CRM
Salesforce, Inc.
stock NYSE

Large corporations and organizations will still use legacy software. Certain ones, anyway. My bets are on NOW and MSFT (with a couple of scattered call LEAPS on CRM, ADBE, and one other I already sold.)

$BE, $MU, $LITE, $LLY, $CRM

CRM, NOW, DOX, and OWL isn't SaaS but should benefit from it's rebound. Solid well yielding stock.

Not mentioned here: CRM. No one will vibecode a CRM. Not that crm's are complicated but it is way cheaper to just use a ready product.

but things like sales automation, CRM , low barrier SaaS will face more disruption

SAP, CRM, Active Directory, ERP, databases... no way those systems are getting replaced. It can take 3-10 years to migrate for some corporations.
Even getting rid of quickbooks most accountants recommend running both systems in parallel for a year to ensure that the migration was successful.

i dont know how TEAM can go up 35% and not CRM. i might throw in a big% of my portfolio on calls. just need some good DD to pull the trigger.

If 3/4 of your portfolio is already in ETFs, I would suggest you might as well target all potential moonshot stocks in the remaining 1/4. If you buy a steady stock for 3K, I doubt it will have higher upside than most of your ETFs. Find1-2 battered stocks that are undervalued now, or look for a couple of growth stocks in an industry you really believe in.
My value picks would be: CRM, UBER
My growth picks would be: HIMS, OSCR

Lyft, ADBE, NICE, Applovin, CRM

Salesforce / CRM is undervalued. LONG

Large corporations and organizations will still use legacy software. Certain ones, anyway. My bets are on NOW and MSFT (with a couple of scattered call LEAPS on CRM, ADBE, and one other I already sold.)

$BE, $MU, $LITE, $LLY, $CRM

CRM, NOW, DOX, and OWL isn't SaaS but should benefit from it's rebound. Solid well yielding stock.

Not mentioned here: CRM. No one will vibecode a CRM. Not that crm's are complicated but it is way cheaper to just use a ready product.

but things like sales automation, CRM , low barrier SaaS will face more disruption

SAP, CRM, Active Directory, ERP, databases... no way those systems are getting replaced. It can take 3-10 years to migrate for some corporations.
Even getting rid of quickbooks most accountants recommend running both systems in parallel for a year to ensure that the migration was successful.

i dont know how TEAM can go up 35% and not CRM. i might throw in a big% of my portfolio on calls. just need some good DD to pull the trigger.

If 3/4 of your portfolio is already in ETFs, I would suggest you might as well target all potential moonshot stocks in the remaining 1/4. If you buy a steady stock for 3K, I doubt it will have higher upside than most of your ETFs. Find1-2 battered stocks that are undervalued now, or look for a couple of growth stocks in an industry you really believe in.
My value picks would be: CRM, UBER
My growth picks would be: HIMS, OSCR

Lyft, ADBE, NICE, Applovin, CRM

Salesforce / CRM is undervalued. LONG