Today I was up 1.5% , guess my saas bags are heavy & here is why

I own stock quality stocks (in my opinion) such as MSFT, NOW, TEAM and UBER

My question is at what point this inverse correlation between AI stocks and SaaS stocks gonna end???

In my opinion, AI for sure will be huge thing but that doesn’t mean I gonna create a Shopify store from Claude just to save some pennies and leave all the 10 year data in Shopify for it (I don’t own SHOP stock but I am a merchant on Shopify and sell products. So, just giving you a real life example here)

Having said that I don’t know about few other saas stocks such as intuit or Duol (not saying its bad or good)

Edit:- forgot to add, on my shopify store I used to use 6-7 apps such as country redirections or estimates of shipping time. Claude just replaced those kind of apps from a code so now I don’t need to pay extra fee for those apps.

Do you have any similar real life story here??

Other than “AI gonna eat saas lunch”

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u/Hi_Keyboard_Warriors — 12 days ago

Whatever I touched becomes a real turd…!

So back in 2022 brought Meta at $240 plunged to $88.

Same with Netflix.

Now move forward to 2026, I touch saas stocks such as MSFT, TEAM, NOW

All falling like there is no tomorrow.

Follow for more tips & tricks 🤥

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u/Hi_Keyboard_Warriors — 13 days ago

A plant 🪴 I sow 2 years ago…!

Heading to my first 1000 orders.

Not gonna say “I made it” as everyone knows in drop shipping it’s around 30-35 profit margin if you include every cost.

Not flexing anything, just keep going.

shit is real and it’s working.

Note:- $145K in revenue.

General Electronics store, Aliexpress 90% & 10% own inventory.

Meta ads over google (as Google sometimes very costly)

u/Hi_Keyboard_Warriors — 25 days ago

Trader and longer term investor (can I become both in NZ)

All these AI agents saying big fat YES but I want to ask real humans on Rddt.

Also, Gemini says use 2 different brokerage for better accountability.

What’s your opinion about this?

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u/Hi_Keyboard_Warriors — 29 days ago

Am I using margin correctly?

About $64000 Ex liq and $38500 Maint Margin.

ChatGPT says, Looking at the screenshots, I’d describe this portfolio as moderately leveraged but not dangerously leveraged.

But I Want to ask the real humans….!

u/Hi_Keyboard_Warriors — 1 month ago

F@uck Google ads… real time and money waste.

I was ignoring Meta ads since 2023 (inception of my store) and I was burning money on google ads every single day.

Didn’t aware that my store needed a different ad platform.

Google ain’t for everyone (f*ucking $10 per click and your budget gone in a click 🤣)

Note:- none of your private messages will be replied back, if you have questions ask in comments. (Not gonna sell anything)

u/Hi_Keyboard_Warriors — 1 month ago

Why SaaS were up today? Isn’t Anthropic gonna kill each one of them?

I heard Anthropic gonna make its own entire earth 🌍….!

Ok, Now just tell me why it was up today?

Is it a technical rebound or some kind of news out there?

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u/Hi_Keyboard_Warriors — 2 months ago

If you’re up 3% today, congratulations you’re not following the rat race.

At this point holding SaaS companies in your portfolio acting like hedge against overhyped sectors.

>!Position:- full port saas!<

Edit:- Rats 🐀 getting wild 😝 in the comments section.

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u/Hi_Keyboard_Warriors — 2 months ago