INTU

MandoRJ

Depends on the company, I'm not betting on companies that are spending billions of dollars on chips. Besides AMZN and META I dont see a lot of value. I am not saying thay cant happen, but it is priced in at below 10 forward earnings if earnings fall short, however you have absolutely no evidence that will. In fact these companies are generating more revenue and definitely more engagement on their SW because of AI. If you think a company will try to create their own version of CRM or NOW you never worked in a big company. Even if they lose seats, all SaaS companies are started to have part of their contracts through usage, listen to CRM and INTU last earnings call. Adobe had 35% + more people using Firefly and their fremium models. Again just no evidence but definitely at below 10 forward PE is priced in

MandoRJ

CRM, INTU, ADBE to name a few, but there are more. My favorite is NOW but still over 18FPE

iShitBloodandCumShit

Tech might be having a bad week, but at least they aren’t LULU and fucking INTU LMAO 🤌

WorldlyWar2143

Whats your bear case on Intuit (INTU)? I see a run straight down to 200ma on the monthly chart, and overall exhaustion on the smaller time frame charts. The downside is getting weaker and weaker. IMO, millions of Americans use Turbotax alone, aside from any of their other products. Why is it not a buy right now?

jownz

I was doing that with INTU, and now I walk funny. I recommend buying some puts as well to hedge such a large position in a single holding. Sometimes they go down.

SpongEWorTHiebOb

If you have conviction in your view you should be thanking the market to invest at a lower price. I invested in another 10 shares of WDAY today. In the next week to 10 days I will buy more MSFT and INTU. Semis will cool off and new money will rotate into software. Be patient.

iShitBloodandCumShit

People on webull. Go to INTU and bully that Feynman in the comment section. Dude bagholding so hard and trying to cope lmao.

CMDR_Shepard96

I picked up some CRM, INTU, SAP & SHOP long dated calls, and holy shit they're all just getting decimated

WendyDumpsterFire

I’m cooked too I got MSFT, INTU, ADBE, CRM, and NOW 🤡🤬🫩

WendyDumpsterFire

INTU, ADBE, NOW, CRM, ADSK etc

WendyDumpsterFire

Alright INTU, MSFT, NOW, CRM, ADBE, do I need to put a red dildo up my ass to make it go up

WendyDumpsterFire

SaaS fucking sucks INTU, MSFT, CRM, NOW, ADBE

WendyDumpsterFire

Fuck you MSFT, INTU, ADBE, NOW, CRM

WendyDumpsterFire

Another day another bag holder of SaaS: INTU, MSFT, ADBE, NOW 😭😞🫩

Great-Pick-8899

Damn, a Panican for a father. Buy MSFT/INTU

IncomingAxofKindness

Stopping the robbery means their business model falls apart. Also, photo editing is literally one of the processes that will 100% be disrupted and changed along with tax preparation. Puts on ADBE and INTU

WendyDumpsterFire

SaaS: INTU, CRM, ADBE, NOW, etc

WendyDumpsterFire

Common INTU, CRM, NOW, ADBE

WendyDumpsterFire

Fuck MSFT, ADBE, SPCX, INTU, NOW, CRM, etc

WendyDumpsterFire

Not good holding INTU, ADBE, CRM as well

WendyDumpsterFire

All SaaS stocks such as INTU, ADBE, CRM, etc I’m cooked

_hopkins

Suck my balls INTU

ateranol

Very tempted to create a value trap protffolio of ADBE, BSX, INTU, PYPL, LULU and see how it performs

WorldlyWar2143

holding AVGO and INTU, any other WSB picks? Looking for oversold stocks, none of this MU SNDK bullshit, I actually wanna make some money.

WorldlyWar2143

21k --> 27k this week. holding TQQQ, SPXL, AMZU, GGLL, IBM, AVGO, NVDA, INTU

Brigantius

A friendly reminder that INTU still also exists. Somehow.

