Max The Water Blower
commented on
I'm cashing out now. Remember, there are no dreams here, only fantasies! It might still rise a little more, but I've had enough.
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Max The Water Blower
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This is one of the most easily misjudged questions in the capital markets of 2026. Recently, the panic around SaaS essentially stems from a seemingly reasonable inference:Since AI can already generate code and applications, does that mean the moat for SaaS no longer exists?
My conclusion is very clear:SaaS will not disappear, but its core business model and product form are undergoing the most drastic reconstruction since the 'cloud transformation.'
1. What the market is truly panicked about is not actually 'software,' but two things. In the current so-called 'SaaS-pocalypse,' what has truly been shattered are two traditional cornerstones:
1.1 The business model of charging per user
The revenue formula for SaaS in the past was:
Revenue = Price per seat × Number of employees
But AI agents are directly replacing humans in performing a large number of procedural tasks. When the workforce stops growing, or even gets replaced by AI, software that charges per user naturally faces pressure on its revenue model.
1.2 Interfaces reliant on manual operation
If an AI can complete reconciliation, analysis, and decision-making directly in the background, then even the most beautifully designed dashboard becomes redundant.
This is the real source of market panic, not whether 'AI can write code.'
2. Why 'AI can generate software' does not equal 'SaaS will be replaced'
One...
My conclusion is very clear:SaaS will not disappear, but its core business model and product form are undergoing the most drastic reconstruction since the 'cloud transformation.'
1. What the market is truly panicked about is not actually 'software,' but two things. In the current so-called 'SaaS-pocalypse,' what has truly been shattered are two traditional cornerstones:
1.1 The business model of charging per user
The revenue formula for SaaS in the past was:
Revenue = Price per seat × Number of employees
But AI agents are directly replacing humans in performing a large number of procedural tasks. When the workforce stops growing, or even gets replaced by AI, software that charges per user naturally faces pressure on its revenue model.
1.2 Interfaces reliant on manual operation
If an AI can complete reconciliation, analysis, and decision-making directly in the background, then even the most beautifully designed dashboard becomes redundant.
This is the real source of market panic, not whether 'AI can write code.'
2. Why 'AI can generate software' does not equal 'SaaS will be replaced'
One...
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![[Contrarian Logic] Will AI-generated software really replace SaaS (Software as a Service)?](https://sgsnsimg.moomoo.com/sns_client_feed/151393781/20260208/4755df2b2eb5a0862ecb5fecbab0a423.jpg/thumb?area=102&is_public=true)
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Max The Water Blower
commented on
$IJM (3336.MY)$ The acquisition offer has been released:
👉 RM3.15
But EPF is still buying in the market.
What does this indicate?
The market logic is very simple:
If EPF believes that:
👉 3.15 = Ceiling price
They should stop buying or even
Start selling to arbitrage funds
But they didn't.
👉 RM3.15
But EPF is still buying in the market.
What does this indicate?
The market logic is very simple:
If EPF believes that:
👉 3.15 = Ceiling price
They should stop buying or even
Start selling to arbitrage funds
But they didn't.
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Max The Water Blower
liked
$SMRT (0117.MY)$ Lost 400, cutting losses and running away🥲
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Max The Water Blower
commented on
$IJM-C1D (KENANGA INVESTMENT BANK BHD) (33361D.MY)$ is there a put warrant for IJM to protect against further dips ?
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Max The Water Blower
commented on
$ZETRIX (0138.MY)$ The stock price fell, the boss bought shares, the company initiated a share buyback,
Do you really think it's hit the bottom?
============
Many retail investors see the stock plummeting,
Then, the company boss steps in to buy the company's own shares,
Management expressed strong confidence in the company’s future,
Retail investors see this and instantly feel reassured.
“If the boss is willing to buy, it must have hit the bottom.”
What was the result?
The stock price continues to fall.
Decline further.
Falling until you start questioning life.
============
Let me start with an uncomfortable truth you may not want to hear:
The boss buying stocks doesn't necessarily mean the stock price will go up.
This phrase,
90% of retail investors will never figure this out in their lifetime.
============
Why does the boss buy when the stock price crashes?
I'll tell you three realistic reasons,
and you'll understand after reading them.
============
① The boss isn’t here to push the stock price up but to ‘stabilize confidence.’
When the stock price falls too fast,
the market begins to panic.
If the boss does nothing:
👉 The board gets nervous.
👉 Investors are raising questions
👉 The market continues to experience panic selling
So he needs to do one thing:
Come out and 'make a statement'.
Not for the purpose of boosting the price,
But to tell you one thing:
"The company is fine, everyone stay calm."
⚠️ Key Point:
This is a public relations move, not a trading action.
Will this prevent the stock price from continuing to fall?
The answer is harsh: no.
