Home / BXHub

Balder @Balder13946731 · May 17

本周除了周三 $NVDA 的财报以外，还有 $HD $WMT 的财报，他们是可以通过 $COST 侧击的。

同时 $VRT 的财报也值得关注， $ZM $WDAY 可能会对软件股的复苏形成支撑（或者再一次打回原形）

RonnieV @TheRonnieVShow · Feb 27

RT Value SnapShot
Sector Heat Map 2026 YTD:

Winners:
- Energy & Materials $BE $ENPH $OXY
- Industrials: $DE $FDX $CAT
- Materials: $ATI $FCX $NEM

Losers:
- Software & Cloud $TEAM $WDAY $INTU
- AI & Machine Learning $U $AI $UPST
- Cybersecurity $RPD $ZS $VRNS

Do you hold more winners or losers?

$AI $ATI $BE $CAT $DE $ENPH $FCX $FDX $INTU $NEM $OXY $RPD $TEAM $U $UPST $VRNS $WDAY $ZS

Black Panther Capital @BlackPantherCap · Feb 26

Is SaaS dead?

Here’s what’s actually happening.

SaaS stocks have dropped 20–30% since late 2025.

$CRM (Salesforce)
$NOW (ServiceNow)
$WDAY (Workday)
$DDOG (Datadog)
$SNOW (Snowflake)
$ADBE (Adobe)
$HUBS (HubSpot)
$ORCL (Oracle)

All hit. Hard.

The fear?

AI agents replace seat-based software. No seats = no revenue.

But here’s the thing Jensen Huang just said after $NVDA posted $68B in quarterly revenue, up 73% year over year:

“The markets got it wrong.”

His argument is simple.

AI agents don’t replace tools like Salesforce or ServiceNow.

They use them.

Agents still need the data.

They still need the infrastructure.

They still need the workflow.

And Bank of America called it an “indiscriminate selloff.”

Their logic?

The bear case for SaaS relies on two things that can’t both be true at the same time.

AI capex collapsing AND AI being so powerful it wipes out entire industries.

Pick one. You don’t get both.

The real SaaSmageddon isn’t death. It’s a regime shift.

Seat-based pricing is dying.

Outcome-based pricing is the future.

The companies that adapt survive.

The ones that don’t? Gone.

This is not a macro problem. This is a business model problem.

And the market is pricing in extinction when the real story is transformation.

Note: This is NOT financial advice.

$ADBE $CRM $DDOG $HUBS $NOW $NVDA $ORCL $SNOW $WDAY

Ben Pouladian @benitoz · Feb 21

Benioff invited Sam Altman to Dreamforce like a king welcoming a Trojan horse.

Now OpenAI is telling investors they’re coming for $CRM $WDAY $ADBE $TEAM.

The app software layer is cooked.

Infra > Apps.

Always has been. 🔥

$ADBE $CRM $TEAM $WDAY

RonnieV @TheRonnieVShow · Feb 8

“Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett

Software & Cloud Sector: -19.9% YTD 🔴

Ranked by largest declines:
1. $HUBS HubSpot -39.2%
2. $TEAM Atlassian -38.8%
3. $NOW ServiceNow -31.7%
4. $INTU Intuit -29.5%
5. $ORCL Oracle -27.0%

6. $CRM Salesforce -24.6%
7. $ZS Zscaler -24.1%
8. $SNOW Snowflake -22.3%
9. $WDAY Workday -20.8%
10. $ADBE Adobe -19.5%

11. $PLTR Palantir -19.0%
12. $DDOG Datadog -16.5%
13. $VEEV Veeva -16.3%
14. $MSFT Microsoft -15.2%
15. $MDB MongoDB -13.8%

16. $CRWD CrowdStrike -12.8%
17. $NET Cloudflare -11.6%
18. $PANW Palo Alto -11.2%
19. $CYBR CyberArk -10.0%
20. $FTNT Fortinet +6.3%

Are you being greedy on SaaS here?

$ADBE $CRM $CRWD $CYBR $DDOG $FTNT $HUBS $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $PLTR $SNOW $TEAM $VEEV $WDAY $ZS

RonnieV @TheRonnieVShow · Feb 8

“Be fearful when others are greedy, and greedy when others are fearful.” - Warren Buffett

Software & Cloud Sector: -19.9% YTD 🔴

Ranked by largest declines:
1. $HUBS HubSpot -39.2%
2. $TEAM Atlassian -38.8%
3. $NOW ServiceNow -31.7%
4. $INTU Intuit -29.5%
5. $ORCL Oracle -27.0%

6. $CRM Salesforce -24.6%
7. $ZS Zscaler -24.1%
8. $SNOW Snowflake -22.3%
9. $WDAY Workday -20.8%
10. $ADBE Adobe -19.5%

11. $PLTR Palantir -19.0%
12. $DDOG Datadog -16.5%
13. $VEEV Veeva -16.3%
14. $MSFT Microsoft -15.2%
15. $MDB MongoDB -13.8%

16. $CRWD CrowdStrike -12.8%
17. $NET Cloudflare -11.6%
18. $PANW Palo Alto -11.2%
19. $CYBR CyberArk -10.0%
20. $FTNT Fortinet +6.3%

Are you being greedy on SaaS here?

$ADBE $CRM $CRWD $CYBR $DDOG $FTNT $HUBS $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $PLTR $SNOW $TEAM $VEEV $WDAY $ZS

RonnieV @TheRonnieVShow · Feb 3

$ADBE $CRM $CRWD $DDOG $INTU $MDB $MSFT $NET $NOW $ORCL $PANW $SNOW $TEAM $WDAY $ZS