Reddit Posts
Anyone Notice the Inverse action of software & memory stocks?
I’ve invested over $600k in Monday ($MNDY). This is why.
MNDY $1.9mm YOLO (with another $1mm notional puts sold), currently down $737k
📊 Market Movers | Updates at: 2026-02-09 EST | Gainers: $VAL $BLSH $GENVR | Losers: $KD $PGY $MNDY Which ones caught your eye? 👇
$MNDY - Q3 Earnings Beat Across the Board, Only a ~$4M Q4 Guidance Miss – This Dip is a Massive Buying Opportunity
$MNDY - Q3 Earnings Beat Across the Board, Only a ~$4M Q4 Guidance Miss – This Dip is a Massive Buying Opportunity
Top Oversold/Overbought Stocks - August 25, 2025 📊
Hello ladies anybutties wanna take a look at MONDAY.COM $MNDY, its the beginning of the week but we can turn it into a WEEK-END
Hello ladies anybutties wanna take a look at MONDAY.COM $MNDY, its the beginning of the week but we can turn it into a WEEK-END
MNDY earnings on Monday 5/12, Bull or Bear?
Weekly Recap - Week ended Jun 9 2023 - Market rotation might be happening
Hot Stocks: MNDY rose on earnings; FIS drops; FIVE hits 52-week high; GTHX plunges
Anatomy of Work Index published by $ASAN
#MNDY after today short interest is well above 30% dtc 3.6 yep let’s go🚀🚀🚀🚀🚀💚💚💚💚💚💚💚💚great company used by Coca-Cola and other huge companies!
Which one would expect to perform the worst by end-2022
MNDY lock-up period expires November 12th
Which stocks are advertising to an extraordinary degree?
If it trades over 40X Sales & you also think rate will keep rising. It’s time to SHORT
Is CLOV a Software-as-a-Service Play under the covers?
Mentions
The implied move for MNDY is very large at about 18%; I have a bullish bias for MNDY but I probably won't take a position
Are you still bullish on MNDY after TEAM's huge earnings beat yesterday?
Are you still bullish on MNDY after TEAM's huge beat yesterday?
You gotta be in the mindset of parking this money for 2 years. Memory & SaaS are directly competing for market dollars. I made a post about this and apparently im retarded and everyone already knew this. Im dick deep in NOW, CRM, MNDY. Stay strong soldier!
Buying MNDY and RDDT
I think part of the issue is that all software gets lumped together. Are there some companies who might be boned? Sure. WIX and MNDY come to mind. And some companies have been on the decline prior to the SaaS-pocalypse. ADBE has had 10 straight quarters of decelerating growth. But companies like NOW, SAP, PANW aren't going anywhere. The cybersecurity selloff 3 months ago was regarded. And buying PANW in the low $140s was the 2nd most obvious trade I've made all year
(First, I apologize — English is not my native language, so I used translation help for parts of this.). \----------------------------------------------------------------------------------------------------- 1. The Core Fundamentals: Narrative vs. Reality The bear case on Asana for the last two years has been "Generative AI will replace mid-tier project management software," and that thesis pushed short interest to extreme levels. But Q1 FY2027 (quarter ended April 30, 2026, reported May 27–28, 2026) cuts directly against it: \* Revenue beat: $205.1M, up 9.5% YoY — above the high end of management's own guidance ($202.5M–$204.5M). \* EBITDA near breakeven: -$2.35M for the quarter (-1.1% margin), the narrowest loss in the company's history as a public company. \* Record non-GAAP operating margin: Non-GAAP operating income hit $23.6M (11.5% margin) — up from $8.1M (4% margin) in the same quarter last year. Company-confirmed record, +720bps YoY. \* GAAP losses shrinking fast: GAAP operating margin went from -23.4% to -7.4% of revenue YoY. \* Real cash generation: $40.2M in operating cash flow and $34.4M in adjusted free cash flow (17% of revenue) for the quarter. \* NRR (net revenue retention): 96% en base a últimos 4 trimestres; 97% in-quarter, mejorando por 4° trimestre consecutivo. Esto es clave con la narrativa bajista de "AI mata a Asana" se sostiene en que los clientes se van — la métrica de retención muestra lo contrario, una inflexión. \* Clientes "core" (>$5K anual): 26,103. \* AI Studio: clientes que gastan $100K+ casi se duplicaron QoQ (base chica, pero ritmo de adopción rápido). \* P/S aprox 2.2 (versus MNDY 3.10 | TEAM 3.7) \* EV/Sales 2.01 (versus MNDY 2.25 | TEAM 3.6) AI integration, not just AI talk: Asana closed the acquisition of StackAI ($75M upfront cash + equity earn-outs) the same day as earnings — a no-code AI-agent/workflow platform meant