@PositiveInvst Nick (Positive Investing)

Nick (Positive Investing) posts on X about $now, $crm, $amzn, $nvda the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

• [--] Week [-----] -77%
• [--] Month [------] +2,128%
• [--] Months [------] +2,147%
• [--] Year [------] +128%

Mentions: [--] #

Followers: [-----] #

• [--] Week [-----] +0.15%
• [--] Month [-----] +0.46%
• [--] Months [-----] -0.91%
• [--] Year [-----] -8.40%

CreatorRank: [---------] #

Social Influence

Social category influence finance 100% stocks 81% technology brands 52% fashion brands 6% social networks 3% financial services 1% cryptocurrencies 1% countries 1% vc firms 1% automotive brands 1%

Social topic influence $now #72, $crm #99, $amzn 9%, $nvda 9%, $adbe #104, ai 7%, stocks 6%, $intu 6%, $lulu 6%, $googl 6%

Top accounts mentioned or mentioned by @mukund @mrderivatives @airtable @zapier @drewcohenmoney @rakoraja @renesellmann @scottsinvesting @krossroads @wolffinancial @splunk @replit @honeystocks1 @shippernow @zainhoda @kingkang80 @moskov @saxenapuru @sadamath @borninvestor

Top assets mentioned Now Coin (NOW) Salesforce Inc (CRM) Amazon.com, Inc. (AMZN) NVIDIA Corp. (NVDA) Adobe, Inc. (ADBE) Intuit Inc. (INTU) Lululemon Athletica Inc (LULU) Alphabet Inc Class A (GOOGL) Metadium (META) Microsoft Corp. (MSFT) Asana, Inc. (ASAN) Palantir Technologies Inc. (PLTR) Reddit, Inc. (RDDT) Workday Inc (WDAY) Netflix Inc (NFLX) Crowdstrike Holdings Inc (CRWD) Splunk Inc (SPLK) Apple, Inc. (AAPL) Atlassian Corporation PLC (TEAM) Oracle Corporation (ORCL) Veeva Systems, Inc. (VEEV) Uber Technologies, Inc. (UBER) Docusign Inc (DOCU) Datadog Inc (DDOG) Trade Desk, Inc. (TTD) Goldman Sachs (GS) GammaSwap (GS) Upstart Holdings, Inc. (UPST) Cloudflare, Inc. (NET) PayPal Holdings Inc (PYPL) Fenerbahçe Token (FB) Cisco Systems Inc (CSCO) Shopify Inc (SHOP) Okta Inc (OKTA) On Holding AG (ONON) Intuitive Surgical, Inc. (ISRG) Alien Base (ALB) Nebius Group N.V. Class A Ordinary Shares (NBIS)

Top Social Posts

Top posts by engagements in the last [--] hours

"@Honeystocks1 $AMZN follows a similar pattern"
X Link 2026-02-16T00:05Z [----] followers, [--] engagements

"Good value after this selloff. Its around where Id add to my position $UBER Uber is trading at it's cheapest valuations in years. P/FCF ratio: 15.1x Reminder: this is not a SaaS company. $UBER https://t.co/PxQmEvwqU0 Uber is trading at it's cheapest valuations in years. P/FCF ratio: 15.1x Reminder: this is not a SaaS company. $UBER https://t.co/PxQmEvwqU0"
X Link 2026-02-16T00:08Z [----] followers, [---] engagements

"While I believe the SaaS-pocalypse is overblown the key thing Ive noticed is customers are moving from point solutions to platforms. This means one stop shop tools like $NOW $CRM are going to likely accelerating growth while one man shows like $ASAN or $DOCU suffer"
X Link 2026-01-24T01:43Z [----] followers, [---] engagements

"@DrewCohenMoney @airtable $ASAN @zapier are some names higher up on my list"
X Link 2026-01-30T23:58Z [----] followers, [---] engagements

"@DrewCohenMoney @airtable @zapier [--] of them are still private. $ASAN thus far hasnt seen an impact but anecdotally its not a very sticky product"
X Link 2026-01-31T02:51Z [----] followers, [---] engagements

