Stonkistan Daily Citizen

HSBC Just Upgraded Intel to Buy and Raised the Price Target From $50 to $95: Is the Comeback Real?

UNH surge puts spotlight on ETFs with the biggest exposure to the stock

Earnings Snapshot: Danaher tops Q1 earnings targets, lifts FY26 guidance despite slight revenue miss

Medtronic concludes CathWorks’ acquisition for $585m

'Big Short' investor Burry says sudden crash after record surge would be uncharted territory

Invesco SteelPath MLP & Energy Infrastructure ETF declares monthly distribution of $0.1000

The shift from farming useless governance tokens to actual RWAs is kinda wild

Was just looking back at my wallet history from the 2021 bull run and honestly laughing at the absolute garbage I used to provide liquidity for. We were really out here locking up eth just to farm random food-named governance tokens that had literally zero utility other than being dumped by the devs Fast forward to now and the landscape is just entirely different. the whole yield farming meta seems completely dead unless it's tied to something that actually generates revenue outside of the blockchain. The RWA (real world asset) narrative felt like a massive buzzword for the longest time but it's actually starting to cannibalize traditional defi. like, instead of lending out some random dex token for inflationary yield, the focus is shifting heavily to tokenized equities. I was scrolling through some base ecosystem updates recently and saw a thread from edel breaking down how the traditional stock lending market is being moved on-chain, and it just kinda clicked for me it honestly made me realize how much of a racket traditional brokerages run. they take the stocks we buy, lend them out to short sellers behind the scenes, keep like 90% of the interest, and retail gets nothing. The fact that defi is now just rebuilding that exact clearinghouse infrastructure so users can capture that lending yield directly is probably the most actual "real world use case" thing I've seen in crypto in a while. makes me wonder how long until the big tradfi brokers try to actively lobby against this stuff once it scales. are you guys actually rotating your stablecoin/eth yields into tokenized real world assets yet or still mostly sticking to native crypto liquidity pools? tbh I'm seriously considering reallocating some of my stagnant bags into the rwa side just to escape the crypto-native volatility for a bit submitted by /u/Dr1ftk [link] [comments]

My portfolio is bleeding from the SaaS selloff. I spent a week researching whether this is a buying opportunity or a value trap. What I discovered shocked me!

SaaS stocks just had their worst plunge since 2008. But the earnings reports tell a completely different story If you are like me, my portfolio is getting BURNED from the tech SaaS sell-off. The IGV hit a 52-week low of $73.93, roughly 37% below its recent peak of $117.99. The IGV cratered more than 24% in Q1 2026, its steepest quarterly plunge since Q4 2008, and short-selling volume across single stocks hit the highest level Goldman Sachs has recorded since 2016. This is not a rotation story. It is a genuine question that Wall Street has been asking louder with every passing week: if AI agents can do the work, why are we still paying for the software? The fear has a specific origin. On February 24, 2026, Anthropic launched Claude Cowork, a product that demonstrated AI agents performing sustained, autonomous knowledge work across legal document review, financial analysis, customer support triage, and project management, precisely the categories where SaaS companies had built their moats. The numbers behind the fear are hard to ignore. HubSpot has fallen 39% this year following a 42% slump in 2025. Figma has plunged 40%, Atlassian is down 58%, and Shopify has dropped 18%. Adobe, Salesforce, and ServiceNow have all seen their shares slide roughly 30% to 35% so far this year, even as these companies have continued reporting relatively strong results. Why was there a crash in SaaS stocks? Well, the market is not pricing in a confirmed collapse of enterprise software. It is pricing in deep uncertainty about which companies survive the transition to an agentic world. Performance of SaaS companies and my OWN portfolio See images of SaaS companies' stock price vs revenue (i pasted the pics in google docs) (Charts are created with TradingView.com) I believe in Warren Buffett's philosophy: "Be fearful when others are greedy and greedy when others are fearful." (That's a mindset that shapes how I manage my own emotions during volatility). Instead of panic-selling, I charted a few SaaS stocks against their actual revenue figures and my reaction was genuinely "WHAT THE HACK?!" Despite the IGV ETF collapsing over 28% this year, the underlying revenue growth at most of these companies is still trending up. Stock prices down. Revenue up. The market appears to be pricing in a doomsday scenario that the fundamentals have not confirmed yet. So is this a buying opportunity or a genuine SaaSpocalypse? That is exactly what I set out to answer in this post. Who are the winners/losers from this investment narrative I was curious as to know how this investment narrative move markets and who would be the winners, losers and are there any investment opportunities that the market is overlooking are not yet priced in the market. I outline my research below: (This is STRICTLY not financial advice, this maps how the narrative historically affects each sector and sub-industry.) Winners: 1. Cloud infrastructure (e.g. AWS, Azure, Google Cloud) While enterprise

Polestar reports wider net loss in 2025 despite higher revenue

Oil Surges, Stock Futures Slip