CRM
Salesforce, Inc.
stock NYSE

Hahahaha I’m one of them but luckily I have a very small position and I took a large position in CRM last week. Snow was the play today tho not AVGO lol maybe tomorrow

CRM good results +22%
SNOW good results +22%
AVGO insane results -1%

U sure bro?
|**Ticker**|**Report Date**|**Rev ($B)**|**Rev Growth (YoY)**|**Beat/Miss**|**Guidance**|
|:-|:-|:-|:-|:-|:-|
|**MSFT**|Jul 29 (FY26 Q4)|$90.0|**+18%**| Beat ($90.0 vs $87.7 exp)|FQ1 rev $89.85–$90.95B (+16% mid); Azure/cloud strength|
|**AAPL**|Jul 30 (FY26 Q3)|$109.4|**+16%**| Beat (vs \~$108.9 exp)|Sept-qtr growth 9–11% (**missed** \~12% exp); supply constraints|
|**GOOGL**|Jul 22 (CY Q2)|$119.8|**+24%**| Beat|Cloud +82% to $24.8B; Cloud backlog $514B; op margin 34%|
|**AMZN**|Jul 30 (CY Q2)|$200.6|**+20%**| Beat (vs \~$196.5 exp)|Q3 net sales $197–$202B (+9–12%); AWS +37% to $42.2B|
|**META**|Jul 29 (CY Q2)|$60.8|**+28%**| Mixed (rev beat $60.8 vs $60.2; **EPS missed**)|Q3 rev $61–$64B (mid $62.5B, **below** \~$63.1B exp) → stock plunged|
|**NVDA**|Aug 26 (FY27 Q2)|$96.2|**+106%**| Beat (vs \~$92.2B exp)|DC rev $89B (+117% YoY, beat $86.3B exp); Q3 guide \~$108B (+70% YoY)|
|**AMD**|Aug 4 (CY Q2)|$11.54|**+50%**| Beat (vs $11.28B exp)|DC rev $6.7B (+107% YoY); raised growth outlook|
|**INTC**|Jul 23 (CY Q2)|$16.13|**+25%**| Beat (vs \~$14.45B exp)|Q3 rev $15.8–$16.8B, adj EPS $0.38; DC +59%|
|**AVGO**|Sep 2 (FY26 Q3)|— (reports after close)|—|—|Guided Q3 rev \~$29.4B (+84% YoY); AI semi rev \~$16B (+200% YoY)|
|**QCOM**|Jul 29 (FY Q3)|$9.9|**−4%**| Beat (rev at high end; EPS $2.21)|Q4 rev $9.7–$10.5B, adj EPS $2.05–$2.25|
|**MU**|Q3 Jun 24 / Q4 Sep 30|Q3 $41.46|**+346%**| Crushed (vs $35.8B exp)|Q4 rev \~$50B (±$1B), GM \~86%; HBM4 ramp|
|**SNDK**|Aug 5 (FY26 Q4)|$8.97|**+372%**| Beat (vs \~$8.3–8.42B exp)|FY26 rev $20.25B (+175%); DC rev +645% YoY; AI memory buildout|
|**TSM**|Jul 16 (CY Q2)|$40.2|**+36%**| Beat (high end)|Q3 rev $44.6B+; raised FY26 growth to **>40%**; GM 67.7%|
|**MRVL**|Aug 27 (FY27 Q2)|$2.74|**+37%**| Beat|Q3 rev \~$3.15B; raised FY27 to \~$12B (+45% YoY)|
|**ARM**|\~Jul 29 (FY27 Q1)|$1.29|**+22%**| Beat (record)|Royalty +22%, licensing +23%; record quarter|
|**SMCI**|\~Aug 5 (FY26 Q4)|$11.12|**+93%**| Beat|FY26 rev $39.1B (+78%); record AI server demand|
|**TXN**|Jul 21 (CY Q2)|$5.46|**+23%**| Beat (vs $5.24B exp)|Industrial/DC/auto-led growth; EPS $2.14 (+52%)|
|**ASML**|Jul 15 (CY Q2)|€9.3|**\~+50%+** (net sales)| Beat|Raised FY26 to €43–45B, GM 54–56% (2nd raise)|
|**AMAT**|Aug 13 (FY26 Q3)|$9.12|**+25%**| Beat (adj EPS $3.50 vs $3.40)|Packaging rev >70% growth CY26 (raised from >50%)|
|**LRCX**|Jul 29 (FY26 Q4)|$6.72|**+30%**| Beat (vs $6.66B exp)|Sept-qtr rev \~$8.1B (±$400M); FY26 record $23.2B|
|**KLAC**|Jul 30 (FY26 Q4)|$3.66|**+15%**| Beat (record qtr)|Q1 rev \~$4.0B; raised CY26 WFE outlook|
|**ORCL**|Q4 Jun (outside) / Q1 \~Sep 8–9|Q4 $19.2|**+21%**| Beat (Q4)|Q1 rev growth 27–29%; OCI +93%; raised FY27|
|**PLTR**|Aug 3 (CY Q2)|$1.94|**+93%**| Beat (+7.6%)|Raised FY26 to $8.15–$8.16B (+82% YoY); US comm +149%|
|**SNOW**|Sep 2 (FY27 Q2)|— (reports today)|—|—|Prior Q2 guide: product rev $1.415–1.420B (+30%)|
|**CRM**|Aug 26 (FY27 Q2)|$11.35|**+11%**| Beat (above high end)|Raised FY27 to $46.1–$46.4B (+11–12%)|
|**NOW**|Jul 22 (CY Q2)|\~$3.9 (sub)|**+23%** (sub, cc)| Beat (all lines)|Raised FY26 sub rev to $15.76–$15.78B (+21% cc)|
|**ADBE**|Jun 11 (FY26 Q2, outside)|$6.62|**+13%**| Beat (+2.6%)|Raised FY26 to $26.5–$26.6B; stock sank to 7-yr low|
|**PANW**|Sep 1 (FY26 Q4)|$3.41|**+34%**| Beat (vs \~$3.35B exp)|FY26 rev $11.5B (+24%); NGS ARR +34% to $21.2B|
|**CRWD**|Aug 26 (FY27 Q2)|$1.47|**+26%**| Beat|ARR $5.84B (+25%); record net-new ARR $333M; raised FY27|
|**NET**|Aug 6 (CY Q2)|$0.696|**+36%**| Beat|Raised FY26 to $2.864–$2.870B (+32%)|
|**DDOG**|Aug 6 (CY Q2)|$1.12|**+36%**| Beat (vs $1.08B exp)|Raised FY26 to $4.45–$4.47B (+30%); stock fell \~17%|
|**UBER**|Aug 5 (CY Q2)|$14.2|**+12%**| Mixed (GB +22% beat; rev miss)|Q3 GB $58.25–$60.25B (+18–22% cc); stock fell \~5%|
|**DELL**|Sep 1 (FY27 Q2)|$31.8|**+89%**| Beat|AI-optimized server rev $16.4B (+100%); FY27 rev \~$167B|
|**HPQ**|Aug 27 (FY26 Q3)|$15.7|**+12.5%**| Beat (record)|Lifted FY26 outlook; PC +18%|
|**HPE**|Sep 2 (FY26 Q3)|— (reports today)|—|—|Prior Q3 guide $11.5–$12.1B; Q2 was +40%|
|**ANET**|Aug 4 (CY Q2)|$3.04|**+37.7%**| Beat (vs $2.8B guide)|Raised FY26 to \~$12.6B (+40%); Q3 \~$3.03B|
|**CSCO**|Aug 12 (FY26 Q4)|$17.3|**+18%**| Beat (vs $16.8B exp)|FY26 rev $63.3B (+12%); product +24%; stock slid 8%|

