CRM
Salesforce, Inc.
stockNYSE

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.

“This month… worst month as can remember…”. So I assume you are fairly young. I went thru covid drawdown (2020 March), Great Recession (2008 Sept to early 2009), and Dot Com bust in 2000. I’m retired and been in the market for 35 years. (Some commenters here probably not even 35) I still have 90% in individual AI names… AAOI, LITE, COHR, MU, AMD, CRDO, AVGO, GOOGL, MRTA, TSM, PANW, ZS, CRM, NOW, NVDA (in $10 2020), CRWD (in IPO date 2019) and others… I read some of the comments here… some are valid but some… AI will continue to dominate the world, will benefit humans….but continued AI expansion does not mean AI stocks will continue to shoot up. Stocks don’t equal to industry growth. Wish you luck.