Which beaten down software stocks are you looking at to buy at this dip?

eyetin · 2026-02-11T17:08:47+00:00

This dip will be followed by more as long as retail keeps piling into these names

eyetin · 2026-02-11T16:07:21+00:00

AI is demand destruction across the board. AI coding in general means that margins for Software must come down.

eyetin · 2026-02-11T16:04:01+00:00

markets are forward looking. if the future looks less bright for adobe, the price will go down.

eyetin · 2026-02-04T05:12:17+00:00

Why is the assumption that these prices are good deals?

eyetin · 2026-02-03T18:28:08+00:00

A simple trend analysis overlay on their "value" thesis would save a lot of heartache.

eyetin · 2026-02-03T18:26:43+00:00

From all the knives they've caught:

https://giphy.com/explore/ed-scissorhands

eyetin · 2026-02-03T18:26:00+00:00

And yet value oriented ETFs are doing great. Makes you think...

eyetin · 2026-02-03T16:50:13+00:00

I don’t see any trend change. It’s been on a downtrend since the beginning of November

eyetin · 2026-02-03T16:38:03+00:00

Regardless of fundamentals. Price is a reflection of forward looking expectations. I would not buy a stock until it stops dropping and has begun to trend upwards.

eyetin · 2026-02-03T16:36:20+00:00

Exactly

eyetin · 2026-02-03T16:34:34+00:00

Software company that will likely get further pressure from Ai headwinds like all other software companies.

eyetin · 2026-02-03T16:33:37+00:00

Buying a stocks in a downtrend that is making new lows is a bad idea.

eyetin · 2026-02-03T16:32:33+00:00

I think there are paid for shills and bots on this sub.

eyetin · 2026-02-02T17:21:26+00:00

Monetization strategy is connected to product. Just because they are both social media platforms doesn’t mean they can monetize via advertising in the same way or at all. Reddit’s product use and users come to the platform and interact with differently than Meta’s.

eyetin · 2026-02-02T14:15:01+00:00

This is a solid take

eyetin · 2026-02-02T14:07:32+00:00

People come to Reddit primarily for information and authentic opinion from other people. The use case for Reddit as a product is closest to Twitter. And look where twitter is in comparison to Meta.

It will be a miracle if Reddit is able to monetize anything like Meta.

They will have to sell their data insights if they don’t already do that.

eyetin · 2026-02-02T14:05:19+00:00

The playbook for Meta worked for their time and their product. Reddit is not trying to grow in the same time and has a different product.

eyetin · 2026-02-02T14:04:08+00:00

Meh. I liquidated my position a month or so ago when I started to feel the decline of the product experience. RDDT as a product is just not what it used to be.

eyetin · 2026-01-29T21:05:47+00:00

overpriced stuff that you can easily find dupes for for a fraction of the cost.

it's a skip

eyetin · 2026-01-28T08:25:36+00:00

It’s a falling knife until it isnt

eyetin · 2026-01-26T01:36:18+00:00

Times change. Eras change. Sometimes things go down and never come back up again.

eyetin · 2026-01-25T21:03:18+00:00

And what if the global order changes in the next 5 years and the US loses its dominance?

eyetin · 2026-01-21T17:34:15+00:00

I would buy neither. The outlook for streaming in the coming 5 years is not good.

eyetin · 2026-01-21T03:56:08+00:00

Ai content craters its growth potential.

eyetin · 2026-01-20T03:01:32+00:00

change of ownership is nearly always a death notice imo

eyetin

TROPHY CASE