Chris — Large trade detected: $FIG 29 Calls 07/24/26 @ 0.39 - Size: 45000x - Value: $1.8 Million https://t.co/SLPJNE3N8Z↗
Jul 13
TheValueist — $FIG Figma: Navigating the Intelligent Canvas and GAI Economics. Investment Thesis. New: 7/13/26.
Figma has built a collaborative design platform with genuine network effects and…↗
Jul 13
amit — reason markets are struggling right now...
- trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes
-…↗
Jul 9
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
June 2026 · 2 mentions
Jun 21
Michael Sikand 🦑 — 365 days ago, I decided to go all in on making content about stocks.
150K+ combined followers later... I thought I'd share my 3 best and 3 worst longs so far.
And once you read m…↗
Serenity — I still find it funny how all the software bros are happy about a 10-15% recovery with $CRM to $FIG.
After getting wiped 25-60% of their portfolio.
Meanwhile all the AI names fro…↗
May 28
amit — so is software back or is the market just playing with our emotions again
$PLTR +5.2%
$SHOP +4.7%
$RDDT +5.1%
$NOW +6.5%
$FIG +7.2%
can we finally stop this nonsense about AI…↗
May 17
Shay Boloor — @graceb_art @FuturumEquities This is a sheet from an Excel model I built that is formula-driven so not AI-generated. The only mistake I noticed is that I have the wrong company nam…↗
mon — This is insane.
43 million views in 22 hours.
$FIG Figma is dead. 💀 https://t.co/2LJjDeY8D1↗
Apr 17
The Future Investors — Anthropic launches Claude Design, an AI tool that turns prompts into polished designs, prototypes, and presentations, and lets teams refine, share, and export them easily 🎨
Could…↗
Apr 17
Shay Boloor — @VanquishTrader $FIG will get scooped up by a bigger ecosystem eventually↗
Apr 17
The AI Investor — Claude Design launch is sending $FIG down another 6%↗
Shay Boloor — @VanquishTrader No bueno for $ADBE & $FIG↗
Mar 16
Alphatica — The Alphatica Earnings Quality Signal is a signal we've been running for years that finds companies where the numbers don't match the narrative.
We started publishing it publicly…
February 2026 · 23 mentions
Feb 27
Serenity — The "AI is Disrupting Software but Not Really" Bucket.
Here's my personal list of favorites:
$RDDT ($149, -37.47% YTD): 10/10
$NFLX ($84.61, -30.85% 6M): 9/10
$NET ($169.5, -13…↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Lando — @JDDEGEN @wallstengine Yeah just look at $FIG 😂😂↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 20
Serenity — @ShortsHoward @charlieliner Gross margins though. They just need to lower misc expenses and $FIG prints↗
Jan 20
Serenity — @charlieliner Nice! Going from -5% to +7% on some of these names like $LPTH was extremely profitable 6 hour buy.
I ended up initiating $FIG positions myself and DCA $META (even th…
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…↗
September 2025 · 1 mention
Sep 4
Nancy Pelosi Stock Tracker ♟ — @tradewithisaac Top trades include
$950K in Taiwan Semi's $TSM
$1.65M in Nvidia $NVDA
$350K in Amazon $AMZN
$50K of Figma $FIG
$200K of Broadcom $AVGO↗
August 2025 · 2 mentions
Aug 1
Puru Saxena — $FIG market cap is now ~$80 billion!
At this rate, Figma may actually end up acquiring Adobe.↗
Aug 1
Puru Saxena — The IPO process is broken.
When a company lists a stock between $30-32 / share and it starts trading ~$100 and rises to $142 in after-hours trading, something is seriously wrong.…↗
Shay Boloor — @DiligentPlane $FIG really did give the market exactly what it needed to see where AI isn't weakening the business but actually expanding the platform with net dollar retention hit…↗
May 14
Leandro — If $FIG reports good earnings that’s bad for $ADBE because they are eating their lunch
If $FIG reports bad earnings that’s bad for $ADBE because AI is eating their lunch
No way t…↗
Shay Boloor — $FIG CRUSHED THEIR Q1 EARNINGS
• Revenue: $333M vs. Est. $316M
• EPS $0.10 vs. Est. $0.06
• Customers >$100K ARR: 1,525 (+48% YoY)
• Net Dollar Retention: 139% (highest in two ye…↗
May 14
TheValueist — @boymanrobshit @openclaw $FIG is a total disaster. They hyped the shit out of it. https://t.co/qoIjyDp634↗
May 12
Shay Boloor — @DiligentPlane If enough people want an $FIG earnings edge video on the FE YouTube channel I’ll definitely cover it!↗
Apr 17
Shay Boloor — Anthropic just introduced Claude Design which is a tool that lets users create prototypes, slides & one-pagers by talking to Claude.