Think it runs for a couple of days begore some pullback (same as how CRM did). Probably will hit $380 before an opportunity

CRM puts?

lol I made 4k off CRM last week and $924 today. I got super lucky I sold within 5 minutes of open. Otherwise I’d be negative 2-300

Fvck your CRM calls!

Day 3 of watching CRM trend red pre market just to spike on open. Wtf.

Can CRM sell off? I want in

You’re not entirely wrong. You can’t get discipline through willpower, you need to design it in your system and processes. Kind of like CRM for pilots. But you are the risk in your system so you need to grow yourself into a proper responsible trader. It’s not easy or quick do I can see why you’re so frustrated. And yes it requires more than just reading a book. I help traders with this process but most traders are not ready to grow yet.

CRM was the way to go with leaps last week. Qualcomm looks promising as well

Since July 1st (44days), MSFT had 28 green days (overall +34%), CRM 25 (+65%)
NVDA (+9%) MU (-19%) QQQ (-4%) had more red days than green (about 25) and so did GOOG with 26-18 negative record (-6%)
***why does this matter?***
idk I am just sick of 🍟RDDT🍟 going down, it was red for fucking 28 days and has lost 17%🤡🤡🤡. Thank you for your attention to my bags!
LMAO 🤌

It makes perfect sense to sell all these great companies growing earnings at 30% or more because it’s “September”. And don’t forget to sell your software stocks too because “Iran”. I mean oil prices sure do affect the number of licenses that CRM can sell. And then just buy it back in October right? Surely everyone here will be smart enough to time those dips perfectly.

Mag 7 and value stuff. CRM, unh, Msft, goog, amzn, all great to buy leaps! Not speculative garbage.

How could you all watch CRM, CRWD, NVDA earnings and NOT go with DELL or DLLL

I need CRM to move some more!

CRM hype is over! It will be $230 by the of the week.

2nd straight day CRM tanking pre market giving me hope then immediately shooting up at open. WTF

So now CRM was promoted to safe haven?

Was getting sellers remorse for letting go of my META calls last week at a 5 figure gain. Guess I didn’t fumble that for once. I did fumble $100k on CRM and NOW calls I sold for $2k profit though