CRM
Salesforce, Inc.
stock NYSE

Lately, POET’s price action has completely caught me off guard. Even after the order cancellation news, I expected the stock to break down and make new lows. Instead, buyers kept pushing it higher.
https://preview.redd.it/papniy133p2h1.png?width=916&format=png&auto=webp&s=9956ccfe36c84eba59b98ca3058f06d2c5440d22
Missing this run made me realize something: this isn’t just speculation anymore. It reflects a deeper shift in how the market views the AI supply chain.
POET may not be a giant in optical networking, but its turnaround grabbed the market’s attention. And if you look at names like COHR, LITE, and CSCO, many have already multiplied. The market narrative has become: “As long as you’re standing in the light, you win.”
Why has optical networking become such a powerful AI trade?
Because the bottleneck in AI is changing. At first, everyone thought AI was all about GPU performance. But once large-model training scaled to thousands of GPUs working together, the real issue became data transfer speed. Even the fastest GPUs become useless if the network can’t move data fast enough.
That’s why the market is no longer just valuing raw compute power — it’s repricing the entire AI infrastructure stack. GPUs drive AI servers, servers drive switches, switches drive optical modules and high-speed interconnects, and rising data center power demand drives energy, cooling, and storage systems.
In other words, this AI bull market is really an infrastructure expansion cycle.
But infrastructure alone isn’t the endgame.
The real long-term value will come from AI applications and commercialization. GPUs and optical modules make money from building AI. Applications will make money from using AI.
That’s why the market is moving through a classic chain reaction:
first GPUs, then optical networking, then data centers and power systems — and eventually toward AI applications.
https://preview.redd.it/z0pjmis33p2h1.png?width=1672&format=png&auto=webp&s=fcc73eea86a7a1ee6f7a83d2c73ca14b04b8a146
And in 2026, the key theme in AI applications is the rise of AI agents: systems that don’t just chat, but actually perform tasks autonomously.
Some key players:
* MSFT: the leader in enterprise AI through Copilot and Office integration
* CRM: pushing AI agents into customer service and sales workflows
* NOW: automating enterprise IT and workflows with generative AI
* PLTR: bringing AI decision-making into defense, government, and energy
* SOUN: voice AI for restaurants and automotive systems
* BBAI: predictive AI for supply chains and industrial operations
* MAAS: vertically integrated AI infrastructure + industry-specific models + enterprise deployment
* ADBE: embedding generative AI into creative workflows
* SNOW: becoming the data layer behind enterprise AI applications
Some of these stocks have already started moving. Many haven’t — yet. Capital may still be concentrated in the infrastructure phase of the AI cycle.
But the market is starting to pay attention. Bank of America recently turned bullish on NOW, and MAAS has already shown explosive momentum before. Money is clearly beginning to position for the next leg.
If you missed the optical networking rally, don’t miss the final stage of the AI trade: applications. And if you did profit from infrastructure, the next opportunity may be where AI actually gets used.

why would you sell CRM? it makes no sense, the company is gonna buy 25% of the outstanding shares

I used to be a big fan of him and then realized he sells his losses to make his portfolio look better. He also sold EFX and CRM in the past year after shilling them non stop. If you go back further you will find more examples of this.

My INTU position keeps growing. They pay a dividend and are growing revenue and EPS in the last 5 years, 3 years, and TTM to PTM. It consistently shows up in my screen. Other stocks that show up in my screen are MSFT, NVDA, WMT, IBKR, SAP, CRM.
ADBE is in the same position. It shows up on my non-dividend paying stocks with the same performance.

I've used CallHippo in the past, and it's a solid option for businesses of all sizes. The browser-based interface is super easy to use, and the features are pretty comprehensive. You get a dedicated business number, voicemail transcription, call recording, and even some basic CRM integrations. Definitely worth checking out, especially if you're looking for something simple to set up and manage.

This is just a shower thought for discussion.
Historically a company would do the same thing over and over and not devote anything to R&D this meant when a new company opened with a new version the old company would dramatically crash and shake up the market.
Modern companies are now so future proof that they devote tens of billions into R&D (including buying out companies) the result is new avenues of income every year, Microsoft is a great example; started as basic software, went on to cloud services, ERP, CRM and now AI solutions. Just think of any tech company what they started with and what they now offer.
A bit tired of people saying we are due a crash soon! And they will say AI is the same as the .com bubble, but those companies that crashed are now some of the most valuable in the world...
I'm not going to sell my stock in xyz company because it could be the next smartphone company or website company that grows 5000% because there is currently zero market saturation.
For the market to go down you would need to have no R&D happening, no promise of crazy future earning potential, you'd need a very boring and quiet climate with nothing happening?

