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If this isn't a dot-com level event, then now is more or less the time to buy software
Came up on some money and dumped it into ETFs but theyre all down, what to do?
Received some extra funds and decided to put together a portfolio, can we talk about it?
DD: Content Delivery Network FSLY long and SS thesis
Wall Street Week Ahead for the trading week beginning July 5th, 2021
Cloudflare (NET), OKTA, ZS, CRWD and evaluating security growth stocks using P/S, P/B
$BUG mannnnn y’all gotta hop on this while it’s still cheap about to blow
Mentions
Same I almost “timed the dip” perfectly on many SAAS and cybersecurity companies, by timed the dip I really just mean valuations got too good to ignore and then they happened to recover faster than I expected. I bought BUG early March and it’s up 65% becoming my second largest position. I also bought a ton of CRWD and snow which both doubled and S which is up like 50%. For software I got leaps on TTAN which has doubled, NOW is up like 20%, VEEV up 60%, etc y’all get the point. So it doesn’t seem like too much of a brag post I also doubled down on TTD which dropped another like 60% and SYM in down like 30%.
I have some long options on BUG bc CRWD is such a pendulum.
Most here have no clue how to buy weakness in a high conviction name. Like with software where the narrative just doesn’t make sense. I was posting about BUG CRWD and PANW when the market thought companies would vibe code cybersecurity. It was all laughable.
My only green holdings today were VHT BUG XBI and they are like BARELY in the green 🤮
ONE CENT AWAY FROM MY BREAKEVEN. THERES NO WAY MM’s DONT HAVE MY CHART PULLED UP ON A BUG SCREEN
Nice dude. I wish I bought CRWD at the lows. Guh. Started adding $BUG into my Roth a month ago.
One of the most important lessons I have learned over the years is don’t argue with the market. The market disagrees with you clearly. Occasionally you get a high conviction trade that is actionable. Like earlier in the year when the narrative was somehow that enterprises were going to vibe code cybersecurity. So i bought BUG. This ain’t it. VST already made its move. It’s pulled forward so much of the demand. And oracle is a debt machine. Way too much leverage. Dont argue with the market. Cut losses and find another trade.
Im trying to decide whether should I connect my brokerage account to here and risk exposing my entire positions just to get 100k coins for bug fights BUG FIGHTS > COCK FIGHTS (not the rooster ones)
Bug Fight, down I repeat, BUG FIGHT DOWN
How tf did I blow u a second account today. And on BUG FIGHTS?
FUCK BUG 1, How the hell do you get 3 crits like that in a row
u/zjz THANKS FOR GETTING ME HOOKED ON BUG BATTLE
This is my final message. I have lost everything. Let my fuck up be a warning to you all. Do not gamble your life away on BUG FIGHT.
Bro go to the casino tab you can bet on BUG FIGHTS
My chart does not show BUG up 20% YTD. CNBC is full of shit.
Sell at the open id say. Move on to the next thing. Going long on cybersecurity is a solid play that I'm making and have already found profitable. BUG is the ETF I follow. I also am long on USAR.
Yeah you're going to the wrong way with way more money. Pump them breaks , slow down, you need a thesis that matches your thoughts/feelings/intuition and make feelings the least important of thee. I went long on BUG, NVO, and also bought a $100 CSCO call day of earnings and sold the next morning for nearly 4x in less than 24hours. https://preview.redd.it/k0buoq8bzi2h1.png?width=1008&format=png&auto=webp&s=c6c4a4dc1aa2af052bd51122044eba5ffb733a9f
BUG is the purest etf. CIBR not bad either. But you could just yourself buy panw/ftnt/crwd, small positions in: zs/s
Been on BUG for a couple months Also some long dated calls Not a ton of volume on this but it’s moving nicely
I'm small time. I only buy 1 of each option to diversify as much as I can with my little capital i have. Recently my 2028 $40 NVO call has done good as well as my biggest bet which is in cybersecurity in BUG. I have a few different strike and exp for bug but all have done well now that we are finally recovering. I'm long in bug though so I might hold a few for a while. Cybersecurity is a MUST ESPECIALLY WITH A.I. Also just sold a DRAM call for good profits as well as I didn't want to test my luck carrying them over into the weekend as they exp this month so took my profits and am looking for my next move. I only just started investing and getting into the market in August so it's been a rollercoaster as you can tell lol. https://preview.redd.it/4tsuz113l70h1.png?width=1008&format=png&auto=webp&s=16e94cfbf6650a75b3dd7bc82335072583bb5bf5
If you are looking for cybersecurity stock best ETF out there is BUG covers every single major one
GRID, LIT and URA have to be the absolute best ETFS to be in right now. Honorable mention BUG
What do I currently own? NVO, UUUU, Nike, CCL, BUG, XYZ are some ones I’m currently big on for shares UUUU being my biggest and I fully expect over $100 a share in the future
Anyone looking at the BUG ETF, time to Smash that BUY button?
