Reddit Posts
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
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
If you could only hold one between $LMND, $MNDY, $DOCN, which would it be?
Moved a little hardware gains into some CRM/MNDY, both have been treated as AI losers in many ways but agentforce #s looked solid and I dont expect seat growth to just die overnight barring imminent AGI
Agreed, although to some extent we have seen a decent amount of that right now, MNDY is cheapest its ever been... CRM is very cheap if it were under "normal" circumstances pre-2020
Hello everyone, here is my portfolio. Would love to hear your opinions about it. || || |**Stock**|**Exposure %**| |VT|42.24%| |CHDVD (iShares Swiss Dividend ETF)|15.50%| |HIMS|9.34%| |AFRM|3.41%| |META|3.10%| |SE|1.98%| |SWX:ZGLD (Physical Gold ETF)|1.54%| |AMZN|1.39%| |ROKU|1.22%| |MNDY|1.16%| |UPST|0.59%| |IREN|0.30%| |Cash|18.22%|
Ill be super interested looking back on this time period what ends up happening with SAAS in say 2030, does vibe coding become so good that companies like CRM/MNDY et all are basically total melting icecubes, does it accelerate current devs enough and is still not clean enough/easy that people still use lots of outside software? Do businesses not want to "own" their tertiary systems and would rather still rent rather than make? I think "nothing changes" is off the table at this point, at the very least existing devs are gonna get faster I am 100% sure of from my own development workflows personally.
Added to my positions in MNDY (22% more shares), PRCT (14%), PGNY (15%), CROX (11%), and MELI (3%). Cash position went from 12.3% of my total cost basis to 11.3%.
MNDY fucking hates Mondays.
Is it a good time to buy MNDY
MNDY taking a beating with this earnings call.
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.
MNDY having a case of the Mondays.
So what CART and MNDY puts?
Curious why you see $25B as reasonable at a $1B run rate when compared to the broader SaaS market right now? My view, maybe FIG’ growth rate proves more durable than the rest of the field and they truly are an outlier, but history says they probably took actions to juice top line for the IPO and will see that revenue growth start to track down to 20-30% pretty soon. If that happens most of the other ~$1B rate software types are trading between $4-$12B (PCOR, TTAN, PATH, GTLB, S, MNDY, CFLT, etc) right now.
Good day for saas. CRM, MNDY, SNOW all ripping
$MNDY and $COST are actually performing for me today? Guess there’s life on Mars too.
MNDY, NOW, GTLB, OKTA, CRM, and NICE mostly
What’s up with MNDY stock…I sold my 15 shares at 218 a few weeks ago and just re-entered 15 shares at 182. Why such a pull back on no news and a good earnings history? Am I missing something
MNDY. Thank me later
SMR, BBAI, NEGG, MNDY, FTK - push hard, stay sharp, crush limits! *
Lemme save yall the trouble and make yall money back Monday SMR, BBAI, NEGG, MNDY, FTK Thank me later
MNDY looks a really nice setup, LEAP locked and loaded. Maybe add a sprinkle of ATM calls.
SMR, BBAI, NEGG, MNDY, FTK Monday. You be good after
I’m that guy. SMR, BBAI, NEGG, MNDY, FTK Monday. Thank me later
SMR, BBAI, NEGG, MNDY, FTK Monday 😏😏😏🥒🥒🥒🥒
SMR, BBAI, NEGG, MNDY, FTK for Monday trades. What y’all think chat 😏😏💹💹💹
I’d like to take back my comments this morning about MNDY being a dog stock. It’s a Wall Street darling and I’m a proud investor.
In case you haven't heard, 250 lawmakers from all 50 states just attended a conference in Israel called 50 States One Israel. There's a Wikipedia page about it. Calls on MNDY, PLTR, and anything remotely associated with Israel. Puts on bers and taxpayer dollars going anywhere useful.
I’ve been complaining about it all day but it chaps my ass so I’ll continue, MNDY is a dog of a stock. $870 million buy back announced and it tanks. Elon announces a buyback and TSLA rips to the moon on euphoria. Moral of the story fuck you Elon.