NOW, CRM, SLS, CRWV

Well, the call spreads are good enough that I could, in fact, make tens of thousands on them if LULU reverts back to ~$140.
The next thing I am YOLO-ing into would likely be CRM, DOCU and other crashed software stocks.

Any analysis on when they have to take on more debt for the buybacks? Looking at you CRM

Yeah, I’m the dummy who didn’t really look into all the cross-pollination with all these other companies, CRM, etc…I guess I’m trying to justify buying Anthropic, which does seem like a good investment to me, based on the CEO’s ethics, in the same way when I buy VOO I look the other way at some of the companies on the list.
🤷‍♂️

I'll join on CRM. But why naked on crwd?

BTC 15 x RDDT 5/22/26 $155 P @ $5.10 each. Sold for $5.20 each (rolled to the 5/29 $150s). Profit: $120
BTC 10 x RDDT 5/22/26 $144 P @ $0.85 each. Sold (yesterday) for $3.35 each. Profit: $2,500
BTC 2 x MU 6/18/26 $550 P @ $8.15 each. Sold for $18.70 each. Profit: $2,110
BTC 3 x DAVE Jan 2027 $150 P @ $15.60 each. Sold for $36.35 each. Profit: $6,220
BTC 5 x CVNA Jan 2027 $122 naked call @ $2.60 each. Sold for $6.70 each. Profit: $2,050
Total realized profit today from previously opened theta positions: $13,000
\----
STO 3 x CRWD Jan 2027 $950 naked call @ $38.35 each. Premium: $11,500
STO 20 x RDDT 5/29/26 $150 P @ $5.10 each. Premium: $10,200
STO 1 x DAVE Jan 2027 $230 P @ $48. Premium: $4,800
STO 2 x CRM Jan 2027 $150 P @ $13.70 each. Premium: $2,740
Total premium sold today: $29,240

I know an accredited investor who has multiple 7figs. They don't have allocations to any of those 3 directly because they couldn't easily get access either. Their exposure is via their VOO/SSO/GOOG/BAC/MSFT shares.
Easiest way to get exposure is via GOOG/BAC (SpaceX), MSFT/AMZN/NVDA/9984 (OpenAI), and CRM/ZM (Anthropic). Then if you own VOO/SSO/UPRO or QQQs which owns many of these companies then you'll have some indirect exposure to these companies by proxy as well. Alternatively there are a few etfs that let you get exposure by proxy too.

Anyone playing CRM next week

I don't have a strong thesis, but why is Anthropic hiring Salesforce admin?
I don't have SaaS due to the usual concerns, but I think I may add CRM in particular as my only SaaS stock. I think the moat is strong and CEO is very pro AI as well. 

What's your thesis on CRM?

CRM is a better option if you want SaaS stocks.

I went through this with CRM and NOW last year. I stopped trying to time “AI kills SaaS” headlines and just sized positions smaller, sold calls on spikes, and let the core shares ride. What worked for me was tracking actual margin/NRR trends, not Twitter doom. For sentiment I skim FinTwit, then Reddit via the native app, Apollo, and Pulse for Reddit, which caught threads I’d have totally missed during earnings panic.

