Not to be reductive but… is SaaSpocalypse this years version of 2024 goog? If so what’s the move?
u/Tim_Apple_938 ·
Reddit — r/ValueInvesting
· May 16, 2026 at 12:28
· ⬆ 18 pts
· 💬 31 comments
| View on Reddit ↗
AI Summary
Summary
The post draws a parallel between the 2024 “ChatGPT killed search” panic for GOOG and the current “Claude killed SaaS” narrative, suggesting the latter is similarly overblown.
The author explicitly asks for the move and names CRM and WDAY as potential buys, implying a contrarian bullish thesis on enterprise SaaS stocks.
Quality assessment: Speculation/opinion based on pattern recognition rather than deep data or financial analysis; low rigor but reflects a common value-investing contrarian sentiment.
WDAY is explicitly mentioned alongside CRM as a potential move. Same logic as CRM – if the “Claude killed SaaS” narrative is false, WDAY should rebound. Contrarian long on Workday, following the same pattern. WDAY’s HCM/ERP niche may be more vulnerable to AI substitution; execution risk.
The post compares the current “SaaSpocalypse” fear to the 2024 GOOG panic, which turned out to be a buying opportunity. If the SaaS panic is similarly unfounded, CRM (Salesforce) could benefit from a re-rating as AI fears subside. Contrarian long on CRM based on historical pattern and author’s explicit mention. AI (e.g., Claude) genuinely disrupts CRM’s core business; worsening macro or SaaS spending slowdown.
This Reddit post, published May 16, 2026,
features u/Tim_Apple_938
discussing WDAY, CRM.
2 trade ideas extracted by AI with direction and confidence scoring.