$FIG — FinTwit mentions on Surfaced

$FIG — FinTwit mentions on Surfaced

Recent mentions

63 mentions

@investmentguru_Jul 9, 2026 · 1:06 PM

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 +5.8% — MS upgrade to Buy, TD Cowen PT $260 $AMAT +5.7% — analyst hikes + China easing H200 curbs $SNDK +5.5% — Wedbush PT $2000, Outperform $LRCX +5.4% — MS reiterates Buy, PT $404 $INTC +5.0% — semis ETF inflows $ARM +4.3% — sector strength $AVGO +3.7% — $30B Apple custom chip deal thru 2031 $AMD +3.6% — GS reiterates Buy, PT $640 $GEV +3.4% — SMR deal w/ Hitachi (Europe) $MARA +4.0% — Texas powered facility acquisition (HIF) GAPPING DOWN $AZN -7.7% — Wainua Phase 3 miss (cardio endpoint) $IBM -4.5% / $MSFT -1.9% — Starbucks building in-house AI, cutting reliance $CRM -4.4% — KeyBanc downgrade, Agentforce skepticism $NOW -4.2% — GS cuts PT to $145 ahead of Q2 $META -3.8% — in-house Iris AI chip prod. starts Sept, 14GW compute by 2027 $ADBE -3.3% — BofA downgrade to Underperform, GenAI competition risk $FIG -3.1% — JPM cuts PT to $28 Semiconductor supply chain (WFE, memory, foundry) getting a broad-based bid — this lines up with the Silicon-to-Substation thesis. Enterprise SaaS ($CRM, $NOW, $ADBE) facing real “AI eats software” pressure as hyperscalers build in-house.

@michaelsikandJun 21, 2026 · 8:41 PM

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 my L's, you're going to realize why I chose this path. 👇Based on the date I dropped a bull thesis (YT, IG, substack mix) Winners: 1) $MU +431% 2) $AAOI +201% 2) $AMD +199% Losers: 1) $ORBS -88% 2) $FIG -76% 3) $AVEX -44% Notice how much more money could've been made on the best stocks versus lost on the worst stocks? That's why we play this game. James Anderson from Bailey Gifford said it best. “The asymmetric payoff structure, you can make far more if you're right about a stock than you can lose if you're wrong, is the fundamental attraction of investing in equity markets". It's been a fun ride so far, and we never know where markets will go next. But massive shoutout to my partner @KawzInvests and new teammates @LanceTeren @calioncap @yvesstocks. Plus the great traders/friends I now talk to almost everyday @BULLOFBRITAIN @CKCapitalxx @OptimusDelta @PhotonBull @charaninvests

@stocksavvyshayJun 7, 2026 · 3:56 PM

SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

@aleabitoredditMay 30, 2026 · 4:24 AM

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 from $SNDK to $AAOI are casually up 200-1000%.

@amitisinvestingMay 28, 2026 · 5:18 PM

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 destroying software 😭

@stocksavvyshayMay 17, 2026 · 4:24 PM

@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 name for $FIG (my bad). Are there specific data examples you’re referencing?

@stocksavvyshayMay 17, 2026 · 3:34 PM

UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Best-in-class (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW • Great (40-49%) | $SNOW, $DDOG, $ZS, $ADBE, $CRM, $NET, $RBRK, $TEAM • Good (30-39%) | $MNDY, $HUBS, $MDB, $FIG, $PATH, $ZETA https://t.co/wE4eYZo0oW

@stocksavvyshayMay 16, 2026 · 2:26 PM

@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 hitting 139% (highest level in two years).

@invesquotesMay 14, 2026 · 9:00 PM

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 to win in this market!

@unusual_whalesMay 14, 2026 · 8:21 PM

Figma, $FIG, earnings: - EPS: $0.1, est: $0.06 - Rev: $333 million, $316 million

@stocksavvyshayMay 14, 2026 · 8:12 PM

$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 years) Q2 Guidance • Revenue: $349M vs. Est. $330M FY26 Guidance • Revenue: $1.43B vs. Est. $1.29B • Operating Income: $130M vs. Est. $105M 75%+ of Org and Enterprise users who exceeded AI credit limits continued using credits in April.

@thevalueistMay 14, 2026 · 1:29 PM

@boymanrobshit @openclaw $FIG is a total disaster. They hyped the shit out of it. https://t.co/qoIjyDp634

@stocksavvyshayMay 12, 2026 · 1:50 PM

@DiligentPlane If enough people want an $FIG earnings edge video on the FE YouTube channel I’ll definitely cover it!

