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Saw a guy making a withdrawal last week ngl
Pre-Market Gainers and Losers for Today (May 22, 2026) 📈 📉
Intel Grandma is eating good this year
Why is the market punishing Workday ($WDAY) so hard? Beat on earnings but still down 8%.
Anyone else catching the falling knife in SaaS lately?
I outsourced all my trading decisions to an AI for a week. Here are the results.
Pre-Market Gainers and Losers for Today (September 17, 2025) 📈 📉
Pre-Market Gainers and Losers for Today (August 22, 2025) 📈 📉
(05/22) Cloud Computing is Climbing! - Interesting Stocks Today
(05/22) Cloud Computing is Climbing! - Interesting Stocks Today
Workday Stock Price Forecast: Is Q2 About To Reflect A Fall?
The best stocks to buy with $10,000 right now
2023-05-15 Wrinkle Brain Plays - In the style of someone who won a beauty contest years ago and still wears the banner everywhere they go
Morning Briefing 🌞 Feb 28th 2023 (Let's see if we're right again!)
Workday slips even as Deutsche Bank highlights near-term buy catalyst (WDAY)
Workday might be the most bullshit stock ever right now
Expected moves this week: SPY on Jobs Number, Salesforce, Snowflake, Crowdstrike and more
Iight I was wrong about WDAY. I picked up 3 LULU 320C before close (expiring 1/20/23). Can't wait for tomorrow!
After hours pop for $WDAY on strong revenue growth in 2022 Q2. I’ve got Diamond hands on this stock. Hopefully we see another pop at market open.
Am I an idiot or are puts on Workday (WDAY) free money? They report at market close. Picked up some 8/26 160P
Potential play on $WDAY? Insane P/E and EV/EBITDA compared to competitors
Is WDAY a buy ? Does it really have 30% gain ?
Mentions
ever heard about $NOW? $CRM $WDAY HUBS?
Buying WDAY is an INSANE move
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.
Most people don’t ask lol. 10 135 strike calls on WDAY Dec expiration 300 MSFt shares A bunch of NOW puts I sold at the 105 strike hoping for a recovery, I think I’m gonna roll these till I can get out hopefully.
Thought on these: INTU, WDAY, NOW, ADBE, MSFT? 😭😂😭
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.
Software stocks: INTU, WDAY, NOW, ADBE, etc Microsoft 😭😂😭
Rip to my INTU, SPCE, ADBE, CRM, RKLB, MSFT, WDAY, bag GUH 🥴
WDAY bull continuation incoming?
WDAY Workday squeeeze on the hourly. Bulls vs Bears. Fun!
🦧🍿WDAY gap filling. Still think this could be the start of a monster run. She’s broke through ADX and Ichi Cloud
Misery loves company. I Bought yesterday WDAY down 6.5%
WDAY going to go parabolic.
Buy WDAY seeing the current Market Trend. WDAY is used by 65% of the Fortune 500 Companies. Seeing the surge in Market Cap of big companies, WDAY will stay in business for a long long time
SaaS is coming back. CRM, WDAY, NOW
Not mega cap, but I've got some WDAY shares that pumped hard today, too.
I guess we’re bullish on WDAY again 😎
IBM 🟢 PLTR 🟢 PRGS 🟢 WDAY 🟢 SOFI 🟢 CTSH next to pop
Who else got in some WDAY calls
Pls let the saaspocalypse pick up my WDAY and ZM puts... I'll offer up my NOW call as a sacrifice
the enterprise stickiness argument is real. switching cost moat for CRM/NOW/WDAY is probably underappreciated by the AI displacement crowd. these aren't tools you rip out in 12 months because of a trend, the implementation depth is too heavy. the options angle going into CRM earnings is interesting though. front month IV is running elevated relative to SaaS sector historical vol so the premium for being long or short through earnings is priced in both directions. if you think the SaaSpocalypse narrative is overblown the play isn't just buying the stock and hoping for re-rate. it's selling CSPs at a strike you'd actually want to own CRM and collecting that inflated premium while you wait for the narrative to shift. been watching CRM and NOW earnings IV on thetaedge lately because they tend to move together on narrative shifts and the spread between current IV and historical vol is wider than usual going into this cycle. when that gap is wide it usually means either the move surprises or the premium is overpaying for vol that doesn't materialize. worth watching either way.
