$INTU

@aleabitoredditApr 12, 2026 · 2:00 PM

@pocimont It's nuanced, I do think companies like $INTU are going to get slightly disrupted by Claude and others doing taxes + filing for you. And it's not a great contrarian buy-the-dip opportunity. On the flip side certain software names like $RDDT / $SNAP are likely going to end up more profitable with AI due to opex cuts (only if Evan's wife stopped using Snapchat like a piggy back). Disruption is real, but there's a few winners.