@moninvestorApr 18, 2026 · 1:19 PM

This is insane. 43 million views in 22 hours. $FIG Figma is dead. 💀 https://t.co/2LJjDeY8D1

@ftr_investorsApr 17, 2026 · 9:25 PM

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 this become a real threat to players like $ADBE and $FIG? 🤔 https://t.co/HjmAgu5jtp

@stocksavvyshayApr 17, 2026 · 4:36 PM

@VanquishTrader $FIG will get scooped up by a bigger ecosystem eventually

@the_ai_investorApr 17, 2026 · 3:52 PM

Claude Design launch is sending $FIG down another 6%

@stocksavvyshayApr 17, 2026 · 3:41 PM

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 associated with $FIG & $ADBE but through natural language & without needing much design experience. https://t.co/XSLUmxJ5cD

@stocksavvyshayApr 14, 2026 · 6:04 PM

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 products from natural language prompts which helps explain the pressure on $FIG and $ADBE today. https://t.co/5EpMdMZINN

@stocksavvyshayApr 12, 2026 · 2:39 PM

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 • $FIG ~2.9x • $CRWD ~2.7x • $PANW ~2.5x • $PLTR ~2.4x • $DDOG ~2.3x • $SHOP ~1.9x • $SNOW ~1.9x • $MDB ~1.8x • $ZS ~1.6x • $RBRK ~1.5x • $APP ~1.0x • $PATH ~1.0x • $NOW ~1.0x • $CRM ~0.8x • $ADBE ~0.8x • $HUBS ~0.7x • $MNDY ~0.7x • $TEAM ~0.6x • $ZETA ~0.5x

@stocksavvyshayApr 11, 2026 · 2:47 PM

UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $APP • Elite (50-59%) | $NOW, $CRWD, $PANW, $SNOW • Great (40-49%) | $ADBE, $ZS, $DDOG, $TEAM, $CRM, $RBRK, $NET, $SHOP, $MNDY • Good (30-39%) | $HUBS, $MDB, $PATH, $FIG, $ZETA

@stocksavvyshayApr 9, 2026 · 1:50 PM

Nobody wants to live on SaaS Ave in 2026 Drawdown from highs: • $AMPL −93% • $U −89% • $PATH −88% • $TEAM −87% • $MNDY −86% • $GTLB −85% • $FIG −84% • $HUBS −75% • $ESTC −75% • $ADBE −66% • $ZS −65% • $WDAY −62% • $NOW −60% • $ZETA −60% • $CRM −54%

@stocksavvyshayMar 29, 2026 · 2:39 PM

2026 has been a fever dream for software. YTD drawdowns: • $DDOG −16% • $PLTR −20% • $CRWD −21% • $ZETA −29% • $SNOW −30% • $SHOP −31% • $FROG −31% • $CRM −32% • $ADBE −33% • $PATH −35% • $NOW −35% • $RBRK −40% • $ZS −41% • $WDAY −42% • $HUBS −43% • $APP −43% • $MDB −44% • $GTLB −46% • $FIG −46% • $MNDY −55% • $TEAM −60%

@stocksavvyshayMar 22, 2026 · 2:24 PM

UPDATED SOFTWARE COMP SHEET Rule of 40 breakdown: • Unicorn (60%+) | $PLTR, $PANW • Elite (50-59%) | $NOW, $CRWD, $ADBE • Great (40-49%) | $SNOW, $TEAM, $ZETA, $ZS, $DDOG, $CRM, $SHOP, $NET • Good (30-39%) | $RBRK, $HUBS, $FIG, $MNDY, $GTLB, $MDB, $PATH