I’m invested in CRWD and PANW, it’s CRM, NOW and WDAY I’d avoid
Honestly the market is full of opportunities right now. Im super bullish on oil, BNO for easy exposure. AAL puts are super cheap if you want a proxy, bought 60DTE 15puts for 1.75, with the stock trading at 13.90ish. Lots of software is beaten down to the point of being excellent value picks. ADBE, WDAY are two of my favourites. Accenture is also beaten down, but I have not yet decided if its a good pick. Might be worth a look, though. Some safe things Im liking right now are: RSG, WM, VIE (french), EOAN (german). They are all providing services to municipalties, etc. RSG and WM and waste management, VIE is more water focused, EON is energy. Good dividends, solid growth. Boring but good value picks. I dont mid SGOV either, with rate hikes on the horizon and inflation rising steeply.
Watching $WDAY for monster reversal
Oh hey, in another comment I said WDAY puts. You know what happened after, I'm sure.
No coin flip, though I did agonize because I am generally bearish on SaaS... but there are signs an SaaS bottom could be forming, so I'm taking it one company at a time. INTU had "puts" written all over it. WDAY had a lot of bullish indications.... like anything in this game, no sure things... in fact I'd venture to say the less sure a thing is the more potential profit it represents... I got luky
WDAY soar afterhours post-earnings, any fellow regards guilty?
NOW is going to absolutely fly in sympathy tomorrow after WDAY reported amazing earnings
WDAY sucks, but SaaS ain’t dead!
If SaaS is dead, how come WDAY is up massive AH? Yall semi 🥷s time is almost up
Swell to see WDAY popping after INTU crater
I fucking paperhanded WDAY shares earlier because it dropped so much. I hate this
Buying 90 shares of WDAY after selling off a loser makes it hurt a little less
$WDAY Workday Q1 2027 Earnings: Revenue: $2.54B, beat $2.52B estimate EPS: $2.66, beat $2.25 estimate ZOOM COMMUNICATIONS $ZM EPS: $1.55 | Est. $1.42 REV: $1.24B | Est. $1.22B great er season won't stop.
how the White House would've said it: $WDAY has contacted me. it really wants me to buy calls worth $600K. but I said no. gotta be at least $100 million. cash is no problem. banks are dying to loan me ten times that. everyone wants a piece of this deal. probably the best deal in history. no one's ever seen anything like it.
$WDAY moving after hours
Oh it's WDAY earnings
Puts on WDAY was not the play I guess
Thought about buying $600k of WDAY calls but didn’t. Mostly because I only have $800.
RIP Zoom, BULL and WDAY … the trio infernale of the doomsayers
WDAY Puts seem to be easy money. (I know i m getting screwed somehow on this one too)
ZM BULL puts WDAY calls
WDAY is gonna tank isn't it??
puts seem obvious, but im on the fence and thinking calls as well. WDAY has been down big and they already tempered guidance last ER. I suspect the slightest “good news” can potentially pump it.
why would you buy calls on WDAY ? when most saas company went down after earning reports
Closed: INTU puts and RL calls printed nice today! Opened today: Calls on WDAY Disclaimer: not an ad for rice.
Now just need a similar in WDAY and my week will be breakeven
I foresee another negative SaaS catalyst with WDAY earnings coming out today after close
NOW and WDAY. AI hype made software companies unreasonably cheap - like you would buy vibe coded system from teenager...
bought WDAY yesterday. down 2% today, need good earnings tomorrow
WDAY Earnings going to stomp
PATH FIG NOW WDAY MSFT CRM or just the whole sector with IGV. Path is my favorite and the one I’m in (under 10). Made a killing with calls I bought last thursday. Also have 6500 shares. Although the best performer so far is definitely NOW
Anyone that thinks AI is going to dominate the pre-existing SaaS market is neglecting to recognize the foundation already exists for these companies and they're going to use AI to become more profitable. Even if competitors are using AI to try to develop an alternative it'll take years before pricing reductions kick in, and enterprise software becomes deeply rooted into organizations. NOW and WDAY are irreplaceable and are just going to get exponentially better. Already seeing the light shine through the cracks of the "AI will eat SaaS" narrative.
Sony is also making tons of headway in reactive mechanical AI that doesn't move at snail pace and isn't just dogshit 'AI' branding slop like SOUN or WDAY Paradox.
MU will be in a consolidation zone until the next earnings. During that time SaaS is going to pickup. The value is there and institutions know the SaaS companies will integrate AI to make the platform even more sticky. Enterprise grade SaaS is fine. MSFT, NOW, CRM, WDAY, TEAM..people should be loading up now
Well actually NOW and WDAY started printing money... It's just software time now
Trump also bought NOW, WDAY, ADBE…
ORCL, NOW, ADBE, WDAY - software stocks go Brrrrr then?
