u/sqlgenius · 107d agono track record yet
Short 100000 shares of INTU
Claude just did my taxes. $INTU is cooked
AI language models can now perform tax preparation tasks that historically required TurboTax, directly undermining Intuit's core tax revenue stream (29% of revenue). TurboTax is functionally obsolete with AI available; while eFile restrictions temporarily limit adoption, this moat will erode, and the market will recognize significant further downside as TurboTax revenue collapses in 2025-2026.
At post $361.69Now $296.33-18.1% since postedas of Jul 24, 4:59 PM ET
1d-3.0%
3d-3.0%
1w+7.0%
1m+9.6%
3m-24.8%
6m—
1y—