@stocksavvyshayMar 18, 2026 · 6:29 PM

@VanquishTrader No bueno for $ADBE & $FIG

@alphaticaioMar 16, 2026 · 12:15 AM

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 on this very feed a few months ago. 21 calls. Every one posted. Here are the receipts. THE RESULTS (Feb 6 – Mar 13): 12/21 direction calls correct (57.1%) +0.50% equal-weight portfolio return +4.60% alpha vs S&P 500 The S&P 500 lost -4.10% over the same period. WHERE THE SIGNAL WORKED: The short side was dominant. 8 of 10 short calls hit. MDB: +17.24% ULTA: +13.67% TXN: +9.75% WDAY: +7.80% CAT: +7.51% SMCI: +6.46% ON: +5.50% JPM: +3.47% When earnings quality deteriorates, the signal catches it. WHERE IT DIDN'T: Long side: 4 of 11. AXP (-12.38%) and CVNA (-13.48%) hurt. And COIN. Our worst call. Short signal said sell — stock ripped +41%. We own that. Transparency means showing the misses too. THE CONTEXT: There is a natural quarter lag. The signal refreshes across the full universe quarterly. Small sample. But while most accounts were getting stopped out of leveraged longs, this signal was net positive and generating +4.60% alpha. In a down market, survival is the edge. Every call. Every result. Public. The data moves before the price does. Not Investment Advice. $PLTR $CVNA $AXP $MA $SYK $HUBB $CBRE $FIG $DASH $TWLO $JPM $CAT $COIN $WDAY $OSCR $MOH $ON $SMCI $TXN $MDB $ULTA $SPY

@aleabitoredditFeb 27, 2026 · 2:40 PM

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, -13.55% YTD): 10/10 $SPOT ($488, -15.2% YTD): 9/10 $SNAP ($5.13, -38.1% YTD): 10/10 $DUOL ($85.3, -60.92% YTD): 6/10 $PINS ($17.5, -34% YTD): 8/10 $U ($18.83, -59.3% YTD): 8/10 $FIG ($28.93, -23.65% YTD): 7/10 Reddit - 10/10: You can vibe code Reddit in a day with Opus. But the main thing is "Network Effect" that you can't replicate. You can ask ChatGPT or Gemini a question, but main thing is the type league of legends post-match discussions or human discourse that people use reddit for. Netflix - 9/10: You go to Netflix for squid games and others. I'm sure AI will help with generation of new viral movies or TV shows, but you will still use Netflix or Youtube to watch it. People are still going to watch licensed Anime like Solo Leveling or the newest Alice in Borderlands show over AI generated contnet. Cloudflare 10/10: I don't see how AI would disrupt Cloudflare. Spotify - 9/10: Biggest disruption is Apple Music just not charging for services (which likely won't happen). There's AI generating music but like Youtube, you use Spotify to listen to it. You can try and vibe code Spotify sure, but a large part of it is licenses. AI generated music will not go out and replace Martin Garrix EDM soundtracks (where a large part of it is knowing the song -> going to music festivals in person) or Taylor Swift Love Story type songs (where you also go in person to see concerts). Snapchat - 10/10: Same with network effect only reason it works is because everyone agrees to use it. Their issue is with monetization and excessive stock based compensation, not AI disruption. Duolingo - 6/10: I made fun of Duolingo for the longest time, but it's decent valuation again after the selloff to $86. Yes you can learn languages through Gemini, which I do myself. But most people are still going use Duolingo as more of a motivational tool. There's name recognition too + convenience, which is the biggest factor. People can vibe code their own Duolingo but that doesn't mean people will use it on the app store or go out and code it themselves. Pinterest - 8/10 - It's human related taste. People are fearing agentic commerce and generative AI (Midjourney, DALL-E) will disrupt this type of search, which people don't really use Pinterest for. Unity - 8/10: Everyone uses Unity for 4D AI and World Models. People fear stuff regarding generative gaming, but it's still widely used. Their main issue is monetization from AI usage, not disruption. Figma - 7/10: AI is right now is mainly for porting your figma files over to html/css/js. Not exactly for disrupting the need for the software. Maybe it's just me but there's a certain human element to design and creativity that AI can't emulate yet for wireframing (it's good at copying and doing something relatively new). I highly doubt AI can one-shot Tempo or $XYZ websites. For others like $V and Mastercard, I do genuinely believe interchange and % based fees maybe end as AI handles direct payment routing through $CRCL stablecoins. And for others like $CHGG, they have legitimately been disrupted out of existence already. For the rest like $RDDT and $NFLX, everyone will still go there for discussions or to watch Squid Games, and AI has no material disruptive effect. Going to be hard to time the bottom as fear has overtaken the market with software, but many, such as Reddit present a great opportunity.

