CRM
Salesforce, Inc.
stockNYSE

I'll add mags a bit lower if we get. I think semis will rally, maybe giving an opportunity to buy some SAAS names like CRM, INTU, NOW. If Semis pull back ill add heavily.

Absolutely any task I do on my computer. The only thing I cannot automate are human relationships tasks (f2f meetings, etc.), decision making, and let's say 10-15% tasks where as a human I am faster and better (for now). I roughly increased my productivity by x4-x5. I am a startup founder so I do a bit of everything. I use Claude Code with a lot of MCPs (connectors to other apps) that are set up in two clicks. Here are a few examples in no particular order: \- Sales: Linkedin scrapping, lead qualifications, data cleaning, email campaign drafting, automated responses to prospects (that I still validate manually for now), CRM updates, meetings notes, meetings recap email drafting, custom videos made after the meetings, etc. Reminder every day of emails I have to answer, hot leads, calls I have to do. \- Marketing: Marketing website, SEO (insane results), SEA, design (still a bit behind on design, you need to know what good looks like, but good enough for most of it). Making presentations, powerpoints, marketing website. \- Finances: financial forecasts, expense extraction, data analyses, budgeting \- Admin: forms filling, contract drafting, legal documents, RFPs, files renaming and filing, I basically do not touch my computer file tree anymore, everything is read and written by AI, and perfectly ordered and cleaned. I was one of the most skeptical about AI. When chatgbt got out, I said this is an "improved google". I was exactly the people who downvoted my last comment. But the jump in the last months is absolutely insane. I advise every one to download Claude Code and start using AI ASAP. In the years to come there will be a lot of people left behind. Believe me, you DO NOT want to be one of them. Thank me later.

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.