Reddit Posts
Tracked my buys this year. Am I setting up for underperformance?
Pre-Market Gainers and Losers for Today (May 8, 2026) 📈 📉
Moving on from LION - NCR Voyix VYX - Next Long Play
My one, of two SaaS recovery bets - TOST, a restaurant tech leader
Short portfolio analysis with positions
$SAGT - Hidden Gem in SaaS, AI, and Robotics
$4000 gains overnight on $DELL, $U, $META, $TOST, $TSLA, $CSX
Toast Stock’s Weekly Retail Buzz Soars On Raised 2025 View: Retail’s Extremely Bullish
Toast Inc (TOST) Reports Strong Growth in Q3 2023 with a 40% Increase in ARR, down 16% today on week forecast
Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.
Is their some good bargain plays in tech at this time
I see a way to make some bread off of Toast Inc. ($TOST).
Why Toast ($TOST) stock soared this week
Is a surprise coming for Toast ($TOST) this earnings season?
What you can learn from Toast, Inc. ($TOST)
How Toast Inc. ($TOST) is revolutionizing the restaurant industry with digital technology
Toast Inc. ($TOST) receives an average rating of "Hold" from brokers.
Where does Wall Street think Toast Inc. ($TOST) stock will go?
Shift4 ($FOUR) stock plunges on short seller Blue Orca's report.
Toast ($TOST) launches a digital technology platform for hospitality businesses in Ireland.
Sumitomo Mitsui Trust Holdings Inc. increases its holdings in Toast Inc. ($TOST), investing in the future of restaurant technology.
POS systems for small business market R&D, including top key players Square ($SQ), Lightspeed ($LSPD), Toast Inc. ($TOST).
Toast Inc. ($TOST) stock initiated by Deutsche Bank analyst, price target now $20
Toast Inc. ($TOST) is currently -6.83 below its 200 period moving average. What does this mean?
"Toast’s ($TOST) potential for growth despite a low earnings forecast: DA Davidson reissues a buy rating. "
Maryland State Retirement and Pension System invests in innovative restaurant technology company Toast, Inc.($TOST)
Toast, Inc. ($TOST) shares bought by Bank Julius Baer & Co. Ltd., Zurich
Toast, Inc. ($TOST) shares purchased by bank of New York Mellon Corp
Shift4 ($FOUR) growth rides international expansion, next-gen payment system
Assessing Toast, Inc’s ($TOST) viability to hold or not to hold?
Diversified Trust Co. purchases 24,730 shares of Toast, Inc. ($TOST).
Exane BNP Paribas initiates coverage of Toast Inc. (TOST) with a neutral recommendation.
JVL Associates llc sells 13,272 shares of Toast ($TOST), Inc.
Toast ($TOST) shareholders have endured a 11% loss from investing in the stock a year ago.
Toast Shows Improved Relative Strength; Still Shy Of Benchmark
10,000 Shares in Toast, Inc. Acquired by Marathon Capital Management
Why Toast Stock Dropped 15% in February
Canada Pension Plan Investment Board Purchases 87,300 Shares of Toast, Inc.
Shift4 Earnings Top Estimates; Guidance Above Views
The 5 Best Stock Trade Ideas for this Week
TOST Stock: 17.81% Decrease This Week Explanation
Is a Surprise Coming for Toast (TOST) This Earnings Season?
Toast (TOST) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Toast Stock Jumps After Company Teams Up With Google: What's Going On? - Toast (NYSE:TOST)
Edmond DE Rothschild Holding S.A. Raises Stock Holdings in Toast, Inc. (NYSE:TOST)
Toast, Inc. is acquired by First Republic Investment Management Inc. (NYSE:TOST)
Toast Announces Release Date Of Fourth Quarter and Full Year 2022 Financial Results
Truist Financial Corp. purchased 26,742 shares of Toast, Inc.
Research Analysts Set Expectations for Toast, Inc.'s FY2022 Earnings
Toast Inc (TOST) has gained 17.22% in a Week, Should You Sell?
Toast Inc (TOST) has gained 17.22% in a Week, Should You Sell?