WendyDumpsterFire

Software coming back INTU ADBE 📈📈📈🙌🙌🙌

WendyDumpsterFire

INTU opening at 320

_hopkins

At this rate even INTU will be in green

WendyDumpsterFire

Thought on these: INTU, WDAY, NOW, ADBE, MSFT? 😭😂😭

SpongEWorTHiebOb

Market has judged that they are the most liked to be disrupted. Their images business has already seen a dramatic decline. Like you I thought this was not a big issue and have it on my watch list. However, the upcoming departure of their CEO and CFO makes be believe that the are fleeing a sinking ship. Instead I’m accumulating shares of INTU and WDAY which have more defensible businesses.

WendyDumpsterFire

So your saying my INTU and ADBE will go up thank you 🙏

WendyDumpsterFire

That’s what I’m hoping hopefully my INTU, ADBE, MSFT calls will print

WendyDumpsterFire

Don’t forget INTU

hypenja

I just bought INTU, tell me I'm regarded

WendyDumpsterFire

Software stocks: INTU, WDAY, NOW, ADBE, etc Microsoft 😭😂😭

WendyDumpsterFire

Pls buy my INTU and ADBE 💼

WendyDumpsterFire

Common INTU, MSFT, and ADBE 🤬🤬😭😭😞😞

WendyDumpsterFire

Lost all my money only think I’m holding is MSFT, ADBE, INTU. I’m homeless now 😞😞😞

WendyDumpsterFire

Rip to my INTU, SPCE, ADBE, CRM, RKLB, MSFT, WDAY, bag GUH 🥴

Sea_Bet9117

Now rotate your money to $INTU or $DUOL. I'm sure you'll be fine. (not financial advice)

throwaway9gk0k4k569

All software being annihilated this morning INTU has now gone pre-COVID. This price last seen in 2019. ADBE is currently in 2018. Fucking TWENTY EIGHT TEEN

Ktschoenberg

INTU is very solid company with good buy zone right now.

_hopkins

INTU has fallen 85 points in the last week 😬

CMDR_Shepard96

SAP/CRM/INTU/SHOP dumping 20% in the last like 10 days definitely wasn't on my bingo card, after they'd already dumped huge so far this year. Thought I was buying the bottom.

zurijer

INTU with a forward PE of 10. Hmmmmm

CMDR_Shepard96

Will SaaS stocks ever catch a break, holy shit.. Fkn SAP, INTU, & CRM are crushing me.

iShitBloodandCumShit

INTU bros: “buy the dip”

Appropriate_Win1362

anyone loading up on INTU at these levels?

zurijer

You good bro, I did the same shit except with INTU. Lmao. 168 shares at 306 Saas going down down

zurijer

INTU is going bankrupt? This MF dropping 3% every day

CMDR_Shepard96

INTU, SAP, & SHOP are just fucken killing me

ateranol

If enterprise SaaS like INTU, ADBE, CRM, MNDY ... continue to trade at current levels then this time next year, they will be trading at single-digit P/Es. Crazy.

throwaway9gk0k4k569

Check out INTU. It hasn't been this low since May 2020, just after the COVID rebound. AI is going to do your taxes, [except it can't add small numbers](https://old.reddit.com/r/wallstreetbets/comments/1tjxa6g/googles_latest_creation_gemini_35_flash_puts/) without fucking it up.

CMDR_Shepard96

If he ends this fuckery in Iran, things ought to improve.. My AEM 230/290 spreads are cooked. My CRM/INTU/SAP/SHOP calls are on their way to being cooked as well. I thought I'd bought the bottom the other week after they started to climb, but now we've dumped back to 52wk lows again. Meanwhile all those companies are scheduled to continue making more $$ than they've ever made before - make it make sense.