@stocksavvyshayFeb 22, 2026 · 2:31 PM

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% • $CRWD −17% • $MDB −18% • $ZETA −20% • $SNOW −21% • $SHOP −22% • $PLTR −24% • $ADBE −26% • $ZS −29% • $GTLB −30% • $CRM −30% • $FIG −30% • $NOW −32% • $PATH −34% • $RBRK −34% • $WDAY −36% • $FROG −40% • $HUBS −42% • $MNDY −49% • $TEAM −53%

@stocksavvyshayFeb 20, 2026 · 5:15 PM

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, $IONQ, $AXON • Legacy layer test: $NOW, $ADBE, $MNDY, $CRM, $TEAM, $ZETA, $FIG, $WDAY, $HUBS, $PATH • Agentic AI Stack: $PLTR, $RBRK, $CRWD, $NET, $PANW, $ZS, $SNOW, $MDB • Live coverage of Trump’s press conference on the Supreme Court tariff ruling • Is the growth-to-value rotation here to stay? We’ll also leave the last 5–10 minutes for live Q&A so bring your questions!

@investmentguru_Feb 19, 2026 · 9:27 AM

Premarket Movers – Big Earnings Energy $FIG (Figma Inc.) +15% Blasting higher after forecasting full-year revenue above estimates. Strong demand + confident outlook = buyers stepping in early. $DASH (DoorDash) +13% Q4 revenue came in strong, signaling continued consumer resilience in delivery and logistics. $OXY (Occidental Petroleum) +4% Earnings beat pushing shares higher — energy quietly holding firm. $EBAY (eBay) +7% Q1 revenue guidance above expectations + plans to acquire Depop from Etsy. Strategic expansion in resale/fashion space.

@unusual_whalesFeb 19, 2026 · 2:31 AM

$FIG is down nearly 40% year to date. See more: https://t.co/O7SfyPxHgw

@alphaticaioFeb 18, 2026 · 10:51 PM

📊 $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 unit economics. Here's the breakdown: 🎨 THE INVESTMENT THESIS: Revenue grew 41% to $1.06B. Gross margin is 82% — elite SaaS territory. Operating loss is $1.29B — intentional. Operating cash flow is POSITIVE at $1.05B. How? Stock-based comp is $1.36B (129% of revenue). 📈 THE NUMBERS: Revenue: $1.06B (+41%) ✅ Gross Margin: 82.4% ✅ Operating Loss: -$1.29B 🔴 Net Loss: -$1.25B Operating Cash Flow: +$1.05B ✅ Liquidity: $2.2B (cash + securities) 💰 THE SBC PROBLEM: Stock-based comp: $1.36B (129% of revenue) 🔴 This is real dilution hitting shareholders. Unvested SBC remaining: ~$1.2B more coming. Post-IPO RSU vesting is crushing GAAP earnings. 📝 THE CONTEXT: FY2023 showed +$738M profit — MISLEADING. That was the $1B Adobe termination fee. Actual operating losses have grown every year: → FY2023: -$73M → FY2024: -$877M → FY2025: -$1,290M ⚡ BOTTOM LINE: Figma is spending aggressively post-IPO. R&D is $1.03B (98% of revenue). The 82% gross margin + 41% growth = operating leverage potential when they stop investing. The Alphatica Earnings Quality Signal reads 4/6 BULLISH because cash flow is positive and unit economics are strong. This is a growth vs profitability tradeoff. The question is whether the stock price reflects that. $FIG $ADBE $QQQ https://t.co/5wz4VrHX6e

@ckcapitalxxFeb 18, 2026 · 10:03 PM

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 portfolio you can possibly have in this current market. My conviction in these companies is at an all time high. Let’s ride

@stocksavvyshayFeb 18, 2026 · 9:45 PM

$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: $1.37B vs. Est. $1.29B • Operating Income: $105M

@ckcapitalxxFeb 18, 2026 · 9:30 PM

Glad to say i got in a very small position of $FIG right before close. https://t.co/usvIg15kve

@stocksavvyshayFeb 18, 2026 · 9:13 PM

@JRupena Wild to see $FIG almost 50% off their recent lows..