This version may be more acceptable for you: **Premium Selling Watchlist – May 12** Futures are red this morning with tech leading lower, while volatility is rising ahead of inflation data and ongoing geopolitical headlines. High IV across semis and software is creating solid premium-selling setups — but position sizing matters. **Top IV Setups Today:** • **MRVL** – IV Rank 91 / IV Percentile 100 Earnings-driven premium. Heavy OI suggests a possible 150–200 range. Iron condor setup looks attractive, but keep size small due to event risk. • **PENG** – IV Rank 98 / IV Percentile 100 Very elevated IV into earnings. Put credit spreads or narrow iron condors could work if liquidity holds up. Smaller-cap name, so expect wider spreads. • **WDAY** – IV Rank 71 / IV Percentile 100 Strong call wall near 145 creates a potential ceiling. Iron condor setup looks favorable after inflation data clears. **Watchlist:** QCOM, SNOW, MU MU especially stands out with IV Rank near 99 and strong options activity. **Avoid Today:** MRAM looks too disorderly with extreme IV and huge volume spikes. MXL, VSH, and INTC already moved yesterday — avoid chasing.
Ok here is another one. I cleaned it up like you guys suggetsed. Also please Pull up this ticker's live options chain in your broker before trading. Strike selection and premiums must come from real-time quotes: **Premium Selling Watchlist – May 12** Futures are red this morning with tech leading lower, while volatility is rising ahead of inflation data and ongoing geopolitical headlines. High IV across semis and software is creating solid premium-selling setups — but position sizing matters. **Top IV Setups Today:** • **MRVL** – IV Rank 91 / IV Percentile 100 Earnings-driven premium. Heavy OI suggests a possible 150–200 range. Iron condor setup looks attractive, but keep size small due to event risk. • **PENG** – IV Rank 98 / IV Percentile 100 Very elevated IV into earnings. Put credit spreads or narrow iron condors could work if liquidity holds up. Smaller-cap name, so expect wider spreads. • **WDAY** – IV Rank 71 / IV Percentile 100 Strong call wall near 145 creates a potential ceiling. Iron condor setup looks favorable after inflation data clears. **Watchlist:** QCOM, SNOW, MU MU especially stands out with IV Rank near 99 and strong options activity. **Avoid Today:** MRAM looks too disorderly with extreme IV and huge volume spikes. MXL, VSH, and INTC already moved yesterday — avoid chasing.
Honestly, this looks like a portfolio leaning toward growth/speculative names (SNAP, SOUN, TDOC) mixed with stronger enterprise plays (CRM, WDAY). I’d separate them into “core holds vs risky bets” and decide position sizes accordingly rather than treating them all the same. I’ve used Runable before to structure portfolios like this.
Oh so now you are trying to pump WDAY stock !?
I’m doing something similar. Going in on NOW, ADBE, CRM, DUOL, MNDY, ZS, SNOW, FIG, TEAM, WDAY. Godspeed 🤛
Listen up! Last week, April 15, 2026, the SEC officially executed the Pattern Day Trader (PDT) death warrant. The $25,000 'wealth test' is history. Under SEC Release No. 34-105226, they scrapped the outdated 2001 rules and replaced them with modern risk-based standards. 🛑 NO MORE LIMITS: You no longer need $25k in your account to be an active trader. If you have a margin account and meet the basic equity to cover your specific trade risk, you have UNLIMITED TRADES. 🎯 WHY THIS MATTERS NOW: The institutions can’t trap retail in the 'Software Hall' (NOW, MSFT, CRM, WDAY) anymore. We can move in and out of positions at will, meaning the shorts can't hide behind our trade limits. The handcuffs are off and the 'Retail Machine Gun' is officially reloaded for the $100.00 ServiceNow squeeze. Don't let the bears tell you otherwise—the game changed this week. Spread the word: Retail just got its teeth back! 🚀🔥"
Listen up! As of yesterday, April 15, 2026, the SEC officially executed the Pattern Day Trader (PDT) death warrant. The $25,000 'wealth test' is history. Under SEC Release No. 34-105226, they scrapped the outdated 2001 rules and replaced them with modern risk-based standards. 🛑 NO MORE LIMITS: You no longer need $25k in your account to be an active trader. If you have a margin account and meet the basic equity to cover your specific trade risk, you have UNLIMITED TRADES. 🎯 WHY THIS MATTERS NOW: The institutions can’t trap retail in the 'Software Hall' (NOW, MSFT, CRM, WDAY) anymore. We can move in and out of positions at will, meaning the shorts can't hide behind our trade limits. The handcuffs are off and the 'Retail Machine Gun' is officially reloaded for the $100.00 ServiceNow squeeze. Don't let the bears tell you otherwise—the game changed this week. Spread the word: Retail just got its teeth back! 🚀🔥"
