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Hot Stocks: HUBS, AMCX drop on earnings news; CWST, STEM tumble
HubSpot surges as Q1, full-year guidance top expectations (HUBS)
Long HUBS & Short TTD, the gap is going to close eventually = it literally can't go tits up!
Stock I bought took a 40% nosedive shortly after – what are my options?
Breakouts and Breakdowns Thread for January 11th, 2022
Hedge fund shorts HUBS and attempts to sway public opinion with BS twitter post - DD Rebuttal
Buying the dip on "safe" stocks – am I really just gambling?
Is CLOV a Software-as-a-Service Play under the covers?
Semrush ($SEMR) - Compelling Small Cap Growth Stock with Potential
Semrush ($SEMR) - An attractive martech powerhouse in the making
SEMRush ($SEMR) - An attractive MarTech powerhouse in the making
Mentions
I bought into the software slump last week (NOW, HUBS, INTU, TOST, CRM, WDAY). My thinking is that in many cases AI will build on top of existing SaaS products rather than replacing them. It will also need to be trained on non-public data that's locked in existing databases belonging to those SaaS offerings. But this reasoning is not true for all software. Some types of software (such as WIX, ADBE, FIG) are in direct competition with AI for a large share of users and a lot of AI training data is publicly available. It's absolutely possible that you are right that many users will prefer a visual site builder to AI. But many others will not. That can't be good for Wix's growth prospects unless they manage to pivot to something that benefits from AI. On the flip side, Wix is not expensive. Price/sales is just 2.62 according to Yahoo. PEG is 0.5. They clearly have a capable team. So who knows. Maybe it's worth a bet. But I think it's a bet on the people rather than the product. It's a bet on a turnaround story.
Yet. I just got my French citizenship and am gonna go and start CRM's and HUBS' true competitor ;)
Greed is the cause of my failure. I was making $1000 on HUBS post earnings. Didn’t sell as I wanted to make more. Now I m down $1000.
ADBE, MSFT, CRM, TEAM, HUBS on fire sale
That's not true. Before this drop NET and CRWD were holding up not too badly. Of course they went down in the last weeks with all the software stocks but they are among the ones that dropped the least. Just compare them to TEAM or HUBS for example.
Difference with PayPal is there were already better products in market. Apple and Google wallets are far superior from a consumer perspective, and stripe just destroying everyone on integration side. Things like NET, HUBS, CRM selling off cause one day somebody might make something better…isn’t that the risk for literally every listed company?
Watch the rotation. Today for example, SPY was flat. What was up? IGV. CRWD. NOW. The things that were heavily beaten down for months. What’s been up huge this year? Or over the last 12 months? CAT MU SNDK ASML. All this AI buildout stuff, infra and the AI adjacent stuff like CAT. What’s up huge is going to be the next source of capital (selling). CAT will probably draw down soon. Also look at ASML for weakness soon. The key is where will it go? Most likely for the next few weeks IGV forms a base. NOW and CRWD and HUBS work as short term tactical trades. Long term start picking real software winners. The next phase of AI after the buildout is going to be software. Cyber security is all oversold and the most logical place for money to flow. Agentic AI and all these AI agents increase attack surface areas. CRWD should work next week and into March at least. Key is to watch what’s working. Money usually flows first into the most oversold areas.
Bro should have bought HUBS
HUBS earning call yesterday and it is going up at night.
I was expecting a better reaction to HUBS I mean…. What the heck
Always place a stop loss when initiating a position. Also start partial positions like buying 1/3 and waiting. Then another 1/3. Etc. At this point, current market sentiment may stick to HUBS and CRM for a while and it could be dead money waiting for a slow partial recovery. Nearly HUBS 10% drop today. Time for a gut check on hold, sell part, sell all. Some are holding and buying while others have capitulated. I don’t make investment decisions for others but recommend looking at your investments each day and ask yourself if it’s a buy, hold or sell. And why after doing your research. Good luck.
SaaS stocks like HUBS, CRM, NOW, WDAY have got down crazy. None of them have a positive signal yet. If you are looking to protect it, buy puts expiring 90 days; and shield your portfolio.
Google wanted to buy HUBS for $450 a share just 18 months ago. It’s trading at $210 now. Might be a good bet now since the earnings came out pretty good.
$HUBS founders have been yapping about AI while $HUBS has dropped 75% in a year.
This should be a clear reversal for HUBS and yet it’s like on shrooms or something
Meant to buy $HUBS but I accidentally bought $HIMS. Ugh
HUBS was an $800 stock 1 year ago. Now it's barely hanging onto $200. Wow...
