CRM
Salesforce, Inc.
stock NYSE

NOW calls is the most obvious call with the CEO putting all his comp on the stock, the stock buybacks, the AI growth. Throw in some CRM sympathy calls. 

Yes CRM is my highest conviction stock! 

CRM is likely undervalued right now and the technical weekly bullish divergence is probably going to play out sooner rather than later. My target is $208-$225

CRM might get to $200 end of month if chips trade keep cratering.

FDS, ADBE, eye on ROP, VEEV, CRM

\--------- YES --------------
TSCO - Tractor supply - 15 p/e - Currently facing competition from Amazon and lot of local hardware stores but is priced well and is generally liked by consumers. At a 6 year low. I like places like this with housing prices being so high and people settling in.
CRM - Lowest PEG ratio amongst SaaS nearly 4x cheaper that NOW. (CRM and NOW are both attractive to me, I work in enterprise build vs buy high level architecture assessment and these are very difficult to replace without a strong engineering team).

VEEV (240 target), INTU (380) - Difficult regulation environments to operate in. Nearly unreplaceable.
\------ MAYBE ------
ADBE/HD - I bought both of these at steep discounts and I'm up nearly 20% on each. Less appealing now but I could see another 20% on both if the swing away from AI happens.
UBER - I've liked the company for a while and understand its global scale, I'm just not exactly sure what the growth story is anymore? People keep saying autonomous driving but its not really in consideration to me as the regulations on it still suck. Haven't done a ton of research but I'm interested.
\--- When the price is right ---
Amazon/Microsoft - At the end of the day most of the world runs on these two companies platforms - I usually wait for these to drop and hold for a while and buy long dated calls. Pretty sure I've made nearly all my money this year on that strategy.

Ready for all the riches MSFT and CRM will provide for me.

CRM AE/pumper detected 👀

CRM shouldn’t even be this high right now, see that shit sub 160 next week

CRM ?

Literally every position I've bought this year has shat itself to zero.
MSFT, GOOGL, AEM, CRM, NOW, SAP, SHOP, SPCX (I'm an idiot). Not one good choice.

CRM. my northern star rn

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