Block's Volume Comparison Reflected Market Share Loss Versus Toast, Clover And Fiserv, Analyst Says
Piper Sandler has reduced Toast (NYSE:TOST) PT to $22.00.
Piper Sandler has reduced Toast (NYSE:TOST) PT to $22.00.
The Goldman Sachs Group Cuts Toast (NYSE:TOST) Price Target to $19.00
Quick useful tip on an easy way to find a companies intrinsic value (from managements POV)
The bull market was a good thing, not in the way you think though.
Let's get this bread! Why I think you should buy TOST
What's going on with $TALK and $TOST????
TOAST (TOST) - What is going on with this thing? 64 million additional shares dilution?
Mentions
TOST seems like one of the firms that is unloading tons of AI related products on top of their offerings. Big winner of this cycle imo.
>BOSTON-- Toast (NYSE: TOST), the global technology platform built for restaurant and retail businesses, today announced an expanded integration with Google that brings agentic food ordering to Ask Maps, a conversational AI feature within Google Maps. When a diner asks—by voice or text—for a restaurant recommendation or specific food request, Ask Maps can now put a Toast restaurant's menu directly in front of them and carry that request all the way through to a completed order. [Press Release](https://investors.toasttab.com/news/news-details/2026/Arriving-Now-AI-Powered-Toast-Ordering-on-Google-Maps/default.aspx)
$TOST Toast (TOST) Q2 CY2026 Highlights: Revenue: $1.91 billion vs analyst estimates of $1.87 billion (23.1% year-on-year growth, 1.8% beat) EPS (GAAP): $0.26 vs analyst estimates of $0.20 (28.2% beat) Adjusted EBITDA: $221 million vs analyst estimates of $195.1 million (11.6% margin, 13.3% beat) EBITDA guidance for the full year is $815 million at the midpoint, above analyst estimates of $807.9 million Operating Margin: 8%, up from 5.2% in the same quarter last year Free Cash Flow Margin: 6.8%, similar to the previous quarter Annual Recurring Revenue: $2.4 billion vs analyst estimates of $2.4 billion (24.5% year-on-year growth, in line) Billings: $1.91 billion at quarter end, up 23.3% year on year Good quarter overall. I'm not sure how tariff refunds were calculated in their prior forecast (if at all), but it seems like their bottom line full year guide is revised up due to the tariff refund. I'm in because of the long term tailwinds on the shift from on prem to cloud native commercial tooling, which the market has no idea how to price for Toast.
Current portfolio (\~$250): GOOGL - $74.79 V - $48.41 INTU - $33.37 MELI - $33.09 COST - $22.41 COKE - $21.84 TOST - $17.1
I mean my NOW / TOST / MSFT would love for that to be true but the reason for the software selloff does not become totallu unwarranted just because chips are crazy overvalued. The gap can be narrowed by software just doing less bad than semis.
TOST is the best stock in my taxable portfolio. Too bad I didn’t put more in it instead of buying that POS MRVL.
Made some money on the TOST puts I bought yesterday 😎
My portfolio is toast ($TOST)
TOST up 20+% in one month 💪 bottom is in!
Took a huge position in TOST
Glad to see the TOST pop holding being included in mid cap 400. Great for my shares, ruffles my feathers a bit I sold all my TOST calls yesterday for a very small gain, when I could have been up substantially more holding 22 hours
I mean IGV is like usually the ETF that refers to the software sector, that is barely green. At least some of the software names I follow are having a great day, stuff like: WAY, NOW, NET, DOCS, EVER, EXLS, TOST, PEGA, MANH are a few names that are all in the green today
Bag check: $TOST, $NVO, $GEV. TOST I have somewhat faith in but market hates it and competition is fierce. NVO, I think is a straight up L, but have held that for long enough and is a tiny enough position I don't see a point in liquidating yet. GEV, just bought recently at a top, seems like a good play for energy input, but will see how it shakes out.
You really do not need a full time person to maintain it. We did something similar and it just works wonderfully. Companies like Asana are in deep trouble. This does not apply to all SW though some has moat like CRM,TOST, TWLO.
