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[@buckbid](/creator/twitter/buckbid)
"Still a little mystified with the weakness in pockets of software. In a few months gotta think the AI risk narrative likely dissipates These should do ok from current levels: $CSU $WDAY $TYL IT services/info services $ACN $GIB $VRSK"  
[X Link](https://x.com/buckbid/status/1967705170067984622) [@buckbid](/creator/x/buckbid) 2025-09-15T21:40Z 1236 followers, 1798 engagements


"$VRSK decent r/r here"  
[X Link](https://x.com/buckbid/status/1953104480712397001) [@buckbid](/creator/x/buckbid) 2025-08-06T14:42Z 1236 followers, XXX engagements


"Several things quietly down lots: core enterprise software is getting interesting again particularly: $now $wday $rop IT services plug nose and buy here will look good in XX mths: $acn $gib.a In payments/ bank software hard to see bad outcome buying $FI at 11x XX eps"  
[X Link](https://x.com/buckbid/status/1954986767767032300) [@buckbid](/creator/x/buckbid) 2025-08-11T19:22Z 1236 followers, 7754 engagements


"What are you thinking if youre selling $CSU today at $3625"  
[X Link](https://x.com/buckbid/status/1971645349896114482) [@buckbid](/creator/x/buckbid) 2025-09-26T18:37Z 1236 followers, 1728 engagements


"Any good reading resources out there on $ICE Intercontinental Exchange"  
[X Link](https://x.com/buckbid/status/1973468473469837639) [@buckbid](/creator/x/buckbid) 2025-10-01T19:22Z 1236 followers, XXX engagements


"Extent of pullback in some of the alts like $owl $ares $kkr is a little puzzling"  
[X Link](https://x.com/buckbid/status/1973777931819425893) [@buckbid](/creator/x/buckbid) 2025-10-02T15:51Z 1236 followers, XXX engagements


"$SPGI and $ICE deserve a little look here"  
[X Link](https://x.com/buckbid/status/1974102077430513768) [@buckbid](/creator/x/buckbid) 2025-10-03T13:19Z 1236 followers, 9477 engagements


"When is software going to work again $now $rop $wday"  
[X Link](https://x.com/buckbid/status/1974124270935814152) [@buckbid](/creator/x/buckbid) 2025-10-03T14:47Z 1236 followers, XXX engagements


"@JerryCap $vrsk $fi"  
[X Link](https://x.com/buckbid/status/1978830770467742163) [@buckbid](/creator/x/buckbid) 2025-10-16T14:29Z 1236 followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@buckbid "Still a little mystified with the weakness in pockets of software. In a few months gotta think the AI risk narrative likely dissipates These should do ok from current levels: $CSU $WDAY $TYL IT services/info services $ACN $GIB $VRSK"
X Link @buckbid 2025-09-15T21:40Z 1236 followers, 1798 engagements

"$VRSK decent r/r here"
X Link @buckbid 2025-08-06T14:42Z 1236 followers, XXX engagements

"Several things quietly down lots: core enterprise software is getting interesting again particularly: $now $wday $rop IT services plug nose and buy here will look good in XX mths: $acn $gib.a In payments/ bank software hard to see bad outcome buying $FI at 11x XX eps"
X Link @buckbid 2025-08-11T19:22Z 1236 followers, 7754 engagements

"What are you thinking if youre selling $CSU today at $3625"
X Link @buckbid 2025-09-26T18:37Z 1236 followers, 1728 engagements

"Any good reading resources out there on $ICE Intercontinental Exchange"
X Link @buckbid 2025-10-01T19:22Z 1236 followers, XXX engagements

"Extent of pullback in some of the alts like $owl $ares $kkr is a little puzzling"
X Link @buckbid 2025-10-02T15:51Z 1236 followers, XXX engagements

"$SPGI and $ICE deserve a little look here"
X Link @buckbid 2025-10-03T13:19Z 1236 followers, 9477 engagements

"When is software going to work again $now $rop $wday"
X Link @buckbid 2025-10-03T14:47Z 1236 followers, XXX engagements

"@JerryCap $vrsk $fi"
X Link @buckbid 2025-10-16T14:29Z 1236 followers, XXX engagements

creator/twitter::1055618183699156992/posts
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