CRM
Salesforce, Inc.
stock NYSE

Anyone playing CRM earnings next week?

https://preview.redd.it/ql6fuqw5hxjh1.png?width=2998&format=png&auto=webp&s=88831bba592cb07d1877a4a6d349330e0873a003
**Not financial advice. Do your own research. It surfaces candidates; it is NOT a buy signal.**
Ranks your watchlist by short-squeeze potential. Each name needs two things:
**LOADED — the FUEL.** How much pent-up buying is trapped in the name: how much of the tradeable float is sold short, how many days of normal volume it would take those shorts to buy back (days-to-cover), and how expensive the shares are to borrow. Fuel is potential energy — every share sold short is a share that must eventually be bought back. It says nothing about timing: a name can sit fully fuelled for months and never move.
**IGNITION — the SPARK.** Whether anything is actually lighting the fuel right now (dealers short gamma forced to buy, aggressive call buying, price up on volume).
The score discounts loaded "fuel" by how little it's igniting, so a 🔥 Igniting name is loaded AND moving, while a 🔒 Loaded one is a coiled setup that hasn't fired yet. Short interest is FINRA data — reported twice a month with a \~2-3 week lag (shown as the as-of date), so treat it as the standing setup, not a live tick.
•
Float data is from FMP, refreshed weekly. What each tile shows:
◦
Score — the big number, overall squeeze potential (0-100).
◦
Loaded / Ignition — the two halves shown as bars, each 0-100.
◦
SI — short interest as a percent of the tradeable free float when we have it (the real squeeze figure, since insider/restricted shares are excluded), otherwise a percent of shares outstanding; the arrow is ↑ rising or ↓ falling versus the prior FINRA report.
◦
DTC — days-to-cover: at average volume, how many days of buying it would take shorts to cover (higher = harder to exit).
◦
Fee — annualized cost to borrow the shares (turns red at 5%+ = hard to borrow).
◦
Move — recent price thrust: the percent change over the last few sessions and the volume multiple, so "+29% · 2.2x" means up 29% on 2.2× its normal volume.
◦
Calls — the share of options flow that is aggressive call buying (squeeze chasing).
◦
Gamma — dealer positioning: "short" means dealers must buy into strength (fuel), "long" dampens it.
◦
↑ tightening / ⚠ diluting — borrow getting harder / float growing (which can blunt a squeeze).
MVMT squeeze scan — 2026-08-17
SI % float + days-to-cover: FINRA settlement as-of 2026-07-15 (33d old), not recomputed.
Borrow fee + short-volume ratio: our own daily/intraday pull, as-of 2026-08-14 15:23 UTC.
Analysis only — not an instruction to trade.
\*\*JACK\*\* 71 (fuel 83 / ignition 71) — SI 41.3% of free float, DTC 5.6, borrow 0.8%
\*\*INDI\*\* 70 (fuel 89 / ignition 86) — SI 33.2% of free float, DTC 11.7, borrow 0.8%
