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Advise on selling some of my holdings - GOOGL, META, INTU, CRM
IRS Will Pilot Free Direct File Program For 2024 Tax Season For Taxpayers In Some States
If you're holding (INTU) Intuit, how concerned are you that TurboTax always seems to be in the crosshairs?
What stocks should we care about that report earnings this week?
Loss Porn: Dangers of Antidepressants and a gambling addiction
$INTU going to the moon on news that FTX uses Quickbooks
How to Become a Millionaire - Earnings Week of 5/23
Check out TurboTax comments on Facebook then check out INTU 🌈🐻
Did I miss something? BILL was up 30% This Friday is up 1,000% from 20s to near 300 in 18 months? Any opinions? 27 Billion dollar company?
The Most Optimistic Stocks covered in the news over a mid week period (8/22-8/25)
Buying Square stock is like buying JP Morgan in 1871: analyst
A lot of new investors in 2021, how to capitalize besides INTU
An earnings gamble with low IV and high historical movement: $HRB is going to kill it
Mentions
By the way, Turbotax is like 25% of INTU's revs.
I’m buying the fast growing, high margin, debt free, name brand, large cap technology companies with an average PEG around .9 being bought right now by insiders, the companies, Tom Lee, Dan Ives, & Stephanie Link, that are all UP\^ over the last 7 weeks (and today), after being cut in half the 7 weeks before that, whose efficiencies the AI they’re integrating will probably grow. NOW CRM APP VEEV ADSK WDAY. Hell, toss in PANW, TTWO, INTU, and a flyer on DUOL. Every one UP\^ over 7 weeks after getting nuked. Oh and this hidden gem called Microsoft.
Listen up regards. Stop bitching about "geopolitical tensions" and "whoremooz". You're pissing your dungarees crying while I’m out here drinking blood in the streets. - The S&P 500 is down 7% YTD? The Dow is shid itself? Good fuck em. That just means the rocket is ready to launch. I just crapped my life savings (85k bones) into a portfolio designed to fucking rip - $TQQQ (3x Bull Tech): Tech is down 20% YTD. I’m triple-leveraging the recovery. Volatility decay? That’s bitch-speak for "I’m too scared to be rich." - $INTU & $APP: These bags are heavy (down 30% YTD). Buying the absolute floor. - $SPY 0DTE Calls: fuck waiting for Fed to pivot in June when I can get paid by 4:00 PM tomorrow. - 100:1 Margin on Consumer Discretionary: If it moves 1% with me, I’m buying a private island.
How do I know this move is absolutely bullshit? INTU, CRM, NVDA, are all running at the same time. INTU and CRM inverses the market typically.
It is literally impossible for NVDA and INTU to drop any further.
Entire markets going to look like INTU and CRM by July. INTU and CRM are going to look like a civil war happened. But then bounce like none other.
Glad I just sold an INTU 400 put instead of a MU 370 put like I was tempted to
Yesterday I was like “LLY is the next candidate to join INTU”
JP Morgan also said to sell INTU puts 90 days out to trap retail.
LLY clearly is the next candidate to join INTU.
Down 7% between two stocks only, HSY and INTU. I was up 26% YTD and 35% yoy. Now 19% YTD and 27% YOY.
last bunch of times this level of fear happened (08, 20, 22, 25) almost everyone who sold to move into cash probably regretted it hugely. im averaging down and continuing to add to all my stuff. Right now thats largely WKL, RELX, INTU, UCG, SAN, NFLX, UBER. the recovery is always faster than we expect. oil crashes from highs all of a sudden, faster than we expect. buying oil and gold during peak fear never works out.
I thought the same thing; it's very tempting to sell, but my long-term strategy is to have high dividend stocks be the anchors of my portfolio with growth stocks and commodities that can be rotated more often. Ideally, I'd like to rotate my bank holdings to high dividend stocks from banged up sectors; perhaps REIT? I've also been looking at MSFT and INTU for growth stocks.
