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re: Software Stocks Plunge
Posted on 5/18/26 at 7:28 am to LSUSports247
Posted on 5/18/26 at 7:28 am to LSUSports247
NOW is up 5% PM, hopefully this is the turnaround back to $150+
1
Posted on 5/18/26 at 12:55 pm to LSUSports247
Well, if we’ve seen the bottom, I like where I’m at. I own ~100 each of MSFT, CRM, and ADBE. Will gladly buy more if we pull back again
Posted on 5/18/26 at 1:09 pm to CecilShortsHisPants
Thankfully got in at the bottom at most of these stocks… wondering if i should take my quick gains and move on, or hold out for higher appreciation
Posted on 5/18/26 at 2:46 pm to 632627
I’m not selling, they’re sitting on a rock solid floor with incredible upside.
It’s a Heads, you win, Tails, you don’t lose much scenario imo.
It’s a Heads, you win, Tails, you don’t lose much scenario imo.
Posted on 5/18/26 at 8:01 pm to CecilShortsHisPants
I bought NOW at 85.77 on Thursday, didn’t even see this thread till now (no pun intended)
Posted on 5/18/26 at 11:43 pm to YungBuck
I’m on the fence about NOW, mainly because I don’t get it. I hear good things about them, but I don’t really understand enterprise workflows that well, so for that reason, I’m out.
Also, I don’t know if I can trust Ashley Shaeffer to guide that company going forward.
I may be way off, but I feel much better about how CRM, ADBE, and MSFT are positioned
Also, I don’t know if I can trust Ashley Shaeffer to guide that company going forward.
I may be way off, but I feel much better about how CRM, ADBE, and MSFT are positioned
Posted on 5/19/26 at 8:11 am to CecilShortsHisPants
I see you've mentioned CRM, what's the temperature on that one, I've been holding a heavy bag with them and been debating exiting at a loss.
Posted on 5/19/26 at 8:33 am to SETH6180
I’m personally going to ride this out some more. I’m in the green on CRM but holding a bag on NOW, $128 avg.
Posted on 5/19/26 at 11:00 am to SETH6180
quote:. I just love the valuation. They generate as much FCF as Walmart and are actively buying back tons of shares. Growth could slow to zero (probably won’t happen) and it would still be fairly priced. If they keep growing at a modest 5%, you’ll get a hell of a return.
I see you've mentioned CRM, what's the temperature on that one
And if Agentforce actually works the way Benioff says it will, well then, CRM is a sleeping giant
Posted on 5/19/26 at 11:19 am to SETH6180
To me there’s a difference between CRM, MSFT and a company like ADBE. CRM and MSFT are framework software that make everything work in common business tasks.
ADBE seems more susceptible to AI just based on what they do….but they are a cash flow machine.
ADBE seems more susceptible to AI just based on what they do….but they are a cash flow machine.
Posted on 5/21/26 at 11:32 am to LSUSports247
I lied about holding CRM…. Decided to sell yesterday after another short lived software pump. Sold and bought NBIS, great decision so far. Still have big NOW bag…
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