ADSK Autodesk Inc. Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
23:34
Oct 16
Oct 16
r/ValueInvesting
AI replication threatens Autodesk's terminal value
The author argues AI-assisted reverse engineering and free alternatives to tools like AutoCAD will eventually erode Autodesk's pricing power as complex software becomes cheap to replicate. Since stock valuations depend on long-dated perpetuity cash flows, the author believes terminal multiples for design software should be considerably lower. The author stresses this is a very long-term concern rather than an immediate loss of customers.
ADSK
Autodesk Inc.
Avoid
—
—
15:26
Oct 06
Oct 06
r/wallstreetbets
AI decompilation enables cheap software clones; puts recommended
MaxTA00 lists ADSK among software-service companies not fully tied to a server-side client and recommends puts on such names. The mechanism: current frontier AI models make decompiling machine code fast and cheap, so open-source or low-cost alternatives can be built from existing software and undercut incumbents' pricing. The author's main stated uncertainty is how IP law will handle this and whether companies move fully server-side; no time horizon is given. This is a bearish options trade on ADSK, not a disclosed share short.
ADSK
Autodesk Inc.
Short
1ST
—
—
About ADSK Investor Commentary
Across the available history and selected sources, Buzzberg tracks ADSK (Autodesk Inc.) across 23 sources: 5 bullish vs 1 bearish calls from 29 authors. Historical directional balance: 10% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 41 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: u/PmMeYourCabbages, u/MaxTA00, Ozark.