May 5, 2026
‍
Several technology and technology-adjacent companies announced workforce reductions in the first quarter of 2026, as firms moved to cut costs, restructure operations, and redirect resources toward artificial intelligence.
‍
The biggest Q1 layoff announcements came from companies across enterprise software, cloud infrastructure, semiconductors, telecom equipment, IT services, crypto, and clean energy technology.
‍
# 1. Oracle Corporation (NYSE: ORCL)
‍
Price: $185.35
Date: March 31, 2026
1-day impact: +2.86%
‍
Oracle is a global enterprise software and cloud computing company. It provides database software, cloud infrastructure, business applications, and AI infrastructure services for large organizations.
‍
Oracle reportedly planned to cut thousands of workers as the company looked to manage costs while expanding aggressively into artificial intelligence infrastructure. Oracle had roughly 162,000 employees, but the total number of affected workers was not clearly disclosed, so the workforce reduction percentage is not cleanly calculable. The stock rose after the layoff news, suggesting investors viewed the cuts as cost discipline tied to Oracle’s AI spending push.
‍
# 2. FiscalNote Holdings (NYSE: NOTE)
‍
Price: $0.20
Date: March 19, 2026
1-day impact: -5.52%
‍
FiscalNote provides policy, regulatory, and geopolitical intelligence software. Its platform helps companies, government agencies, and organizations track legislation, risk, and public policy developments.
‍
FiscalNote announced an organizational transformation that included a workforce reduction of approximately 25%. Based on the company’s reported headcount of 543 employees, the reduction implies roughly 136 employees affected. The stock fell after the announcement, suggesting investors viewed the cuts as a sign of financial pressure rather than a clean margin-improvement move.
# 3. Atlassian Corporation (NASDAQ: TEAM)
‍
Price: $92.35
Date: March 11, 2026
1-day impact: -0.87%
‍
Atlassian develops collaboration and productivity software for teams. Its major products include Jira, Confluence, Trello, Bitbucket, and tools used by software developers and enterprise teams.
‍
Atlassian announced plans to lay off about 1,600 employees, representing roughly 10% of its workforce, as part of a pivot toward artificial intelligence. The modest decline suggests investors were cautious on the near-term restructuring impact, even though the company framed the move around AI-driven operating changes.
‍
# 4. Atos SE (OTC: AEXAY)
‍
Price: 34.32 EUR
Date: March 5, 2026
1-day impact: 0.00%
‍
Atos is a French IT services and consulting company. It provides digital transformation, cybersecurity, cloud, infrastructure, and managed technology services for enterprise and government clients.
‍
Atos said restructuring had reduced its workforce by 19%. The flat immediate reaction suggests the cuts were largely understood as part of an ongoing turnaround rather than a new surprise catalyst.
‍
# 5. (NYSE: AI)
‍
Price: $9.41
Date: February 25, 2026
1-day impact: +2.06%
‍
C3.ai provides enterprise artificial intelligence software. Its platform helps companies build, deploy, and run AI applications across industries including energy, manufacturing, defense, finance, and healthcare.
‍
C3.ai announced a restructuring plan that included a 26% reduction in its global workforce. Based on the company’s prior headcount of about 1,181 employees, the reduction implies roughly 307 employees affected. Shares rose after the announcement, suggesting investors may have viewed the cuts as a step toward tighter expense control, though the stock remained under pressure in the broader period.
‍
# 6. WiseTech Global (OTC: WIGBY)
‍
Price: $44.63
Date: February 24, 2026
1-day impact: 0.00%
‍
WiseTech Global is an Australian logistics software company. Its flagship CargoWise platform helps freight forwarders, customs brokers, and logistics companies manage global supply chains.
‍
WiseTech Global said it would lay off about 2,000 employees over two years as it adopted artificial intelligence across its software and internal operations. The cuts represented approximately 29% of its global workforce. The reaction was muted, likely because the reductions were structured as a multi-year transition rather than an immediate cost shock.
‍
# 7. The Crypto Company (OTC: CRCW)
‍
Price: $0.0017
Date: February 22, 2026
1-day impact: +0.53%
‍
The Crypto Company is a blockchain and digital asset services firm. It has focused on crypto education, consulting, technology services, and digital asset-related business activities.
‍
