Author hypothesizes companies are tanking shares to buy back cheaply ahead of a Trump tax-refund bill, and is DCA-ing into software stocks CRM and CSU.
CRM — LONG The author took a position in CRM, a software stock, arguing it already has an incredible margin of safety that makes him comfortable it will climb back to his buy prices. He is dollar-cost averaging into it and advises against panic selling, framing the current pullback as healthy for speculative and leveraged positions. The stated catalyst is a broad market pullback he believes is driven by companies tanking shares to repurchase them at discounts ahead of a Trump bill giving big companies roughly 33% refunds.
I took a position in CRM and CSU which are software stocks. They already have an incredible margin of safety that makes me feel comfortable they’re easily climb back those bought prices.
CSU — LONG The author took a position in CSU, a software stock, citing an incredible margin of safety that makes him comfortable it will recover his buy prices. He is dollar-cost averaging into it and recommends not panic selling, treating the pullback as healthy. The catalyst he cites is a market pullback he attributes to companies tanking shares to buy back at discounts ahead of a Trump bill granting big companies roughly 33% refunds.
I took a position in CRM and CSU which are software stocks. They already have an incredible margin of safety that makes me feel comfortable they’re easily climb back those bought prices.
This Reddit post, published February 06, 2026, features u/Historical_Flow3890 discussing CRM, CSU.TO. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Historical_Flow3890 · Tickers: CRM, CSU.TO