\*\*PLAY\*\* 60 (fuel 81 / ignition 49) — SI 33.5% of free float, DTC 7.9, borrow 0.6%
\*\*NNE\*\* 57 (fuel 86 / ignition 31) — SI 32.2% of free float, DTC 6.4, borrow 0.9%
\*\*QUBT\*\* 57 (fuel 95 / ignition 19) — SI 32.3% of free float, DTC 6.7, borrow 8.6%
\*\*LUNR\*\* 55 (fuel 75 / ignition 47) — SI 29.2% of free float, DTC 3.8, borrow 0.5%
\*\*GRPN\*\* 54 (fuel 90 / ignition 21) — SI 66.7% of free float, DTC 9.1, borrow 1.6%
\*\*WEN\*\* 53 (fuel 71 / ignition 47) — SI 30.2% of outstanding, DTC 3.8, borrow 5.2%
\*\*DNUT\*\* 52 (fuel 63 / ignition 67) — SI 20.2% of free float, DTC 6.5, borrow 0.3%
\*\*BBAI\*\* 51 (fuel 84 / ignition 21) — SI 30.8% of free float, DTC 5.8, borrow 1.1%
\*\*HTZ\*\* 50 (fuel 88 / ignition 13) — SI 30.9% of outstanding, DTC 3.9, borrow 13.6%
\*\*SOUN\*\* 47 (fuel 91 / ignition 20) — SI 43.0% of free float, DTC 6.0, borrow 7.4%
\*\*ARQQ\*\* 47 (fuel 93 / ignition 0) — SI 38.4% of free float, DTC 5.0, borrow 13.9%
\*\*PCT\*\* 46 (fuel 90 / ignition 3) — SI 29.3% of free float, DTC 13.7, borrow 1.9%
\*\*CORZ\*\* 46 (fuel 75 / ignition 22) — SI 24.5% of free float, DTC 5.7, borrow 0.3%
\*\*SBET\*\* 45 (fuel 74 / ignition 22) — SI 21.2% of free float, DTC 3.8, borrow 0.4%
\*\*IWM\*\* 45 (fuel 77 / ignition 18) — SI 29.5% of outstanding, DTC 4.2, borrow 0.6%
\*\*RXRX\*\* 45 (fuel 87 / ignition 4) — SI 44.2% of free float, DTC 6.7, borrow 0.5%
\*\*APLD\*\* 45 (fuel 68 / ignition 33) — SI 26.4% of free float, DTC 4.1, borrow 0.4%
\*\*CELH\*\* 45 (fuel 71 / ignition 28) — SI 20.4% of free float, DTC 5.4, borrow 0.3%
\*\*KEEL\*\* 45 (fuel 65 / ignition 38) — SI 16.8% of outstanding, DTC 3.3, borrow 0.3%
\*\*BW\*\* 45 (fuel 53 / ignition 67) — SI 10.2% of outstanding, DTC 4.0, borrow 0.4%
\*\*SERV\*\* 44 (fuel 99 / ignition 6) — SI 34.3% of free float, DTC 9.1, borrow 10.8%
\*\*RH\*\* 44 (fuel 88 / ignition 0) — SI 42.3% of free float, DTC 7.4, borrow 0.4%
\*\*QBTS\*\* 44 (fuel 69 / ignition 27) — SI 18.1% of free float, DTC 3.7, borrow 0.5%
\*\*KMB\*\* 43 (fuel 71 / ignition 21) — SI 13.1% of free float, DTC 10.1, borrow 0.4%
\*\*SMLR\*\* 43 (fuel 61 / ignition 40) — SI 18.0% of free float, DTC 3.4, borrow 1.1%
\*\*RGTI\*\* 42 (fuel 67 / ignition 27) — SI 18.7% of free float, DTC 2.8, borrow 0.5%
\*\*TEM\*\* 41 (fuel 71 / ignition 16) — SI 28.5% of free float, DTC 6.4, borrow 0.3%
\*\*NTST\*\* 40 (fuel 81 / ignition 17) — SI 32.9% of free float, DTC 22.2, borrow 0.6%
\*\*DDD\*\* 40 (fuel 80 / ignition 0) — SI 28.1% of free float, DTC 16.4, borrow 0.3%
\*\*GRRR\*\* 40 (fuel 55 / ignition 45) — SI 28.7% of free float, DTC 2.2, borrow 11.0%
\*\*IGV\*\* 40 (fuel 69 / ignition 15) — SI 27.9% of outstanding, DTC 2.5, borrow 0.7%
