INTU Intuit Inc

$INTU Average entry of 281. Up 10% and HODL. The fundamentals are still good and the brand is strong. I’ve spoken with accountants in the industry, and software providers are now bypassing the accountants themselves and marketing direct to client. The software providers don’t need accountants to bring clientele on to the platform anymore. This is a good move that will work out in the long run. 400+ target exit.

these softwares that are not AI adjacent are perking up. $INTU $ADBE $NOW Money starting to making move in case AI magic is over LOL

$INTU So AI vibecodes a replacement for TT, ERP software, or tax pro software; who keeps up with the “as-a-service” bit of SaaS? Who is continually updating, securing, and auditing this software? I wouldn’t even remotely come close to installing/using something with such sensitive data with no clean SOC audit. Institutions won’t either.

$INTU $NOW Got sum of these. One foot in. In case AI magic is busted we can switch to those softwares that AI supposedly kill 😆

$INTU I am thankful I got fixated on this stock and completely pulled out from semiconductors. I need to stop playing around with options 40-50k at a time. Jeeze. What a bloodbath out there.

$INTU $CRM $NOW still holding strong more upside ahead. My only software play that is still down is $NFLX but it will soon rally next

$INTU $PYPL Sure, give your bank account, social security and stock portfolio info to a faceless black box AI system with code not even its developers understand. Good luck with that!

$INTU their enterprise suite is miles behind other ERPs. Turbo Tax is nearly a fourth of company revenue and you can do taxes with claude for free. Reminds me of the downfall of $PYPL, large tech player but hard to scale beyond what they already have.

$INTU Intuit reported total revenue of $21.45 billion for fiscal year 2026, up 14% from $18.83 billion in fiscal year 2025 (and up steadily from prior years like $16.28 billion in FY24). Stock price decline is extremely detached from underlying business fundamentals. Expect a massive correction to the upside soon.

$INTU defended its Monthly 200MA! 👀 RSI is just starting to curl as the stock fights to breakout out of the marked support area ... call trigger at a break AND close above $340 with targets towards ~$405!

$INTU So the 29% of the tax returns filed in error can pay the penalties and interest to the IRS, and the 20%-40% negligence penalty on top of the standard penalty. No thank you! I'll gladly pay my CPA.

$INTU Still LOVE this Co, their cash flows, and the prosects of their future. I really believe despite having to deal with bumps, they are in a solid spot. Time will tell 🍻

$INTU Up 20% since buying in September, but there is still more juice to be squeezed IMO. What is everyone's thoughts here? I am going to sell as we move toward 400, but I'd be interested to here anybody else's exist strategy.

$INTU Still my longer term play. FIND me a Co that’s shed more due to fear, WITH the fundamentals that this his HAS…… This Co cleaned up and has had how many years of consistent Div increases.?? Time will tell cheers 🍻

$INTU Starting to think the bulls here are paid. Can you really not see the sky is falling? i’ve used three of their products for more than 20 years but it’s over, Johnny.

$INTU your IRS examiners face when you tell them the fly by night AI company said those deductions were allowable

$INTU Either i’m a moron (possible) or everyone below me is. Are you f-ing kidding me? A company anyone with a brain hates makes easily replaceable software (with current AI) including software that people really hate (online QB) and tolerate bc they feel forced to (Turbotax). Insane.

$INTU a small business does not buy ai features with capex, it buys them out of this months cash. seems like when rent and payroll come first, the smart assistant add on is the easiest line to say no to

$INTU small business software was priced like bookkeeping gets more valuable as it gets automated. seems like when the automation is the product, the toll per return gets competed down, not up

$INTU Took $65k of INTU profits at $366. Looks like a lot of others did, too. Still have well over $500k invested in INTU.