The Crypto Company was linked to further staff reductions amid pressure in the crypto sector. The company’s total affected headcount and workforce reduction percentage were not clearly disclosed, making the percentage not cleanly calculable. The small positive move suggests the market reaction was limited, with investors likely focused more on valuation pressure and crypto-market conditions.
‍
# 8. Salesforce (NYSE: CRM)
‍
Price: $186.99
Date: February 9, 2026
1-day impact: +0.81%
‍
Salesforce is a cloud software company best known for customer relationship management tools. Its platform supports sales, marketing, service, analytics, AI, and enterprise workflow automation.
‍
Salesforce reportedly cut fewer than 1,000 jobs. Based on Salesforce’s reported headcount of 76,453 employees, the cuts represented up to roughly 1.3% of its workforce. The stock reaction was modestly positive, consistent with how investors often respond when profitable software companies reduce headcount to protect margins.
‍
# 9. ASML Holding (NASDAQ: ASML)
‍
Price: 1,229.00 EUR
Date: January 28, 2026
1-day impact: +4.09%
‍
ASML is a Dutch semiconductor equipment company. It is the leading supplier of lithography machines used by chipmakers to produce advanced semiconductors.
‍
ASML announced layoffs that would result in a net reduction of around 1,700 positions, mostly in the Netherlands, with some cuts in the United States. The cuts represented approximately 4% of its workforce. The stock rose after the announcement, suggesting investors viewed the move as operational discipline rather than demand collapse.
‍
# 10. Enphase Energy (NASDAQ: ENPH)
‍
Price: $36.02
Date: January 23, 2026
1-day impact: +10.70%
‍
Enphase Energy develops solar and battery technology for homes and businesses. Its products include microinverters, energy storage systems, EV chargers, and energy management software.
‍
Enphase announced job cuts as the end of tax credits weighed on demand. The company planned to lay off about 160 employees, representing less than 6% of its workforce. Shares rose sharply, suggesting investors interpreted the layoffs as a necessary reset for a company facing weaker solar demand and policy-driven pressure.
‍
# 11. Autodesk (NASDAQ: ADSK)
‍
Price: $249.43
Date: January 22, 2026
1-day impact: +0.76%
‍
Autodesk develops design and engineering software. Its products are used in architecture, construction, manufacturing, media, entertainment, and infrastructure planning.
‍
Autodesk announced plans to lay off about 7% of its workforce, equal to roughly 1,000 roles. The stock moved slightly higher, suggesting the market viewed the restructuring as a manageable cost-efficiency move.
‍
# 12. Capgemini SE (OTC: CAPMF)
‍
Price: 105.45 EUR
Date: January 20, 2026
1-day impact: -3.54%
‍
Capgemini is a global IT consulting and technology services company based in France. It helps businesses with cloud, data, AI, cybersecurity, software engineering, and digital transformation projects.
‍
Capgemini planned to cut up to 2,400 jobs in France, representing about 6% of its French workforce. The stock fell after the announcement, suggesting investors may have focused on weak demand, restructuring risk, or margin pressure in IT services.
‍
# 13. Ericsson (NASDAQ: ERIC)
‍
Price: 110.40 SEK
Date: January 14, 2026
1-day impact: +2.58%
‍
Ericsson is a Swedish telecommunications equipment company. It provides 5G network infrastructure, software, and services for telecom operators and enterprise connectivity markets.
‍
Ericsson planned to lay off about 1,600 employees in Sweden, representing approximately 12% of its Swedish workforce and about 1.8% of its global workforce. Shares rose after the announcement, suggesting investors viewed the cuts as part of broader cost discipline in a challenging telecom equipment market.
‍
# What Q1 Tech Layoffs Show
‍
The Q1 2026 tech layoff wave was not driven by one single factor. The main themes were:
‍
* AI adoption reducing headcount needs
* cost cuts to protect margins
* weaker demand in IT services, telecom, solar, and crypto
* restructuring after prior growth cycles
* capital reallocation toward higher-priority business lines ‍
The strongest positive stock reactions came from companies where investors viewed layoffs as proactive cost control, including Enphase, ASML, Oracle, and Ericsson. Negative reactions were more common when layoffs signaled deeper pressure, such as FiscalNote and Capgemini.
‍
# The Bigger Picture
‍
Tech layoffs in Q1 2026 show how artificial intelligence is becoming both a growth investment and a restructuring catalyst.
‍
Companies are cutting jobs while investing in automation, AI infrastructure, and leaner operating models. For investors, the key question is whether layoffs support stronger margins or signal weakening demand.