I am calling it the Software Psych. There's a lot of interesting behavior in the numbers this week. Notably, CSU was up Friday. Major outlier. Roper? Ignored. A lot of payments seem to have hit a shelf (NU, SE, MELI, TOST), but I won't touch them because consumers are fucked. CHYM and SOFI are interesting here. Some Cybersec dogs have been ignored, but I think will see major recovery this next year or two, especially ZS, which just had that horrible earnings, but should recover. Checkpoint is a buy for me, and Rapid7 is risky but I know them well enough to think they will recover. There will some consolidation in this sector in the coming years, so be wary.
TOST up 6.61% - criminally undervalued company for its earnings and market share.
The one everyone seems to be missing has been on a nice run….TOAST (TOST). They just keep growing, and AI is not going to be replacing them. The restaurants have positive feedback and the customers do too. I use it all the time with no issues.
Well I've been building positions for over a year already so it is a bit late but AMD, DELL, AMZN, META, TOST, NOW basically I believe undervalued companies that will benefit the most from AI and SAAS are set up to parabolic in the long run
I had the same experience. A couple years ago multiple people were trying to get me to buy the stock. So as I was doing my research I went out to a few restaurants and none of them used TOST. There is so much competition out there and if TOST proved anything it’s that a tiny company can come in and take market share from leaders like Square (and now TOST themselves). I will admit though I have been seeing them pop up more at restaurants and I’ve heard the name dropped on some TV shows. I do find that when products are main stream enough to be casually mentioned on newer TV shows they tend to have some longevity. I’m still not buying it but it’s getting more interesting
it is indeed... but not a realyy good airatio though [https://www.aistockselection.com/es/explorar?ticker=TOST](https://www.aistockselection.com/es/explorar?ticker=TOST)
Been looking at $TOST too. It's down to a 0.45 PEG. That's bonkers for a quality business. The market under estimates the stickiness of their product. Ask anyone who owns a restaurant and uses it -- it's more than a payment processor; it runs the whole order system. That said, one thing holds me back: How much room to grow does it have realistically? They have \~20% market share now. How much more share can they take? They are the best, but it's a highly competitive space in a price sensitive market. Anyone have a good case / data on how much runway is left for them?
When there was a lot of hype on TOST a couple of years ago, I looked at them but my decision was made simple by asking the local restaurants (chains and local places) I frequent - what system they were using? The answers were all over the place. You should ask similar questions before investing.
From what I'm seeing on Seeking Alpha the recent consensus from analysts is bullish for TOST. Momentum and Valuation don't look great according to the Quant rating. Personally I'd want a catalyst to justify jumping in. You're looking for a reversal and currently betting against the current bearish trend over the last year or so I agree with your 22 support level. If it doesn't hold, time to bounce. A tight stop loss will be key to the trade. It may hold 20 as a psychological support level. The resistance i see is: $26.00 — immediate resistance $26.68 — long-term moving average $30.10–$31.25 — trendline resistance zone $38–$40 — major supply zone (rejected price multiple times in 2024–25) $49.66 — 52-week high This lines up with your analysis. Best of luck
I've worked in restaurant SaaS for the past 5 years and our company works alongside many POS systems, including Toast, so I have quite a bit of exposure to them. Seems like they've easily taken over the SMB market from Square, Clover, Lightspeed, etc. and now have been having quite a bit of success in the Enterprise space. Successful expansion into Canada and more recently in Australia should help them globalize a bit. UK expansion has been tough as it is an extremely competitive and difficult market. I'm long TOST. Seeing how they stack up against their competitors, it's a no brainer for me!
Im going in with 5k$ as a start but i wanted to hear people thoughts and analysis on this if anyone has done one for TOST just to increase my confidence level
Sold a bunch of $24 TOST covered calls for Friday. My port will be at all time highs if called away, but I think I'm going to regret it
Going to be rich or poor. Full ported retirement account into TOST shares.
Premarket TOST doesn't inspire confidence. Probably shouldn't have full ported this stock
Can confirm. Bought TOST last week for 23,99. Am dead.