If the market was only the IGV or BUG… o yea! Dance! 💃💃💃🤣
Maybe not. I just looked at BUG and IGV. Some serious bags there.
Starting to buy cyber sec etfs BUG and WCBR
Gotcha, good point. I got into IGV leaps while Vix was still in the teens. Have MSFT, NOW, BUG, and PATH shares... the whole Saas-magedon is so dumb
The narratives are getting very silly. Take cybersecurity. It’s been crushed. Look at ticker BUG. All these AI agents running actually increases the attack surface. You need more security not less. And corporations aren’t going to vibecode cybersecurity. No serious organization would ever risk their networks to some in-house vibe coded cyber tool. Now in regards to SaaS there will probably be less per seat revenue. Especially if staff are replaced by Agentic agents. And the most basic of tools can be replaced. Like simple dashboards or workflows. What can’t be replaced is the entire stack that you get with something like NOW. I think in the end some of the licensing models will need to change. NOW for example can and will charge for AI agents accessing their tools.
They all follow each other though. Only Cloudflare seems to be more resilient than their fellow cybersecurity pals. I bought everything and BUG for about 25k during the dip now, so I like them all
I was looking at CSPs on BUG too but didn’t love the premiums, thought they were pretty low on a week like this one. What strike and exp did you sell to open?
I don't really have an opinion on any of them. I have a cash-secured put for the BUG ETF, and that's my entire exposure to the sector. But...that's just a trading position based on charts, not fundamentals. Quick glance...looks like Palo Alto and Fortinet are at least making money.
BUG is a good one, the top holdings are all relatively equal weight.
So NVO UNH IVG BUG will basically be the PayPal chart?
I have BUG and individual shares of CRWD. I think BUG has too little CRWD and I will add NET as well if it dips more today. This sell-off is just stupid.
Wondering the same thing… BUG ETF is starting to look really tempting.
I have been thinking the same and looking at BUG. It’ has a 0.51% operating fee.
You don’t even have your narrative correct. It’s not down because of overspending on AI. It goes down every time Anthropic releases a new tool. The narrative is that AI is going to kill a lot of legacy software. Same thing happened Friday. Anthropic had a news drop about a cybersecurity tool and IGV and BUG instantly sold off.
BUG trading volume is double the norm with little to no price change. Looks like Cyber security is a nice side piece to SHLD holdings.
That’s kinda f’d up…. BUG BOOLISH
BUG ETF ( [https://www.globalxetfs.com/funds/bug#holdings-characteristics](https://www.globalxetfs.com/funds/bug#holdings-characteristics) ) has 4.45% exposure
BUG literally has the corpse of Blackberry in its Top 10 Holdings. No shot.
I'm in this too and bascally realised that not all cybersecurity ETFs are created equal BUG and IHAK have been crawling sideways but it seems like CIBR has been having decent returns
I followed a similar line of thought a month or two ago, but failed to fall in love with one stock. So I bought the ETF 'BUG'. So far I'm disappointed as the ups and downs seem to telegraph that the market has no conviction cybersecurity is a growing segment.
Why is the BUG Cybersecurity ETF getting killed?
I like NFE. Earnings later today, and fintel reporting 0 shares to short. It also just hit its 52-week low. The company has YUGE connections to the current administration and will probably get BUG contacts from that alone. NOT FINANCIAL ADVICE.
Tremendous help and appreciate the extra effort by charting it out. Sitting on ~20% cash after trimming on this recent ride up and am looking for the next play. I usually stick to stocks for LEAPS and get to know their charts to be comfortable. The problem? They are all up against 52 and ATHs, so I can’t find the room to run. I will watch the video and read your thoughts in the thread. I hadn’t put much thought out into $BUG so I can remove the thought easily. Weary of a Mag7 trade due to froth, but I hear you on safety. I only trade options with ~10% of my portfolio but your process is safe enough to consider in a larger capacity. I’ll start working on a plan and will ask more questions, I’m sure!! Thanks again.