May 5, 2026
‍
Several technology and technology-adjacent companies announced workforce reductions in the first quarter of 2026, as firms moved to cut costs, restructure operations, and redirect resources toward artificial intelligence.
‍
The biggest Q1 layoff announcements came from companies across enterprise software, cloud infrastructure, semiconductors, telecom equipment, IT services, crypto, and clean energy technology.
‍
# 1. Oracle Corporation (NYSE: ORCL)
‍
**Price:** $185.35
**Date:** March 31, 2026
**1-day impact:** \+2.86%
‍
Oracle is a global enterprise software and cloud computing company. It provides database software, cloud infrastructure, business applications, and AI infrastructure services for large organizations.
‍
Oracle reportedly planned to cut thousands of workers as the company looked to manage costs while expanding aggressively into artificial intelligence infrastructure. Oracle had roughly 162,000 employees, but the total number of affected workers was not clearly disclosed, so the workforce reduction percentage is not cleanly calculable. The stock rose after the layoff news, suggesting investors viewed the cuts as cost discipline tied to Oracle’s AI spending push.
‍
# 2. FiscalNote Holdings (NYSE: NOTE)
‍
**Price:** $0.20
**Date:** March 19, 2026
**1-day impact:** \-5.52%
‍
FiscalNote provides policy, regulatory, and geopolitical intelligence software. Its platform helps companies, government agencies, and organizations track legislation, risk, and public policy developments.
‍
FiscalNote announced an organizational transformation that included a workforce reduction of approximately 25%. Based on the company’s reported headcount of 543 employees, the reduction implies roughly 136 employees affected. The stock fell after the announcement, suggesting investors viewed the cuts as a sign of financial pressure rather than a clean margin-improvement move.
# 3. Atlassian Corporation (NASDAQ: TEAM)
‍
**Price:** $92.35
**Date:** March 11, 2026
**1-day impact:** \-0.87%
‍
Atlassian develops collaboration and productivity software for teams. Its major products include Jira, Confluence, Trello, Bitbucket, and tools used by software developers and enterprise teams.
‍
Atlassian announced plans to lay off about 1,600 employees, representing roughly 10% of its workforce, as part of a pivot toward artificial intelligence. The modest decline suggests investors were cautious on the near-term restructuring impact, even though the company framed the move around AI-driven operating changes.
‍
# 4. Atos SE (OTC: AEXAY)
‍
**Price:** 34.32 EUR
**Date:** March 5, 2026
**1-day impact:** 0.00%
‍
Atos is a French IT services and consulting company. It provides digital transformation, cybersecurity, cloud, infrastructure, and managed technology services for enterprise and government clients.
‍
Atos said restructuring had reduced its workforce by 19%. The flat immediate reaction suggests the cuts were largely understood as part of an ongoing turnaround rather than a new surprise catalyst.
‍
# 5. (NYSE: AI)
‍
**Price:** $9.41
**Date:** February 25, 2026
**1-day impact:** \+2.06%
‍
C3.ai provides enterprise artificial intelligence software. Its platform helps companies build, deploy, and run AI applications across industries including energy, manufacturing, defense, finance, and healthcare.
‍
C3.ai announced a restructuring plan that included a 26% reduction in its global workforce. Based on the company’s prior headcount of about 1,181 employees, the reduction implies roughly 307 employees affected. Shares rose after the announcement, suggesting investors may have viewed the cuts as a step toward tighter expense control, though the stock remained under pressure in the broader period.
‍
# 6. WiseTech Global (OTC: WIGBY)
‍
**Price:** $44.63
**Date:** February 24, 2026
**1-day impact:** 0.00%
‍
WiseTech Global is an Australian logistics software company. Its flagship CargoWise platform helps freight forwarders, customs brokers, and logistics companies manage global supply chains.
‍
WiseTech Global said it would lay off about 2,000 employees over two years as it adopted artificial intelligence across its software and internal operations. The cuts represented approximately 29% of its global workforce. The reaction was muted, likely because the reductions were structured as a multi-year transition rather than an immediate cost shock.
‍
# 7. The Crypto Company (OTC: CRCW)
‍
**Price:** $0.0017
**Date:** February 22, 2026
**1-day impact:** \+0.53%
‍
The Crypto Company is a blockchain and digital asset services firm. It has focused on crypto education, consulting, technology services, and digital asset-related business activities.
‍