\*\*WOLF\*\* 39 (fuel 90 / ignition 45) — SI 410.8% of free float, DTC 6.8, borrow 2.4%
\*\*SMCI\*\* 39 (fuel 54 / ignition 45) — SI 17.2% of free float, DTC 3.0, borrow 0.3%
\*\*EOSE\*\* 39 (fuel 76 / ignition 1) — SI 37.2% of free float, DTC 3.9, borrow 1.3%
\*\*ABAT\*\* 38 (fuel 67 / ignition 33) — SI 15.7% of outstanding, DTC 6.4, borrow 0.4%
\*\*PRME\*\* 38 (fuel 76 / ignition 0) — SI 18.5% of outstanding, DTC 6.7, borrow 0.4%
\*\*PGY\*\* 37 (fuel 66 / ignition 13) — SI 25.2% of free float, DTC 3.6, borrow 0.4%
\*\*UMAC\*\* 37 (fuel 66 / ignition 88) — SI 24.0% of free float, DTC 2.4, borrow 0.7%
\*\*XLF\*\* 37 (fuel 63 / ignition 18) — SI 15.0% of outstanding, DTC 4.0, borrow 0.3%
\*\*CLF\*\* 36 (fuel 64 / ignition 11) — SI 14.8% of free float, DTC 4.5, borrow 0.3%
\*\*MVIS\*\* 36 (fuel 94 / ignition 27) — SI 18.0% of outstanding, DTC 6.7, borrow 23.0%
\*\*HIMS\*\* 35 (fuel 78 / ignition 7) — SI 29.4% of free float, DTC 4.5, borrow 0.3%
\*\*MO\*\* 35 (fuel 46 / ignition 51) — SI 3.2% of free float, DTC 8.6, borrow 0.4%
\*\*ASTS\*\* 34 (fuel 71 / ignition 13) — SI 22.3% of free float, DTC 4.8, borrow 0.7%
\*\*OKLO\*\* 34 (fuel 63 / ignition 9) — SI 19.1% of free float, DTC 3.3, borrow 0.4%
\*\*SYM\*\* 34 (fuel 61 / ignition 11) — SI 30.9% of free float, DTC 9.7, borrow 0.4%
\*\*KHC\*\* 34 (fuel 50 / ignition 37) — SI 7.8% of free float, DTC 7.9, borrow 0.4%
\*\*RCKT\*\* 34 (fuel 67 / ignition 0) — SI 19.1% of free float, DTC 6.8, borrow 0.3%
\*\*CIFR\*\* 34 (fuel 53 / ignition 26) — SI 16.7% of free float, DTC 2.4, borrow 0.4%
\*\*PATH\*\* 34 (fuel 56 / ignition 19) — SI 27.5% of free float, DTC 1.4, borrow 0.3%
\*\*TE\*\* 34 (fuel 59 / ignition 14) — SI 17.5% of outstanding, DTC 1.5, borrow 0.5%
\*\*OPEN\*\* 33 (fuel 52 / ignition 28) — SI 20.8% of free float, DTC 1.8, borrow 0.4%
\*\*SATL\*\* 33 (fuel 56 / ignition 37) — SI 14.4% of outstanding, DTC 4.3, borrow 2.2%
\*\*ASST\*\* 32 (fuel 89 / ignition 21) — SI 35.3% of free float, DTC 6.9, borrow 1.1%
\*\*LUMN\*\* 32 (fuel 47 / ignition 36) — SI 6.2% of outstanding, DTC 5.4, borrow 0.4%
\*\*NBIS\*\* 32 (fuel 74 / ignition 43) — SI 30.2% of free float, DTC 3.5, borrow 1.1%
\*\*OSCR\*\* 32 (fuel 44 / ignition 45) — SI 7.9% of free float, DTC 4.0, borrow 0.3%
\*\*AEP\*\* 31 (fuel 45 / ignition 40) — SI 6.1% of free float, DTC 6.8, borrow 0.3%
\*\*CLX\*\* 31 (fuel 53 / ignition 17) — SI 9.7% of free float, DTC 4.8, borrow 0.4%
\*\*GIS\*\* 31 (fuel 53 / ignition 17) — SI 10.3% of free float, DTC 4.4, borrow 0.3%
\*\*RDW\*\* 31 (fuel 61 / ignition 18) — SI 34.8% of free float, DTC 2.6, borrow 0.3%
\*\*NVTS\*\* 30 (fuel 44 / ignition 37) — SI 15.3% of free float, DTC 1.6, borrow 0.3%
\*\*ETHA\*\* 30 (fuel 40 / ignition 52) — SI 10.6% of outstanding, DTC 1.5, borrow 0.4%
\*\*IREN\*\* 30 (fuel 69 / ignition 45) — SI 30.3% of free float, DTC 2.3, borrow 0.6%
