Calls
2
u/Tim_Apple_938
Reddit r/stocks
Win Rate
50.0%
return
+7.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 16
$173.51
-1.5%
The post compares the current “SaaSpocalypse” fear to the 2024 GOOG panic, which turned out to be a buying opportunity. If the SaaS panic is similarly unfounded, CRM (Salesforce) could benefit from a re-rating as AI fears subside. Contrarian long on CRM based on historical pattern and author’s explicit mention. AI (e.g., Claude) genuinely disrupts CRM’s core business; worsening macro or SaaS spending slowdown.
The post compares the current “SaaSpocalypse” fear to the 2024 GOOG panic, which turned out to be a buying opportunity. If the SaaS panic is similarly unfounded, CRM (Salesforce) could benefit from a re-rating as AI fears subside. Contrarian long on CRM based on historical pattern and author’s explicit mention. AI (e.g., Claude) genuinely disrupts CRM’s core business; worsening macro or SaaS spending slowdown.
AI Software
Long
May 16
$125.01
+15.8%
WDAY is explicitly mentioned alongside CRM as a potential move. Same logic as CRM – if the “Claude killed SaaS” narrative is false, WDAY should rebound. Contrarian long on Workday, following the same pattern. WDAY’s HCM/ERP niche may be more vulnerable to AI substitution; execution risk.
WDAY is explicitly mentioned alongside CRM as a potential move. Same logic as CRM – if the “Claude killed SaaS” narrative is false, WDAY should rebound. Contrarian long on Workday, following the same pattern. WDAY’s HCM/ERP niche may be more vulnerable to AI substitution; execution risk.
AI Software
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u/Tim_Apple_938 has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: CRM, WDAY.
