Author observes SaaS selloff and suggests LLMs could replace tax software, floating a short of Intuit as the obvious angle while asking for other ideas.
INTU — SHORT The author argues that LLMs (e.g., Opus 4.6) now let individuals handle their own tax prep instead of paying for tax software or a prep service, using their own experience as a small example of a broader disruption. They frame shorting Intuit as the obvious investable angle from this AI-driven substitution risk. The author notes a caveat that their own taxes are not complicated, implying the disruption thesis may be limited to simpler filers.
The obvious angle may be to short $INTU, but is there something else here?
This Reddit post, published February 07, 2026, features u/habiba2000 discussing INTU. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/habiba2000 · Tickers: INTU