Amazon - king of value
Amazon has improved all foundational business segments while trading at a historically depressed PE of ~20, despite being a diversified tech leader in e-commerce, cloud, AI, and media. With Anthropic's upcoming IPO and strong competitive positioning across multiple high-growth industries, the stock deserves a valuation premium and should appreciate significantly from current levels.
At post $253.71·Now $239.00-5.8% since posted9m ago
1d—
3d+1.9%
1w-1.6%
1m-1.5%
3m—
6m—
1y—
The SaaS reversal will be glorious
SaaS selloff is an overreaction driven by weak hands and algorithmic selling despite solid earnings. Current valuations represent attractive entry points similar to Meta and Google; stronger SaaS companies will benefit from AI adoption through consumption-based pricing models.
At post $238.98·Now $255.52+6.9% since posted9m ago
1d+2.7%
3d+2.7%
1w+3.0%
1m+2.4%
3m-8.6%
6m+7.4%
1y—
The SaaS reversal will be glorious
SaaS selloff is an overreaction driven by weak hands and algorithmic selling despite solid earnings. Current valuations represent attractive entry points similar to Meta and Google; stronger SaaS companies will benefit from AI adoption through consumption-based pricing models.
At post $258.11·Now $368.00+42.6% since posted9m ago
1d-1.8%
3d-1.8%
1w-2.8%
1m+26.4%
3m+18.2%
6m+41.9%
1y—
The SaaS reversal will be glorious
SaaS selloff is an overreaction driven by weak hands and algorithmic selling despite solid earnings. Current valuations represent attractive entry points similar to Meta and Google; stronger SaaS companies will benefit from AI adoption through consumption-based pricing models.
At post $84.78·Now $107.85+27.2% since posted9m ago
1d+6.4%
3d+6.4%
1w+4.2%
1m+20.5%
3m+12.6%
6m+76.4%
1y—
The SaaS reversal will be glorious
SaaS selloff is an overreaction driven by weak hands and algorithmic selling despite solid earnings. Current valuations represent attractive entry points similar to Meta and Google; stronger SaaS companies will benefit from AI adoption through consumption-based pricing models.
At post $172.55·Now $233.31+35.2% since posted9m ago
1d+2.8%
3d+2.8%
1w+1.9%
1m+3.9%
3m-5.7%
6m+40.5%
1y—
UNH is a steal
UNH has been oversold due to policy panic, but the selloff is overblown and likely temporary given Trump's negotiation patterns. At sub-$300 valuations with a 15-16x forward P/E for 2026 and 2.5% dividend yield, the stock represents a solid buying opportunity.
At post $277.22·Now $412.19+48.7% since postedas of Oct 27, 11:15 AM ET
1d+4.0%
3d+1.5%
1w+0.5%
1m+1.4%
3m+26.4%
6m+50.8%
1y—