\*\*XEL\*\* 30 (fuel 48 / ignition 25) — SI 6.9% of free float, DTC 8.9, borrow 0.3%
\*\*IONQ\*\* 29 (fuel 52 / ignition 33) — SI 12.7% of free float, DTC 2.8, borrow 0.5%
\*\*SLB\*\* 28 (fuel 44 / ignition 28) — SI 4.3% of free float, DTC 5.7, borrow 0.4%
\*\*CHWY\*\* 28 (fuel 51 / ignition 9) — SI 11.7% of outstanding, DTC 3.1, borrow 0.4%
\*\*SOFI\*\* 28 (fuel 46 / ignition 20) — SI 14.8% of free float, DTC 2.3, borrow 0.3%
\*\*UNP\*\* 28 (fuel 42 / ignition 31) — SI 4.8% of free float, DTC 12.5, borrow 0.4%
\*\*CXM\*\* 27 (fuel 54 / ignition 2) — SI 13.8% of free float, DTC 4.3, borrow 0.3%
\*\*XLP\*\* 27 (fuel 36 / ignition 50) — SI 11.3% of outstanding, DTC 1.8, borrow 0.4%
\*\*SLNH\*\* 27 (fuel 72 / ignition 24) — SI 14.1% of outstanding, DTC 2.2, borrow 4.7%
\*\*VLO\*\* 27 (fuel 34 / ignition 54) — SI 3.8% of free float, DTC 3.9, borrow 0.3%
\*\*ONDS\*\* 26 (fuel 80 / ignition 10) — SI 49.5% of free float, DTC 2.7, borrow 10.6%
\*\*UPS\*\* 26 (fuel 44 / ignition 19) — SI 3.3% of free float, DTC 6.3, borrow 0.4%
\*\*D\*\* 26 (fuel 37 / ignition 37) — SI 3.1% of free float, DTC 4.9, borrow 0.4%
\*\*QQQ\*\* 25 (fuel 42 / ignition 21) — SI 10.2% of outstanding, DTC 1.9, borrow 0.3%
\*\*AI\*\* 25 (fuel 80 / ignition 4) — SI 32.4% of free float, DTC 8.8, borrow 0.4%
\*\*PL\*\* 25 (fuel 42 / ignition 38) — SI 9.7% of outstanding, DTC 4.0, borrow 0.3%
\*\*VMC\*\* 25 (fuel 49 / ignition 0) — SI 5.1% of free float, DTC 6.5, borrow 0.4%
\*\*JOBY\*\* 24 (fuel 47 / ignition 4) — SI 16.6% of free float, DTC 2.4, borrow 0.4%
\*\*NTLA\*\* 24 (fuel 80 / ignition 0) — SI 43.1% of free float, DTC 9.8, borrow 0.3%
\*\*XLE\*\* 24 (fuel 40 / ignition 21) — SI 9.2% of outstanding, DTC 1.9, borrow 0.4%
\*\*MLM\*\* 24 (fuel 37 / ignition 30) — SI 4.1% of free float, DTC 4.2, borrow 0.4%
\*\*WULF\*\* 24 (fuel 61 / ignition 31) — SI 27.2% of free float, DTC 2.5, borrow 0.3%
\*\*WDC\*\* 24 (fuel 40 / ignition 41) — SI 6.8% of free float, DTC 3.4, borrow 0.3%
\*\*ON\*\* 24 (fuel 40 / ignition 18) — SI 8.1% of free float, DTC 2.8, borrow 0.3%
\*\*SBUX\*\* 23 (fuel 41 / ignition 15) — SI 4.1% of free float, DTC 7.4, borrow 0.3%
\*\*PBLS\*\* 23 (fuel 42 / ignition 11) — SI 3.1% of outstanding, DTC 8.3, borrow 3.9%
\*\*BTBT\*\* 23 (fuel 58 / ignition 32) — SI 16.5% of free float, DTC 2.2, borrow 0.4%
\*\*TGT\*\* 23 (fuel 39 / ignition 17) — SI 4.4% of free float, DTC 4.7, borrow 0.3%
\*\*XLI\*\* 23 (fuel 38 / ignition 43) — SI 10.2% of outstanding, DTC 2.8, borrow 0.4%
\*\*TMUS\*\* 23 (fuel 34 / ignition 33) — SI 4.6% of free float, DTC 4.8, borrow 0.4%
\*\*INTU\*\* 23 (fuel 38 / ignition 20) — SI 5.8% of outstanding, DTC 3.5, borrow 0.4%
\*\*LIFE\*\* 23 (fuel 41 / ignition 10) — SI 6.1% of outstanding, DTC 3.5, borrow 2.5%