Hi, did I say in this thread how I find them? If not, watch this short [screen capture video](https://imgur.com/a/barchart-etf-screening-VbwTWxy) I did the other week. Barchart is the bomb, but you might have or find another site to do the same thing. And you might not be able to do some of the things I do in the video, because I pay $20 a month for Barchart Premium, because it's well worth it to me. Did you see where I selected the criteria "**Has Options**"? For the most part that takes care of the liquidity question. But I do screen sometimes and find great charts, only to find that their options are thinly-traded. Or they don't have LEAPS. And tbh, the option volume doesn't matter just a whole lot, b/c if options are offered, and despite a wide B/A spread, you'll generally be filled close to Midpoint. And if you don't get a fill you like, move on to the next one. But adding a "**Volume**" filter might help too; 1M is probably high enough to weed out most of the chaff. **BUG**: *Whew! What's going on with its 1-year chart?* All that up-and-down and only up 12% over the past year? And the 6m: why did it drop \~19% from July 10th or so to August 10th? I don't see dividends to account for that. But let's look at the volume: Oh my, only 282k? I'm surprised it has options, tbh. But let's look at those options: Uh-oh: do you see that its expirations only go out to 162 days? By definition, **a LEAPS option is one that's farther than 1 year out**. So you can't do a LEAPS Call on this thing, and I'm out. I was first out when I saw the chart, I just worked through the rest of it for your benefit. I like that you're looking at an ETF over individual stocks, even if I think your reasoning is wrong. I get it, this ETF has a lower cost of entry, but: ***The reason we buy ETFs is because they're safer than individual stocks.*** Yes, I bolded AND capped that, because it's that important. If you don't quite understand why that is, I can explain. **I'd like you to take a look at** ***MAGS***, an ETF that tracks all 7 Mag7 stocks. I've taken the trouble of charting [BUG against MAGS and QQQ ](https://imgur.com/a/vKEBEui)for you.
What ETFs do you find have adequate liquidity to be traded with LEAPS? I like this idea - for example, $BUG is a nice collection of cybersecurity firms. The underlying holdings are expensive, so I can do a bit more with the ETF. Any illumination to your ETFs of choice would be helpful!
What you’re saying is very normal. Most advisors are mediocre. This is true of all jobs. What are the chances you’re dealing with a rockstar in anything you encounter? You should not be surprised if you desire to change. All personal finance is the same. Spend less than you earn, have emergency fund, invest auto (I prefer weekly), sell only when something urgent to pay for, do that forever. A good advisor will get you streamlined. Explain Roth backdoor and what is better. Lots of these answers can happen with chat gpt. The difference is the advisor should BUG you increase and do more. Should financial plan. Have software that shows you what you’re on track for. This is easier if you personally know the guy. It is not necessary to know, but you have to build a relationship. Or else you will always feel like you pay for nothing. Your experience is very common and valid. Just means you find the right one. Having a good advisor is like having a good accountant, or lawyer, or handyman. Most are kind of a rip off, but if you find the right one: life is super better. Best of luck.
$BUG has less return but I understand it reduces one company risk and diversified in whole cybersecurity space..
I just buy $BUG. Cybersecurity is really nuanced and I want exposure, but don’t want to worry about which ones to buy.
I like silver a bought a **bunch** in 2003 for $4.50 AN OZ AND STILL HOLDING, THAT'S MY BUG OUT CURRENCY!
All y'all not ready for the genius act bill 💵💵💵 haha the BUG BEAUTIFUL GENIUS ACT BILL. CRCL, COIN, MSTR super pump in July 👑
I hope Reddit goes to $69 for several reasons, with the leading one being that they CANT FUCKING FIX THE BIG ASS EMOJI BUG THATS BEEN HERE FOR MONTHS 
$BUG or $IHAK for some good exposure
BONDS  SETTLE IN PEOPLE, YOU WILL WEEK TO AFFORD YOUR GOVERNMENT ISSUED BUG SOYLENT IN YOUR GOVERNMENT ISSUED HOME.... ENJOY AND MAKE SURE TO RATION FOR A RAINYYYY DAYYYYYY
The rally this afternoon seems quite overdone. We’re basically at pre-liberation day levels. Tariffs only paused for BUG countries but yet the big ones remain and actually got escalated. Maybe the market assume same will happen for China. I guess we’ll see what happens by end of the week..
