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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is seeing intense community speculation ahead of its upcoming earnings report, with traders debating whether a recent surge in bullish call buying reflects a potential breakout or an orchestrated trap. Investors are heavily focused on the company's growth catalysts, including the removal of day-trading restrictions and a substantial share buyback program, while contending with stagnant price action near key support levels.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing significant volatility as investors debate whether AI adoption will act as a major growth catalyst or a competitive threat to its core business. The community remains deeply divided, with many traders focused on technical support levels and massive buyback programs, while others remain skeptical about the software sector's resilience against the rapid advancement of generative AI tools.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending as investors react to a significant government funding initiative, where the company signed a letter of intent for a multimillion-dollar investment in exchange for equity. While the community remains sharply divided, with some highlighting record-breaking bookings and others expressing skepticism over profitability and potential share dilution, the stock continues to see high volume and intense volatility as traders debate its long-term viability in the quantum sector.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing intense volatility and trading activity as investors react to its recent IPO status and strategic partnerships with major automotive manufacturers like Toyota and Honda. The community is sharply divided, with bulls anticipating a short squeeze or significant upside potential, while bears frequently label the aggressive price swings as a classic pump-and-dump scheme.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently trending as investors debate the sustainability of its rapid valuation growth amidst a broader semiconductor sector pullback and concerns over insider selling. While community sentiment is split between bullish long-term outlooks on its role in AI infrastructure and skepticism regarding its high price-to-earnings ratio, the stock remains a central focus for traders monitoring institutional flows and technical breakouts.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following the announcement of a 1 billion dollar government grant to establish a domestic quantum chip foundry, sparking intense discussion among investors regarding the company's long-term leadership in quantum computing. The market sentiment is divided, with some community members viewing the funding as a major validation of IBM's strategic pivot to AI and quantum infrastructure, while others remain skeptical about the stock's recent performance and are debating potential entry points for a long-term hold.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is facing intense volatility as investors weigh a strong Q1 earnings beat and bullish Q2 delivery guidance against broader market concerns and persistent allegations of share price manipulation. While the community is debating whether the stocks current valuation represents a deep-value buying opportunity following consistent quarterly profitability, many retail investors remain frustrated by the stock's stagnant price action relative to its improving fundamentals.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is facing intense selling pressure despite reporting a double beat on earnings and raising full-year guidance, as investors react negatively to a 17% workforce reduction and concerns over competitive pricing for DIY tax filers. The community is actively debating whether this is a massive institutional transfer of ownership and an oversold buying opportunity, or if the stock is suffering from a fundamental re-rating driven by long-term fears regarding AI disruption in the software sector.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently in focus as investors analyze the retailer's latest earnings and annual guidance, while debating whether its valuation remains sustainable amidst persistent consumer cost pressures and broader economic volatility. The community is actively discussing the company's role as a consumer bellwether, its pivot toward high-margin advertising and membership revenue, and its ability to maintain resilience despite shifting discretionary spending patterns.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is capturing significant investor attention following a major government commitment of $100 million in funding to accelerate its quantum R&D, a move widely viewed as a signal of long-term strategic importance. The community is actively debating the stock's valuation relative to its revenue, with some bullish participants pointing to sovereign-backed validation as a catalyst for future growth while skeptics express caution regarding dilution and the long timeline to commercial scalability.