I think he's trying to subtly tell us TOST is a buy
Pushed all my chips in and went full port into TOST today. 10,300 shares. Hopefully I don't regret it!
Had half my port in TRI, sold on the pop, bought TOST and watched it fade the rest of the day as TRI continued to climb
Tanks for nothing, TOST
TOST is tanking me
22,000+ TOST 5/22 $21.50 put options seems excessive. I have some calls, but it seems a big player is betting against me :/
22,000+ TOST 5/22 $21.50 put options seems excessive. I have some calls, but it seems a big player is betting against me :/
What happened to TOST? Stock got destroyed this year
TOST is back at its 52-week low. Why must you taunt me!?
SaaSapocalypse is neverending! NOW, TOST, CRM, SHOP
TOST myself some short calls ahead of Thursday earnings.
Do you feel it is an impossible turnaround story? Or they wanted to build this up from the Ashes to also sell off? Especially considering that it's so depressed in value at the moment. The financials are not terrible as it continues to break fully away from it's past. There is still plenty of competition in the space so I don't see TOST being out of picture as far as a monopoly concern goes.
I’m an ex-employee of VYX TOST will never buy VYX as it’ll be blocked as a monopolistic move, but TOST absolutely kills VYX in the SMB market. Only area that VYX wins is in the enterprise customers (Starbucks, Walmart, Target, etc.) on the SCO business that TOST doesn’t have. Also the leadership and decisions being made over there are abysmal and I left because of them. Before the split Atleos was the cash cow that kept the now Voyix side afloat. They split because no one would by the company when they were together because Voyix is the parasite that ate all the profits and generated next to nothing. They are consistently losing their enterprise customers to the customers building their own solutions. So I don’t think anyone would buy them since their product cannot sell itself and only wins in one area, which TOST doesn’t care about.
Could be something with the K shaped economy. No one knows where you live, so it's hard to draw anything from that. Could also just be a proximity bias. We still see things like TOST, which is a huge restaurants POS system putting up solid numbers, meaning restaurants are buying their product. Also record levels for things like travel.
Yes I know it's long, but based on the Redditors feedback I started putting TLDR as first sentence at the top. I wrote this analysis based on the feedback from my previous posts on the SaaS winners and this name came up a lot. My personal SaaS bets are: TOST, a vertically integrated restaurant tech leader and DOCS, a HIPAA compliant administrative workflow support capturing 85% of physicians and 20/20 top hospitals
I sold TOST recently because I didn't want to be caught up in wondering if it would be affected much more by the AI fears. Im going to keep looking at it and see what the prevailing thought is for the next few months.
Lmao you can't even see my comments. But hey, here's one from this morning >[MitchCurry](https://www.reddit.com/user/MitchCurry/) •[2h ago](https://www.reddit.com/r/stocks/comments/1sflk9i/comment/of6txw6/) > Top 1% Commenter >Just added 11% more shares to my NOW position and 16% more to my VEEV position. Here's one from two weeks ago > [MitchCurry](https://www.reddit.com/user/MitchCurry/) •[13d ago](https://www.reddit.com/r/stocks/comments/1s4zbj2/comment/octmxoo/) > Top 1% Commenter >Just added to MELI (3% more shares), NOW (29%), NU (9%), UBER (36%), TOST (20%), AVDV (8%), AVUV (2%), QQQ (2%), and VOO (2%). Ooooh, I'm so bearish.
Nonsense. After a 10-20% selloff there are deals everywhere I look. MSFT, META, ELF, TOST, GOOG, NVDA, HD, DIS... I mean, just a quick few
Can we please push TOST and CIRC upwards
That’s def one of them. It’s their way to try to get into the service fee side similar to like Uber Eats/doordash etc. TOST implemented a $1 extra service fee for every transaction 3-4 years ago. It was highly unpopular and was quickly reverted 3 weeks later and it resulted in the previous ceo getting voted out for implementing something so brash/hurt the business.
i feel you on TOST, it's def a solid play if you're betting on the restaurant recovery. the whole integration thing is a game changer, too – once they’re in, it's like getting them out of a sticky relationship, lol. with everything going online and the focus on efficiency, they got a unique edge. but yeah, the recession risk is real... you think they’ll keep growing even if consumer spending dips? it's a tough call for sure.
