growing revenue). That's the kind of name where IV can be elevated relative to the actual risk of further collapse - the market prices in "tech stock that already crashed" fear even though the business is generating cash. **A few ways to play the thesis with options:** **If you're bullish but cautious (your "medium conviction"):** * **Sell cash-secured puts** at a strike you'd happily own it. You either get paid to wait or buy at a discount. Given your bear case concerns about commoditization, getting paid premium while the thesis plays out is better than buying shares outright. * **Bull put spread** if you want defined risk. Collect premium, cap your downside, and you profit as long as DOCU doesn't drop below your short strike. **If you want asymmetric upside on the IAM thesis:** * **LEAPS calls** (0.70+ delta, 1-2 years out) give you time for the Anthropic/IAM catalyst to play out without the full capital commitment of shares. Your bear case ("medium risk") is exactly why LEAPS make sense - defined risk while the thesis develops. **What I'd check before entering any of these:** * Is IV elevated vs DOCU's own history? If IV rank is high, selling premium (CSPs, put spreads) is the better play. If IV rank is low, buying premium (LEAPS) is cheaper. * What's the sentiment skew? If options flow is heavily bearish, selling puts into that is risky even if fundamentals look fine. * Any earnings/events within your DTE window? I built a tool that checks this stuff across \~4,000 tickers daily - would tell you whether DOCU currently favors buyers or sellers based on IV, sentiment, liquidity, and timing. Free to use, called Options Pilot. Might help you decide *how* to structure the trade, not just *whether* to take it. Your bear case about commoditization is real though. If you go the CSP route, pick a strike where you'd genuinely be happy owning DOCU even if the IAM thesis doesn't pan out. The worst outcome is being assigned into a stock you don't believe in anymore.

ReceptionSmall9941

This fits the current software AI debate: activist pressure for Block-style cost cuts is now part of the DOCU story. No position — summary link: https://modufinance.com/p/a2fd34d8-56b1-41a1-8adc-36a1d911f3e0/