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2
u/killerdwag
Reddit r/wallstreetbets
Винрейт
100.0%
доходность
+37.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
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Тема
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Лонг
14 мая
$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.
ПО для ИИ
Лонг
14 мая
$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.
Кибербезопасность
Показано 2 из 2 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У u/killerdwag на Buzzberg отслеживается 2 торговых идей по 2 тикерам с мая 2026. Чаще всего покрывает: CRM, CRWD.