General economic shittiness would be bearish, but labor shortage is potentially bullish for TOST adoption among the restaurants that survive. The vertical integration and handling inventory, doordash/uber eats stuff means each employee is more productive and you can get away with fewer of them, or an owner-operator can spend more time taking actual shifts as opposed to managing them. I only have a couple shares right now to keep tabs on it as high oil prices are definitely going to hit restaurants hard if they last more than a month or two, but whenever sector headwinds start to clear up my bet is definitely on TOST over other POS, at least as it stands at the moment.
The time to buy TOST has long since passed. They were a good play right before they went into the black. Eg late in 2023 around $15 to $20/share. Now it trades at P/E 51 (!) SquareUp (Block): XYZ trades at P/E 28. The core part of that business is payment processing. Owners make the decisions about which platform to use and owners understand what the pay for processing much better than barriers to exit / switching. A dicey time to play restaurant POS stocks. I sold TOST in 2024 and bought MO. If they can get a product on track to compete with Zyn their stock will go even higher. If not, it stays in a slow climb while paying 8% divs
I think general Reddit consensus is to not get involved in TOST, which means one should definitely get involved! I've always found success doing exactly the opposite of what Reddit tells me to do
Adding 100k to 15.7 million is a less than 1% growth rate. The National Restaurant Association also reports that 42% of restaurants were unprofitable last year. Like I said, I think TOST has gains to be made, but I think their customer base will be shrinking.
Debts at an all time high for consumers and labor/material costs are through the roof if you want to build anything right now. And you said January looked “good”? Haven’t 1000 terrible events and even higher inflation locked in since then? January feels like we were still living in a different world. I don’t think many people will be expanding into the TOST network this year it’ll almost certainly condense
Check the news from the last six months on mom and pop restaurant closures and struggles. TOST may find ways to recover because it's down a lot on broader SaaS narrative, but their customer base is in decline and the forecast ahead is not great. Check the chart on EATZ (restaurant sector ETF).
Some more support evidence for TOST valuation https://preview.redd.it/zor9uqttgmpg1.png?width=1482&format=png&auto=webp&s=599bc816c76be70aec0fcad76b4d8bae39bcbee4
The biggest bear case for you to keep in mind for TOST is that due to the structural nature of the business, their clientele and revenue come from a high-risk business: restauraunts who have a 5 year survival rate of just above 50%. What this means in reality is Toast must always be relentlessly focusing on marketiing, sales and distribution. If they slow down in that area, simply due to the nature of the business they're in, they will start to hurt and go down, not because the product is faulty. In other words, if you believe the economy will have macro tailwinds for the US and the consumer will have more spending power, then its a bull story for Toast. If not, then its not https://preview.redd.it/r29mtxn3bfpg1.png?width=3258&format=png&auto=webp&s=35cc552890fa9782e1c32e2d62c0a64ec97aa61e
another TOST holder. great company and growth story, but now i'm in bag territory given their horrendous last 3-4 months of price action. price seems to have diverged quite a bit from what i believe the fundamental value is but they have no publicity outside of being a mid-tier SaaS/payments player so just falling with the market for the foreseeable future. need some catalyst, surprisingly strong earnings or a loud acquisition, to bring life back into this one.
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.
I’m trying to hold onto $TOST but this shitshow just keeps getting worse
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.
Nice to see some software catch a bounce. NOW, TOITF, MAHN, BSY, TOST on some nice little runs. Not a big biomedical guy, but digging into CPRX. Doing some trimming and this looking really interesting here. Also have a 200M buyback, not too bad.
I’d recommend TOST, VEEV or DOCS for a more protected SaaS play. They hit and check off: regulatory moat, network effects, high switching costs and distribution all while sitting on net cash I own Toast and Docs and bought them both at <$25 Any SaaS needs to be scrutinized as the issue is not today’s earnings but future. We don’t know if they’ll exist tomorrow
I thought I heard Josh Brown mention a TOST like software stock for electricians & other blue collar type folks like me. I'm buying $TOST but if you know software stocks like that where I'm not trusting AI cause it's a bother & I'm working 70 hours/week let me know.