"and likely will replace some point solutions today - tools like @zapier $ASAN @airtable - because its much easier to be an expert on [--] category than to be an expert on an entire platform. But for platforms like $NOW $CRM $DDOG and more - their moat is likely going to"
X Link 2026-02-01T18:28Z [----] followers, [---] engagements

"So apparently a CRM can be vibe coded in a weekend. Does anyone have examples of a finished product from vibe coding Would love to take a look at what some of these cutting edge AI CRMs do"
X Link 2026-02-05T21:44Z [----] followers, [----] engagements

"I think this is going a bit too far 🤦 $RDDT isnt worth that because of the software. Its because of the people using it and the communities. Wow. Claude Opus [---] is going to disrupt software 🤯 🤯 Reddit is a company worth $28.93B So I cloned it in [--] minutes using CC Opus [---] on @shipper_now. It takes [--] min longer to enable back-end and auth and expand subreddits. Should I keep building my own Reddit https://t.co/sLdnSq9irP Wow. Claude Opus [---] is going to disrupt software 🤯 🤯 Reddit is a company worth $28.93B So I cloned it in [--] minutes using CC Opus [---] on @shipper_now. It takes [--] min"
X Link 2026-02-06T23:38Z [----] followers, [---] engagements

"@zain_hoda Interesting take. But whats stopping $CRM from having AI agents in their platform (which they already have) which does all this for you. No api needed. No need to worry about migrating and no need to do any work yourself (since SF and others do the agent building for you)"
X Link 2026-02-07T20:52Z [----] followers, [----] engagements

"Amazing how extreme this selloff in $NOW has been. These opportunities come around rarely"
X Link 2026-02-08T16:39Z [----] followers, [---] engagements

"Metrics for $TTD - Forward PE around [--]. Revenue growth still decelerating but double digits. Probably stabilizes in the teens. AI might benefit similar to $META $RDDT (but not quite to the same extent). At some point the market says this is too cheap Right"
X Link 2026-02-08T17:25Z [----] followers, [---] engagements

"Bottom signal flashing. Rule of thumb inverse $GS STOCK SELL-OFF NOT OVER GOLDMAN TRADERS SAY Goldman Sachs warns that US stocks could face more selling this week driven by trend-following funds known as CTAs which have already hit sell triggers in the S&P [---]. The bank estimates CTAs could dump up to $33 billion this week STOCK SELL-OFF NOT OVER GOLDMAN TRADERS SAY Goldman Sachs warns that US stocks could face more selling this week driven by trend-following funds known as CTAs which have already hit sell triggers in the S&P [---]. The bank estimates CTAs could dump up to $33 billion this week"
X Link 2026-02-08T19:23Z [----] followers, [---] engagements

"So youre telling me all these tech CEOs in $CRM $NOW $WDAY $MSFT and others didnt account for the bear case that AI will eventually be able to write code And potentially disrupt seat-based models Of course they saw this coming"
X Link 2026-02-08T20:25Z [----] followers, [---] engagements

"$RDDT could be interesting"
X Link 2026-02-12T00:15Z [----] followers, [---] engagements

"@Mr_Derivatives Usually is. But question is will this hold in the coming weeks"
X Link 2026-02-12T19:57Z [----] followers, [---] engagements

"Long $AMZN *ANTHROPIC FINALIZES $30 BILLION FUNDING AT $380 BILLION VALUE *ANTHROPIC FINALIZES $30 BILLION FUNDING AT $380 BILLION VALUE"
X Link 2026-02-12T19:57Z [----] followers, [---] engagements

"The hardest part about this market is deciding where to deploy capital. Go for the obvious winners long term like $AMZN $META Or risk the more uncertain names $NOW $CRM $INTU Or maybe. just play it safe and go with $IGV Decisions"
X Link 2026-02-13T03:03Z [----] followers, [---] engagements

"@mukund Good enough value here around $200. $160-180 would be almost a no brainer. $AMZN"
X Link 2026-02-13T21:29Z [----] followers, [---] engagements

