$INTU

2 theses
bullish 50%neutral 0%bearish 50%
Avg return (1m)
+9.6%
Win rate (1m)
0% (1 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:59 PM ET
$INTUYOLObullish
u/Background_Ranger917 · 22d agono track record yet
Long 300 shares of INTU

INTUit gonna SKYROKET 🚀🧨💸

Intuit's QuickBooks dominance and sticky customer base ensure revenue resilience despite AI disruption concerns. The company's aggressive AI integration (Claude partnerships, AI-assisted features) and CEO's upcoming earnings call messaging will drive stock appreciation to $450+.

At post $383.93Now $284.22-26.0% since postedas of Jun 10, 4:59 PM ET
1d-20.0%
3d-16.7%
1w-19.8%
1m
3m
6m
1y
original post →
$INTUDDbearish
u/sqlgenius · 62d 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 $284.22-21.4% since postedas of Jun 10, 4:59 PM ET
1d-3.0%
3d-3.0%
1w+7.0%
1m+9.6%
3m
6m
1y
original post →

End of results.