CRM
Salesforce, Inc.
stock NYSE

Hope CRM Beat strong

Bull case for FMTOF (Femto Technologies):
Extremely tiny market cap means even small business success could create massive upside.
Company has pursued AI, CRM, and femtech markets, which are high-hype/high-growth sectors.
Reported cash levels have at times exceeded the company’s market value, creating a speculative “cash floor” thesis.
Very small float means momentum buying could move the stock violently upward.
AI-related acquisitions/pivots could attract speculative attention quickly.
After major collapses and reverse splits, some microcap traders view it as a deep turnaround/speculative rebound play.
The core thesis is simple:
if the company survives and gains traction in AI/femtech software, the upside from current levels could be multiples higher due to how small the valuation is.

If you want fast upside, it's better to look at $CRM or $Path as they are both undervalued and ripe for recovery with good news. 
$Intu might take longer to recover.

CRM and LULU calls are free money. Thank me later 😏😏

I know your smooth brain probably fails to understand investing but people can be more than one type of investor. For example in the past recently I’ve bought NOW and CRM because I considered them value and beaten down. I have also bought SNDK, AAOI, SLS, INFQ, ASTS. I make money wherever I see fit. Good job dunce

not yet, decent week next week with MRVL, CRM defining hardware and software. week after is the "nothing except LULU and AVGO" week

Imagine buying crypto and never making money even in a bull market. only ADBE/CRM/Intuit are worse

CRM puts

Calls on SNOW and CRM

ZS, CRM, DELL Calls is the most obvious part u bitches. Puts on the retailers

Do you use CRM's product? What a POS! It cost companies in productivity to require their sales team to use that product. I will give it to them though CRM is successful selling to execs who don't have to use the product on an everyday basis.

https://preview.redd.it/xm3gcrzo7q2h1.png?width=1920&format=png&auto=webp&s=0a8af1f0e8845dc7b8eda2d7e3e16df2cf87cf98

I'm looking at CRM and SNOW mostly.
Lots of moves in the canadian banking industry mostly (BMO/Scotia/CIBC)

Horribly ran company. I wouldn't touch is above 10x P/E. Likely a value trap Reddit likes similar to how PYPL/ADBE/CRM were.

I can definitely see this happening but as AI becomes more capable there is a real risk that exit multiple also shrinks to a 10x. Right now it's all speculation but I would rather bet on a NOW or CRM as their data is required to power ai so I feel there are better positined

GOOGL 4%, HD 10%, AMZN 11%, AVGO 16%, PG 23%, AAPL 29%, LLY 30%, UNH 31%, MSFT 31%, MA 31%, JPM 32%, ABT 35%, ADBE 36%, CRM 38%, NFLX 39%, PEP 17%, NKE 18%, MCD 19%, ABBV 21%, PM 22%, TMO 24%, CVX 25%, MDT 26%, UPS 27%, DHR 28%, TXN 32%, HON 33%, LOW 34%, SBUX 35%, IBM 37%, CAT 38%, DE 39%

I really think we're gonna see CRM 200$ post earnings. They're spending 300M on anthropic tokens and selling their own tokens behind

BTC CRM 182.5c for .25 (+1.70).
STO CRM 180c 0DTE for .54.
BTC HOOD Jun 105c for .21 (+.84).
STO NVDA Jun 205/195p for 2.05.

Rocket Lab - one of the most thrown around name on this website but at this valuation what are your guys thoughts here? Compared to the market leader (SpaceX) it's valuation seems very tame and it's a pure play unlike SpaceX.
They also diluted the fuck out of their shareholder last year and half but investors seem to not fear it and actually appreciate it. RKLB has been using the money for strategic aqquistations.
Their financials
- They reported a record-breaking $200.3 million in revenue for Q1 2026 whihc is 63.5% year-over-year increase. For the upcoming Q2 2026, the company expects to break that record again, issuing revenue guidance between $225 million and $240 million.
SOURCE - YAHOO FINANCE
Gross Margin: Hit a record 38.2%.
Adjusted EBITDA: Narrowed to a loss of $11.75 million, which represents a 60.8% improvement year-over-year.
Backlog: Surpassed a record $2.2 billion, buoyed by major Electron, HASTE, and Neutron launch contracts.
How do you value investors feel not buying into this and instead going in on NVO, UNH, ADBE, and CRM type "value investments" on biggest bull run?

Ok but they own slack and tableau along with a platform stack to compliment the CRM app. Sales is like 20% of the software they offer.

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.