"$NFLX at a very interesting level. Historically 5/6 times we tested the [---] weekly MA weve broken below it. Will this time hold Wouldnt be surprised to see prices in the $60s (potentially even high $50s)"
X Link 2026-02-14T22:52Z [----] followers, [---] engagements

"@rakoraja @ReneSellmann $NOW $CRM $MSFT to name a few. Not as depressed as $ADBE but for good reason"
X Link 2026-02-16T03:10Z [----] followers, [--] engagements

"@kingkang80 Potentially a rolling bear market for tech Once semis peak SaaS rebounds Etc"
X Link 2026-02-14T23:07Z [----] followers, [--] engagements

"@ReneSellmann Im not sure if Im that bearish - but I do agree with not swinging at everything. If $ADBE was the only software name trading cheap maybe then its intriguing. But when the entire sector is down big theres much better opportunities that feel safer"
X Link 2026-02-16T00:45Z [----] followers, [--] engagements

"Great insight AI will eventually get to the point where it will make less mistakes than a human but were not there yet. Theres a reason enterprises keep purchasing trusted names like $WDAY $NOW $INTU $CRM The last thing you want is a vibe coded boo-boo. The bull thesis for SAAS in a nutshell A probabilistic tool where hallucinations are an unavoidable feature will never replace deterministic software en masse The bull thesis for SAAS in a nutshell A probabilistic tool where hallucinations are an unavoidable feature will never replace deterministic software en masse"
X Link 2026-02-16T01:06Z [----] followers, [---] engagements

"Cheap $META Bill Ackman just made $META 10% of Pershing. Stock at $639. Street avg target: $847. Street high: $1144. Trading near 21x earnings. Deeply discounted. Or just early https://t.co/OB9tl4Ad5x Bill Ackman just made $META 10% of Pershing. Stock at $639. Street avg target: $847. Street high: $1144. Trading near 21x earnings. Deeply discounted. Or just early https://t.co/OB9tl4Ad5x"
X Link 2026-02-16T01:42Z [----] followers, [---] engagements

"As an investor in individual stocks you YEARN for moments like this where stock price and fundamentals are disconnected. As long as the fundamentals continue to improve the stock price will eventually follow"
X Link 2026-02-16T01:57Z [----] followers, [---] engagements

"$IGV will bounce back. But doesnt mean all its holdings will. $MSFT $PLTR $ORCL - top [--] holdings make up nearly 25% of the etf. Choose wisely if youre dabbling in SaaS land or just stick with $IGV"
X Link 2026-02-16T03:15Z [----] followers, [---] engagements

"$LULU and $NKE very out of favor at this moment in time. Lets check back in a few years to see if this ended up being a buying opportunity. $LULU 308/share $NKE 75/share"
X Link 2024-11-18T20:16Z [----] followers, [---] engagements

"@scottsinvesting Is the reasoning to reduce position size Or just to take some profit off the table Either way - stellar winner"
X Link 2024-11-27T04:46Z [----] followers, [--] engagements

"@Kross_Roads No brainer long term hold. Love this name"
X Link 2024-11-28T14:06Z [----] followers, [--] engagements

"@Kross_Roads Their dominance in sports (globally) along with them being a well respected brand (globally). I also track $LULU closely and both of them have had a tough year. But this leads me to believe its an industry issue (short term ideally) vs company specific"
X Link 2024-11-28T17:54Z [----] followers, [---] engagements

"@mukund @moskov Is it really even worth 3B"
X Link 2025-03-10T23:32Z [----] followers, [---] engagements

"@mukund $NOW $AMZN and $CRWD top of my list too"
X Link 2025-04-07T00:18Z [----] followers, [---] engagements

"Now all of a sudden FinTwit cares about valuations. Nothing changes sentiment like price $PLTR $UPST $NET"
X Link 2022-01-21T18:03Z [----] followers, [--] engagements

"@WOLF_Financial $SPLK is teetering on the edge. Was green earlier - May end the day green too"
X Link 2022-01-24T16:21Z [----] followers, [--] engagements

"@saxena_puru $MSFT and $AAPL have a good shot to bring us down to capitulation levels"
X Link 2022-01-25T21:22Z [----] followers, [--] engagements