@unusual_whalesFeb 18, 2026 · 9:09 PM

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 Figma, $FIG, earnings: - EPS: $0.08, est: $0.07 - Revenue: $303 million, est: $293 million

@midascabalFeb 17, 2026 · 6:21 PM

Who was that one dude bullish on $FIG

@stocksavvyshayFeb 17, 2026 · 4:47 PM

$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 loop between AI coding and product design. https://t.co/Jufv6QVjSS

@unusual_whalesFeb 17, 2026 · 3:18 PM

Figma, $FIG, has partnered with Anthropic to turn AI-generated code into editable designs

@ftr_investorsFeb 14, 2026 · 8:54 AM

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 excited about? 🤩 https://t.co/iwykrpS6y0

@stocksavvyshayFeb 12, 2026 · 7:33 PM

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% • $ADBE −63% • $GTLB −62% • $U −61% • $ZETA −60% • $WDAY −53% • $CRM −51%

@amitisinvestingFeb 12, 2026 · 1:13 AM

Cathie Wood $ARKK buy/sells today: Bought: $HOOD — 433,806 $BLSH — 364,134 $FIG — 280,138 $SHOP — 150,421 $CRCL — 75,559 Sold: $U — 486,741 $PINS — 413,038 $ABNB — 186,754 $TWST — 185,951 $PD — 183,294 $Z — 36,133 $GTLB — 13,509

@aleabitoredditFeb 11, 2026 · 4:28 PM

@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 telling me to enter some positions. And agreed. With others like $FIG, AI just helps translate the Figma designs into stuff like HTML/CSS/JS rather than replacing it.

@stocksavvyshayFeb 7, 2026 · 2:07 PM

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 (40-49%) | $TEAM, $DDOG, $MNDY, $CRM, $SHOP, $NET, $GTLB • Good (30-39%) | $RBRK, $FIG, $HUBS, $MDB, $IOT, $PATH

@ftr_investorsFeb 6, 2026 · 12:55 PM

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 -39.3% $RBRK | Rubrik -36.8% $SNAP | Snap -36.6% $HOOD | Robinhood -35.7% $COIN | Coinbase -35.4% $DUOL | Duolingo -34.9% $RDDT | Reddit -34.3% $INTU | Intuit -34.2% $TRI | Thomas Reuters -33.2% $NOW | ServiceNow -33.0% $IONQ | IonQ -32.2% $CRDO | Credo Technologies -31.9% $PYPL | PayPal -31.6% $IOT | Samsara -31.6% $SHOP | Shopify -30.9% $TTD | The Trade Desk -30.9% Which ones still have long-term potential and which won’t survive AI? 🤔 🤖

@stocksavvyshayFeb 4, 2026 · 3:26 PM

SaaSpocalypse 2026 Drawdown from highs: • $FIG −83% • $HUBS −71% • $MNDY −70% • $TEAM −68% • $ESTC −56% • $NOW −53% • $RBRK −50% • $CRM −47% • $APP −47% • $ZS −46% • $WDAY −45% • $DDOG −42% • $SNOW −40% • $SHOP −37% • $NET −33% • $CRWD −26%

@aleabitoredditFeb 4, 2026 · 9:00 AM

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 sitting back and chilling in profitable, hyper-growth companies like Samsung or SK Hynix is just the easiest thing to do? They’re relatively small compared to Mag7, but projected to become the most profitable companies in the world in 2027. Sometimes the best thing to do is just join in on the no-brainer trades and live life on easy mode.

@stocksavvyshayFeb 3, 2026 · 2:09 PM

2026 TOP SOFTWARE REVENUE GROWTH ESTIMATES • $PLTR 61% • $APP 36% • $ZETA 34% • $NET 27% • $SNOW 24% • $FIG 24% • $DUOL 23% • $RBRK 23% • $ZS 23% • $CRWD 22% • $KVYO 22% • $MNDY 21% • $IOT 21% • $GTLB 20% • $NOW 20% • $MDB 20% • $TEAM 20% • $S 20%