Listen up! As of yesterday, April 15, 2026, the SEC officially executed the Pattern Day Trader (PDT) death warrant. The $25,000 'wealth test' is history. Under SEC Release No. 34-105226, they scrapped the outdated 2001 rules and replaced them with modern risk-based standards. 🛑 NO MORE LIMITS: You no longer need $25k in your account to be an active trader. If you have a margin account and meet the basic equity to cover your specific trade risk, you have UNLIMITED TRADES. 🎯 WHY THIS MATTERS NOW: The institutions can’t trap retail in the 'Software Hall' (NOW, MSFT, CRM, WDAY) anymore. We can move in and out of positions at will, meaning the shorts can't hide behind our trade limits. The handcuffs are off and the 'Retail Machine Gun' is officially reloaded for the $100.00 ServiceNow squeeze. Don't let the bears tell you otherwise—the game changed this week. Spread the word: Retail just got its teeth back! 🚀🔥"
Listen up! As of yesterday, April 15, 2026, the SEC officially executed the Pattern Day Trader (PDT) death warrant. The $25,000 'wealth test' is history. Under SEC Release No. 34-105226, they scrapped the outdated 2001 rules and replaced them with modern risk-based standards. 🛑 NO MORE LIMITS: You no longer need $25k in your account to be an active trader. If you have a margin account and meet the basic equity to cover your specific trade risk, you have UNLIMITED TRADES. 🎯 WHY THIS MATTERS NOW: The institutions can’t trap retail in the 'Software Hall' (NOW, MSFT, CRM, WDAY) anymore. We can move in and out of positions at will, meaning the shorts can't hide behind our trade limits. The handcuffs are off and the 'Retail Machine Gun' is officially reloaded for the $100.00 ServiceNow squeeze. Don't let the bears tell you otherwise—the game changed this week. Spread the word: Retail just got its teeth back! 🚀🔥"
Thoughts on $120 Dec calls for WDAY???
NOW and SNOW were 2 of my pickups on Friday, couldn’t resist. ZS and even the shitter WDAY are also appealing here.
CRM, NOW, ADSK, INTU, ZS, WDAY and IGV all at or below 52w Lows.
Which one tho, I too been watching many (NOW, ADBE, FIG, CRM, SNOW, DDOG, WDAY, MDAY) all getting hammered everyday...
Software/SaaS is the biggest part of my portfolio now. Loaded up on ORCL, CRM and WDAY.
PLTR APP WDAY getting spanked behind the woodshed by ai
WDAY cooked cause CTO left for Anthropic? lol
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.
Not sure the last time my total port was net negative delta. It is now, LOL. My calls on AAOI, LITE, GLW are printing today—but if it wasn't for those photonics plays, I'd be full port puts. My spring put collection: COIN, APP, CRM, WDAY, GDDY, NOW, NTSK, KKR, DOCS Se you all at the bottom of the hill!
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 think the bottom is in, an educated guess. MSFT touched 381 in Feb but doesn’t seem to want to go below 400 for now. Maybe the SaaS carnage will continue but I (and analysts) think it’s probably higher now for software. CMG & WDAY dropped a bit, them & msft may be giving u a 2nd chance
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.
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.
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.
Exactly. A beat is meaningless if the guidance suggests a slowing growth or a struggle to adapt to the AI shift. Investors are clearly looking at the road ahead, and right now, it looks bumpy for $WDAY.
Watching Cramer say WDAY was up $6 today is fucking hilarious when it's down $7 after hours and he just doesn't know about it
Spot on. When a market leader like $WDAY gets hit despite beating earnings, it’s usually the narrative (AI fear) winning over the math. At 25x forward earnings, the margin of safety is starting to look real for long-term holders.
Because regards will keep drinking the AI doomer Kool-Aid until told not to, so they’ll sell 100% growth/70% margins at fwd p/e of 27 and buy themselves something nice instead. Like more of the grocery store at P/E of 50. On a serious note though, I think it’ll come back up tomorrow. Markets needed some time but they seem to be coming back from drooling fantasies back to cash flows and fundamentals. WDAY story today was a good showcase.
No it doesn't, unless you sold your WDAY puts within minutes after market open you 100% lost money today as that shit was a straight line up from -12%
Any thoughts on WDAY's post-earnings move of -12% pre-market to +2% EOD?
WDAY is down 12 cent, currently...
WDAY price action totally organic.