"3 MEGA Cap stocks ( $PYPL $NFLX $FB ) have sold off like penny stocks in the last month. Opportunities are plentiful in the market choose wisely"
X Link 2022-02-09T02:55Z [----] followers, [--] engagements

"$CSCO looking to buy $SPLK for $20B+ isnt the best news for @splunk shareholders The company just turned the ship to focus on SaaS and getting acquired by a dinosaur company is an easy way to destroy future potential 🥲"
X Link 2022-02-12T00:06Z [----] followers, [--] engagements

"@SadaMath @splunk This would explain the sudden departure of their previous ceo a few months ago $SPLK"
X Link 2022-02-12T00:07Z [----] followers, [--] engagements

"@BornInvestor Miss on earnings $SHOP"
X Link 2022-02-16T14:21Z [----] followers, [--] engagements

"$OKTA is a good business with a good product and in a massive secular growth industry. Revenue growth is excellent (30-50% YoY expected for next few years) yet their valuation has come down considerably (now at [----] levels). I like the long term outlook here alongside $CRWD"
X Link 2022-03-25T19:30Z [----] followers, [--] engagements

"@joecarlsonshow $VEEV Great business SaaS model CRM for healthcare. Sticky business niche industry and incredible balance sheet. One of the top quality SaaS names imo and great way to gain some healthcare exposure through a tech company"
X Link 2022-05-20T16:05Z [----] followers, [--] engagements

"@scottsinvesting We know the advertising space is quite lucrative so will likely end up being a net positive for $NFLX - not sure how their gaming venture will go tho"
X Link 2022-10-03T02:40Z [----] followers, [--] engagements

"$CRM rocketing go ATH Yet baby brother $VEEV sitting near [--] week lows. Business issue or market irrationality Opportunity"
X Link 2023-12-14T04:25Z [----] followers, [---] engagements

"5 companies I dont (yet) own but would consider at the right price $ONON $KYVO $INTU $LULU $ISRG What are your 5"
X Link 2024-01-28T15:08Z [----] followers, [---] engagements

"Some stocks I watch that are at interesting support levels. $ALB (200 Monthly MA) $LULU (100 Daily MA) $TEAM (50 Monthly MA) $ADBE (200 Daily MA)"
X Link 2024-02-17T15:50Z [----] followers, [---] engagements

"@munster_gene Estimates rising stock price declining. Has the market decided were close to a peak in growth Or is $NVDA about to pop near $200 tomorrow"
X Link 2025-11-18T22:52Z [----] followers, [---] engagements

"The masses [--]. Think were in a bubble & it just popped [--]. Are concerned about $NVDA circular financing [--]. Thinks OpenAI will be the next Lehman Brothers And the masses are generally wrong right"
X Link 2025-11-18T23:05Z [----] followers, [---] engagements

"Lets not forget what happened in [----] after the Covid bubble popped. Many of the high flyers are down 70-99% Its exciting to own the high flyers today $NBIS $IREN etc but just remember the market will eventually value these companies on their fundamentals. Stay safe"
X Link 2025-11-18T23:13Z [----] followers, [---] engagements

"Hedge funds were buying $AMZN heavily in Q3 (red box). Were in that red box again right now wonder what theyre doing for Q4 😇 Dont blindly follow the herd but"
X Link 2025-11-18T23:18Z [----] followers, [---] engagements

"Remember the days when the whole market would wait for $AAPL earnings to save the market $AAPL would generally always pull through with a beat. This time its $NVDA who has this role"
X Link 2025-11-19T02:21Z [----] followers, [---] engagements

"Remember almost [--] years ago when $GOOGL had that Bard flop Many wrote them off at that point as "falling behind". [--] years later we have the opposite narrative - Gemini [--] is significantly ahead of competition. This bodes well not only for Gemini adoption but also GCP adoption"
X Link 2025-11-19T15:54Z [----] followers, [--] engagements

"@Mr_Derivatives Pretty much"
X Link 2025-11-19T21:32Z [----] followers, [---] engagements