If you just jump in after seeing the boss buy shares...
Do you really think it's hit the bottom?
============
Many retail investors see the stock plummeting,
Then, the company boss steps in to buy the company's own shares,
Management expressed strong confidence in the company’s future,
Retail investors see this and instantly feel reassured.
“If the boss is willing to buy, it must have hit the bottom.”
What was the result?
The stock price continues to fall.
Decline further.
Falling until you start questioning life.
============
Let me start with an uncomfortable truth you may not want to hear:
The boss buying stocks doesn't necessarily mean the stock price will go up.
This phrase,
90% of retail investors will never figure this out in their lifetime.
============
Why does the boss buy when the stock price crashes?
I'll tell you three realistic reasons,
and you'll understand after reading them.
============
① The boss isn’t here to push the stock price up but to ‘stabilize confidence.’
When the stock price falls too fast,
the market begins to panic.
If the boss does nothing:
👉 The board gets nervous.
👉 Investors are raising questions
👉 The market continues to experience panic selling
So he needs to do one thing:
Come out and 'make a statement'.
Not for the purpose of boosting the price,
But to tell you one thing:
"The company is fine, everyone stay calm."
⚠️ Key Point:
This is a public relations move, not a trading action.
Will this prevent the stock price from continuing to fall?
The answer is harsh: no.
If you just jump in after seeing the boss buy shares...
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Max The Water Blower
liked and commented on
$ZETRIX (0138.MY)$ the reason is really simple.
Understanding of operation shift.
If you ask bitcoin to anyone, most people will know/roughly/heard of what is bitcoin. now you ask what is stablecoin, most people don't know and never heard of. only people who know crypto and Blockchain do approach stablecoin. Most these people are in the age range of young adults and graduates. you hardly seen a 70years old grandfather understand stablecoin right? from a traditional...
Understanding of operation shift.
If you ask bitcoin to anyone, most people will know/roughly/heard of what is bitcoin. now you ask what is stablecoin, most people don't know and never heard of. only people who know crypto and Blockchain do approach stablecoin. Most these people are in the age range of young adults and graduates. you hardly seen a 70years old grandfather understand stablecoin right? from a traditional...
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Max The Water Blower
commented on
$ZETRIX (0138.MY)$ Information seen online.
A close friend of mine works for a government department in Putrajaya and was recently transferred to a highly confidential IT project team.
Last week, during our yumcha meetup, he mentioned that all top-level meetings have been focused on a blockchain project called Zetrix.
He said, "Bro, don’t think MyEG only handles traffic summonses or road tax renewals anymore."
MyEG is no longer just a company for road tax renewal. It is now collaborating with the government to build a 'Digital Silk Road' connecting Malaysia to the rest of the world, with its first stop being China.
He explained, "In the future, all customs clearance, taxation, and permits for Sino-Malaysian trade will be processed instantly on the Zetrix blockchain. There will be no more paperwork or delays."
In a quieter tone, he added, "MyEG is the sole toll station on this Digital Silk Road. Just imagine how lucrative it will be when billions of dollars in trade flow through its chain, with MyEG taking a cut."
Current price: RM 1.05
Target price for the 'sole toll station of the Digital Silk Road': RM ...
A close friend of mine works for a government department in Putrajaya and was recently transferred to a highly confidential IT project team.
Last week, during our yumcha meetup, he mentioned that all top-level meetings have been focused on a blockchain project called Zetrix.
He said, "Bro, don’t think MyEG only handles traffic summonses or road tax renewals anymore."
MyEG is no longer just a company for road tax renewal. It is now collaborating with the government to build a 'Digital Silk Road' connecting Malaysia to the rest of the world, with its first stop being China.
He explained, "In the future, all customs clearance, taxation, and permits for Sino-Malaysian trade will be processed instantly on the Zetrix blockchain. There will be no more paperwork or delays."
In a quieter tone, he added, "MyEG is the sole toll station on this Digital Silk Road. Just imagine how lucrative it will be when billions of dollars in trade flow through its chain, with MyEG taking a cut."
Current price: RM 1.05
Target price for the 'sole toll station of the Digital Silk Road': RM ...
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Max The Water Blower
commented on
$FTSE Bursa Malaysia KLCI NOV5 (FKLI2511.MY)$May i know can use moomoo trade FKLI ?
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Max The Water Blower
commented on
$FTSE Bursa Malaysia KLCI Index (.KLSE.MY)$ how do I invest in this index
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Max The Water Blower : Arbitrage is always correct, regardless of whether the price will rise again later. The most important thing is that it is arbitrage when selling.
Max The Water Blower Ghostbuster LeonG OP : There’s also a long-term play, haha. I split my funds into two parts: one for the long haul and one for short-term trading. This market mover is quite skilled at trapping retail investors, so I often keep some money aside to play along with him.