#Software / SaaS · Pundit Scoreboard · Stock calls
81 calls
40 decided
18 hits
5 partial
17 misses
41 pending
🏆 The Scoreboard
⚡ Short <60 days
📈 Mid 60-360 days
🌳 Long >360 days
💡 Three time horizons: Short <60d · Mid 60-360d · Long >360d
💰 Avg P/L = equal-weight blind-follower model — average return per decided call
💸 Spectacular Misses
Sorted by loss magnitude. Up to 3 cards per pundit.
CRWD LONG
Next discipline, you're a little bit too overweighted in Crowd Strike, but I do like Crowd Strike very much. Why don't you take it down a percent? Just take it…
VS Reality
Miss: P/L -6534.0% · vs SPY -8618.0%
CRM LONG
the worst stock of of all my worst Loser by far this year is Salesforce... my favorite situation is when a stock is moving in the wrong direction when people a…
VS Reality
Miss: P/L -3365.0% · vs SPY -6979.0%
ADBE SHORT
the intrinsic value for a 10 expected return is 238 which means that at these growth rates at these growth rates 15 the stock price is too high
VS Reality
Miss: Entry $398.41 → Exit $407.69 · P/L -2.3% · vs SPY -55.9% · Target $238.00
CRWD LONG
the franchise value and market growth
going to continue and what is the future
Catalyst for outperformance after this
trying time and we re we reconfirmed
that…
VS Reality
Miss: Entry $398.07 → Exit $441.40 · P/L +10.9% · vs SPY -5.4%
RBLX LONG
Roblox goes higher. Dave Bazooki. It turns out to be the real deal.
VS Reality
Miss: P/L -5448.0% · vs SPY -7671.0%
CRM LONG
a new addition to the portfolio is Salesforce I just recently bought into this one this year I'm still confident over time that my Salesforce buy will prove to…
VS Reality
Miss: Entry $273.86 → Exit $165.84 · P/L -39.4% · vs SPY -85.4%
NOW LONG
I am I am never going to say a bad word about service now. If you want to buy some, I am certainly going to greenlight that.
VS Reality
Miss: P/L -4475.0% · vs SPY -6911.0%
ADBE LONG
I revisit Adobe today because I think it's an interesting one to look at I think that investors are more likely to make money today than lose money I believe t…
VS Reality
Miss: Entry $389.61 → Exit $248.15 · P/L -36.3% · vs SPY -52.7%
🎯 Spot-On Calls
Sorted by realized gain. Up to 3 per pundit.
ANET LONG
Their two biggest customers are Microsoft and Meta. They are pretty bullish on capital spending in general. Capital spending plans on AI seem to be very hot...…
VS Reality
Bullseye: P/L +5340.0% · vs SPY +3324.0%
RBLX LONG
there's a lot of companies that are going to benefit because of how enabling AI is... Roblox is a company that you may not think benefit from AI... if you can …
VS Reality
Bullseye: Entry $31.97 → Exit $82.26 · P/L +157.3% · vs SPY +145.8%
ANET LONG
Arisa Network is down way too much. Jri Yal is a winner. This stock is being treated as if it's a loser. I want to buy it right here at 70.
VS Reality
Bullseye: Entry $70.76 → Exit $172.55 · P/L +143.9% · vs SPY +110.0%
ADBE SHORT
right now I don't believe this company is as attractive as an investment as many investors believe and that's because I continue to be concerned about the comp…
VS Reality
Bullseye: Entry $536.87 → Exit $349.36 · P/L +34.9% · vs SPY +16.5%
CRWD LONG
the stock momentum is crazy. It just hit new all-time highs and still has a ton of gas left in the tank... I would look at 430 strike calls dating out to the e…
VS Reality
Bullseye: Entry $428.92 → Exit $468.76 · P/L +9.3% · vs SPY -4.8% · Target $430.00
ANET LONG
I'm a fan of Arista Networks, which is some of the best tech... I think the stock has come down way too. I mean, this thing is down 44% from this is a fantasti…
VS Reality
Bullseye: Entry $75.29 → Exit $176.91 · P/L +135.0% · vs SPY +102.9%
RBLX LONG
when the Roblox Creator Community starts to run their franchises like that they'll start to increase the opportunity size to become a a player in the global Co…
VS Reality
Bullseye: Entry $36.56 → Exit $66.43 · P/L +81.7% · vs SPY +72.3%
ANET LONG
this one also Meta and Microsoft have both been 10% customers. They both signaled strong capital spending... it does seem like there's a backdrop of spending. …
VS Reality
Bullseye: Entry $98.54 → Exit $157.69 · P/L +60.0% · vs SPY +39.1%
ANET LONG
I think Arisa can put those doubts to rest when it's, you know, I honestly they can and that means it's a buy ahead of the quarter. Never count out CEO Jolal. …
VS Reality
Bullseye: Entry $91.02 → Exit $172.70 · P/L +89.7% · vs SPY +61.1%
RBLX LONG
I think we're so early in the story of ugc and this is really just starting to come along as you this is going to be a major Market
VS Reality
Bullseye: Entry $36.56 → Exit $66.43 · P/L +81.7% · vs SPY +72.3%
PANW LONG
given that the stock is looking bullish but the overall Market remains in a correction it may be hard for investors to want to go along here but what if there …
VS Reality
Bullseye: Entry $97.25 → Exit $123.26 · P/L +26.8% · vs SPY +16.2%
🔮 Pending Verdicts
Bold calls whose horizon hasn't expired yet. Bullseye or miss?
