FIGMA INC
לונג

$FIG = $HOOD 2.0 loading

498
- FIG sentiment is washed out
- FIG is growing healthily
- More code doesn't mean good quality code likewise more design doesn't mean better design
הערה
I called out the bottom in my old post:

- FIG is high percentage grower therefore 8-10x revenue is fair for the stock which puts it at around $8-10B market cap company.
- That means bottom is most likely -31-42% lower than $29.59
- Fair value of the stock $17-20

Is it Asana 2.0?
הערה
- FIG momentum is building
- First PT : $25
- Second PT : $30
- Third PT: $39-40
הערה
- FIG is a modern software for design. It has been eating sophisticated ADBE customers and Noob Canva customers.
הערה
- FIG short interest is around 55.19%; It is fuel to the fire. 🔥
הערה
- FIG first PT reached $25
- Next PT # 2 for FIG > $30
הערה
- FIG closed above 100 SMA on 29 May 2026 for the first time since IPO.
- Trend reversal from bearish -> bullish is happening!
הערה
- Design is not dead. Design is the most creative thing which has unbounded possibilities. A probabilistic model can help you iterate but ultimately "human brain" has the ultimate leverage when it comes to selection, creation, taste of design choices etc.
הערה
- Shorts will get burned; they are shorting a company which is innovative and whose products designers love!
הערה
- FIG is a great company for design. It has better talent pool than ADBE and Canva ( not IPOed )
- Secondly, FIG is Agentic AI first company because of their talented employees.
הערה
- FIG is showing signs of breakout before earnings. Solid product which customers love to use with high density of talent pool is amazing
הערה
- FIG earnings were solid. It's absolute stupid to sell off on a strong earnings report.
- Buying the DIP. FIG should have been > $35 on the report

כתב ויתור

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