Fuck I got rugged today, MNDY announces $870 mil buyback and stock tanks 3%
MNDY 🚀 ready to take off
Savvy investor relations work from MNDY today, announcing an $870M buyback right before their investor day conference which is the day of a fed rate cut. Could see a nice pop today.
MNDY buying back 870M worth of shares, god is good all the time
Doesn’t even have to be a new company brother, you can just buy MNDY
I actually bought some call spreads on MNDY when it was at 180. Looking for a nice 400% return when all is said and done.
MNDY is a classic priced for perfection situation. When stocks are trading at those multiples, even a slight miss or weak guidance can cause massive drops. I pulled up MNDY on EPSMomentum recently and the signals are mixed. Their Earnings Momentum Score shows some deceleration which matches what you're seeing with that growth rate slowdown. The Timing Momentum indicators aren't screaming buy either.
I'm up too much too fast on my CRM and MNDY calls. I want to sell now instead of holding like I originally planned
I bought MNDY thinking it goes up on Mondays, stay tuned for my next DD
No bounce for MNDY on a Monday?
I might have actually timed the bottom on MNDY, 550 shares at 168.95
Congrats those holding OPEN 🎉🤝 MNDY is trash and should go down, fake numbers
I picked MNDY (+3%) over OPEN (+30%) for my 10k bet two days ago, am i the fucking retard? Surely yes
Who uses Monday.com MNDY? I live in Silicon Valley and nobody uses it… something weird with those numbers
Well I’ve gone full port on MNDY shares, I’ll be uninstalling my brokerage app and I’ll check on it in 3 months
10K shares in OPEN, puts on MNDY
How’s $MNDY holding up, thought it would be doing worse after the pandemic. Nobody uses it here in Silicon Valley
Dropped 10g on MNDY shares fuck it yolo one love 420 blaze it
All in on MNDY, every dime I have, leveraged
All in on MNDY, every dime I have, leveraged
God damn what happened to MNDY?
$MNDY, Dropped over 30% last week after crushing their earnings. Overblown negative ai sentiment imo
I think I just buy the bigly beat down stocks, MNDY and AMAT
Full port into MNDY on Monday change my mind
Has anyone thought about getting back into a MNDY call option for a few weeks out for a recovery? Their earnings were actually decent and they've just gotten killed the last week... Are they ready to come back yet?
my timeline went tripling down on SoFi puts at 18$, make a little back on GOOG calls when it was around 182, losing more on shorting PLTR, yoloing everything on redwire shares for earnings (-25%), taking what I had and buying the MNDY dip (before it dipped more, sold at bottom), then bought NVDA calls yesterday at the top and again sold at around 180, and now I have my current positions.
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
You don't HAVE to gamble on earnings y'know. You can just wait for the drop and buy calls after, like look at AMD and now MNDY for example.
POET shares, SRPT calls, and MNDY calls. I'm ready to be a millionaire.
AAON is wild, great buy. MNDY intrigues me I have traded them before, but I also have a bunch of other software names so Im in the trenches with this sell off already
Ditto on some mine. They're all just adds to already existing positions but I grabbed FIGS at close to $6, CROX at $76, AAON at $64 (up 36% in 2 days). Not great grabs so far is PRCT at $39 and MNDY at $181.
I see MNDY started to publish ads here on RDDT. Not a day passed since MNDY earning call went down 30% blamed the Google AI for lack of sales from ad traffic.
$MNDY, overreaction oversold overweight. Sure future outlook may seem a tad shaky but there is no way they aren’t hardcore digging in on some AI integrations primed for announcement. They crushed earnings and saw a 30%+ haircut, should be seeing a significant bounce.
Continue to bleed out MNDY.COM.
What's up with MNDY? It's dragging its ass way below analyst targets and P/E ratio looks wacky compared to the quarterly eps
MNDY (pokes at it)… do something
Holding the worst possible positions: RKLB UNH MNDY lol
Love that MNDY tanks on better than expected earnings, ACHR wets the bed and stonk goes up today.
no bruh i yolo'd redwire last week, then MNDY before it dropped a further 10%, then [PONY.ai](http://PONY.ai) calls, and then MVST at 2.50 LOL