u/Tim_Apple_938

Reddit r/stocks
· tracked since May 2026
Calls 2 1 Posts tracked · 0.1/day
Calls
7d 0
30d 2
90d 2
Best Calls
WDAY long +19.1%
CRM long +9.9%
Worst Calls
No live losers yet
Most Mentioned
CRM ×1
WDAY ×1
Recent Calls
WDAY long 2 weeks ago
CRM long 2 weeks ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 50%
30d —
90d —
Average Return +14.5% Long Return +14.5% Short Return -
Average Return
7d +1.2%
30d —
90d —
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CRM Salesforce, Inc. Salesforce, Inc.
Long
May 16
$173.51
+9.9%
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/Semi
REDDIT
WDAY Workday Inc. Workday Inc.
Long
May 16
$125.01
+19.1%
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/Semi
REDDIT
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