Calls
1
u/meme_yolo
Reddit r/ValueInvesting
Win Rate
100.0%
return
+22.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 05
$405.30
+22.5%
The author argues that after the software selloff, established profitable software names still trade at rich multiples (CRM/INTU 25-30x, NOW ~65x, NFLX ~30x), so there is little value in buying the dip there. Instead the author bought MSFT, citing its P/E and its likelihood to survive the next decade and benefit from AI. The author's implicit rationale is that MSFT offers a better risk/reward than expensive SaaS peers.
Hyperscalers
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u/meme_yolo has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: MSFT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