to let Asana's agents actually execute work across enterprise systems (ERP, CRM, ITSM), not just plan and track it. This isn't a "dying SaaS name." Margins, cash flow and GAAP losses are all moving in the right direction at the same time revenue is still growing high single digits. \----------------------------------------------------------------------------------------------------- 2. The Share Structure: A Genuinely Illiquid Float This is the part most people screening on Finviz alone will get wrong, because Asana has a dual-class share structure: Class A common stock (ticker ASAN, the only class that trades): 164.36M shares — this is what Finviz shows as "Shs Outstanding," and it's correct for Class A, not for the company as a whole. Class B common stock (10 votes/share, converts 1:1 to Class A, almost entirely insider-held, does not trade): 69.54M shares. Total combined shares outstanding (per the 10-Q for the period ended April 30, 2026): 233.90M — this is the number used for market cap, EPS and the weighted-average-share figures you'll see on Yahoo Finance. Because only Class A trades, the relevant float for squeeze mechanics is the Class A float — and that's exactly what Finviz's short-interest stats are built on: \+ Insider ownership 60.47% Combined Class A + B, dominated by Dustin Moskovitz \+ Institutional ownership 44.84% \+ Public float (Class A) 91.12 M Shares \+ Short Interest 32.15 M Shares \+ Shoar Float 35.32% \+ Days to cover aprox. 5 days So: insiders control \~60% of the company, the free float is \~40% of total shares, and over a third of *that specific Class A float* is sold short. That's the setup — not an error in Finviz's data, just a dual-class structure most retail screeners don't account for. So: insiders control \~60% of the company, the free float is \~40% of total shares, and over a third of that specific Class A float is sold short. That's the setup — not an error in Finviz's data, just a dual-class structure most retail screeners don't account for. Dustin Moskovitz is no longer Asana's CEO. He stepped down in July 2025; Dan Rogers (formerly of ServiceNow) is now CEO, and Moskovitz moved to Board Chair. He's still by far the dominant shareholder — his last Schedule 13D/A (August 2025) showed \~129.8M shares, roughly 58% on an as-converted basis, and he's continued buying on the open market under a 10b5-1 plan since. The 60.47% "insider ownership" figure is mostly him, just not in the CEO seat anymore. Asana has an active buyback program of approximately US$199.4 million (expanded in February 2026) on Class A shares—the only class that can be borrowed. If the company continues to repurchase shares, it mechanically reduces the loanable float, which puts pressure on short sellers over time, regardless of the price. Asana tiene posición de caja neta positiva (157 millones USD) \----------------------------------------------------------------------------------------------------- 3. The Structural Asymmetry (Days to Cover) With average daily volume of 6.70M shares, the short ratio sits at 4.81 days — it would take nearly five full sessions of pure buying volume for current shorts to cover, and that's before accounting for how little of the float is actually liquid given \~60% insider/Class B control. Technically, the stock is base-building: price is above both the 20-day (+1.1%) and 50-day (+11.0%) moving averages, while still well below the 200-day (-28.7%) — consistent with an early-stage recovery off the 52-week low ($5.38), with the stock currently around $7.43 (52-week high $15.71). \----------------------------------------------------------------------------------------------------- Conclusion ASAN's setup: a founder-chairman who still controls roughly 60% of the company, fundamentals (margins, EBITDA, FCF) that directly invalidate the "AI kills Asana" bear case, and a heavily crowded short position concentrated in a structurally thin Class A float. I'm not playing this for a momentum pump — I'm here for the structural turnaround and the mechanical squeeze risk that shows up if/when valuation starts to catch up to the fundamentals. \----------------------------------------------------------------------------------------------------- My Positions 1. Spot: 5% of total portfolio in common shares. 2. Options: LEAPs — $ASAN calls expiring 2028. Disclaimer: Not financial advice. Do your own research.
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.