Notes for above: Most are about delta 25 ish, but APP and HUBS are bear put spreads. The "Detention" calls relate to ICE detention center companies, and are here only as Taco is currently expanding centers, and both CXW & GEO were knocked down due to the incidents in MN. Assuming these companies are involved in the recent expansion, they should pop. However, I'm otherwise not certain of their quality, so separated them.
APP Call HUBS Put Aurora Put QS Put
HUBS I’m ready take my money
I booked 120% profit to put it in VOO. Can't trust individual stocks after a fuck up from HUBS and TTD
SaaS stocks have been on an absolute obliteration path this year. TEAM, ADBE, CRM, HUBS
remember when GOOGL wanted HUBS for 34B in 2024? HUBS current marketcap is less than 13B
HUBS and TEAM are nothing alike. And yet trade in unison because software index.
all SaaS companies are in a race to to the bottom on the 1Y. WDAY, CRM, ADBE, TEAM, NOW, HUBS
NOW is part of my puts watchlist. That list also includes HUBS CVNA ZS GDDY and others....
* ZS has nearly doubled QQQ and nearly tripled SPY since it IPOed * TTD has more than doubled QQQ and nearly quadrupled SPY since it IPOed * HUBS has nearly doubled QQQ nearly tripled SPY since it IPOed
Has anyone thought of calling out CEOs on LinkedIn for the rubbish stock price performance. I'm talking about likes of $TTD, $HUBS, $ZS.
Will this happen with HUBS? Not 8x but back to its mid ATH? I.e. atleast double from now at some point? Been down since I bought it
Don't...I have been doing that in ADBE, HUBS, MELI and DECK. What a nightmare
Is anyone longing software (CRM, NOW, HUBS, MSFT) here? Looks quite oversold. CRM Rsi is in 15, most oversold since Aug 2025. Down from 270 to 226 within 2 weeks.
Is anyone longing software (CRM, NOW, HUBS, MSFT) here? Looks quite oversold. CRM Rsi is in 15, most oversold since Aug 2025. Down from 270 to 226 within 2 weeks.
ADBE, CRM and HUBS aren't even beating inflation on the 5Y chart
Sold HUBS and exchanged it for CRM
Waiting. HUBS missed and now MNDY missed. My guess is CRM will also miss and drag the sector down again. No point in buying now.
Buying FI I loaded up on DUOL and HUBS last week soo hoping the fly
Wild that former software darlings CRM and HUBS are flat on the 5 year
CRM dead due to HUBS, SaaS is now negative 5Y return across the board.
HUBS, CRM, SHOP and ADBE -- all down bigly today
HUBS not getting enough attention. Got beat to shit for no good reason
Workplace management software stocks have been steadily selling off which is quite a red flag, see: TEAM, HUBS etc... Rest of the market doesn't seem to care about unemployment right now because of "AI", but the narrative will eventually flip when capex tops out and capacity exceeds demand.
I try to make threads with sources. An article hasn't been made with all the stocks yet just Figma. Basically every time he named dropped a stock it sent it flying. Some of them include HUBS, EXPE, COUR, TRIP, etc.
HUBS is going after PLTR’s lunch
All this excitement with OpenAI event and every mention of other companies $FIG, $HUBS, $CRM, etc $AMD is losing seam gonna hit low of the day
I bought 400 HUBS at $500 dollars. Now it dropped from the sky and dig a hole through Earth Core and arrived in Japan. Hold and or speak Asian.
HUBS down 16% in 2 days. No brainer buy or am I missing something?
Why go so big on one stock? I own some Unity but i feel another saas growth crash is brewing under the covers. A lot of names getting wacked lately (TTD, MNDY, HUBS, DSP, PUBM, CRWD, NOW) and they start to all trade together. If big money starts to get margin called theyll sell all of em. In 2022 they all got demolished. Same in April 2025
theoretically all of them. But especially the hyper valued ones with no moat. MNDY HUBS ASAN WDAY
Much of software has been lousy for a bit. HUBS, TEAM, CRM, NOW, etc.
Lot of software has been lousy lately. Look at YTD performance of CRM, HUBS, NOW, TEAM, etc
Sir, I play only 1 or 2 earnings per week. And, I never refer to WSB talk for those plays. I do my own research and try to hit. I never play earnings where I feel the stock wouldn’t drop. Because bad earnings will still be red no matter a good or bad news for the markets overnight. But good earnings might be killed by morning due to some negative sentiment. Look at HUBS as an example
I was so confident on HUBS, but it’s coming back down :( Don’t know if my 550c 8/15 is safe
I bought HUBS because I thought it’s PornHub
Same thing with HUBS, very good company imo but overlooked I think.