@landoinvestsJan 29, 2026 · 11:22 PM

@JDDEGEN @wallstengine Yeah just look at $FIG 😂😂

@aleabitoredditJan 24, 2026 · 4:16 PM

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 $MRVL Buy: $COIN $SMCI $GOOGL $FIG $AMZN $IBIT $RDDT $TTD $HIMS $HOOD $COHR $AMBA $IREN $POET $AAOI $LASR $VPG $OSS $INTC $UMAC $ONDS $AIRO $DPRO $AVAV $BULL $ETOR VLN NBIS GLXY CIFR HUT WULF Questionable $VELO $SKYT Avoid $UAVS $BKKT WLMT SLNH $PLTR CRWV $ORCL $BMNR $IONQ , RGTI, QBTS _ Strong Buy Snapchat - Bottomed around $7.4, imo very strong at this level. Increased FCF from memory opex reduction and memory monetization into 2027. Just a waiting game for re-rating. Meta - 26% Y/Y revenue growth is extremely strong, produced $10B+ FCF last quarter. Expect it to pick up after next quarter earnings due to optics (700%+ Q/Q EPS optics) that caused selloff last time from BBB. Samsung Electronics - Holy grail for semis, samsung provides exposure to both hbm and foundry. SK Hynix - memory supercycle Micron - memory supercycle, but with US backing. Unimicron - unholy long for hbm, ic substrates, glass core, cowos, and all other bottlenecks. TSM - money printer, literally can't go wrong with this. Circle - 2-3x projected rate cuts would likely hurt circle net income a lot, hence why it's being priced in. But amazing long at $16B as they print money and should start seeing expansion of USDC. AXTI - LPTH: Bottlenecks for InP / Germanium, etc. Will be a huge theme going into 2026. It's just a waiting game for both supply chain disruption (in AXT) or made in America w/ black diamond in Lightpath. Low downside risk imo due to capacity ramp -> revenue increase, but moonshot HBM type price increases might be questionable. COPX - LI: Rare Earths/Materials like Copper, Lithium are great longs for 2026. Similar with bottlenecks above, supply chain disruptions from China will cause money to flow into securing supply + buildout out new supply chains. AEHR - Honestly, they sit in two different hot verticals in AI and Robotics. $5.5m Sonoma order might be linked with Micron and SiC Testing. Seems like an extremely good moonshot sub $1B MC. FORM - Likely to be important in US supply chains since they do DRAM/HBM, and Foundry/Logic. & Yield is especailyl important w/ hbm4. AMKR - extreme beneficiary of made in america us supply chains and tsm -> US AVGO - Large correction recently post earnings. Strong buy IMO at these levels given hyperscaler ASICs will continue to ramp (even though there's been some delays). MRVL - Same story with Broadcom, marvell selloff after rumors of Microsoft maia delays. It's just a waiting game for ~2x revenue in 2027 and when markets start pricing that in, and after celestial acqusition, they're doing great stuff in other segments like interconnects. Buy Coinbase - Recent correction to Crypto makes Coinbase value decent again at $57B. Was never a fan of their exchange portion, but providing infra for Blackrock IBIT etfs + USDC revenue sharing with Circle, gives Coinbase pretty good long term value. SMCI - Extreme selloff from the $60's+ back to $30's presents attractive opportunity here. Markets are extremely concerned about gross margins -> SMCI expanding overseas, especially with soverign AI + buying lower end nvda gpus. and SMCI's margins should increase over there. Also likely due to deals to become sticky w/ customers. It's not like they're dying revenue growth to $36B+. GOOGL - Gemini at this point would likely take over chatgpt, so i'd remain long google. Figma - Software selloff provides good opportunity into a lot of the hammered names like Figma which extremely high gross margins + sturdy growth Amazon - Basically same price as last year, they've been growing, AWS is doing fine, they're in robotics + space LEOs, and just seems like a great long going forward Bitcoin - Always an attractive Long Reddit - High valuations, but extremely high gross margins and not going anywhere since everyone uses reddit. TTD - Selloff from 2025 presents attractive valuations again HIMS - Honestly extremely attractive for me at $29, might be put into strong buy again, but of course revenue deceleration is very worrysome. Main alpha is that markets arent pricing in Zava acqusition and just from sheer customer base, they can derive a lot of revenue from new customers. Robinhood - Selloff from $140 back to $100 presents a good opportunity for Robinhood again. They're not going anywere, plus new product revenue expansion from banking + others, should present positive tailwinds. Coherent - Long US supply chains, esp. for photonics, inp, etc. AMBA - Moonshot long for edge AI inference for robotic ramps + edge compute. POET - Basically 1/2 cash now, backdoor into marvell + hyperscalers through celestial. Attractive upside at $6.8 given underwriters bought at $7.25 AAOI - long play tethered to msft maia and aws trainium. both of them haven't really taken off yet so it's just a waiting agme LASR - energy directed weapons are super cool. i dont quite like the fundamentals like low 20% revenue growth, but the technology is just way too cool. VPG - Long play tethered to optimus ramp. we should see industrial use cases EOY 2026 and consumer