HUB

HUBS

2 tracked calls · 0 long · 2 short · last 90d: 0L/2S

first called by All-In Podcast 2mo ago

HUBHUBSSHORT2w ago

“essentially a lot of these small businesses, I mean, I believe that they're gonna just skip the SaaS cycle and move to the AI cycle directly.”

TBPN

AI platforms are hitting $100 million in revenue by letting small businesses build custom CRMs, directly threatening HubSpot's SMB-heavy subscription model.

HUBHUBSSHORT@ $220.14

$238.73-8.44%

since call Jul 15

peak +11.8%

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HUBHUBSSHORT2mo ago

“The low end of the market is basically finished.”

All-In Podcast

Chamath's view that low-end SaaS is structurally finished pairs as the bearish mirror of the panel's long high-end CRM trade, and HubSpot is the cleanest single liquid name to express the short. The pair shorts the SMB tier most exposed to AI displacement while staying long the enterprise monoliths.

HUBHUBSSHORT@ $200.05

$238.73-19.34%

since call May 15

peak +4.3%

Trade on Robinhood →