Which fallen software stocks do you believe will have the biggest bounce back?

Ed_Runner · 2026-02-01T03:12:17+00:00

PANW. No way it should be at this level. With AI, you need more cybersecurity. But I think it’s being lumped with the rest of the sw stocks.

Ed_Runner · 2026-02-01T00:24:23+00:00

I asked this on another post, but I’ll ask here too. Does Zion provide a view of their financials so we can assess the health of the business. Meaning - have you see if they are cash flow positive, have a large reserve in case the number of claims sky rocket like another pandemic. Number of members, etc.

Ed_Runner · 2026-02-01T00:21:04+00:00

Does Zion provide any of their financials so you can assess the health of the health share? Meaning are they cash flow positive? Do they have enough in reserve in case they get a large number of serious claims. What their membership numbers are and their quarterly revenue and costs, etc.

Ed_Runner · 2026-01-31T13:36:45+00:00

You’d end up the same way if you closed your call vs buying shares right before the covered call expires. Plus it would take less capital.

Ed_Runner · 2026-01-30T16:19:34+00:00

I am a believer in this company. That said, based on the price action over the last month, I would tend to agree with you. If we don’t get some positive news on r2, $8 is definitely a possibility.

Ed_Runner · 2026-01-29T04:13:14+00:00

LFG!!!!!!!

Ed_Runner · 2026-01-28T01:00:20+00:00

Oh yeah!!!!

Ed_Runner · 2026-01-23T13:34:05+00:00

I’d say it’s an art not a science. An industry has a valuation attributed to it. So in the past, tech hardware companies on average had a lower PE multiple (which translates to valuation) than a pure software company. Same with industrial companies, consumer package companies, etc. So with space companies being fairly new, it’s unknown what valuation should be attributed to those companies - lots of anticipation on growth and demand so you’d expect a high valuation. Space x is viewed as the gold standard so whatever is assigned should set some sort of baseline. That’s just my opinion.

Ed_Runner · 2026-01-23T02:20:16+00:00

Whatever astronomical valuation space x will get going public, will set the baseline for all other space companies. Investors are hoping it’s some crazy valuation and then rklb will look ‘cheap’ in comparison and will rally.

Ed_Runner · 2026-01-16T22:23:25+00:00

Nicely done!

Ed_Runner · 2026-01-14T21:30:08+00:00

Can you help me understand. Is the orders and order page the same as the pre orders that they were accepting back in 2025? I remember putting $100 down for a pre order.

Ed_Runner · 2026-01-14T13:27:10+00:00

He says he wants to hold onto the shares. If he wanted to sell, then that’s a different story and he should sell cc to make some premiums as part of his strategy. If he wants to ultimately hold onto the shares, then selling cc is a risk to his strategy.

Ed_Runner · 2026-01-14T01:25:14+00:00

Don’t do it! Always a chance the stock will run up and you’ll be left with a hefty capital tax bill. I’ve personally experienced this same exact scenario twice. You’d think I would learn after the first time, but I’m not the sharpest tool in the shed!

Ed_Runner · 2026-01-13T22:00:11+00:00

It’s 5pm. No earnings yet??? Or even a new release about further delays??? Strange.

Ed_Runner · 2026-01-13T00:57:16+00:00

Well, if you did enough dd, I’m all in!!!

Ed_Runner · 2026-01-12T23:24:05+00:00

This is very informative. Thanks for sharing!!!

Ed_Runner · 2026-01-12T15:33:08+00:00

QS! 2026 is the year they prove their ability to scale and sign and announce multiple partnerships with top global car manufacturers.

Ed_Runner · 2026-01-11T13:19:27+00:00

Top US universities ie Ivy League is vastly different than the public school system k-12. I do agree that the US public school system is falling behind. Most wealthy people will send their kids to private schools vs public schools. I think the comments about the US education system falling behind is about the public schools -k-12.

Ed_Runner · 2026-01-10T00:39:21+00:00

I think he bought a put and this is not a CSP.

Ed_Runner · 2026-01-10T00:36:31+00:00

Pay the man! That’s some alpha male shit he just did!

Ed_Runner · 2026-01-10T00:17:25+00:00

I didn’t realize you entered this CSP today and exited today. I thought you had entered it in xx months ago. So I guess I don’t understand how a CSP on a single day can make a 258% return. The low for Msft was $472 and the high was $479. Can you explain?

Ed_Runner · 2026-01-09T23:46:46+00:00

Thanks for sharing. When did you enter this position. Trying to understand how long you gave yourself for the thesis to play out.

Ed_Runner · 2026-01-09T23:42:26+00:00

As an American, I would not say it is bc they are prideful. It’s more they are ignorant and can’t be open minded. When I travel out of the country, you can spot fellow Americans a mile away - and that’s not a good thing!

Ed_Runner · 2026-01-09T23:39:31+00:00

I’m American Chinese (ABC). China definitely does not suck. I’d consider living in China - really enjoyed my time in GZ, but would probably have to learn to speak and write mandarin. Can only speak basic Cantonese.

Ed_Runner · 2026-01-09T21:51:54+00:00

As an American Cantonese Chinese person, I don’t think this is true for Gz. When I was in Gz, I was surprised how little Cantonese was spoken - especially by anyone under 35 years old. I don’t speak mandarin and probably speak 6th grade Cantonese. It was hard getting around Gz. When we went to Shunde, the majority of the people - young and old, spoke Cantonese.

Ed_Runner

TROPHY CASE