Reddit Posts
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
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 Under SEC Release No. 34-105226, they scrapped the outdated 2001 rules and replaced them with modern risk-based standards.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 Under SEC Release No. 34-105226, they scrapped the outdated 2001 rules and replaced them with modern risk-based standards.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.
Goddamn shoulda bought more than a couple WDAY calls at open.
agreed. WDAY is already about to go green. Nobody is going to vibe code their entire HR and payroll suite.
Great options returns on ODD CRCL GDDY WDAY… Should still be a little potential on NVTS but maybe it’s flat this time. HUT might have some potential by the end of the week but it’s reduced from the move
$WDAY forecast was not a good sign for SaaS
Will WDAY 110P and 113P print? I bought them at market close. Looks like it's still slightly outside of expected move so IV crush might fuck me.
Here is why deekseek is bearish based on news, RSI and chart data - "The stock is getting crushed on weak AI guidance, and the charts agree. 📉 RSI is screaming oversold (below 20!), and the price is diving below all key moving averages. This is a classic "sell the news" panic. The technicals confirm the bearish story the headlines are telling. This looks like a SELL until the dust settles. #EarningsHangover " Source - [https://buyorsellstocks.com/stock/WDAY](https://buyorsellstocks.com/stock/WDAY)
Covid era stocks. Don’t forget about PLTN, DOCU, WDAY.
WDAY call is over. Takeaway: they're fucking losers.
Wow I shilled WDAY to my dad at 190. He just called me about it. 💀
WDAY - Holy shit stop talking about fucking "AI", "AGENTS" and "FEELING REALLY BULLISH" on this stupid call. What a joke. These dudes are getting paid to just keep the wheels spinning for a couple years and get out rich. Fucking useless C suite pigs.
WDAY getting taken out back lol
WDAY Lol blaming losses on a "shorter Q1" than normal. haha fucking hilarious.
*Is WDAY getting the same negative feedback from HR as you are hearing from the users, which claim their software is a nightmare to use?*
WDAY fell so CRM could fly
Wow dude, both HP and WDAY below 2022 lows after their earnings today Absolute depression in the software industry Is this dotcom 2.0 for the software stocks?
What should I ask on the WDAY call?
This WDAY guy keeps talking and my PUTS keep printing.
WDAY trying to make sure they say AI.
WDAY call is boring as fuck
Haven't read the news today, full porting into WDAY now
Anyone that *bet* on WDAY calls deserves to have lost money...
WDAY, customers has no more work as they are replaced by AI
WDAY just declared bankruptcy
lol why WDAY optimism, homies? Price targets revised down, software getting slammed... you do you.
WDAY looks like a call to me...
$WDAY calls save me please.
If you aren't buying WDAY before earnings today you are genuinely regarded.
I’m Not a Buyer of Workday (WDAY), Says Jim Cramer https://share.google/OSd3vZ3bWBoDfNyn2 WDAY to ATH after hours?
Holding WDAY thru earnings… hopefully this doesn’t crater even more
not touching software but would assume WDAY tanks like all the rest. so naturally will inverse myself - calls
Snow, CRM, SNPS, WDAY, CAVA, TEM
All the companies mentioned in the anthropic presentation is fucking pumping. WDAY CRM
Many tech stocks like ADBE, CRM, SNOW, WDAY, NOW, etc deep red on the 5 year chart. If this isn't dot com crash, then it is something similar for a very large number of tech stocks? The Dot com crash wasn't abrupt like Covid crash or the 2008 GFC crash, it was a slow bleed for like 2 years non-stop. Many stocks are already going through that. I am sure a lot of tech stocks will never see all-time highs again. I am not sure about NASDAQ or QQQ either. It may have topped for at least a year or may be even longer.
Many tech stocks like ADBE, CRM, SNOW, WDAY, NOW, etc deep red on the 5 year chart. If this isn't dot com crash, then what is it? The Dot crash wasn't abrupt like Covid crash or the 2008 GFC crash, it was a slow bleed for like 2 years non-stop. Many stocks already going through that. I am sure a lot of tech stocks will never see all-time highs again. I am not sure about NASDAQ or QQQ either. It may have topped for at least a year or may be even longer.
WDAY primed for rebound?
Man I really thought WDAY can’t go lower, was I wrong
SaaS stocks like HUBS, CRM, NOW, WDAY have got down crazy. None of them have a positive signal yet. If you are looking to protect it, buy puts expiring 90 days; and shield your portfolio.
I don’t see lot of discussion around WDAY, I feel like that’s a good stock that will def bounce back
Any thoughts on WDAY? Bought the dip - I'm up marginally, just thinking if I should hold for more since they've been reamed so badly over the past year.