All in MNDY. Got it, thanks
Everybody hated NOW @90 and MNDY @65 but suddenly they are steals. Lol
Would like to see a software follow-through today ASAN MNDY TEAM etc. Will see how SPCE acts out the open, might jump in for the fun of it
All of them NOW CRM TEAM MNDY And more All options Some expiring in June, September, January, June 28 and Jan 28
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.
Cybersecurity leaps you got? I have NOW and MNDY leaps
SaaS time. Sector rotation. NOW, MSFT, INTU, MNDY, SAP
are you in PNW? I was looking at iren today, but premium wasn't great for the strike i wanted... I think i was looking at the $40 strike. I'm mostly just playing saas rn. NOW, MNDY, ZS, PANW
I started a position last week in CSU and MNDY. What are you looking to get out at?
Who was it that posted about MNDY stock? lol trynna find it again
VRSK, MNDY, NOW, CSU, TRI all up today. It has commenced
It’s already been going. Look at VRSK, NOW, MNDY etc Edit: VRSK is criminally underrated, they’ve already integrated Claude and LLMs can’t just “create” historical data for insurance. They’re a winner
Bundle of software stocks in IGV. NOW and MNDY looking good, today. A reassessment that software will not be wiped out by AI.
Bought micron on friday and will sell on a pump this week, maybe i shouldve sold in the pre market though. I have robinhood covered calls open and a put i sold on MNDY idk what else yet.
Can't wait for MNDY. Open the Casino!
Instructions unclear. Bought MNDY
He's probably not wrong, SaaS has been getting mauled lately. MNDY beat and raised, on track for 1 billion revenue this year @~4 billion MC and that shit bled out all week.
Almost actually all in in my IRA on $MNDY.
There is a reason to look forward to monday: MNDY.
Was on the sideelines waiting for chance to grab some $NOW, but will have to do add $MNDY to the plan.
Gosh finally someone looking at MNDY. Been holding it since the big dip last month. Going to keep adding
I would select TEAM over MNDY
most tech companies are growing. SaaS is getting shot behind the barn its a big difference DUOL / RDDT / MNDY much better buys IMO
I called MNDY 30% move and got it, but it didn't sustain, I was in and out by 7:30AM.
MNDY crushed it, fake tank?
I was going to buy fig. But TEAM and MNDY are struggling holding any upper price. I do believe the company is worth more than its worth but right now the market wants nothing to do with SAAS.
Why Does MNDY have the largest shrek dick I have ever seen?
The 1 dollar in MNDY that I bought a couple months ago to track just popped off! I’m getting some premium gum
I got MNDY calls... IM GONNA CUM!!!
I got MNDY calls ... IM GONNA CUM!!!
MNDY getting the TEAM treatment I see
Anyone else proud for not investing in MNDY because against where it's HQ
Yes! And NOW, TEAM, MNDY. I bet I have others on my watchlist. You have to double check, but last time I looked, earnings beats and forecasting future growth as well. Most have a PEG less than 1 I am not investing in adobe, because the long dated options prices seem too high. Like no good potential return.
I am picking long dated options on SAAS. Think NOW, CRM, TEAM, MNDY etc I lost a lot of money trying that q4 of last year, but they are contuing to grow earning and raise forecast and their stocks keep falling I will sadly continue to catch the knife
The week overall was good! Made a lot of NVDA weeklies that I bought Monday and sold Wednesday. I made 300%. Could have made 900% if I held until today, but I was very busy at work this week which prevented me from paying attention to the market Today was not! I thought there would be a two day correction so puts on spy and VRT failedi also had calls overnight on MNDY and that went down! So made money, but non chip stock money
Sorry I mean MNDY calls instead of ORCL
I have calls on MNDY for tomorrow PUTS on VRT and SPY I think either way I am drinking tomorrow! Either on credit or cash, it don't matter!
Yea but DRAM has been around for a month and MNDY has been around for 14 years.
Is MNDY about to rebound?
good luck with your MNDY project
#TLDR --- **Ticker:** MNDY **Direction:** Up 🚀 **Prognosis:** Buy Shares (Price Target: $140 by EOY) **Catalyst:** $750M share buyback + 12% short interest = Squeeze incoming. **Author's Flex:** "I nailed HOOD at $10 and AMD at $120. Ignore me and blame AI at your own peril, apes."
