INTU
4 tracked calls · 2 long · 2 short · last 90d: 1L/1S
first called by All-In Podcast 6mo ago
SHORT4d ago
“You could say the same thing for names like into it... they're going to create models like could could it actually do your taxes... what does it ultimately you know take out of its market share”The Real Eisman Playbook · Steve Eisman
Generative AI models are learning to do your taxes autonomously, forcing Intuit to slash 17% of its workforce as it bleeds structural market share.
INTUSHORT@ $307.64
$309.24-0.52%
since call Jul 27
peak +2.5%
LONG2mo ago
“Intuit is a Castle because it is on the attack. It is not operating from a weak position, nor is it in need of throwing a Hail Mary.”Cassandra Unchained · Michael Burry
Intuit is a Castle on the attack but priced too high at 2.81x IV15; great business, not yet a buy
INTULONG@ $303.43
$309.24+1.91%
since call May 28
peak +9.3%
SHORT5mo ago
“it's easier to short them because they actually have revenues that you can look at … If you don't think that there's anything to reverse that trend…”1000x · Avi Felman
Short Intuit, a SaaS vendor with visible revenues vulnerable to AI in-house replacement
INTUSHORT@ $403.03
$309.24+23.27%
since call Feb 17
peak +29.5%
LONG6mo ago
“QuickBooks um invoice they they invoice uh people through QuickBooks. And it's actually trillions of dollars of transactions a year that are invoiced through…”All-In Podcast
QuickBooks moves trillions in invoices a year; USDC settlement rails beat ACH and open a fintech adjacency for Intuit
INTULONG@ $572.37
$309.24-45.97%
since call Jan 25