Calls
2
u/killerdwag
Reddit r/wallstreetbets
Win Rate
100.0%
return
+37.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$167.80
+19.2%
Salesforce (CRM) is down 34% YTD with low expectations, while Figma’s strong beat and raised guidance suggest software demand is resilient. Low expectations create a high probability of an earnings beat, which could shift the negative narrative and drive a re-rating similar to Crowdstrike’s recovery. Long CRM into its late-May earnings report as a contrarian play on software sentiment turn.
Salesforce (CRM) is down 34% YTD with low expectations, while Figma’s strong beat and raised guidance suggest software demand is resilient. Low expectations create a high probability of an earnings beat, which could shift the negative narrative and drive a re-rating similar to Crowdstrike’s recovery. Long CRM into its late-May earnings report as a contrarian play on software sentiment turn.
AI Software
Long
May 14
$144.83
+55.6%
Crowdstrike (CRWD) recovered from a 37% drawdown earlier this year and is now back to all-time highs, proving the software sector can rebound. If software narrative is turning, CRWD’s recent strength signals momentum that could continue as investors rotate back into SaaS. Long CRWD as a momentum play riding the sector recovery, supported by author’s existing position.
Crowdstrike (CRWD) recovered from a 37% drawdown earlier this year and is now back to all-time highs, proving the software sector can rebound. If software narrative is turning, CRWD’s recent strength signals momentum that could continue as investors rotate back into SaaS. Long CRWD as a momentum play riding the sector recovery, supported by author’s existing position.
Cybersecurity
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u/killerdwag has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: CRM, CRWD.