TY. $TOST looks interesting. I've decided that maybe I shouldn't mock the tech investors for not diversifying if I don't listen to my own words and BTD. Many have mentioned I'm too bullish on $CAT and $DE. And looking at the charts i cut my $CAT position in half. Taxes are gonna hurt : )
If you are looking like true, EXLS still remains a really great company at a cheap price. For more GARPy levels, I think TOST is great. Trailing numbers are high, but PEG is responsible because they are actually profitable now and growing FCF. Last two quarters FCF growth was 32% and 57%. Insider ownership is like 18% and basically like no debt, technically 20M.
Some software NVDA, AVGO, TOST Probably PYPL Maybe LYFT and UBER but that's iffy because of Waymo.
Not too concerned about Iran for now. We'll bomb them, they'll lob some missiles at us and Isreal which will mostly be shot down or land and explode without significant injury or damage. Overall market won't be too affected. Concern with Iran is if they can sink a navy vessel and we see significant loss of life there or if there is some kind of dirty bomb or terrorist attack on US soil that we link to them. Then overall market can get hit. An air war only with one bombing strike, cruise missile, and drone strike after another can last for weeks and not hurt the overall market. I'm not confident about the overall market in the near future for other reasons: \-after 3-4 months of concern private credit is now starting to show real cracks and these could hit big banks (especially JPM, C) \-big tech crashing after earnings no matter how good the earnings are looks like a sentiment shift to the negative to me. \-reverse momentum; similar to the sentiment shift mentioned above: \---Momentum trading has been a profitable trade the last few years. We saw stocks across a variety of industries like IREN, RKLB, TOST, PLTR and many others, rise 60, 100, even 200% as momentum trades. Once they start going up othesr jump on board and they keep climbing. \---That can happen in reverse. Once people start selling others start to sell and the stocks sink and keep sinking.
It's too bad TOST has been taking a shit the last 6 months, down something like 36%
TOST bodying its fintech rivals
Interesting bounce back from TOST.
Really glad I didn't touch TOST today!
Immediate market reactions for my 3 companies reporting is 2 good (PCOR, BROS) and 1 bad (TOST). I need the 10-K to get a better feel but BROS 2025 feels particularly strong.
Buying the TOST dip in the morning
TOST earnings pretty good... better sell the fuck out of it
TOST down, COIN down, PINS down in the after market.
Yep, same with TOST, ROKU, TLWO, DXCM, ANET and AMAT. Bought at the bottom
$TOST is a SAAS company at its core and AI fear has most definitely negatively impacted their business and will continue to do so. I am not arguing whether ai fear is justified, I am simply observing that the market is irrational and that in the short term at least AI fears has plummeted SAAS company stocks after earnings.
Lol well that’s my point. TOST is going down after earnings. ??? what y tryna argue? U on WSB weekly earnings thread? Sound like u should try value investing
Unfortunately there’s no way to know when exactly the software selloff will chill out and investors will realize that companies like NOW and TOST don’t face the same existential threat as APP, CRM, etc. TOST could crush earnings today and still go down. That’s not the point
lol how about u just load up on some $TOST calls if u r that confident?
Anyone doing $TOST puts? Restaurant business has been weak (ie. Chipotle) which def will impact TOSTS revenue. AI fear also negatively impacts business. And to top it off, insiders have been SELLING like crazy
Moves today: ANET/AMAT/FROG/TOST/TWLO/ROKU/BROS, also adding more MU shares
Debating a big wager on TOST earnings
How do people feel about TOST currently? Is it worth scooping at the current price?
Me: META, GOOG, NFLX, HOOD, RDDT, maybe AMZN. Also I'm thinking software. No way can AI just spin up a CRM used by multinational companies. The hosting, upgrades, backup, security, integration, support, training, etc. No fucking way. NOW, SNOW, TOST, etc etc