CRM
Salesforce, Inc.
stockNYSE

you can just be in CRM with me. I'm down $2K today

[https://trademates.co/analyse/APP](https://trademates.co/analyse/APP) Unfortunately I cannot post picture. The model score of 60/100 falls in the HOLD range. The central thesis and factor breakdown explain the assessment. Hyper-profitable AXON AI ad platform faces deceleration fears and legal overhangs, offering high upside if non-gaming expansion executes. The model reaches HOLD in three steps. Each step answers one part of the investment decision. The company High-margin software advertising platform leveraging proprietary AXON AI machine-learning models to connect mobile app and e-commerce advertisers with supply inventory via automated bidding and monetization platforms (AppDiscovery, MAX, Adjust). Founded in 2011 and headquartered in Palo Alto, California, AppLovin Corporation provides an AI-powered software platform that enables mobile app developers to market and monetize their products globally. The company's core software stack includes AppDiscovery for ad matching, MAX for real-time in-app bidding, and Adjust for mobile attribution and analytics. The price The price trades below fair value with a margin of safety. APP trades at a trailing P/E of 23.58x and forward 2027 P/E of \~15.3x based on consensus EPS of $20.10. Operating margin of 77.44% and gross margin of 88.46% significantly exceed peer medians (CRM operating margin 21.4%, CDNS 30.8%). Applying a conservative 18x multiple to 2027 consensus EPS of $20.10 yields a fair value of $361.80. The model's fair value range of $320.00 to $420.00 dramatically diverges from FMP's external DCF cross-check ($118.49) because FMP's automated input fails to account for APP's structural margin transformation from negative operating income in 2022 (-$47.8M) to $4.15B in 2025 operating income. The decision Hold the core; add only on valuation resets. The model would execute 2 equal tranches: 50% at current price 307.41 USD and 50% at 52W low support of 297.50 USD. Fair value estimate 2027 Forward EPS consensus ($20.10) multiplied by a fair normalized P/E band of 16x to 21x, cross-checked with a 2-stage DCF using $3.94B 2025 FCF and a 10% discount rate. Undervalued Fair price $320.00 - $420.00 Upside, base model \+37.9% CheapExpensive $268.22 $248.22Fair value $320.00 - $420.00$470.00 Scenarios, 12 months Expected value $383.25 +42.9% Worst case · 20% $220.00 \-18.0% Best case · 25% $510.00 \+90.1% In the base case, the model projects AXON engine updates to restore sequential growth to 7-8%, realizing 2027 consensus EPS of $20.10 valued at a 19.1x forward multiple. What would the AI do? Model execution rules and risk boundaries Entry & allocation Would do 3.0% - 4.0% of total portfolio. The model would execute 2 equal tranches: 50% at current price 307.41 USD and 50% at 52W low support of 297.50 USD. Targets & stops Would do The model would take profit on 50% of position at 400.00 USD resistance and remaining 50% at bull target of 480.00 USD. The model would set a stop-loss at 266.00 USD (\~12% below average cost basis of 302.45 USD). Guardrails Would not * Chasing price spikes above 325.00 USD resistance before volume confirms breakout * Ignoring risk concentration in ad-tech algorithm execution * Failing to adjust position size if Beta expands above 2.50

they are super legit! You know, Boards have a legal obligation to actually tell u the truth 4 times a year.  Did u listen to their Q2 earings call in full? Well I am not a hedgie or some sophisticated trader with decades of experience. But my Trackrecord so far has been like this: took a complete loss on SPWR (sunpower corporation) lost 30k. That was my first bgger investment years ago. This was my only major loss. My Winners? Dumped it all into PLTR 2022 and 2023-2024. Went all in TXN in the 180ies. Bought 40k of BB at 3.8$. YOLOED more than 60% net worth into RBRK at 77$ (to see it go down to the 30ies). Dumped 40k into ZS calls when it hit bottom because I thought the dump was fake as fuck. Bought 400 shares of SNOW becauae again I thought this is impossible to be this cheap with the AI development. Bought GOOG at 150$. Bought NOW in the 80ies and CRM in the 150ies with CALLS. I don't know why, but I keep making the right calls. With APP, I uave been watching a long time. Always surprised about the huge post earnings swing. Mind u, in 2022, AppLovins EBITDA was 1billion. But Market Cap was 3.8 billion. Whaaat??Is this rational? They make 6 billion in free cash flow this year. 6 freaking billion. 86% margin. Current Market cap is 90 billion. For gods sake, they make more cash than PLTR god dammit!

problem is over yrs people/algos learned a lot what to do with dips. Unless something huge like covid, u wont get >10% dip anymore. But many possibilities are open when it comes to individual stocks. I bought (started buying actually) big/stable companies on dips such as MSFT, Meta, SPGI, Novo, amzn, fico, MA, software CRM/NOW/veeva etc since earlier year. I bought slowly, across the board and never leveraged. Also u never know u r in deepest bottom, so slowly steadily buying. So far, im well above sp500 YTD like 5-6% (including "failed" stocks such as fico, netflix, novo. Im not gonna stop, im not selling like a panic manic, but i bit trimmed if stock went above 25%. Lets see how things [work.So](http://work.So) far im happy. Also, Ive patience to wait for companies/stocks/sentiment turnaround. Same thing i did in July when Leopold crashed Ai stocks - sandisk/mu/wdc/soxx/photoics, and those r doing well (except wdc dipped yesterday again) green.