\*\*O\*\* 22 (fuel 41 / ignition 8) — SI 4.3% of free float, DTC 7.2, borrow 0.4%
\*\*ACHR\*\* 22 (fuel 46 / ignition 12) — SI 15.0% of free float, DTC 3.5, borrow 0.3%
\*\*EOG\*\* 22 (fuel 33 / ignition 33) — SI 3.3% of free float, DTC 5.7, borrow 0.4%
\*\*SPOT\*\* 22 (fuel 36 / ignition 24) — SI 4.3% of free float, DTC 4.5, borrow 0.3%
\*\*APPS\*\* 22 (fuel 43 / ignition 2) — SI 10.0% of free float, DTC 2.9, borrow 0.4%
\*\*ED\*\* 22 (fuel 40 / ignition 28) — SI 3.8% of free float, DTC 7.1, borrow 0.4%
\*\*ADBE\*\* 22 (fuel 37 / ignition 15) — SI 5.1% of free float, DTC 3.8, borrow 0.3%
\*\*DE\*\* 21 (fuel 32 / ignition 32) — SI 2.5% of free float, DTC 6.0, borrow 0.4%
\*\*SMH\*\* 21 (fuel 41 / ignition 21) — SI 13.6% of outstanding, DTC 1.5, borrow 0.4%
\*\*SMR\*\* 21 (fuel 62 / ignition 12) — SI 54.2% of free float, DTC 2.8, borrow 0.4%
\*\*SNOW\*\* 21 (fuel 35 / ignition 20) — SI 6.4% of free float, DTC 4.5, borrow 0.3%
\*\*WELL\*\* 21 (fuel 36 / ignition 17) — SI 2.6% of free float, DTC 6.7, borrow 0.3%
\*\*AMGN\*\* 21 (fuel 34 / ignition 23) — SI 2.4% of free float, DTC 6.4, borrow 0.4%
\*\*PSA\*\* 20 (fuel 40 / ignition 1) — SI 4.2% of free float, DTC 7.6, borrow 0.3%
\*\*AFRM\*\* 20 (fuel 34 / ignition 17) — SI 5.9% of free float, DTC 4.6, borrow 0.3%
\*\*RVMD\*\* 20 (fuel 54 / ignition 23) — SI 6.5% of outstanding, DTC 6.8, borrow 0.3%
\*\*PFE\*\* 20 (fuel 32 / ignition 23) — SI 2.9% of free float, DTC 3.8, borrow 0.3%
\*\*RKLB\*\* 20 (fuel 39 / ignition 19) — SI 8.5% of free float, DTC 2.4, borrow 0.3%
\*\*SNPS\*\* 19 (fuel 34 / ignition 14) — SI 2.9% of free float, DTC 4.2, borrow 0.4%
\*\*ONTO\*\* 19 (fuel 31 / ignition 24) — SI 5.4% of free float, DTC 2.0, borrow 0.3%
\*\*HUT\*\* 18 (fuel 40 / ignition 8) — SI 12.4% of free float, DTC 3.1, borrow 0.3%
\*\*GTLB\*\* 18 (fuel 49 / ignition 24) — SI 11.4% of outstanding, DTC 4.7, borrow 0.4%
\*\*CDNS\*\* 18 (fuel 32 / ignition 14) — SI 2.3% of free float, DTC 4.1, borrow 0.4%
\*\*FDX\*\* 18 (fuel 30 / ignition 19) — SI 2.7% of free float, DTC 3.6, borrow 0.3%
\*\*ZETA\*\* 18 (fuel 47 / ignition 25) — SI 14.5% of free float, DTC 3.5, borrow 0.3%
\*\*CRM\*\* 18 (fuel 31 / ignition 13) — SI 5.9% of free float, DTC 3.8, borrow 0.3%
\*\*SO\*\* 17 (fuel 39 / ignition 4) — SI 3.2% of free float, DTC 8.4, borrow 0.3%
\*\*LOW\*\* 17 (fuel 31 / ignition 8) — SI 2.0% of free float, DTC 4.1, borrow 0.4%
\*\*SPG\*\* 16 (fuel 32 / ignition 0) — SI 3.2% of free float, DTC 5.6, borrow 0.3%
\*\*SPY\*\* 16 (fuel 32 / ignition 17) — SI 9.1% of outstanding, DTC 2.1, borrow 0.3%
\*\*AAOI\*\* 16 (fuel 36 / ignition 46) — SI 13.1% of free float, DTC 1.1, borrow 0.4%
\*\*LITE\*\* 16 (fuel 38 / ignition 39) — SI 12.3% of free float, DTC 2.2, borrow 0.3%
