SIG
128 posts

SIG
@gsigtrades
Trader - Sharing my trades & positions. *Not investment advice trade at your own risk*



On yesterday's call, $INTU CEO Sasan Goodarzi explicitly noted share loss among sub-$50k "simple filers," admitting they "lost on price" as macro e-files contracted. Look at our Vol. 5 tracking data below. Our consumer panels signaled the multi-year foundation of this trend. Even then, $HRB defectors were largely bypassing TurboTax, causing "None of the above" to balloon to 9.0%. Next up, our proprietary panel of practicing CPAs tackles the stickier side: TurboTax Live encroachment, QuickBooks moat, and real-world software AI adoption. Original thread below 👇

I’m in $INTU 305.98. Let’s see how it goes!

I’m in $META at 603, I’m over trading at this point, I think Meta at this price is a steal, let’s see how it plays out.

I’m in $TSLA 398, lets see how it plays out, seems to be getting slammed, it should be above the 400 level.