CHEVRON PLANS TO CUT UP TO $3B IN COSTS AND REDUCE ITS WORKFORCE BY 20% THROUGH A MAJOR GLOBAL REORGANIZATION. || KEY OPERATIONS WILL BE CENTRALIZED IN HUBS LIKE HOUSTON AND BENGALURU AS THE COMPANY SHIFTS TO A STREAMLINED STRUCTURE. Rate cuts don't fix this
What the hellis wrong with $HUBS
Realized a $7,000 loss on $HUBS shares yesterday. Can't remember why I bought in the first place tbh.
$HUBS stalling out like my grandpa's shitbox Cub Scout lawn mower  https://preview.redd.it/vml431peasze1.jpeg?width=720&format=pjpg&auto=webp&s=5eff2390162759d30f9fb643341b744cdb07c90c
Anybody doing calls on HUBS? 
Here I thought PLTR was fucked. HubSpot (HUBS) has a PE ratio of 10,596 
Top 10 companies with highest PE Ratio, per Chat GPT: 1. LiveRamp Holdings, Inc. (RAMP) – 27,249.59 2. HubSpot, Inc. (HUBS) – 8,687.86 3. Clearwater Analytics Holdings, Inc. (CWAN) – 7,378.98 4. Stagwell Inc. (STGW) – 5,272.45 5. Carvana Co. (CVNA) – 1,938.71 6. TPG Inc. (TPG) – 1,495.35 7. Viant Technology Inc. (DSP) – 1,150.26 8. CSP Inc. (CSPI) – 963.47 9. AerSale Corporation (ASLE) – 891.95 10. Penumbra, Inc. (PEN) – 774.11
SaaS companies have been bleeding this year. NOW, CRM, SHOP, HUBS down well over 20% from their ATH earlier this year
Why does HUBS have 8000 p/e?
HUBS and MSFT puts
Why was HUBS down 4% today? I googled it but couldn't find anything
Does anyone know why was HUBS down like 4%? Should I get puts?
In SaaS: CRM KVYO HUBS NOW
In July of last year I was told by my work to resign for a mistake I made. Worried about where my next paycheck will come from, I put most of the money I had in my bank account into $HUBS when $GOOGL canceled its acquisition plans. I thought $HUBS will increase a bit from the lows, and I can trade some money for 1-2 months of salary Fortunately I got another job within 15 days, and $HUBS is up ~80% from then.
I'm so cooked for tomorrow. TTD calls, MGNI calls, HUBS puts, Roku calls. Pretty much everything related to digital marketing went the polar opposite way. At least it's only like 2k
Good luck! I've got CW for me. Watching BROS, PLMR, CSCO, RRDT, HUBS, TYL
It's a bit like HUBS or NOW, but much cheaper than both. Using AI for customer and employee support. No debt and loads of cash. Growth and probability improving. Have $20c for 21 Feb.
Where is $HUBS? That's going to make me rich tomorrow.
what's causing ADBE, HUBS and ORCL to pump but not CRM? was it the poor Superbowl ad?
HUBS and NET impressive rally,
HUBS was up 50 bucks today.
So.. BigBear is next Palantir. AVGO is next NVDA. HUBS is next CRM. MU is next 1T. Uber is next Waymo. Correct? Nice that we forgot Wednesday's 700 point drop, and looking forward to next winners 😆
Yet... HOWEVER THOSE ARE ITS FUKKIN HUBS NOW!!  ACHR $500+ 
HUBS puts were not the play. 
OP said "Here's my earnings options for today and tomorrow morning LLY 645 8/9 Put- ZG. 50. 8/16 call- Z. 35. 8/16 put- OXY 59 8/16 call- HUBS 350 8/16 put- PZZA 37.5 8/16 put. Inverse me if you want, at your own risk. NFA."
Why would you play OXY? Historical earnings hardly shows movement. Seems like a waste of money. HUBS calls was the better play. Even SHOP calls bought yesterday for 204 sold for 705 this morning is better.
Here's my earnings options for today and tomorrow morning LLY 645 8/9 Put- ZG. 50. 8/16 call- Z. 35. 8/16 put- OXY 59 8/16 call- HUBS 350 8/16 put- PZZA 37.5 8/16 put. Inverse me if you want, at your own risk. NFA.
Eh, fuck it, HUBS puts, inverse me for free money
Anyone in HUBS for after market today?
Bought the dip on HUBS ahead of earnings next week
I once asked a woman on Tinder if she's dtf and she said yes. I said come over and I gave her my apartment address. Didn't know at the time but she married because i looked her up on FB a few weeks after this incident. She was in a city 2 hours away on a vacation with her husband. She proceeded to leave him and "try" to drive to me, and after 2 hours has passed I called and asked what's up. I could hear a tow truck beeping and her car being winched up the flat bed truck. I hung up and never contacted her again. Anyways, $HUBS 500c EOW