The Crypto Company was linked to further staff reductions amid pressure in the crypto sector. The company’s total affected headcount and workforce reduction percentage were not clearly disclosed, making the percentage not cleanly calculable. The small positive move suggests the market reaction was limited, with investors likely focused more on valuation pressure and crypto-market conditions.
‍
# 8. Salesforce (NYSE: CRM)
‍
**Price:** $186.99
**Date:** February 9, 2026
**1-day impact:** \+0.81%
‍
Salesforce is a cloud software company best known for customer relationship management tools. Its platform supports sales, marketing, service, analytics, AI, and enterprise workflow automation.
‍
Salesforce reportedly cut fewer than 1,000 jobs. Based on Salesforce’s reported headcount of 76,453 employees, the cuts represented up to roughly 1.3% of its workforce. The stock reaction was modestly positive, consistent with how investors often respond when profitable software companies reduce headcount to protect margins.
‍
# 9. ASML Holding (NASDAQ: ASML)
‍
**Price:** 1,229.00 EUR
**Date:** January 28, 2026
**1-day impact:** \+4.09%
‍
ASML is a Dutch semiconductor equipment company. It is the leading supplier of lithography machines used by chipmakers to produce advanced semiconductors.
‍
ASML announced layoffs that would result in a net reduction of around 1,700 positions, mostly in the Netherlands, with some cuts in the United States. The cuts represented approximately 4% of its workforce. The stock rose after the announcement, suggesting investors viewed the move as operational discipline rather than demand collapse.
‍
# 10. Enphase Energy (NASDAQ: ENPH)
‍
**Price:** $36.02
**Date:** January 23, 2026
**1-day impact:** \+10.70%
‍
Enphase Energy develops solar and battery technology for homes and businesses. Its products include microinverters, energy storage systems, EV chargers, and energy management software.
‍
Enphase announced job cuts as the end of tax credits weighed on demand. The company planned to lay off about 160 employees, representing less than 6% of its workforce. Shares rose sharply, suggesting investors interpreted the layoffs as a necessary reset for a company facing weaker solar demand and policy-driven pressure.
‍
# 11. Autodesk (NASDAQ: ADSK)
‍
**Price:** $249.43
**Date:** January 22, 2026
**1-day impact:** \+0.76%
‍
Autodesk develops design and engineering software. Its products are used in architecture, construction, manufacturing, media, entertainment, and infrastructure planning.
‍
Autodesk announced plans to lay off about 7% of its workforce, equal to roughly 1,000 roles. The stock moved slightly higher, suggesting the market viewed the restructuring as a manageable cost-efficiency move.
‍
# 12. Capgemini SE (OTC: CAPMF)
‍
**Price:** 105.45 EUR
**Date:** January 20, 2026
**1-day impact:** \-3.54%
‍
Capgemini is a global IT consulting and technology services company based in France. It helps businesses with cloud, data, AI, cybersecurity, software engineering, and digital transformation projects.
‍
Capgemini planned to cut up to 2,400 jobs in France, representing about 6% of its French workforce. The stock fell after the announcement, suggesting investors may have focused on weak demand, restructuring risk, or margin pressure in IT services.
‍
# 13. Ericsson (NASDAQ: ERIC)
‍
**Price:** 110.40 SEK
**Date:** January 14, 2026
**1-day impact:** \+2.58%
‍
Ericsson is a Swedish telecommunications equipment company. It provides 5G network infrastructure, software, and services for telecom operators and enterprise connectivity markets.
‍
Ericsson planned to lay off about 1,600 employees in Sweden, representing approximately 12% of its Swedish workforce and about 1.8% of its global workforce. Shares rose after the announcement, suggesting investors viewed the cuts as part of broader cost discipline in a challenging telecom equipment market.
‍
# What Q1 Tech Layoffs Show
‍
The Q1 2026 tech layoff wave was not driven by one single factor. The main themes were:
‍
* AI adoption reducing headcount needs
* cost cuts to protect margins
* weaker demand in IT services, telecom, solar, and crypto
* restructuring after prior growth cycles
* capital reallocation toward higher-priority business lines ‍
The strongest positive stock reactions came from companies where investors viewed layoffs as proactive cost control, including Enphase, ASML, Oracle, and Ericsson. Negative reactions were more common when layoffs signaled deeper pressure, such as FiscalNote and Capgemini.
‍
# The Bigger Picture
‍
Tech layoffs in Q1 2026 show how artificial intelligence is becoming both a growth investment and a restructuring catalyst.
‍
Companies are cutting jobs while investing in automation, AI infrastructure, and leaner operating models. For investors, the key question is whether layoffs support stronger margins or signal weakening demand.