"Stellar $NVDA quarter. Lets say theres a path to 15T MC in the next 5-10 years. Thats a 3x from todays prices. Obviously would be market beating performance. But what if growth slows and big tech reduces spending Is a tough path to 3x upside worth the downside risk Yes No Yes No"
X Link 2025-11-20T16:38Z [----] followers, [---] engagements

"All the bears that were hiding the last 20hrs after $NVDA earnings have come out to play. Gotta love X"
X Link 2025-11-20T17:28Z [----] followers, [---] engagements

"@Mr_Derivatives $LULU too 🤣"
X Link 2025-11-20T18:37Z [----] followers, [---] engagements

"Big rotation into value/boring stocks today. My dividend growth portfolio is 99% green 🧐 $SHW $ABBV $JNJ to name a few"
X Link 2025-11-21T15:47Z [----] followers, [--] engagements

"This looks like a valuation compression correction. Money rotating from expensive/overvalued AI/growth stocks to boring lower PE safe stocks. Good news is once the rotation is complete my guess is some of our beloved growth names $NVDA $META $PLTR see some relief"
X Link 2025-11-21T16:01Z [----] followers, [---] engagements

"@SelfMadeMastery $ADBE $LULU both cheap from fundamental metrics. Both cheap on technicals. Both have narratives that just need a turnaround"
X Link 2025-11-22T03:24Z [----] followers, [--] engagements

"Agree why does $NVDA feel the need to justify their market position Is there more we dont know thats going to come out in coming weeks Im sorry but this is not even a post to pump Google. Saying congrats to Google but our product is still better on X unsolicited looks terrible. I have no doubts Nvidias product is better. Theyre the kings at what they do. But they have to realize how terrible that post Im sorry but this is not even a post to pump Google. Saying congrats to Google but our product is still better on X unsolicited looks terrible. I have no doubts Nvidias product is better. Theyre"
X Link 2025-11-25T21:09Z [----] followers, [---] engagements

"Strong earnings from companies recently with a beat & raise yet their stock has sold off. Examples $NVDA $PLTR $CRWD USUALLY signals a (short term) market top Im still net long for what its worth. No plans to sell my compounders"
X Link 2025-12-03T01:53Z [----] followers, [---] engagements

"Market decided were getting a cut tomorrow Risk assets (esp BTC) rallying hard"
X Link 2025-12-09T16:18Z [----] followers, [--] engagements

"Although $SPY is at ATH theres some quality businesses trading a relatively attractive valuations. $LULU $NOW $ADBE to name a few. $PEP and $PG as well for traditional compounders. Might still be more downside in some of these but Im watching closely. Quality names"
X Link 2026-01-08T01:36Z [----] followers, [---] engagements

"Do you think $NOW can hit $110"
X Link 2026-01-09T21:01Z [----] followers, [---] engagements

"@mukund @OpenAI Agree. Have shifted to $googl Gemini. Guided learning is also great"
X Link 2026-01-13T21:21Z [----] followers, [---] engagements

"@DimitryNakhla This name is likely surpressed until the massive acquisition is past"
X Link 2026-01-16T01:01Z [----] followers, [--] engagements

"$NOW is well positioned for AI. These 40-50% drawdowns dont come around that often. Previous drawdowns include: -43% in April [----] -52% in October [----] -34% in March [----] All [--] were macro related. This time its a mix of macro/business so the recovery might be slower @CCM_Brett $NOW by a country mile heres why https://t.co/MRnXrN2TRN @CCM_Brett $NOW by a country mile heres why https://t.co/MRnXrN2TRN"
X Link 2026-01-16T20:06Z [----] followers, [---] engagements

"Since the GFC $INTU has only breached the [---] weekly MA a handful of times. Even during Covid lows we closed above it. Today we closed below this level. The only other time we closed decisively below this level was during the [----] correction - which marked the lows"
X Link 2026-01-17T01:14Z [----] followers, [---] engagements

"Things are getting interesting. $NOW @fiscal_ai"
X Link 2026-01-22T20:09Z [----] followers, [--] engagements

