Author claims Goldman and Melius Research are driving down quality SaaS names like CRM, INTU and ADBE with shorts and a bearish narrative, and expects continued pressure.
CRM — LONG 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.
Just as we suspected for a while, the insane volatility in quality names like CRM , INTU and ADBE is driven by Goldman shorts and the BS narrative that Ben Reitzes of Melius Research fronts for them on CNBC
INTU — LONG 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.
Just as we suspected for a while, the insane volatility in quality names like CRM , INTU and ADBE is driven by Goldman shorts and the BS narrative that Ben Reitzes of Melius Research fronts for them on CNBC
ADBE — LONG 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.
Just as we suspected for a while, the insane volatility in quality names like CRM , INTU and ADBE is driven by Goldman shorts and the BS narrative that Ben Reitzes of Melius Research fronts for them on CNBC
This Reddit post, published February 04, 2026, features u/undertaker2k8 discussing CRM, INTU, ADBE. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/undertaker2k8 · Tickers: CRM, INTU, ADBE