#TLDR --- Ticker: $MNDY Direction: Up Prognosis: Buy Shares (Targeting a 2x return / 10-12x FCF) Catalyst: May 11th earnings and a massive $870M stock buyback program Ultimate Bull Signal: Users aggressively complain about the software on Reddit while admitting they are physically incapable of doing their jobs without using it every single day. Whale Status: OP casually dropped $600k on this like it's pocket change.
Crowdstrike is safer than DUOLINGO AND MNDY
I’m doing something similar. Going in on NOW, ADBE, CRM, DUOL, MNDY, ZS, SNOW, FIG, TEAM, WDAY. Godspeed 🤛
They aren't "low" yet though, MNDY to $30.
Why on earth MNDY and HUBS?? Why is MNDY your biggest holding? Honestly just why why why
Wonder if I should cut my losses on MNDY
Just imagine a 1-2% drop on the following day, might ended up 30% or more drop for the industry after this earning call SAAS EARNINGS CALENDAR - Q1/Q2 2026 -------------------------------------------------- COMPANY TICKER EARNINGS DATE (2026) -------------------------------------------------- ServiceNow NOW April 22 (Reported) Microsoft MSFT April 29 Atlassian TEAM April 30 Twilio TWLO April 30 Palantir PLTR May 4 (Estimated) Datadog DDOG May 7 Cloudflare NET May 7 HubSpot HUBS May 7 monday.com MNDY May 11 Palo Alto Networks PANW May 19 Snowflake SNOW May 20 (Estimated) Zoom ZM May 20 (Estimated) Workday WDAY May 21 Intuit INTU May 21 Okta OKTA May 26 (Estimated) Salesforce CRM May 27 (Estimated) Zscaler ZS May 28 CrowdStrike CRWD June 2 (Estimated) Adobe ADBE June 11 --------------------------------------------------
MNDY right now. I only got May options I have orders for Aug calls, Jan 27 calls And a Jan 28 OTM bull call spread. There are almost no open interest in those, so I don't think I will get them, because my limit seems way too favorable MNDY recently decreased future guidance so they are probably a bigger risk than other, but I like the potential return potential
I have $150,000 in cash. Half my port ish Trying to put$25,000 into SAAS options I am trying MNDY What would you all recommend?
What do you all think about MNDY? I am buying May calls Also going to buy august calls And Jan 27 calls Then far OTM Jan 28 bull call spreads with a 20 to 1 risk reward ratio Yep - I am tarded
> But MNDY isn’t just a spreadsheet, it’s a workflow engine Okay, ChatGPT.
I like TEAM as well. For me, the main difference is the potential floor. With MNDY having almost 50% of their market cap in cash, there's a built in floor to the stock price. Plus, MNDY's growth and margins are extremely nice! As for TEAM, I like their products and feel they're pretty solid as well. I have sold some puts on it, though none have been assigned yet, so I don't have any shares. Between the two, I feel the valuation is better for MNDY but again, I wouldn't mind owning some TEAM.
I opened up a bull call spread Q3 of last year: 22 MNDY jan 27 $290/300 for $1.57 each Today I closed out the $300 call for a $35000 realized gain That means I currently have an unrealized loss of $39,000 for the $290 call still open. I will leave that open until I profit or close out before the end of the year Today, I am trying to enter, but they did not fill: 11 May 15 $75 for $2.75 each 14 Aug 21 $90 call for $4.25 each Jan 15 (2027) call for $6.35 That will be another $15,000 capital invested! I am in there with you!
The answer is so much simpler it got lumped into the SaaS bucket. INTU, CRWD, PLTR, MNDY are other names with similar movements today.
I read your other post and I think you're seeing what you want to see. AI is a fundamentally disruptive technology. I sure wouldn't invest in names like TEAM, MNDY, or even a giant like CRM. The bigger they are, the harder they fall. But even if I'm wrong, I think a lot of these companies have a long way to fall yet. TEAM doesn't even make money, despite being basically the standard, and if you look at their financials they aren't even showing improvements in operating leverage. They're basically just floating along on massive SBC, and if you think about that, it seems likely they've got a whole lot of stressed out and pissed off employees right now.
I bought a bit of MNDY and TEAM in January around the last big drop off, I also considered ASAN but decided to hold off - their growth is just not there, and they’re still not profitable in a GAAP basis. I can get behind unprofitable tech companies that are still growing well, but if they’re not growing and they’re not profitable they really don’t have any thing to look forward to. Things aren’t going to get easier in this industry, I think it’s time to cut this one loose man. There are other better companies out there.