Except when the dip keeps dipping and you end up being a long term bagholder of INTU, CRM, fucking UNH, etc.
I'm a software engineer and I'm reasonably familiar with AI methods (not a researcher though). I cautiously bought a couple of software companies in late February (NOW, HUBS, INTU, TOST, CRM, WDAY). I think it's important to recognise the different ways in which software companies can be affected by AI. Some companies, such as Adobe, are in direct competition with AI. If a marketing organisation generates adverts using AI, they don't use Adobe Creative Suite for that work. On the other hand I believe that AI supported accounting, sales, inventory management, ERP, etc, will mostly get built on top of existing software and services. Companies have a lot of proprietary data in those SaaS databases. Contrary to images, videos and source code, there isn't a whole lot of public data available on which to train an ERP AI. Some SaaS companies could actually be beneficiaries of AI. I think one reason why SaaS was sold off so aggressively is the idea that software will be far cheaper to make and therefore companies like Salesforce or Intuit will face stiff low cost competition. Thi is true to some degree. But established software companies benefit from reduced development costs as well and they have all the other advantages of entrenched encumbants. And then there is the per seat subscription model. Fewer white collar workers means fewer seats and fewer licenses sold. SaaS companies will need to charge for different units of work and this could cause some difficulties at least temporarily. There's a wildcard in all of this. Some software categories could simply cease to exist because the whole business process they support may cease to exist. This is something that has to be considered on a case by case and industry by industry basis. So I think the sell-off is somewhat overdone in the short term, but a lot of software companies are coming down from very high valuations. I wouldn't be surprised if we get even better opportunities to buy some of those stocks in the future, especially if the whole market eventually corrects.
Laughs in all newly trapped CRM, ORCL, INTU, etc. baggies. Think about how your precious SNDK, shiny rocks, etc. will feel after buying it up here when they look like those charts.
Oracle, INTU, CRM UNH(maybe not) all great companies with good profits. All are fucking rekt.
As it turns out(no surprise) INTU indeed was a dead cat……despite blowing away earnings.
There was like 1.3m shares of INTU after hours yesterday. Might be an interesting day.
If INTU pumps the market dumps.
INTU raised to 700. Its 455. Guess that means dump time.
Watch this INTU dip be a huge bull signal lmao
Wtf happened to INTU lmao
Oooooooof INTU fucking rugged.
INTU being suppressed so it doesn’t hit the vacuum zone and rocket from $500-800 lmao
INTU will never see another day above 600
INTU is begging to see Clifford’s red rocket.
If INTU doesn’t dump imma feel pretty damn stupid for shorting calls
These INTU puts going to print harder than a shadow in Japan. *gets banned for this post*
*nonconsentual cumming intensifies* calling all 🏳️🌈🐻s. Short INTU.
remind me why i shouldn't buy weekly calls for next week for INTU while its just going up
Of all the things in the market why anyone would choose this as a place for $380k is astonishing. Why not throw the entire thing at INTU/NOW/NFLX or literally 50 other things that are basically forced to go up the rest of the year?
INTU is just expensive VIX.
NVDA bolz fighting for 2 cents every day. INTU up $20 in 10 minutes.
INTU Shrekin’. puts it is.
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.
Lmaooooo INTU fucking green and not dumping.
Pretty bullish in here. Guess I’m loading up on moar INTU puts
INTU up like $120 in the last week or 2. Load up puts. Gotta dump to burn calls.
INTU is quite literally the shit. Wish I’d caught it earlier (caught it when their payment systems fucked up and bought puts/sold calls). Then loaded up on calls and shorted puts at earning. $$$$$$$$$$ Cashed out on some calls to secure profits and the puts are practically worthless lmao.
Need INTU to pull back so I can full port LEAPS>
So many fucking 1000 baggers on INTU.