\*\*MSTR\*\* 13 (fuel 39 / ignition 12) — SI 12.2% of free float, DTC 2.0, borrow 0.3%
\*\*KTOS\*\* 12 (fuel 32 / ignition 29) — SI 5.6% of free float, DTC 2.3, borrow 0.3%
MVMT squeeze scan — 2026-08-17
SI % float + days-to-cover: FINRA settlement as-of 2026-07-15 (33d old), not recomputed.
Borrow fee + short-volume ratio: our own daily/intraday pull, as-of 2026-08-14 15:23 UTC.
Analysis only — not an instruction to trade.
\*\*CEP\*\* 99 (fuel 99 / ignition 100) — SI 20.0% of free float, DTC 7.6, borrow 45.6%
\*\*DPRO\*\* 81 (fuel 96 / ignition 70) — SI 15.9% of free float, DTC 6.8, borrow 14.9%
\*\*ARCT\*\* 72 (fuel 88 / ignition 62) — SI 26.8% of free float, DTC 10.7, borrow 0.4%
\*\*DFDV\*\* 64 (fuel 98 / ignition 55) — SI 45.3% of free float, DTC 8.3, borrow 9.8%
\*\*VIVO\*\* 62 (fuel 80 / ignition 56) — SI 20.7% of outstanding, DTC 2.5, borrow 11.0%
\*\*UPXI\*\* 60 (fuel 97 / ignition 24) — SI 27.8% of free float, DTC 9.7, borrow 8.8%
\*\*GENI\*\* 57 (fuel 88 / ignition 28) — SI 14.2% of free float, DTC 9.7, borrow 0.4%
\*\*HRTX\*\* 50 (fuel 98 / ignition 3) — SI 31.5% of free float, DTC 13.3, borrow 9.7%
\*\*EVGO\*\* 50 (fuel 81 / ignition 23) — SI 14.1% of free float, DTC 14.1, borrow 1.2%
\*\*EBS\*\* 48 (fuel 88 / ignition 8) — SI 20.2% of outstanding, DTC 13.2, borrow 0.3%
\*\*SRXH\*\* 47 (fuel 74 / ignition 26) — SI 28.3% of free float, DTC 1.0, borrow 33.0% 📌
\*\*LENZ\*\* 44 (fuel 89 / ignition 0) — SI 43.4% of free float, DTC 10.5, borrow 0.9%
\*\*EUV\*\* 44 (fuel 59 / ignition 49) — SI 22.1% of outstanding, DTC 1.0, borrow 5.1%
\*\*TBCH\*\* 44 (fuel 88 / ignition no data) — SI 21.7% of outstanding, DTC 19.7, borrow 0.4%
\*\*LFVN\*\* 40 (fuel 79 / ignition 0) — SI 14.0% of free float, DTC 8.0, borrow 21.8%
\*\*ETHZ\*\* 38 (fuel 67 / ignition 14) — SI 30.5% of free float, DTC 7.2, borrow 5.0%
\*\*DEFT\*\* 34 (fuel 51 / ignition 35) — SI 4.6% of free float, DTC 8.3, borrow 1.9%
\*\*KPTI\*\* 31 (fuel 95 / ignition 9) — SI 42.6% of free float, DTC 17.1, borrow 15.3%
\*\*TURB\*\* 29 (fuel 59 / ignition 0) — SI 6.8% of outstanding, DTC 3.2, borrow 384.4%
\*\*TNXP\*\* 27 (fuel 90 / ignition 1) — SI 22.6% of free float, DTC 7.2, borrow 1.8%
\*\*XPOF\*\* 27 (fuel 89 / ignition 0) — SI 20.6% of outstanding, DTC 16.8, borrow 0.5%
\*\*BATL\*\* 24 (fuel 74 / ignition 7) — SI 32.3% of free float, DTC 1.0, borrow 12.0%
\*\*GRML\*\* 20 (fuel 40 / ignition 0) — SI 6.5% of outstanding, DTC 2.1, borrow 6.9%
\*\*WLDS\*\* 19 (fuel 39 / ignition 0) — SI 5.6% of outstanding, DTC 1.1, borrow 889.0% 📌
\*\*EONR\*\* 18 (fuel 36 / ignition 0) — SI 8.0% of free float, DTC 2.8, borrow 7.8%
\*\*COSM\*\* 13 (fuel 43 / ignition 0) — SI 17.2% of free float, DTC 1.0, borrow 5.1%
\*\*SAFX\*\* 9 (fuel 31 / ignition 0) — SI 10.2% of free float, DTC 1.5, borrow 28.4%