MNDY is about to drill hard
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
MNDY going completely insolvent
Impressive reversal on MNDY lol, getting down to a value stock with this sell off ouch
I told chatgpt to deep research and find me 10 stocks with 20+ analyst buy signals and narrowed it down from there. I think I’m gonna go in on HOOD, SPOT and maybe MNDY next.
When do I stop buying the MNDY dip
Just vibe coded a kanban board rip MNDY
Just another manic MNDY 🎵
I opened positions in NOW, GTLB, and IOT two weeks ago and added to each last week. I also opened a position in VEEV last week. And I've added to existing positions in MNDY (oopsie), SNOW, and TYL.
Thoughts on RIVN earnings Thursday after hours? I think the upside is much greater than the downside. After MNDY earnings, I'm hesitant to play any software or AI stocks like ALAB or NBIS. But I think hardware centric companies like Rivian could do well.
Soft guidance from MNDY, just 18% y/y at the midpoint. Interestingly, they opted to report RPO for the first time. It shows 37% y/y growth ($839MM, up from $614MM). They also reported cRPO for the first time which was up 31% y/y ($676MM, up from $516MM). I do wish they had given what the numbers were at the end of 2023 so we could see if growth is accelerating or decelerating. My guess is the latter, otherwise they probably would have provided them. NDRR was basically flat across the board. Customer growth was close to flat. They reported >$500,000 ARR customers for the first time, showing growth from 50 to 87. This aligns with their goal of moving upmarket. Overall, I get why it's down. It's not great. Not awful either. I'm not adding to my position. Of all the SaaS companies I own, they are probably the most fragile in terms of AI disruption. Thesis could be dying. Will check in on quarterly releases and re-evaluate after the next Q4 (unless something drastic happens b/t now and then).
I think enterprise SAAS like $TEAM and $MNDY are actually good grabs right now. They are still healthy businesses with hard to replace software. Sure it might go down a bit more but the fundamentals are strong especially on $TEAM. AI is just not replacing them.
Morningstar's 'fair value' for MNDY is $241 😂
What about MNDY? I’ve been out for a while, saw the price at 93 yesterday couldn’t help but YOLO with my life savings :d
I’m buying/eyeing: MSFT, NOW, NFLX (coincidence, but buy it!), CRM, ADSK, MNDY, VEEV, TEAM, WDAY, INTU, DT, ORCL. This is as good a basic short list as you’re likely to find. Def start with MSFT, big sharp bounce coming!
Opened positions in NOW, IOT, GTLB last week and added to each this week. Also added to MNDY, SNOW, TYL, and CHWY. Considering a new position in VEEV as well.
LOTS of them actually. It's been a while since I've liked the valuations so much. The list I've started buying, or adding on top of a smaller position: AXON, RBRK, NOW, MSFT, NFLX, WIX, MNDY, SHOP, HOOD (yes - Robinhood is a phenomenal company that got overvalued) Keep in mind my accumulation period for these is anywhere between 2 months and 14 months, I never go all in on a single day or even week.
Trade Desk became a disaster before the AI-pocalypse sell-off kicked in. Veeva seems directly related to the AI concerns. I think they're overblown and have Veeva on my list of positions I want to do some DD on. I recently opened positions in NOW, IOT, and GTLB while adding to existing SaaS positions in TYL and MNDY.
Nope lol. I think there are way too many companies in SaaS that are also looking juicy and extremely beaten down but are actually quality companies and don't have structural headwinds. Three _new_ positions I opened recently are $NOW, $WIX, $MNDY - plus adding to existing positions. No capital for $TTD - but if someone really understands the company and are willing to take the risk and do a valuation play - 28 to 31/32 is a reasonable entry point.
Just opened a position in GTLB. This after opening positions in NOW and IOT yesterday and adding to my existing MNDY position. Thesis is this AI-pocalypse is overblown and the underlying businesses of those 4 are still performing well.
GTLB, DDOG, and OKTA core positions - small starter in TEAM atm but im more wishy washy there with eyes on NOW, CRM, and MNDY
What’s up with the SaaS stocks dying. TEAM WIX ASAN MNDY etc