Either short ITM SaaS calls or buy ROPE. Either way INTU is dumping EOD.
INTU and SaaS about to fuck up your calls more than they fucked up your taxes in your payroll. Not that any of you dumb fuck oh taxes because you lose all your fucking money lmao.
Slowly adding to my INTU short. Eventually it’s gotta crash. Right guys?
Someone casually buying 4/16 $560 calls on INTU. Likely twice.
Why should you short INTU instead of longing mag7? Because INTU will either make you rich or broke in a day 😂
NVDA bolz: plz give us $2 pump INTU bolz: hell we might get 400 by EOY.
NVDA bolz: fight for their lives to get $212 so they can quit bagholding INTU: up $100 in 7 days. (But this shits going to crash)
Puts on INTU no way this POS holds up.
I bought INTU 7 days ago and it's been correcting up since then. INTU gave some conservative guidance, but they are a software company out of Utah and don't do the typical tech hype bullshit. There are multiple positive narratives going on. Big tax refunds this year = more filers = more profits. The Free Tax File system was killed by Trump. This is also the kind of company that will benefit from AI rather than be disrupted by it because of name/brand recognition and the ability to improve existing products or reduce staff. Either way, INTU is not likely to be disrupted by competitors because the tax software business has constantly had new entrants, which generally don't go anywhere because brand name recognition is really important in that sector. Intuit has proved very difficult to disrupt. The boring old technical analysis for INTU works out, but it also has a bunch of positive narratives. Of all the possible software buys right now, this is one of the best. CSU on TSX is also a very good option. They have earnings next week and an important conference call.
Full port INTU puts. No way this keeps pumping after a good earnings.
Full port INTU puts. No way this keeps pumping after a good earnings.
Software is obsolete. Mega corporations move lightning fast. INTU is garbage.
same thing we do every day pinky: Big puts on $INTU and pray for SaaSpocalypse round 2
INTU up today despite very weak markets. Says a lot. Investors are realizing that they USE AI, and are not threatened by it. Models cannot submit tax documents as well. Quickbooks are integrated deep into small medium business operations. 16X is a GIFT !
my plan tomorrow is to let Claude Code do my taxes and short the hell out of $INTU
INTU, RKT, AXON, UI imo
INTU fucking destroyed earnings lmao. By that logic should be dumping hard right?
Look at MSFT, INTU, SNOW, NVO, HOOD, and so many other retail darlings.
INTU is literally integrating Claude. It’s only gonna help them. Great earnings last week before this even gets started.
Don’t let your chatbot fool you. Just think how much room there is to fall if you’re wrong. Buy INTU instead.
add APP, VEEV and frankly all the office stuff like ADSK & WDAY too. Defense software is insulated, so PANW & CRWD. I love TTWO here and INTU is high risk/reward. I know it’s all software but those are winners.
Almost all SaaS may see some margin compression over the next year or two.. I suspect basic CRM will get crushed. Then again, regulated and sensitive data type companies could do well IF they adjust and make the right moves. I think the market is waiting to see how these SaaS companies integrate AI agents into their businesses, how they charge for agentic AI and not lose margin, when historically they charge per seat. If AI agents basically take seats and AI becomes commoditized, that's the case for SaaS getting crushed. Fwiw im taking a small position in INTU. I think certain SaaS companies may be rocky for a bit, but can still come out winners.
I think it’s overblown and been buying MSFT and INTU.
Sold Samsung, Hynix and Sandisk. Pretty awesome super quick trades. Like over 15% total in a few weeks. Started rotating into NOW, INTU, SPGI, CDNS, ANET, PANW, ARM, UBER, and AVGO. I think NFLX will be the last to make the new list. Value!
Honestly we’re pretty close if not already seen the software bottom. All the bigger ones like CRM, INTU, WDAY, all dumped after earnings then completely recovered and went green the day after. Suggests the stocks are totally washed out and investors are confident buying dips.