EOY 2027, so maybe optimus productions starts hitting balance sheet now or q2. OSS - Long play on defense sector and edge AI + $200m contract. INTC - long on us policy, earnings didn't really change any perspective, just short term price. UMAC - Great long play at these levels on drone manufacturing in US. ONDS, Airo, DPRO - Same with AIRO, DPRO, bullish on drone sector. There's not much of a massive tailwind compared to a few weeks ago when US was invading venezuela and threatening greenland, but thematically bullish. AVAV - selloff from misinformation about converting r&D type contracts -> long term contract presents considerable upside BULL - I do like brokerages like robinhood, webull, etc. that have a ton of retail users since there's endless ways to monetize once you own the customer base. selloff back to $8 presents attractive upsdie ETOR - selloff way overblown, high net income y/y, basically 50% cash, low downside risk. just waiting for re-rating per earnings. they're doing well too, 70%+ Y/Y AUM, so not sure why they're being priced in like this. VLN - not quite the same anymore as close to 1:1 assets/nav, at one point they had $11m+ inv (off 63%) gross margins, $93M cash, so would have been closer to 110-120m : $140m MC, which made no sense. That being said still $80m fwd revenue off 63% -> 69% gross margins, seems like considerable opportunity for re-rating. Markets just don't seem to like companies eg. Etoro related to a certain country, I guess Nebius - $15B clickhouse valuation just goes to show Sum of Parts, where I wouldn't be surpirsed if their subsidaries like Avride ended up overtaking the main business. That being said, near term selling pressure due to $2B+ ATM being sold on open market. Should ramp up extremely fast as they meet their $7B ARR target EOY 2026. GLXY, CIFR, HUT, IREN, WULF - Remain long on the colo, and other neocloud sector plays. That being said most are up 30-40%+ since 2025, so they're not exactly a strong buy anymore as they've been priced in. But lot of upside remains. Questionable VELO - Lot of people asked my opinion on this since FinX loves this stock. They have really cool customers like SpaceX, but fundamentals look terrible. ~$11.8M cash + $17.5M offering vs. ~$23M. debt. They barely have any runway left and people buying now are likely to be diluted. Velo is the perfect example of amazing customer base like IQE (EU for inP supply chain), but terrible fundamentals. SKYT - It's a great made in america supply chain company for a lot of cool stuff like quantum components or edge. Benefits from CHIP act, but very slow revenue growth. It's a lot better speculative long than Velo since it has better fundamenatls. Lower gross margins like 24%, very low operating margins, is obviously priced into MC but U.S. pure-play foundry should be a good story for premium. Bottom line are not really growing too fast though. Avoid UAVS - Endless dilution machine with over 100%+ of marketcap given over to arbitrage investors that can convert 100%+ of the shares under 25% market value to sell on retail BKKT - $300m ATM dilution right now while MC is $550m. Endless dilution machine Walmart - 43 p/e, there's no way. SLNH - Lot of dilution ahead. Palantir - Concern over valuation P/E Coreweave - Concerns over large debt, $1B+ in debt interest hurts FCF a ton. Then there's allocation/buildout for OpenAI, which has extreme, extreme concerns if they can fulfill contract obligations, especially since gemini is taking over market share of openai. Oracle - There might be technical rebound, but seriously, they've spent so much capex just for openai (eg. stargate), and like coreweave, OpenAI, which has extreme concerns over if they can fufill contracts obligations BMNR - endless dilution machine to fund silly projects like $200m into mr. beast's company. Expect long eth staking etfs, short bmnr plays, and premium to go under as $200m cash into mr. beast's company for example is not very liquid. IONQ, RGTI, QBTS - Quantum valuations are very stretched. _ Overall Thoughts: I'm personally staying extremely long, this is just personal thoughts NFI. A lot of small caps and speculative companies have already been re-rated since Jan 1st and I don't expect many of the 50-100% moves to continue (we've seen a lot of profit taking Friday on some of these names). That being said, Trump is trying to cut rates even more (another 2-3x projected), esp. since Midterms is coming up. SPY Up = better chance of getting elected. So I'm staying very long until after Midterms. That being said a lot of this helps growth, speculative companies etc. But we're already seeing this largely priced in like Rocketlab, one of my favorite longs, reaching $45B+ MC off $155m quarterly revenue, so I'm questioning valuations a bit -> pivoting a lot of positions into more value (eg. software drop or memory supercycle). Thematically I'm extremely bullish on - AI, Memory, Semis - Bottlenecks - Critical Materials, etc. Very bullish on - Made in America supply chains Bullish on - Defense Sector And would look for swing trades/recovery/re-rating for stuff like software to social media companies around now given the recent selloff.