I have my eyes on CRM and ADBE

Next week is their earning report.. very curious to see which way CRM will go?

Whats the view on CRM for next week earnings? I'm thinking this would fly

NFLX has really lost it's dominance. Don't know how it will compete with other platforms like HBO.
ADBE has real threat from AI. It doesn't have any irreplaceablity moat. I will say consider SAP, CRM, NOW instead.

its not just "producing more code quicker".. ive built tools that save time, that just would not have been viable before....
image an automation that every month saves your co-worker 2 hours of work.
if I told you it would take 40 hours to build it, it would not get built. The ROI is too far away. If it takes 1 hour to build, and cuts their monthly task time from 3 hours to 1 hour, it would get built month 1, no questions asked.
That's just one example.
Here are real examples from my company:
- A finance person spent 2 hours every month exporting data from three systems, fixing column names, joining spreadsheets, and formatting a report. Now its automated.
- Every morning, someone spent 45 minutes reading yesterday’s support tickets, tagging them, identifying duplicates, and sending the team a summary of recurring issues. Now that's automated and ready before we get to work.
- 50 salespeople each spent 10 minutes after their weekly meeting updating the CRM from their notes. 10 minutes per person, times 50 people. That is now automated.
These are all just simple examples of tools i have built in the past 9 months. That does not include how many more updates I've shipped to our warehouse software, our website, etc.
I have easily done as much work in the last year (and provided as much value to the company) as I did in the previous 3 years, and I've been a software engineer for 10+ years.

Your profile is private, what would those names be? I have some of my own, that I think are rather benefiting form AI.
Thats NOW, RBRK, CRM and MDAY (not sure about this one)

There’s 3-4 competing trends with none showing prominence at the moment. I’m still fairly defensive with a large healthcare tranche for the midterm rally. I have some energy, a long term call on CRAK that’s been printing, i have some GLD. I’ve had some military defense names like LMT and RTX.. I sold out of semis, but i have a large 50k or so Google position. I bought apple as well, their costs for chips won’t matter as they’ll pass that cost to their very loyal customer base. If the AI trade can hold up I’ll begin adding again. For software i have CRM and Sailpoint. A lot of names in agentic security are too pricey - i think sailpoint could 5x or get acquired

Why are we comparing NKE and LULU with CRM and ADBE? One side is fashion/goods with little to no moat and the other side is services that enhance productivity...

I tend to agree. There will be winners and losers with saas. To your point CRM and SAP are jeyt so tightly integrated with systems that it will be very difficult to displace.

There are certainly some SaaS companies who will be affected by cutting expenses due to AI, but that won't be CRM, SAP, NOW, VEEV. Real risk is to the companies like ADBE, TEAM, Accenture, cognizant etc.

I'm curious what's bad with CRM? Even I avoided ADBE though it surged but in long term its risk. I went with NOW, SAP and CRM.

Horses for courses. CRM and ADBE were my 2nd and 3rd biggest gains this year 🤷‍♂️

I won't say its skill till I donit for 5 years so sure. Its just thinking for yourself and not blindly following reddit. But in general I do like this place and some good stocks are brought to my radar here and the stocks the sub really gets onboard with tend to play out well.
The big ones this sub loved and I avoided were NVO, NKE, LULU, CRM, ADBE. And I'm happy to have avoided those. Meanwhile my PYPL position I got shit on endlessly for is looking more and more like it is going to make me some very nice returns with this $70 offer in the works.

CorMedix ($CRM)
Just had another look at CorMedix after the latest Q2 results, and the story continues to look interesting.
Q2 revenue came in at $101.9M, with $26M net income and $58.7M adjusted EBITDA.
DefenCath generated $66.1M in Q2, and the company now has supply agreements with all five major U.S. dialysis organizations.
Even more interesting: management maintained 2026 revenue guidance of $325–345M, while raising adjusted EBITDA guidance to $125–140M.
For me, the biggest change is that this is no longer just a biotech waiting for a product to work.
DefenCath is already generating significant revenue and profit.
There are still risks, of course, and the valuation needs to make sense at the current price. But if DefenCath adoption continues, I think the market may eventually start valuing CorMedix more like a profitable growth company rather than a small biotech.
I’m still holding and watching the numbers closely.
Not financial advice — just sharing my research.