This starts pushing into territory usually…↗
Apr 14
Shay Boloor — Anthropic is reportedly preparing to launch Claude Opus 4.7 and a new AI design tool as soon as this week.
The tool is said to create presentations, websites, landing pages and pr…↗
Apr 12
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
unusual_whales — $FIG is down nearly 40% year to date.
See more: https://t.co/O7SfyPxHgw↗
Feb 18
Alphatica — 📊 $FIG 10-K JUST DROPPED
Figma's first annual filing since going public. Our team ran the Alphatica Earnings Quality Signal.
✅ The Verdict: 4/6 BULLISH
$1.25B loss but strong u…↗
Feb 18
CK Capital — This is how my portfolio is currently looking after just now selling off my profits from $FIG
40% $ASTS
35% $KRKNF
5% $ONDS
5% $NBIS
5% $TE
10% Cash
I think this is the best port…↗
Feb 18
Shay Boloor — $FIG Q4 EARNINGS
• Revenue: $304M vs. Est. $293M
• EPS $0.08 vs. Est. $0.06
• Net Dollar Retention: 136%
Q1 Guidance
• Revenue: $316M vs. Est. $293M
FY26 Guidance
• Revenue: $…↗
Feb 18
CK Capital — Glad to say i got in a very small position of $FIG right before close. https://t.co/usvIg15kve↗
Feb 18
Shay Boloor — @JRupena Wild to see $FIG almost 50% off their recent lows..↗
Feb 18
unusual_whales — Carvana, $CVNA, earnings:
- EPS: $4.22, est: $1.12
- Revenue: $5.6 billion, est: $5.2 billion
$EBAY earnings:
- EPS: 1.41, est: $1.35
- Revenue: $2.9 billion, est: $2.8 billion…↗
Shay Boloor — $FIG and Anthropic announced a new partnership to launch “Code to Canvas.”
The feature converts code generated in Claude into fully editable designs inside Figma by tightening the…↗
Feb 17
unusual_whales — Figma, $FIG, has partnered with Anthropic to turn AI-generated code into editable designs↗
Feb 14
The Future Investors — Next week will be a bit quieter, but we still have some great companies reporting their latest earnings 📊
Think $PANW, $CDNS, $FIG, $WMT, and $BESI.
Which one are you most excit…↗
Feb 12
Shay Boloor — This is what getting labeled a “legacy layer” in the AI stack looks like in the market.
Drawdown from highs:
• $MNDY −84%
• $TEAM −82%
• $FIG −82%
• $HUBS −75%
• $ESTC −68%
• $AD…↗
Serenity — @platochi I’ve been following $U since looking at 4D physical AI + World Models supply chains.
Don’t think they’re purely gaming related. I think the -30% drop is the world tellin…↗
Feb 7
Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026:
Rule of 40 scores
• Unicorn (60%+) | $PLTR
• Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS
• Great (4…↗
Feb 6
The Future Investors — Stocks that got absolutely hammered YTD by AI fears 😱🩸
$U | Unity -47.5%
$APP | AppLovin -44.3%
$HUBS | HubSpot -44.3%
$FIG | Figma -40.6%
$IT | Gartner -39.7%
$TEAM | Atlassian…↗
Serenity — Honestly just looking at the quoted net income chart…
Makes you wonder why people try and full port it into contrarian turnaround plays like $PYPL, $FIG, or $DUOL
I feel like sit…↗
amit — @aleabitoreddit Do you like the large cap SaaS names? Or is growth just not enough to justify a deeper move?
$FIG is a nice AI name that actually should move outside of SaaS…that…↗
Jan 16
Serenity — @amitisinvesting Yeah the selloff is impressive. But there’s a ton of opportunities on fear since software is being sold off indiscriminately.
Even with AI, I’m pretty sure people…↗
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
Jan 3
Shay Boloor — 15 NAMES THAT COULD BOUNCE BACK IN 2026
1. $PYPL | PayPal (~81% drawdown)
2. $BMNR | Bitmine (~77% drawdown)
3. $FISV | Fiserv (~72% drawdown)
4. $VG | Venture Global (~71% drawdo…↗
Jan 2
Serenity — @odiimichael1 Uhh probably $SMCI. But Figma’s ( $FIG ) tax harvesting situation looks hilarious from retail data https://t.co/xaGvHpBi8m↗