I like INTU here after a 50% crash from its highs. Most oversold its ever been. Just another company being hit by the wave of AI taking over software fears.
I've been buying INTU but it keeps crashing since i opened my first position, same for MSFT, HIMS, META and AMAZN
$INTU trading at like 16x forward PE on this after hours drop.
Intuit (INTU) Q2 Fiscal 2026 Results Reported February 26, 2026 Headline Financials * Total Revenue: $4.7 billion (up 17% YoY), beating the $4.53B estimate. * Non-GAAP EPS: $4.15 (up 25% YoY), beating the $3.68 estimate. * GAAP EPS: $2.48 (up 49% YoY). * Operating Income: GAAP income rose 44% to $855 million; Non-GAAP rose 23% to $1.5 billion. Segment Performance * Global Business Solutions: $3.2 billion (+18%). * Online Ecosystem: $2.5 billion (+21%). * QuickBooks Online Accounting: Grew 24%, driven by price increases and mid-market customer growth. * Consumer (Tax) Group: $1.5 billion (+15%). * TurboTax Revenue: $581 million (+12%). * Credit Karma: $616 million (+23%), showing strong recovery in personal loans and credit cards. Guidance & Outlook * Full-Year 2026: Reaffirmed revenue of $21.0B – $21.2B (12–13% growth). * Q3 2026 Outlook: Projected Non-GAAP EPS of $12.45 – $12.51, falling short of the $12.97 analyst consensus.
the woman on bloomberg said INTU is getting hammered and not in a good way....
How the fuck did you not buy INTU at $380
INTU and DUOL earnings, I am FRIGHTENED
Bingo, I’ve gone long CRM, NOW, and INTU. SaaS sell-off is overblown
I still think this whole thing is madness, even compared to the .com. I just dont see how Software companies can keep spending and doubling down on this when their stocks are getting wrecked. MSFT, ORCL, ADBE, IBM, CRM, INTU, etc, plenty others are really looking bad. So where will the $$ come from? LLMs will be a race to the bottom, and are getting more efficient and need less hardware. I keep thinking were getting close to peak rev but here we are, still going up.
I vibe coded my own tax software this year. I’m due 100k back and I only paid 30 👏. Anyways puts on INTU
Intuit Inc. (INTU) reports on Thursday. It's lost almost 50% of it's value in the last 60 days due to the SaaSpocalypse. Just a reminder that Direct File was killed last year.
INTU gave up 5 years gains in a couple months 😳
INTU pulling a UNH. Drilling
Well I’m making the point that companies like zs/CRWD especially do not have the same muddled potential business risk as CRM/ADBE/INTU/MNDY etc.. I’ve written bearish articles about ADBE, but I believe ZS/CRWD/PANW are in a different class
INTU down 45% YTD tf did I ended up taking a position on it. So regarded
So INTU has just signed a partnership deal with Anthropic, doesn’t this just confirm that AI is going to improve SaaS, not replace it?
\> All of these Saas stocks were insanely overvalued. They were not.. last year ADBE lost 50% of its valuation from ATH, same with INTU.
I bought fckng INTU. No way people stopped paying taxes this year
NOW CRM INTU imagine not loading these here to become a bagholder
Sure, I've got gold and silver too along with tungsten, antimony, tin, uranium and a little flier on a graphene stock that's up 10% today alone. Despite the allocations to critical minerals, precious metals and lottery tickets like HGRAF/HG:CN I'm accumulating stocks like MSFT, AMZN, NOW, INTU, PANW because the valuations are beckoning me like a siren song.
MSFT, INTU, COIN, UNH, better make me a millionaire.
INTU is going to become a generational buying opportunity.
My version of delta neutral: - calls on SNDK, FN, LLY - puts on INTU, ADBE, NOW What the hell with MU tho...
imagine buying INTU and ADBE.....and for no reason you are down -50% while the companies grow and increase revenue LOL