$ADBE Why would you ever say "no" to this? Ignore the noise and you will see one of the most profitable businesses in the world, trading at a never seen discount

ServiceNow $NOW compared to the psychology of a market cycle 😳 "Be greedy when others are fearful" Did you buy any SaaS stocks already? $ADBE $ZETA

Todays Mag7 vs. 2000s Mag7 Todays Tech companies are healthier, more proftable & better valued than in 2000s Peak - by far! $SPX $SPY $MSFT $GOOG $META $AMZN $NVDA $TSLA $AAPL

Im certain in the following years many will miss this opportunity, will remember it and say: "man, the signs were obvious. But I listened to the masses..."

$NOW $NVDA CEO is super bullish on ServiceNow. Why not you? If Jensen doesnt assume a disruption of SaaS due to AI why are you? Many of the best CEOs in the world are telling us, that AI will even accelerate their software business. ACCELERATE!

$ADBE I love the smell of fear. It means wonderful companies to cheap prices

$HIMS Dont get fooled here 🟥 Discounts are never bullish! My interpretation is that Hims will struggle to meet their revenue expectations for Q1 2026, hence the cost reductions. This will further squeeze margins. Not good

$ADBE $NOW $ZETA $RBRK

The #SaaSpocalypse is here. Drawdowns from ATH: 🔴 $ADBE -61% 🔴 $CRM -47% 🔴 $NOW -56% 🔴 $ZETA -35% 🔴 $RBRK -51% There is blood in the Saas Streets. Extreme Fear. You know what that means.

$NVDA Jensen at the Cisco AI Summit: "Software is a tool." Would an AGI use those tools (like a calculator) or reinvent new tools? "Of course it would use a calculator" That says it all. Bullish SaaS $NOW $ADBE $CRM $ZETA https://t.co/LtVAZ0qyDD

$NOW ServiceNow has now fallen as far from its ATH as it did during the bear market in 2022. RSI even more oversold! Fantastic business, great management. Risk/Reward ratio clearly favors the reward side from here.

Who is doubling down on this beaten stock?

$PYPL What happens next? Listen, its make or break time for PayPal. I expect GOOD Q4 2025 earnings and GREAT guidance for 2026. If guidance only comes in line with expectations, I need to make drastic decisions

Doomsday prophets are often just desperate. They realize, they are invested too little or (worst case) not at all. They will always sit on +50% cash and wish for a crash. Funny thing tho, while they are waiting on the sideline, we already make money. Long term bulls always win

Stop being opportunistic. Start building conviction. If you only follow the masses your return will be like the masses. $SPX $QQQ

High quality companies always recover. Your job is to find those kind of companies and have the conviction to hold it. Thats the key. $NOW $ADBE $RBRK $PYPL $NKE $NVO will all recover eventually

$NVO Wegovy pill crushes all expectaions 💥 However, it should not be forgotten that the injectable alternatives were launched in a much earlier market environment and that the hype surrounding weight loss injections was just beginning. Still impressive stuff by Novo Nordisk

$PYPL good moment for Paypal to turn the ship around. Testing the tarrif lows from april 2025 atm. Weekyl RSI nearly oversold as well. If this level cant hold support we see $50 next

$PYPL Everybody hold on tight! PayPal finished a day green 🟢

Im out of Micron. Made 4x my initial investment. Mission accomplished💸 $MU is still a cyclical business, even though it has a better foundation now than in the last hype cycle. I wrote about the RSI and selloff correlation between now and 2015. I rotated the gains in SaaS.