When your bull commander in chief tells you to buy, u FOOKING BUG!!
OMG THEY FINALLY FIXED THE BIG EMOJI BUG 
He looks like the YO VILE EAT ZE BUG guy
EMOJI BUG IS FIXED 
On a serious note, buy the IGV etf. Got a mix of Ai software companies. I just picked up more after trimming some PLTR, SMCI, ACHR, RIVN gains. Also XLK, NUKZ, and BUG etfs are some recent acquisitions.
Bro you are 23 you have the most valuable asset ever which is time. I would suggest doing $135 a week in a Roth IRA. Invest it strictly into one or two growth ETFs. I personally like BUG(cybersecurity). If you did just this alone you’d probably be a millionaire at 45. Focus on that $135 a week then above that if you want to trade go for it.
Just put all 10k into the ETF (BUG), a play on cybersecurity and you should hit your 12% goal per year for the next 5-10years worry free.
BUG looks like it’s making a move like it did starting last October
Ok. What’s your thoughts on BUG. Been flat consolidation for almost a year. Break out time?
If I was 22 I would do a 50/50 split of TDIV and BUG, and let it ride for 20 years bc I think growth technology and cybersecurity will outpace the market over the next two decades, but you can’t go wrong by just putting it all into an S&P index tracker like you have, time is your friend just max your Roth and keep steadily investing and eventually your wealth will start to really snowball.
That explains the boost in BUG I had. I was wondering why it was up so much.
IRAN ATTACKS TAIWAN... I THINK ITS A BUG IN THE SYSTEM 
I own PANW and BUG
How is cybersecurity or the BUG etf highly cyclical? There will always be a 24/7/365 demand.
I'm in on the cyber security train as well. I went with the BUG EFT. I don't have a detailed enough knowledgeable of the industry to try and pick individual winners. I don't love the expense ratio as I'm used to cheap index funds but I'm gonna ride with it for 5-10 years and see what happens. Probably won't beat VOO tho.
You holding more BUG or IWM?
Is BUG down 1.25% AH?
I hold positions in PANW, CRWD, and ZS while considering a swing position in S. Diversified between 3, overweight slightly in cyber security space. Added BUG in my sons Roth to get ETF coverage of the sector as a whole. If a long-term holding, you can't pick wrong between the two
American own the SPY and the Nasdaq, the BUG is small ETF that I own to play cyber security.
BUG short and shallow? SCHD ?
IWM gave it all back. BUG is giving it back too.
I'd be a little cautious on BUG. Lots of the listed companies are in the 'post funding hangover ' and if the institutions decide to change their valuation formulas it could see a lot of volatility. In OPs position I'd think about blending VTI and SPUU if they have a mid term bull case in the US index
You are working hard and call the money you saved so far “play” money? It should be the opposite. I suggest you think of this as your “seed” money for wealth building. Time is on your side, so if you invest responsibly this could turn into some serious cash. Not many people in your age group do it. This is the long way of saying: You are asking the wrong question. Here is what I would do if I were in your shoes: I won’t mess with this money and go “boring” with it. Example: 50% VOO, 30% SCHD, 20% BUG (only because I think cybersecurity is going to be a big focus area the next 5 - 10 years) Let this money grow while you find and settle in your big boy job. Ask this question when that happens.
I added a little more BUG.
You holding any cybersecurity stocks? BUG?
PHAT and CUK are up, TSLA is +12% on bad earnings, META is -14% on good earnings, a guy posted DD about buying calls on BUG SPRAY Companies for Cicadas and got 450 upvotes, and I did DD on Ford, got zero upvotes, they beat revenue estimates by 2.7B and only get a 1% pop Make it make sense 🤦🏻♂️
BAH HUM BUG 
## FORD EARNINGS!! ## Been telling you regards for over a week but nooooo you wanna upvote the guy that told you to buy calls on BUG SPRAY b/c Cicadas are coming 🤨🤦🏻♂️ 👉🏽👉🏽👉🏽👉🏽👉🏽 https://www.reddit.com/r/wallstreetbets/s/sdId3NgPIC
I bought a little BUG