CRM LONG
I see this one [Salesforce] working its way above $300 per share in the future and that will put me well into the green
VS Reality
Horizon: 2026-09-13 · 14 days remaining
ADBE LONG
Adobe's got a fan-freaking-tastic valuation right now... 0.97 peg, so under a one peg... not a horrible call to look for a bottom in Adobe... Adobe is one of t…
VS Reality
Horizon: 2026-11-15 · 77 days remaining
PANW LONG
This is a stock for the long haul and one that should be added to long over time.
VS Reality
Horizon: 2026-11-23 · 85 days remaining
ADBE LONG
Adobe stock now looks like Google in April. Therefore, you can expect 50 to 100% upside in the next 12 months
VS Reality
Horizon: 2026-12-03 · 95 days remaining
CRWD LONG
Got to stick with the high quality ones. Got to [music] stick with Crowd Strike or Palo Alto Networks
VS Reality
Horizon: 2026-12-18 · 110 days remaining
XYZ LONG
if Block enables stable coins and Jack has hinted that... if there's demand pull uh he will uh and Block will satisfy it and I think there is going to be deman…
VS Reality
Horizon: 2026-12-31 · 123 days remaining
INTU LONG
I increased my position and into it by $5,000 raising it up to one of the major Holdings of my portfolio it's now almost a $49,000 position and this is a compa…
VS Reality
Horizon: 2026-10-09 · 40 days remaining
PANW LONG
Got to stick with the high quality ones. Got to [music] stick with Crowd Strike or Palo Alto Networks
VS Reality
Horizon: 2026-12-18 · 110 days remaining
XYZ LONG
I think this is just the beginning of US adoption. So I do think the dimminimous tax exemption comes into play... Merchants will then train their staff... I th…
VS Reality
Horizon: 2026-12-31 · 123 days remaining
CRM LONG
Salesforce CRM... I think you're going to see this one really, really outperform.
VS Reality
Horizon: 2026-12-31 · 123 days remaining
INTU LONG
I actually think the discount on Intuit right now is obscene. I think this is a thousand-dollar stock.
VS Reality
Horizon: 2027-03-24 · 206 days remaining
CRWD LONG
I still believe this is a powerful secular growth story for 2026 ... I still think that's Palo Alto, but more importantly, it's CrowdStrike.
VS Reality
Horizon: 2026-12-31 · 123 days remaining
XYZ LONG
I think that's exactly what happens from the free market... That's exactly what Block did. And now you... have another competitor that is a really strong compe…
VS Reality
Horizon: 2027-01-08 · 131 days remaining
DUOL LONG
I also I'm really starting to like Duolingo, d u o l. This one, in my opinion, is one of the most obvious buys right now.
VS Reality
Horizon: 2027-03-24 · 206 days remaining
PANW LONG
I believe this company [Palo Alto Networks] is a compounding machine... this is one that I think you can buy at a higher valuation than most companies and stil…
VS Reality
Horizon: 2027-04-10 · 223 days remaining
INTU LONG
This particular stock is currently sitting at a PEG ratio of just 0.95. It's Intuit. ... what do I actually think the eventual price target for this sort of co…
VS Reality
Horizon: 2027-04-15 · 228 days remaining