Calls
3
u/undertaker2k8
Reddit r/ValueInvesting
Win Rate
33.3%
return
-5.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 04
$281.20
-10.1%
The author argues that the insane volatility in quality names like CRM, INTU and ADBE is driven by Goldman shorts and a bearish narrative fronted by Ben Reitzes of Melius Research on CNBC. The author notes these are 25+ year companies growing at 10%+ that have survived multiple market disruptions, yet GM and WMT have higher forward PEs, implying they are undervalued. The author suspects the shorts will continue to drive them down and calls for a WSB-style squeeze, with the main risk being continued coordinated short pressure.
AI Software
Long
Feb 04
$445.88
-29.6%
The author argues that the insane volatility in quality names like CRM, INTU and ADBE is driven by Goldman shorts and a bearish narrative fronted by Ben Reitzes of Melius Research on CNBC. The author notes these are 25+ year companies growing at 10%+ that have survived multiple market disruptions, yet GM and WMT have higher forward PEs, implying they are undervalued. The author suspects the shorts will continue to drive them down and calls for a WSB-style squeeze, with the main risk being continued coordinated short pressure.
AI Software
Long
Feb 04
$199.70
+22.0%
The author argues that the insane volatility in quality names like CRM, INTU and ADBE is driven by Goldman shorts and a bearish narrative fronted by Ben Reitzes of Melius Research on CNBC. The author notes these are 25+ year companies growing at 10%+ that have survived multiple market disruptions, yet GM and WMT have higher forward PEs, implying they are undervalued. The author suspects the shorts will continue to drive them down and calls for a WSB-style squeeze, with the main risk being continued coordinated short pressure.
AI Software
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u/undertaker2k8 has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: CRM, INTU, ADBE.
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