"SaaS names have a bounce today and my X feed is overwhelmed with bull cases and reasons why SaaS is cheap. I agree but just funny to see how the narrative changes daily solely on stock price movement. $NOW $TEAM $GTLB $ADBE"
X Link 2026-01-22T21:26Z [----] followers, [---] engagements

"👀 $NOW $TEAM $INTU $CRM"
X Link 2026-01-23T00:45Z [----] followers, [---] engagements

"Another buying opp in $LULU upcoming. BREAKING: President Trump says he will impose a 100% tariff on ALL Canadian goods and products if Canada makes a trade deal with China. Just [--] days ago Canada announced a new "strategic partnership" with China. We are back to step #1 of the tariff playbook. https://t.co/B2ltW98Dkm BREAKING: President Trump says he will impose a 100% tariff on ALL Canadian goods and products if Canada makes a trade deal with China. Just [--] days ago Canada announced a new "strategic partnership" with China. We are back to step #1 of the tariff playbook."
X Link 2026-01-24T15:09Z [----] followers, [---] engagements

"@LiebermanAustin Focus on quality businesses. We hear this all the time but it's easy to get sucked into the trap of chasing high flyers or growth stories that haven't proven themselves. Sometimes focusing on the most obvious names like $NVDA $GOOGL $AMZN etc. is all you need"
X Link 2026-01-24T15:11Z [----] followers, [--] engagements

"@samsolid57 $ADBE is an obvious one. No narrative change in sight (yet)"
X Link 2026-01-24T15:13Z [----] followers, [--] engagements

"Can you imagine what happens when large enterprise companies go and build their own IT platform and CRM $CRM and $NOW to $0 with @claudeai Security reliability compliance etc. are non-issues. No one cares about that anyways. /s"
X Link 2026-01-24T15:21Z [----] followers, [--] engagements

"The boom in "Vibe coding" is similar to the software boom when companies created their own proprietary tools. Yes many of them still use these ancient tools - not because they want to but because the pain of switching is too much. Will they make the same mistake again"
X Link 2026-01-24T15:24Z [----] followers, [--] engagements

"Could @chamath be working with $DUNEU for this new SaaS Deal https://youtu.be/iml2nyktVB4 https://youtu.be/iml2nyktVB4"
X Link 2021-01-21T19:38Z [----] followers, [--] engagements

"AI might be a risk to small niche software companies. But to think this replaces companies like $CRM $NOW $WDAY etc. is silly. When companies adopt these products theyre making a long term investment. Moving off these products for large scale enterprises is too painful"
X Link 2026-01-22T21:31Z [----] followers, [---] engagements

"Havent read the details yet but if these headlines are true - this is a huge vote of confidence for $NOW $NOW CEO Bill McDermott redoes exec comp package to tie his pay more to ServiceNow stock performance over the next [--] yrs. He's also signed on to stay as CEO through the end of [----]. https://t.co/PwimRsJF3K $NOW CEO Bill McDermott redoes exec comp package to tie his pay more to ServiceNow stock performance over the next [--] yrs. He's also signed on to stay as CEO through the end of [----]. https://t.co/PwimRsJF3K"
X Link 2026-01-28T21:41Z [----] followers, [---] engagements

"$NOW might be the next big winner over the next [--] years. Doesn't mean a bottom is in (yet) but current prices look appealing. Earnings were solid. Conference call was exactly what we needed for reassurance. CEO took the speculation head on proactively instead of dodging it"
X Link 2026-01-29T14:18Z [----] followers, [---] engagements

"@qcapital2020 I agree. Stick to platforms move away from one man shows. $NOW $CRM and other platforms likely to see nice compounding in future years"
X Link 2026-01-29T15:40Z [----] followers, [----] engagements

"@zerohedge Cant blame OpenAI for this too can we"
X Link 2026-01-29T22:54Z [----] followers, [---] engagements

"To have a strong bear case on companies like $NOW $CRM - look at what SMB/MM customers are purchasing INSTEAD of these tools. Then study how those tools compare to the names above. If some new vibe coded startup is capturing a lot of these customers worth paying attention to"
X Link 2026-01-29T22:59Z [----] followers, [--] engagements

