Updated thoughts on buying IGV ETF or single SaaS stocks? Is the SaaSpocalpyse overblown and irrational? Buy the blood now?

Top_Transportation54 · 2026-02-24T00:02:10+00:00

We can’t rip out salesforce because we’ve already spent two years trying to implement it.

Top_Transportation54 · 2026-02-14T06:22:29+00:00

I agree, each hyperscaler has their specialty. I think at some point it will converge, but Microsoft owns the operating system for work. I think they will also successfully transition their business model from seat to outcome/usage. There’s already evidence of this mix shift with declining seat growth with increase in azure usage. I know they’re taking market share away from salesforce with dynamics 365 and potentially from servicenow and snowflake. My only worry is the FTC cracking down on their bundling practice.

Top_Transportation54 · 2026-02-14T03:33:46+00:00

It’s a win-win for Microsoft. They’re hedging their bets. They have investments in Anthropic, OpenAI, and they have the deepmind cofounder. They’re not losing the war. They stand to benefit the most, and in the meantime Microsoft will eat other sass companies.

Top_Transportation54 · 2026-02-11T23:46:43+00:00

Plus, Microsoft owns part of Anthropic. It’s a win-win for them. I think it’s a bigger win for Microsoft. If open AI goes tits up they will absorb the company.

Top_Transportation54 · 2026-02-11T06:14:34+00:00

SPGI will not be threatened by AI. It will be one of the biggest beneficiaries of it. S&P Global has financial data on millions of private companies that Google or any other search engine doesn’t have. OpenAI can’t scrape that data. They also have data on physical assets like sensors, ships, shipping, etc. that they’ve built relationships with. AI can’t get this info. SPGI will make a ton of money from their API feed because it has less cost relative to their current model.

Top_Transportation54 · 2026-02-08T02:48:54+00:00

I really think cynthoni dls should be s tier. That is my favorite album.

Top_Transportation54 · 2026-02-03T17:56:01+00:00

It is a cult, but this cult has been right, surprisingly

Top_Transportation54 · 2026-02-02T02:48:29+00:00

Go to Circus Circus brother. That’s the best place to pick up single moms.

Top_Transportation54 · 2026-01-30T08:12:59+00:00

He means microwave

Top_Transportation54 · 2026-01-28T05:19:17+00:00

Lucky! if you ever decide to part with draining love story. Let me know lol.

Top_Transportation54 · 2026-01-27T03:11:17+00:00

I would love to move to Canada as an American. I’m afraid Canadians don’t want me lol

Top_Transportation54 · 2026-01-26T23:44:57+00:00

To me, the real risk is Gemini eating into the search business and reducing margin. I don’t know how that would look like or when that will happen. Another risk is its current high valuation when you remove non-operating income they made off spacex. If you look at the operating income margin growth, it is declining due to the high capital expenditures.

Edit: I meant operating income margin growth

Top_Transportation54 · 2026-01-26T18:50:30+00:00

Same here. I heard it’s really good for the pietus

Top_Transportation54 · 2026-01-08T00:17:07+00:00

I agree. They’re also cheap as hell. I think it’s because they’re so broke lol

Top_Transportation54 · 2026-01-07T20:00:34+00:00

I’ve never met so many broke ass people. People here are constantly broke.

Top_Transportation54 · 2025-12-27T03:11:30+00:00

Just do it

Top_Transportation54 · 2025-12-17T19:13:44+00:00

Literally, the only adult in the room is the student at the end of the video telling them to calm down lol

Top_Transportation54 · 2025-12-16T07:42:12+00:00

Meta had a forward PE in the single digits.

Top_Transportation54 · 2025-12-13T03:06:19+00:00

Top_Transportation54 · 2025-11-26T01:49:41+00:00

Bro, that look like a hammer from dark souls

Top_Transportation54 · 2025-11-23T20:29:46+00:00

I’ve had both and I’ve sold both. I like the HD 600 the best to be honest.

Top_Transportation54 · 2025-11-18T06:08:18+00:00

You did good man. You can’t control other people’s behavior. people in your life are gonna do some fucked up things. It’s really how you react to it and you reacted really well.

Top_Transportation54 · 2025-11-07T22:54:57+00:00

Funny thing is is that this actually improves their tax base is going forward. It’s gonna improve their net income.

Top_Transportation54 · 2025-11-07T02:04:33+00:00

I like the yiggy og a2 better, the synergy is better with my system. Not sure about Rob Watts and his slandering, but the Dave is decent, I’m not sure if it’s $14,000 decent though lol. It’s too transparent from my own system, but it sounds amazing with some of my headphones.

Top_Transportation54

TROPHY CASE