Congrats to those who bought the software dip over the last month

Fodeworks · 2026-07-29T02:58:04+00:00

=== SUMMARY === - The author congratulates investors who purchased beaten‑down enterprise software stocks (ADBE, SAP, CRM, NOW, ADSK, INTU) during a recent dip, suggesting a sentiment shift is underway. - The thesis is that AI‑driven fear was overblown, creating an attractive entry point for long‑term value investors. - Quality assessment: This is a brief, celebratory post with no financial data or valuation analysis; it reads as sentiment noise rather than rigorous due diligence. === SENTIMENT === MIXED === TRADE IDEAS === TICKER - ADBE | DIRECTION: LONG | confidence: 0.50 | sentiment: +0.30 Speaker: u/Fodeworks Thesis: 1. THE FACT: ADBE dropped sharply over previous weeks as AI disruption fears spread; the author claims prices are now “starting to recover.” 2. THE BRIDGE: If the AI‑driven panic was temporary, buying near the lows could capture mean reversion as sentiment stabilizes. 3. THE VERDICT: A dip‑buying play on a quality software franchise, but lacking fundamental support. 4. RISKS: Continued AI‑driven displacement of creative software; broader SaaS volatility (prices have yoyo‑ed all year). Timeframe: medium-term Key Points: - AI fears oversold, near-term recovery in play - No hard valuation – pure sentiment trade - Community warns victory lap is premature - Price still near year’s lows, risk of re‑crash TICKER - CRM | DIRECTION: LONG | confidence: 0.50 | sentiment: +0.30 Speaker: u/Fodeworks Thesis: 1. THE FACT: CRM was among the software names that “tanked” and is now showing early upward movement. 2. THE BRIDGE: As with ADBE, the broad software sector sell‑off may have been indiscriminate, offering a potential entry for patient investors. 3. THE VERDICT: Another dip‑buy candidate in the same basket, but with the same lack of analytical depth. 4. RISKS: Enterprise spending slowdown; AI competition in CRM; repeated short‑term crashes. Timeframe: medium-term Key Points: - Part of the software carnage mentioned by author - No catalyst beyond sentiment

u/Fodeworks · Reddit — r/ValueInvesting · July 29, 2026 at 02:58 · ⬆ 22 pts · 💬 84 comments | View on Reddit ↗

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Summary

The author congratulates investors who purchased beaten‑down enterprise software stocks (ADBE, SAP, CRM, NOW, ADSK, INTU) during a recent dip, suggesting a sentiment shift is underway.
The thesis is that AI‑driven fear was overblown, creating an attractive entry point for long‑term value investors.
Quality assessment: This is a brief, celebratory post with no financial data or valuation analysis; it reads as sentiment noise rather than rigorous due diligence.

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