HolidayTangerine2753

An example response from Hermes:  **Top opportunities (quality + on sale + stable)** **INTU — Intuit @ $296.76** \- ROE: 22.5% | Margin: 21.9% | Debt/Eq: 33% \- Rev growth: 10.4% | P/E: 18.1 \- **Down 63% from 52-week high**, -27% in 30 days \-  QoQ numbers look distorted: revenue +84%, income +342%, margin +21%. This smells like acquisition accounting (Mailchimp/ProConnect) or a one-time tax benefit. Don't trust the acceleration signal here without reading the latest 10-Q. **NFLX — Netflix @ $82.18** \- ROE: 48.5% | Margin: 28.5% | Debt/Eq: 54% \- Rev growth: 16.2% | P/E: 26.5 \- Down 38.7% from high, -6.9% in 30 days \- QoQ: income +118%, margin +23%. Fundamentals accelerating while price drops. Still a strong compounder; the drop may reflect subscriber saturation fears or competitive pressure. **NEM — Newmont @ $99.71** \- ROE: 25.8% | Margin: 33.9% | Debt/Eq: 16% \- Rev growth: 45.8% | P/E: 12.9 \- Down 25.8% from high \-  Gold miner = cyclical. That 45% revenue growth and 33% margin could be peak-of-cycle. Low P/E in mining is often a trap, not a bargain. Treat as a commodity bet, not a durable compounder. **RMD — ResMed @ $196.04** \- ROE: 25.2% | Margin: 27.4% | Debt/Eq: 13% \- Rev growth: 10.8% | P/E: 18.9 \- Down 32.8% from high \- QoQ is flat (rev +0.6%, income +1.6%). Stable but not accelerating. Medical devices moat is solid; GLP-1/weight-loss drug overhang may be pressuring sleep-apnea sentiment. **MKC — McCormick @ $47.24** \- ROE: 25.3% | Margin: 23.1% | Debt/Eq: 65% \- Rev growth: 16.7% | P/E: 7.7 \- Down 37.8% from high \-  That P/E 7.7 and QoQ income +351% / margin +42% scream one-time gain or restructuring benefit. Do not trust the screen alone here. **PODD — Insulet @ $153.22** \- ROE: 23% | Margin: 10.4% | Debt/Eq: 78% \- Rev growth: 33.9% | P/E: 35.8 \- Down 57% from high \- QoQ revenue -2.8%, income -10%, margin -1%. Slight deterioration — watch closely. Omnipod competition heating up? **ROL — Rollins @ $47.10** \- ROE: 38.7% | Margin: 13.8% | Debt/Eq: 77% \- Rev growth: 10.2% | P/E: 43.2 \- Down 28% from high \- QoQ revenue -0.7%, income -7.4%. Pest control is recession-resistant but not immune. High P/E means expectations are still priced in.

CMDR_Shepard96

I went long (March '27) on CRM, INTU, SAP & SHOP. About 12kUSD all up.. now down to 7.8k. It's almost impressive how that just do -3%~-5% every day pretty much without fail.

AnalBeadsInSpace

agreed, I just question whether there isn't something better to buy in the meantime... but if you're value investing INTU seems like a good buy to me.

throwaway9gk0k4k569

INTU scraping along 52-week low 2020 prices right now if you want to check out LEAPS. Unless you think nobody is going to file taxes or run a business ever again.

Brigantius

Is INTU one of the most fall from grace that there has been? I thought I got a bargain at 310, but it seems to be tied to bricks in the water.

zurijer

INTU cheap af. These AI chatbots ain’t going to assume liability if they fuck up the tax refunds. Also Quickbooks is their money maker not the free TurboTax

NotPossible1337

$INTU 🚀🚀🚀 Please join me in holding my bags.

iShitBloodandCumShit

But I also plan on buying fuckloads of INTU, CRM, MSFT, LULU, ADBE. That way we can all lose money together.

CMDR_Shepard96

That was my logic. Picked up CRM, INTU, SAP & SHOP March '27 calls on Monday. Yet all they did was dump all week pretty much..

Brigantius

INTU going up with a nice curve. Is this the stock that will signal the end of crisis?

iShitBloodandCumShit

Retail: alright INTU can’t possibly fall any more. It’s stabilized. And it’s impossible to go lower because analysts said buy.

iShitBloodandCumShit

Phew. Knife catchers are saved!!!!! INTU had a flash of green.

iShitBloodandCumShit

INTU, this has to be the bottom right? …..right?

ZealousidealSector19

INTU to the center of the earth!

