CRM
Salesforce, Inc.
stockNYSE

Bin bei einer 130 Personen Firma unterwegs. Ich kümmere mich um das CRM und das ERP, automatisiere Prozesse die sich über lange Zeit eingefahren haben aber wirklich nicht per Hand gemacht werden müssen, mache Datenauswertungen aus absolut grausamen Daten und versuche generell die Art wie wir arbeiten auf einem halbwegs modernen Stand zu halten. Eine spezifische Jobbezeichnung habe ich nicht wirklich. Aber ich bin noch weit weg von 5k netto, bin etwas über 3k, aber meine Wohnung in sehr guter Lage unter 8€ warm pro Quadratmeter und ich brauche kein Auto, also lässt es sich ziemlich gut leben.

you can just be in CRM with me. I'm down $2K today

[https://trademates.co/analyse/APP](https://trademates.co/analyse/APP) Unfortunately I cannot post picture. The model score of 60/100 falls in the HOLD range. The central thesis and factor breakdown explain the assessment. Hyper-profitable AXON AI ad platform faces deceleration fears and legal overhangs, offering high upside if non-gaming expansion executes. The model reaches HOLD in three steps. Each step answers one part of the investment decision. The company High-margin software advertising platform leveraging proprietary AXON AI machine-learning models to connect mobile app and e-commerce advertisers with supply inventory via automated bidding and monetization platforms (AppDiscovery, MAX, Adjust). Founded in 2011 and headquartered in Palo Alto, California, AppLovin Corporation provides an AI-powered software platform that enables mobile app developers to market and monetize their products globally. The company's core software stack includes AppDiscovery for ad matching, MAX for real-time in-app bidding, and Adjust for mobile attribution and analytics. The price The price trades below fair value with a margin of safety. APP trades at a trailing P/E of 23.58x and forward 2027 P/E of \~15.3x based on consensus EPS of $20.10. Operating margin of 77.44% and gross margin of 88.46% significantly exceed peer medians (CRM operating margin 21.4%, CDNS 30.8%). Applying a conservative 18x multiple to 2027 consensus EPS of $20.10 yields a fair value of $361.80. The model's fair value range of $320.00 to $420.00 dramatically diverges from FMP's external DCF cross-check ($118.49) because FMP's automated input fails to account for APP's structural margin transformation from negative operating income in 2022 (-$47.8M) to $4.15B in 2025 operating income. The decision Hold the core; add only on valuation resets. The model would execute 2 equal tranches: 50% at current price 307.41 USD and 50% at 52W low support of 297.50 USD. Fair value estimate 2027 Forward EPS consensus ($20.10) multiplied by a fair normalized P/E band of 16x to 21x, cross-checked with a 2-stage DCF using $3.94B 2025 FCF and a 10% discount rate. Undervalued Fair price $320.00 - $420.00 Upside, base model \+37.9% CheapExpensive $268.22 $248.22Fair value $320.00 - $420.00$470.00 Scenarios, 12 months Expected value $383.25 +42.9% Worst case · 20% $220.00 \-18.0% Best case · 25% $510.00 \+90.1% In the base case, the model projects AXON engine updates to restore sequential growth to 7-8%, realizing 2027 consensus EPS of $20.10 valued at a 19.1x forward multiple. What would the AI do? Model execution rules and risk boundaries Entry & allocation Would do 3.0% - 4.0% of total portfolio. The model would execute 2 equal tranches: 50% at current price 307.41 USD and 50% at 52W low support of 297.50 USD. Targets & stops Would do The model would take profit on 50% of position at 400.00 USD resistance and remaining 50% at bull target of 480.00 USD. The model would set a stop-loss at 266.00 USD (\~12% below average cost basis of 302.45 USD). Guardrails Would not * Chasing price spikes above 325.00 USD resistance before volume confirms breakout * Ignoring risk concentration in ad-tech algorithm execution * Failing to adjust position size if Beta expands above 2.50

they are super legit! You know, Boards have a legal obligation to actually tell u the truth 4 times a year.  Did u listen to their Q2 earings call in full? Well I am not a hedgie or some sophisticated trader with decades of experience. But my Trackrecord so far has been like this: took a complete loss on SPWR (sunpower corporation) lost 30k. That was my first bgger investment years ago. This was my only major loss. My Winners? Dumped it all into PLTR 2022 and 2023-2024. Went all in TXN in the 180ies. Bought 40k of BB at 3.8$. YOLOED more than 60% net worth into RBRK at 77$ (to see it go down to the 30ies). Dumped 40k into ZS calls when it hit bottom because I thought the dump was fake as fuck. Bought 400 shares of SNOW becauae again I thought this is impossible to be this cheap with the AI development. Bought GOOG at 150$. Bought NOW in the 80ies and CRM in the 150ies with CALLS. I don't know why, but I keep making the right calls. With APP, I uave been watching a long time. Always surprised about the huge post earnings swing. Mind u, in 2022, AppLovins EBITDA was 1billion. But Market Cap was 3.8 billion. Whaaat??Is this rational? They make 6 billion in free cash flow this year. 6 freaking billion. 86% margin. Current Market cap is 90 billion. For gods sake, they make more cash than PLTR god dammit!

problem is over yrs people/algos learned a lot what to do with dips. Unless something huge like covid, u wont get >10% dip anymore. But many possibilities are open when it comes to individual stocks. I bought (started buying actually) big/stable companies on dips such as MSFT, Meta, SPGI, Novo, amzn, fico, MA, software CRM/NOW/veeva etc since earlier year. I bought slowly, across the board and never leveraged. Also u never know u r in deepest bottom, so slowly steadily buying. So far, im well above sp500 YTD like 5-6% (including "failed" stocks such as fico, netflix, novo. Im not gonna stop, im not selling like a panic manic, but i bit trimmed if stock went above 25%. Lets see how things [work.So](http://work.So) far im happy. Also, Ive patience to wait for companies/stocks/sentiment turnaround. Same thing i did in July when Leopold crashed Ai stocks - sandisk/mu/wdc/soxx/photoics, and those r doing well (except wdc dipped yesterday again) green.