u/sqlgenius

Reddit r/wallstreetbets
· tracked since Apr 2026
Calls
1
Win Rate
100.0%
return
+0.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
INTU Short +0.5%
Worst Calls
No live losers yet
Most Mentioned
INTU ×1
Recent Calls
INTU Short 4 months ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +0.5% Long Return - Short Return +0.5%
Average Return
7d -6.5%
30d -6.6%
90d +26.2%
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Result
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Ticker
Side
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Call Price
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Thesis
Theme
Source
INTU Intuit Inc. Intuit Inc.
Short
Apr 09
$368.90
+0.5%
AI (Claude) can accurately complete complex tax returns for $0, replicating the core function of TurboTax. Intuit's stock is already down 50% from its peak on AI fears, but the author compares it to other disrupted companies (Chegg, Shutterstock) that fell 90%+. The market valuation ($INTU at 2022 trough prices) does not yet price in a complete collapse of the TurboTax segment, which constitutes 29% of revenue. Consumer adoption of free AI tools could cause a severe earnings miss. TurboTax's business model is "cooked." Revenue will decline, and the market will reprice the stock lower ahead of or during the next tax season (Q1 earnings). QuickBooks (59% of revenue) may remain resilient. Intuit has AI partnerships (Anthropic, OpenAI). Legal e-filing barriers protect Intuit. Consumer inertia, trust in branded software, and marketing power may slow adoption.
AI (Claude) can accurately complete complex tax returns for $0, replicating the core function of TurboTax. Intuit's stock is already down 50% from its peak on AI fears, but the author compares it to other disrupted companies (Chegg, Shutterstock) that fell 90%+. The market valuation ($INTU at 2022 trough prices) does not yet price in a complete collapse of the TurboTax segment, which constitutes 29% of revenue. Consumer adoption of free AI tools could cause a severe earnings miss. TurboTax's business model is "cooked." Revenue will decline, and the market will reprice the stock lower ahead of or during the next tax season (Q1 earnings). QuickBooks (59% of revenue) may remain resilient. Intuit has AI partnerships (Anthropic, OpenAI). Legal e-filing barriers protect Intuit. Consumer inertia, trust in branded software, and marketing power may slow adoption.
AI Software
REDDIT
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u/sqlgenius has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: INTU.