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<ul class="summary-bullets"><li>Burry will&nbsp;analyze&nbsp;software stocks in a six-part series, the first of which focused on office software companies and was published last week.</li><li>“The Big Short” investor has developed a proprietary&nbsp;metric&nbsp;for earnings and&nbsp;the&nbsp;threat from AI.</li><li>Broadly, his thesis is that companies with heavy per-seat exposure or ties to disrupted SMBs face major risks, while a strong niche client base provides a protective moat.</li></ul>In the first of an ongoing series of analyses on the software industry, noted investor Michael Burry&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-198057116">highlighted</a> Freshworks and Paycom Software as names he believes are fairly valued, relatively defensive against AI disruption, and supported by disciplined business operations.Beyond those, Burry said Salesforce, ServiceNow, Paylocity, and Monday.com are showing promise, though he added that further price action and execution will determine whether they ultimately become attractive buying opportunities.By contrast, he argued that Workday and HubSpot should be avoided altogether, citing what he sees as significant AI disruption risk and valuations that remain far above their intrinsic value.<h2 class="st-heading-2">Burry Ranks SAAS Stocks</h2>Burry has ranked the so-called “office software” stocks on two metrics: a proprietary "owners’ earnings" framework, which strips out stock-based compensation (SBC) abuse and adjusts for uneconomic depreciation and amortization (D&amp;A) policies, un-normalized tax rates, non-cancellable purchase obligations, and capital lease payments.&nbsp;The second is AI Competitive Threat (AICT), which categorizes companies into risk tiers (such as Castle, Stone, and Chapel) based on their vulnerability to native AI threats.Broadly, his thesis is that companies with heavy per-seat exposure or those serving highly disrupted small-and-medium-sized businesses (SMBs) face acute headwind risks. Conversely, a strong "database-of-record" acts as a protective moat against these threats.&nbsp;Burry said he will analyze 46 software and payments stocks (the SW46) over a six-part series. Here is select commentary about the SAAS stocks he discussed in his latest blog:Paycom Software (PAYC)&nbsp;- Strong Stone, almost CastlePossesses a resilient moat through its database-of-record interfacing with regulatory agencies, which works in Paycom’s favor as a defense against AI threat.Freshworks (FRSH)&nbsp;- ChapelThe Chapel rating reflects seat-loss exposure, which is partially offset by its internal AI initiatives and budget-friendly attacker stance.&nbsp;Monday.com (MNDY) - StoneIts small-size customer base is highly vulnerable to replacement by horizontal agentic AI players, while severe "SBC abuse" destroys its capital-efficiency profile.Salesforce (CRM)&nbsp;- ChapelFaces acute AI-seat and replacement risk, exemplified by Klarna terminating its relationship. Meanwhile, its massive $50 billion buyback program is viewed as "essentially a wash" because the shares are being repurchased close to true intrinsic value.Paylocity (PCTY) - ChapelAI-era headcount reduction risks are meaningfully offset by a defensible database-of-record spanning thousands of tax jurisdictions.ServiceNow (NOW)&nbsp;- ChapelThe business is actively on the attack and growing, but is strictly categorized as a "show-me story" before earning conviction.HubSpot (HUBS) - StoneStrongly avoided. It suffers from acute AI risk exposure because its core SMB customer base is heavily disrupted by AI.Workday (WDAY) - StoneStrongly avoided and ranked near the absolute bottom. Its legacy business model leaves it highly exposed to AI-driven seat loss, with added pressure after Klarna ended its contract.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-swaps-googl-stake-for-new-msft-position-clarifies-sale-not-a-bet-against-search-giant/cZXr5jkRelO">Bill Ackman Swaps GOOGL Stake For New MSFT Position, Clarifies Sale Not a Bet Against Search Giant</a>&nbsp;

Michael Burry attends the premiere of "The Big Short" at Ziegfeld Theatre on November 23, 2015 in New York City. (Photo by Dimitrios Kambouris/Getty Images)

Michael Burry Posts New Software Thesis: Which SAAS Stocks Show Promise As Per His ‘Castle, Stone, Chapel’ Matrix?

Freshworks and Paycom Software show promise, while Workday and HubSpot should be avoided altogether.

Equity

Freshworks and Paycom Software show promise, while Workday and HubSpot should be avoided altogether.


Why Freshworks (FRSH) Might be Well Poised for a Surge

Freshworks Inc. (FRSH) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Does Freshworks (FRSH) Have the Potential to Rally 38.43% as Wall Street Analysts Expect?

The average of price targets set by Wall Street analysts indicates a potential upside of 38.4% in Freshworks (FRSH). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Freshworks (NASDAQ:FRSH) Releases Earnings Results, Meets Estimates

Freshworks (NASDAQ:FRSH - Get Free Report) released its quarterly earnings data on Tuesday. The company reported $0.11 EPS for the quarter, meeting the consensus estimate of $0.11. The firm had revenue of $228.63 million during the quarter, compared to the consensus estimate of $223.64 million...

Freshworks (NASDAQ:FRSH) Shares Gap Down - Should You Sell?

Freshworks (NASDAQ:FRSH) Shares Gap Down - Time to Sell...

Freshworks is cutting 500 jobs as AI writes more than half its code

The business-software company said the cuts will affect 11% of its global workforce and cost about $8 million in one-time charges...

Freshworks Cuts 11% Of Workforce As CEO Says 'Over Half Of Our Code Is Written By AI'

Freshworks cuts 11% of its workforce as AI automates over half its code, reshaping jobs, boosting efficiency, and shaking investor confidence.read more...

Freshworks Inc. (FRSH) Matches Q1 Earnings Estimates

Freshworks (FRSH) delivered earnings and revenue surprises of 0.00% and +2.28%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Freshworks Q1 Earnings Call Highlights

Freshworks (NASDAQ:FRSH) reported first-quarter 2026 results that management said exceeded expectations on revenue, profitability, and free cash flow, driven by continued momentum in its employee...

Freshworks (FRSH) Q1 2026 Earnings Transcript

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo...

Freshworks, Inc. is a software development company, which engages in software-as-a-service products. Its products include Freshdesk, Freshservice, Freshsales, Freshmarketer, and Freshteam. The company was founded by Rathna Girish Mathrubootham and Shanmugam Krishnasamy in 2010 and is headquartered in San Mateo, CA.

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Freshworks Inc - Ordinary Shares Class A

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FRSHFreshworks Inc - Ordinary Shares Class A