CRM
Salesforce, Inc.
stock NYSE

I work in a larger company. Over the years we coded a couple of internal apps, but CRM is still an external tool. But anything smalll that can be vibe-coded in a week, will be.

Where are all these vibe coded alternatives? If the answer is that every company has their own bespoke CRM software that they're too invested in to ever drop in favor of an SaaS product that's just more good news for the engineer bros out there.

I can't fathom why everyone is stuck on NFLX, when the saaspocalypse rebound is in full swing: VEEV, ADBE, TEAM, CRM...

Stocks recover with no news and fall hard on news
Thats how hedge fund makes money
Look at CRM stock today and look where it was few weeks ago

NFLX stock, kinda like CRM drilling

I'm in at ABP 187.
I think it has room to grow, and so did Burry..
DYOR, but I think of it as a safer saaspocalypse rebound bet than NOW, CRM, TEAM or ADBE...

Seeing ASTS and RKLB in the same breath as CRM and MSFT tells me you're all over the map. Space plays are lottery tickets right now, not core holdings. SaaS is getting hammered on multiples compression. If you're buying dips, make sure you know why each name is down. NBIS and IREN are pure momentum plays, not value. The market is pricing in a recession that hasn't happened yet. If you're long-term, fine. But don't confuse a dip with a discount. Do your own homework on cash burn and revenue visibility before clicking buy.

As usual, SaaS stocks.
Team, CRM, MSFT, ORCL

It will not be all enterprise software at once. It will start with nibbling at the boundary application and slowly work its way in. Just because no full replacement exists today doesn’t mean that it won’t tomorrow. Also, SaaS can’t command the same margins anymore. I own a bunch of enterprise software stocks by the way. CRM, NOW, SAP, MSFT.

Software. CRM NOW  and cybersecurity ZS RBRK S

really? I mean really? It is not some homework software to vibe code.. VIbe coding SAP, CRM needs army of developers , security analysts, architects, dev ops etc.. customers can try but it is matter of time before they give up and use what is known and also they have spent millions customizing these platforms so they have to do all of it

CRM will likely crater tomorrow since it’s inverse chips and chips will rocket tomorrow.
Good time to buy under 160

I’ve been playing BABA calls overnight for a week today I decided on CRM - the curse continues