ThinkingOfTheOldDays

INTU bonds performing okay you mean? I like Adam Parker's views that cheap software multiples imply long run business model is broken, that product pricing / revenue will eventually decline, and opex will probably rise as they accumulate AI capabilities and have to spend on tokens etc etc Fine for a trade, but pretty risky for buy and hold. 

booobReviewer

INTU is getting caught in the tax-prep seasonality hangover plus the broader rotation away from software. But their moat is real — QuickBooks and TurboTax have incredible switching costs. The big question is whether their AI assistant (Intuit Assist) can actually drive incremental ARPU. Their recent credit karma integration was messy and the small business segment is seeing slower growth. At ~$510 it's trading at 26x forward earnings, which is actually below its 5-year average multiple. Not a screaming buy, but if you're patient, the tax cycle should provide a catalyst later this year.

iShitBloodandCumShit

Big brain retail catching the INTU ~~knife~~ bottom.😂

iShitBloodandCumShit

INTU 260 wen Shit literally is the inverse UNH.

zurijer

Saas came back into flavor for 2 days and faded. Oooof Re-entered INTU at 306. Shit, looking like I’m about to hold these bags.

zurijer

INTU said I’m going back to $300 real quick

Infinite-Anybody204

Half INTU half AVGO. The knife literally cant drop any further right?

TheSexySovereignSeal

Sold SNOW at peak, sold LUNR close to peak, up 40% all time now, and just dumped 1/4th port into INTU while 50% is sitting on cash waiting baby GAMBOL

CMDR_Shepard96

Went long on some March 2027 call options that were ~10% OTM for CRM, INTU, SAP & SHOP.. They're all like 20-30% down already 😆 I'm a trading god

zurijer

I sold that bih INTU so quick on the pump. Lowkey I might get back into it at around 303 😂

kerrykingzgo-T

They shorted INTL and are hate trading INTU

_hopkins

Why did Goldman Sachs felt compelled to ruin INTU today.

WSBrexiteer

Goldman taking a big steaming shit on INTU has nothing to do with them wanting to buy up a big position in the next couple of days. Nope. Definitely not.

nonzero_

Bought INTU yesterday, god damn

AlGAdams

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

tengoCojonesDeAcero

You can't really predict when, but if the stock price is dropping, and the revenue is increasing, it is only a matter of time, until big money comes in for the discount. Recent example, ORCL - dropped more than 50% from the top a few months ago. Now big money is rotating back in, and the stock is up +60% since feb. Same is likely to happen to INTU in the upcoming months, we just don't know when.

throwaway9gk0k4k569

ASTS, believe it or not. Yes, the Blue Origin disaster hurt them in the long term, but there are two SpaceX satellite launches in June, which should send the stock up +20% or more. Brain-dead easy play. The only problem is the risk of another rocket exploding or a deployment failure. It's still risky, but probably worth it. INTU, RIVN, KLAR

RegardedWhale

bought INTU and ZS on the dip, have done well

Consistent-Brain-361

Quickly heading back to $400. Was way oversold. Narrative is now seeing the value of INTU and how AI will supercharge their abilities, while enabling them to reduce costs.

Buckskin10

Just me and my position, would’ve missed out today in INTU and DRAM.

ZealousidealSector19

INTU rebounding nicely last two days. Guess it won't be replaced quite yet

Appropriate_Win1362

INTU is movin baby, happy I bought the mega dip

Wall_St_Bussy

Who said to full port INTU at 300? That’s right, \*your overlord\* Did I? Fuck no, I’m not retarded

_hopkins

I did not expect INTU to be raging this much

iYoloNDX0DTEs

INTU probably prepping to crash 🤣

Neemzeh

CRM looks pretty good. so does MDB. INTU could rebound as well.

jerm2z

Other notable posts were DD on ORCL calls and INTU puts. I joined in on those and got out with 100% gains. I could have stayed longer and got 500% and 900% but there will always be other plays. And of course there are also DD that don't work out. I followed DD on PATH calls, MNDY calls, HD puts, and those resulted in losses lol. So not everything will work, but hey, you really just need one big one.

Gristle__McThornbody

Thinkin of leaps between ADBE or INTU but i'm leaning towards ADBE because King trump bought.

Infinite-Anybody204

INTU at 300 was free money

Status-Net2947

INTU holders are the equivalent of brainrotted zombies

zurijer

INTU back to $400 by the end of June