"@Brian_Stoffel_ $NOW probably getting a good chunk of that 😋"
X Link 2026-01-30T17:54Z [----] followers, [---] engagements

"Installed $DUOL last week. It pesters me everyday to open the app. Uninstalling it today"
X Link 2026-01-30T17:57Z [----] followers, [--] engagements

"Likely talking up hype for personal gain again (without public being transparent). Looks like social capital does have an indirect investment in spaceX through an acquisition. Maybe hes also back in $TSLA A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are obvious. If this were to happen it would also bring us one step closer to having one equity A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising"
X Link 2026-01-31T00:09Z [----] followers, [---] engagements

"@stats_feed @SteveSaretsky @grok what was population growth in each country over the same period of time"
X Link 2026-02-01T16:35Z [----] followers, [--] engagements

"I agree with this. Those in the SaaS field can probably attest to this as well. $CRM like many companies are just trying whatever they can (because of market pressure) but more often than not its going to LOSE them money. SaaS is NOT dead. https://youtu.be/TbIPUVkImGEsi=VU2GfGYCMDy7W5Wb https://youtu.be/TbIPUVkImGEsi=VU2GfGYCMDy7W5Wb"
X Link 2026-02-01T18:12Z [----] followers, [--] engagements

"@mdsmaldon What is this graph telling us That adoption rate for CRMs in general is increasing Or adoption rate for $CRM Salesforce specifically is increasing"
X Link 2026-02-01T18:15Z [----] followers, [---] engagements

"Claude code is a game changer. But does it destroy SaaS Lets take a company like $CRM for example. Its not just a crm tool - they do service cpq marketing ipaas data etc. To build something comparable youd need expertise in all these areas. Sure Claude can"
X Link 2026-02-01T18:28Z [----] followers, [--] engagements

"whip something up but how would you know if its actually the product feature & functionality that users want How would you know its solving problems that $CRM currently does Many are thinking too closed minded right now imo. I absolutely agree that Claude code can"
X Link 2026-02-01T18:28Z [----] followers, [--] engagements

"@mukund @tanayj Now is $GOOGL going to make $MSFT dance Only right to return the favor"
X Link 2026-02-03T19:27Z [----] followers, [--] engagements

"During this sector wide selloff Im trying to focus on my highest conviction names to add to. Theres so many choices of companies to buy but as always focusing on the best of the best pays off over time"
X Link 2026-02-03T20:29Z [----] followers, [--] engagements

"@Mr_Derivatives Brutal. But feels quite irrational"
X Link 2026-02-04T00:29Z [----] followers, [---] engagements

"A bit of relief $MNDY $ADBE $INTU $CRM $NOW Relief day tomorrow while we wait for $GOOGL and $AMZN reports Relief day tomorrow while we wait for $GOOGL and $AMZN reports"
X Link 2026-02-04T21:22Z [----] followers, [---] engagements

"@Mr_Derivatives Probably but will also hinge heavily on $AMZN leading the way"
X Link 2026-02-05T19:26Z [----] followers, [----] engagements

"@mukund Thanks for sharing Will take a look Would love to hear any challenges you came across building it"
X Link 2026-02-05T22:35Z [----] followers, [---] engagements

"@mukund @Replit Thanks for sharing. So this is a good example - because at what point would you outgrow this And at that point does it make more sense to pay for an existing CRM vs spending time or a hiring a crm specialist to add new features/functionality"
X Link 2026-02-05T22:39Z [----] followers, [---] engagements

"@mukund @Replit Makes sense to me. This does expose software companies that target Start ups/smb. But seems like enterprise focused software could ultimately benefit here. So many unknowns but appreciate your insight on this"
X Link 2026-02-05T22:47Z [----] followers, [---] engagements

"@mukund The whole sector needs to take a breath. Seems like if youre a SaaS company right now whatever you report isnt going to be good enough. Heck $META posted excellent results and faded its whole earnings pop"
X Link 2026-02-06T13:35Z [----] followers, [---] engagements

"@WOLF_Financial Why is $AAPL even on this image. $ORCL should be there"
X Link 2026-02-08T19:33Z [----] followers, [--] engagements

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