@aleabitoredditJan 20, 2026 · 4:12 PM

@ShortsHoward @charlieliner Gross margins though. They just need to lower misc expenses and $FIG prints

@aleabitoredditJan 20, 2026 · 3:51 PM

@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 though I told myself I wouldn’t buy software stuff). Curious to see how that turns out https://t.co/FHRRQrj0Ub

@amitisinvestingJan 16, 2026 · 6:35 PM

@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 5x on IPO just ruined its chart 😂

@aleabitoredditJan 16, 2026 · 6:21 PM

@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 will still use companies like $FIG (-53.3% 3M), it just makes them more productive on there. Others make more sense, just need to identify what’s impacted and what’s not during the broad selloff

@ftr_investorsJan 16, 2026 · 11:26 AM

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 -61.2% $TEAM | Atlassian -60.6% $GTLB | GitLab -53.2% $KVYO | Klaviyo -48.3% $NOW | ServiceNow -45.3% $CSU | Constellation -44.9% $DDOG | Datadog -40.1% $CRM | Salesforce -36.4% $ADBE | Adobe -34.7% $WDAY | Workday -32.1% $INTU | Intuit -31.8% $FICO | FICO -28.7% $PATH | UiPath -25.5% $ADSK | Autodesk -20.3% $ZETA | Zeta -18.9% $MSFT | Microsoft -17.8% $PLTR | Palantir -14.7% $MDB | MongoDB -12.5% What is the best buying opportunity in software right now? 👀🚀

@stocksavvyshayJan 3, 2026 · 1:30 PM

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% drawdown) 5. $TTD | The Trade Desk (~70% drawdown) 6. $PRCT | Procept BioRobotics (~69% drawdown) 7. $FIG | Figma (~69% drawdown) 8. $DUOL | Duolingo (~67% drawdown) 9. $NVO | Novo Nordisk (~64% drawdown) 10. $CAVA | Cava (~60% drawdown) 11. $LULU | Lululemon (~58% drawdown) 12. $MNDY | Monday (~56% drawdown) 13. $HIMS | Hims & Hers (~51% drawdown) 14. $NKE | Nike (~51% drawdown) 15. $ADBE | Adobe (~48% drawdown)

@aleabitoredditJan 2, 2026 · 6:06 AM

@odiimichael1 Uhh probably $SMCI. But Figma’s ( $FIG ) tax harvesting situation looks hilarious from retail data https://t.co/xaGvHpBi8m

@stocksavvyshayDec 29, 2025 · 2:00 PM

SOFTWARE NAMES WITH THE HIGHEST EXPECTED 3-YEAR GROWTH 1. $PLTR ~41% 2. $NET ~27% 3. $SHOP ~24% 4. $SNOW ~23% 5. $IOT ~22% 6. $CRWD ~22% 7. $RBRK ~21% 8. $DDOG ~21% 9. $S ~21% 10. $KVYO ~21% 11. $MNDY ~20% 12. $DOCN ~20% 13. $FIG ~20% 14. $DUOL ~19% 15. $ZS ~19% 16. $TTAN ~19% 17. $OS ~19% 18. $NOW ~18% 19. $MDB ~18% 20. $GTLB ~18% 21. $TEAM ~17% 22. $BRZE ~17% 23. $ESTC ~17% 24. $HUBS ~16% 25. $FROG ~16% 26. $PANW ~15% 27. $VEEV ~14% 28. $PATH ~11% 29. $CRM ~10% 30. $ADBE ~8%

@stocksavvyshayDec 28, 2025 · 3:28 PM

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 market is already separating the companies that already have AI boats and which still need to build them ahead of the AI tsunami. $NET, $PLTR, $SHOP, $FIG, $RBRK, $SNOW, $CRWD, $DDOG, $ZS, $KVYO, $MNDY, $TEAM, $IOT, $MDB, $NOW, $HUBS $PANW, $VEEV, $S, $ESTC, $PATH, $ADBE, $WDAY, $CRM, $OKTA, $GTLB, $OS, $FROG

@pelositrackerSep 4, 2025 · 3:32 PM

@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

@saxena_puruAug 1, 2025 · 5:04 AM

$FIG market cap is now ~$80 billion! At this rate, Figma may actually end up acquiring Adobe.

@saxena_puruAug 1, 2025 · 3:57 AM

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. $FIG now ~66x NTM EV/R assuming 40% NTM growth!