CRM
Salesforce, Inc.
stockNYSE

CRM is preferred to NOW

CRM calls looking good

Do you also want CRM pie sir??

about to rage sell my holdings!!! hahah! what is your performance annually, or what to expect? wondering what to expect from this strategy overall, since i started recently and doing same thing. and what do you think about beaten down stocks ADOBE and INTUIT and CRM?

Look at ServiceNow. The market can't rotate out of semis and into flawed NOW, ADBE, CRM stocks. They have to pick their poison, and it's much safer riding hardware.

NOW is part of a SAAS bucket investment along with ADBE, INTU, TEAM, CRM, and a few smaller others. NOW and TEAM are the highest multiples of the bunch and need to grow to defend that multiple thesis. If the thesis breaks, i’d sell it all quite quickly.

So because AI capex is uncontrolled FAANG and AI labs stocks are punished and down. And at the same time, software is dead cuz AI so CRM/NOW are down. No one knows anything, including the experts.

Yeah that's what these retards are missing. NOW assfucked the entire SAAS sector. That's just a straight up rotation play. It's down from ADBE to CRM and all that money is going into semis

Wtf happened to CRM?

I'll add mags a bit lower if we get. I think semis will rally, maybe giving an opportunity to buy some SAAS names like CRM, INTU, NOW. If Semis pull back ill add heavily.

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