Yeah ok, non-SWE’s are just going to one-shot vibe-code a CRM tool or inventory control to rival SAP. At least Elon can buy GPUs and lease them out. Visionary.

Ibm sales. I do a few emails every week. And maybe two or three customer zoom calls. Gpt takes the meeting notes, fills out my CRM data, generates customer assets, generates the quotes. I just have to show up two or three days per week. Ill say, everyone should be fighting to get into a major tech organization like this. They dont really fire people. Mass layoffs are over. If you have a job at IBM/Microsoft etc, and dont perform well, they just move you around.

Hi everyone, I am an undergraduate college student and wanted to share how a SEBI-registered Research Analyst entity, Wealthy Brains (Proprietor: Akash Khatri, SEBI Regn No: INH000009764), took advantage of me, and ask for legal/arbitration guidance before my upcoming hearing. 1. The Modus Operandi & Cold Calling Trap In March 2025, representatives from Wealthy Brains (sales caller named Kirti, later joined by manager Sandeep) began cold-calling me. They leveraged their SEBI registration as an absolute guarantee of credibility, pitching an "Earn & Learn" program where they promised live market mentorship and claimed an "80% accuracy rate" with "8% to 10% daily return on capital." They gave me a trial demo trade, which yielded paper profits, convincing me to arrange an initial ₹5,118 registration fee via credit card. 2. Multi-Tier Extortion within 48 Hours (₹61,416 Total) Once the initial fee was paid, their manager sent a 30–40 page disclosure packet and explicitly told me over the phone: "No need to read that stuff, it’s just company formalities. Everything important will be handled live on call." They instructed me to deploy ₹30,000 capital into stock options without stop-losses. The position quickly started bleeding ₹20,000. Instead of risk management, they manufactured extreme panic: they refused to give exit guidance or recovery trades unless I paid additional fees. Over the next 48 hours, under severe distress, I was charged 4 separate overlapping invoices totaling ₹61,416: 1. 03 March 2025: ₹5,118 (Registration/Trial) 2. 04 March 2025 (Morning): ₹20,472 (Quarterly Classic Equity) 3. 04 March 2025 (Evening): ₹10,236 (Monthly Service, extorted while trades were bleeding) 4. 05 March 2025: ₹25,590 (Platinum Upgrade under duress) 3. Sham SMS Logs vs. Destructive Verbal F&O Directives Wealthy Brains broadcasted generic cash equity SMS alerts to simulate paper compliance. Over the phone, their callers explicitly ordered: "Ignore the SMS alerts; they are just regulatory formalities for SEBI. You are upgraded to our premium call desk—follow only our verbal instructions." They directed unhedged Nifty/Bank Nifty derivative trades, forced me to hold losing options overnight across expiry days, and pushed me to borrow/deploy my college semester savings (₹1.20 Lakhs), which was entirely wiped out. Whenever I tried to record their incoming calls, the automated alert "This call is now being recorded" played. They instantly hung up, called back, and threatened to terminate my subscription and withhold all assistance if I ever recorded them again. They claimed: "We are SEBI-registered, so our system records everything automatically under SEBI rules; you don't need to record." 4. Coerced ₹10,000 Partial Refund (Economic Duress) In July 2025, when I faced an urgent college tuition fee deadline of ₹9,500, I pleaded for a refund. Wealthy Brains withheld the funds and refused to release even a single rupee unless I emailed a pre-drafted message stating the issue was "resolved." Under financial duress, I sent it. However, on 21 and 22 July 2025, immediately after receiving the ₹10,000, I sent written protests clarifying that this was not a full-and-final settlement, that promises were unfulfilled, and reserving all rights to legal/regulatory remedies. 5. Current Case Status I filed complaints via SEBI SCORES, online FIR , and the NSE ODR mechanism. Pre-conciliation at NSE failed to resolve the matter. The dispute has escalated to formal Online Dispute Resolution on CADRE ODR claiming ₹51,416 (balance fees). In his formal reply on CADRE ODR: Akash Khatri admitted collecting all 4 payments in March 2025. He stated he is willing to produce records if directed by the Conciliator. He conceded that the legal enforceability of the ₹10,000 settlement under coercion is subject to the Conciliator’s determination. Questions for Legal & Market Experts: 1. Section 19 / Economic Duress: How do conciliators/arbitrators typically view forced "full and final" waiver emails when the client has contemporaneous written email protests lodged immediately after (21–22 July 2025)? 2. RA vs. IA Scope Violation: Since Wealthy Brains holds only a Research Analyst (RA) registration and not an Investment Adviser (IA) license, does providing personalized, live, one-on-one intraday execution instructions on call constitute an illegal advisory operation under SEBI regulations? 3. 5-Year Call Recording Mandate: Under Regulation 25(1)(vii) of SEBI (Research Analysts) Regulations, 2014, if the Respondent fails to produce their mandatory CRM audio logs of the calls where they gave verbal F&O directives, will the Arbitrator draw an adverse inference against them? 4. Escalation to Binding Arbitration: If they refuse to refund the ₹51,416 during conciliation on Monday, what specific points should I ensure are recorded in the failure report before the case automatically moves to CADRE Arbitration (45-day binding award stage)? 5. What additional steps can I take before SEBI Enforcement, RAASB (Research Analyst Administration and Supervisory Body), or the Consumer Forum to ensure their license is audited and other retail students aren't misled?