CRM
Salesforce, Inc.
stockNYSE

First mistake is trading not investing Second mistake is fucking around wit options Third mistake is not buying solid companies I can’t think of one solid company that would be down that much…unless it’s down due to market sentiment ie CRM NOW NFLX … all solid companies with excellent fundamentals but the market is sour on them so they are in the short term but will be big winners later

Zero moat lol. Imagine just switching back and forth between Salesforce and Oracle CRM from day to day

What specific metric are you basing "customer demand" on? You can look at ANT and OpenAI revenue growth and growth rates - sure much of it has been speculative to this point, but the S-1 now reveals what should be true figures. You can look PLTR revenue growth, which they leverage the LLM of your choice or something like CRM Agentic which is doing same and also growing. You can also look at OpenRouter and see token usage going up. You can track downloads of Muse and the like. Absolutely everything points up and to the right.

“This month… worst month as can remember…”. So I assume you are fairly young. I went thru covid drawdown (2020 March), Great Recession (2008 Sept to early 2009), and Dot Com bust in 2000. I’m retired and been in the market for 35 years. (Some commenters here probably not even 35) I still have 90% in individual AI names… AAOI, LITE, COHR, MU, AMD, CRDO, AVGO, GOOGL, MRTA, TSM, PANW, ZS, CRM, NOW, NVDA (in $10 2020), CRWD (in IPO date 2019) and others… I read some of the comments here… some are valid but some… AI will continue to dominate the world, will benefit humans….but continued AI expansion does not mean AI stocks will continue to shoot up. Stocks don’t equal to industry growth. Wish you luck.