Any thoughts on WDAY at these prices?
Yall buying WDAY at this level? Lowest forward PE in a while
Some of the more shiny diamonds in the rough: NOW MSFT CRM WDAY INTU All have insurmountable moats. All are at lowest lows. All have good fundamentals. All have been affected by the "AI disruption narrative"
Lost $30,000 on some stupid and uninformed day trading plays in about 1 week. Switched to buying the dip on the "AI going to disrupt the software industry"-scare. Heavily invested in NOWL atm. Nothing but upside. I could also invest in a combo of CRM, WDAY, INTU, SAP, SHOP, WIX, CRWD, PANW I think CRM, WDAY, INTU, SAP, CRWD, PANW do have a pretty huge moat.
Does anyone know about WDAY? What is your opinion? I want to play leap options, but I don't know if I am regarded or not
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!
all SaaS companies are in a race to to the bottom on the 1Y. WDAY, CRM, ADBE, TEAM, NOW, HUBS
Fall is because of Claude desktop. Be careful. But any company with entrenched systems of record will be hard to displace. That’s CRM, WDAY, no zen desk and adobe.
Never gonna happen. As shitty as WDAY is its mikes better than excel and sheets in every way from an enterprise perspective.
Can some one list of wide moat Large/Med cap SaaS companies by their vertical? ADBE, WDAY, CRM, GTLB, DDOG, DT, MSFT, These are the names i am thinking.
WDAY will lose smaller customers who can run stuff from sheets and excel using AI. ADBE is cooked unless they have a game plan to secure market share.
Software stocks down big this year: $FTNT Fortinet: -17% $WDAY Workday: -21% $CRM Salesforce: -28% $ADBE Adobe: -26% $CSU Constellation Software: -29% $DOCU Docusign: -34% $NOW ServiceNow: -37%
All SaaS is not created equal of course, and I probably wouldn’t put my money in a stock that isn’t a system of record. Project management software, to your point, has a much shallower moat than a CRM/NOW/WDAY. But for the sake of the argument, per seat pricing models would not be sustainable if HC declines by 80% (which isn’t likely to happen). As I mentioned earlier, consumption based pricing models have been around for years, and the industry is shifting more products under that model today. For example Salesforce with Agentforce credits. In regard to your project management example, that pricing would likely also shift to a consumption model or something similar - where instead of employees that are creating value, it’s AI agents that are taking action and the Mondays/Asanas are charging per token per action or prompt. Your argument around vibe coding leading to a risk of displacement I think is flawed. While there may be some risk for niche SMB products, for enterprise software it’s a whole lot more than just code. It’s the expertise, trust, ecosystem integrations, cybersecurity, SLAs and a whole lot more. Those are all areas that require a significant amount of investment, and choosing to take all of that on in house would introduce a huge amount of risk.
All SaaS is not created equal of course, and I probably wouldn’t put my money in a stock that isn’t a system of record. Project management software, to your point, has a much shallower moat than a CRM/NOW/WDAY. But for the sake of the argument, per seat pricing models would not be sustainable if HC declines by 80% (which isn’t likely to happen). As I mentioned earlier, consumption based pricing models have been around for years, and the industry is shifting more products under that model today. For example Salesforce with Agentforce credits. In regard to your project management example, that pricing would likely also shift to a consumption model or something similar - where instead of employees that are creating value, it’s AI agents that are taking action and the Mondays/Asanas are charging per token per action or prompt. Your argument around vibe coding leading to a risk of displacement I think is flawed. While there may be some risk for niche SMB products, for enterprise software it’s a whole lot more than just code. It’s the expertise, trust, ecosystem integrations, cybersecurity, SLAs and a whole lot more. Those are all areas that require a significant amount of investment, and choosing to take all of that on in house would introduce a huge amount of risk.
Also, what are some other companies that you think are being unfairly punished due to this sort of fear? WDAY, CRM?
CRM posted decent earnings today ..stock didn't move much albeit slightly up. SNOW got whacked. WDAY got whacked. ADBE even if they post stellar earnings and forecast (which I highly doubt) i dont think its going to move much to the upside. If they don't post good, downward will be more. I am staying away from it till i see some uptrend.
Did you buy the WDAY dip today?
WDAY down 15% from post earnings peak.
WDAY could not escape gravity
In addition to what other guy said- stuff like WDAY, TWLO, ASAN, DOCU, TDOC and ABNB not SaaS but similarly lumped in there. Several like TWLO, WDAY and DOCU have very decent businesses, Companies I’ve worked in always use them,