CRM
Salesforce, Inc.
stock NYSE

That’s an interesting angle / good take on the Sierra and Decagons of the world. Since you work in the space, how do you see the competitive landscape unfolding? E.g. Genesys, FIVN, the incumbents like AMZN/MSFT/CRM, the newer players like ZM. Do you think the pie gets more dividend, or do you see more consolidation happening?

I’ve been in software development for the better part of 25+ years. I’ve seen a lot of changes.
The AI tooling is a shift that’s hard to ignore.
Data migrations that most teams would avoid are dead simple now.
The code the AI produces is quite good. It’s not vibe coded spaghetti anymore. If you put that in a competent engineering team’s hands, it is a force multiplier.
Code debt is becoming easier to manage, not harder. Engineering focus is shifting towards producing useful outcomes. Standards in coding are remembered by the LLMs now. Given good patterns and testable outcomes, the code is good and manageable.
I am witnessing first hand enterprise level companies build internal tools that absolutely start to replace CRM and other pure SaaS offerings.
Those that say SaaS will never be replaced are sticking their heads in the sand. Especially if you consider things will only improve and open source models will force pricing downward.
Sensational titles like this can be very misleading. Nothing changes quickly overnight. It will take a few years but pure SaaS is definitely in trouble.
Extrapolating forward and one must assume the value in a company becomes services, proprietary data, and distribution - not the software itself.
To think otherwise in the long term is foolish IMO.

Squeeze scan (FINRA as-of 2026-07-15)
\*\*ARQQ\*\* 61 (fuel 94 / ignition 30) — SI 38.4%, DTC 5.0, borrow 14.3%
\*\*QUBT\*\* 60 (fuel 97 / ignition 24) — SI 32.3%, DTC 6.7, borrow 9.8%
\*\*NNE\*\* 60 (fuel 86 / ignition 38) — SI 32.2%, DTC 6.4, borrow 0.8%
\*\*SOUN\*\* 57 (fuel 93 / ignition 45) — SI 43.0%, DTC 6.0, borrow 9.1%
\*\*IWM\*\* 56 (fuel 77 / ignition 45) — SI 29.5%, DTC 4.2, borrow 1.5%
\*\*GRPN\*\* 56 (fuel 89 / ignition 25) — SI 66.7%, DTC 9.1, borrow 1.3%
\*\*LUNR\*\* 55 (fuel 75 / ignition 47) — SI 29.2%, DTC 3.8, borrow 0.4%
\*\*BBAI\*\* 54 (fuel 84 / ignition 29) — SI 30.8%, DTC 5.8, borrow 1.4%
\*\*TEM\*\* 51 (fuel 71 / ignition 44) — SI 28.5%, DTC 6.4, borrow 0.4%
\*\*EOSE\*\* 50 (fuel 77 / ignition 31) — SI 37.2%, DTC 3.9, borrow 1.7%
\*\*PCT\*\* 45 (fuel 90 / ignition 0) — SI 29.3%, DTC 13.7, borrow 2.1%
\*\*RGTI\*\* 45 (fuel 67 / ignition 34) — SI 18.7%, DTC 2.8, borrow 0.5%
\*\*RH\*\* 44 (fuel 88 / ignition 0) — SI 42.3%, DTC 7.4, borrow 0.4%
\*\*RXRX\*\* 44 (fuel 87 / ignition 0) — SI 44.2%, DTC 6.7, borrow 0.5%
\*\*IGV\*\* 44 (fuel 69 / ignition 26) — SI 27.9%, DTC 2.5, borrow 0.6%
\*\*PRME\*\* 43 (fuel 76 / ignition 13) — SI 18.6%, DTC 6.7, borrow 0.4%
\*\*SMLR\*\* 43 (fuel 61 / ignition 40) — SI 18.0%, DTC 3.4, borrow 1.1%
\*\*KMB\*\* 42 (fuel 71 / ignition 19) — SI 13.1%, DTC 10.1, borrow 0.4%
\*\*DNUT\*\* 42 (fuel 63 / ignition 32) — SI 20.2%, DTC 6.5, borrow 0.8%
\*\*JACK\*\* 41 (fuel 83 / ignition 0) — SI 41.3%, DTC 5.6, borrow 0.8%
\*\*CORZ\*\* 41 (fuel 75 / ignition 10) — SI 24.5%, DTC 5.7, borrow 0.3%
\*\*PATH\*\* 41 (fuel 56 / ignition 46) — SI 27.5%, DTC 1.4, borrow 0.3%
\*\*APLD\*\* 41 (fuel 68 / ignition 20) — SI 26.4%, DTC 4.1, borrow 0.4%
\*\*SATL\*\* 41 (fuel 55 / ignition 76) — SI 14.4%, DTC 4.3, borrow 0.5%
\*\*SERV\*\* 41 (fuel 96 / ignition 0) — SI 34.3%, DTC 9.1, borrow 8.3%
\*\*SBET\*\* 40 (fuel 74 / ignition 9) — SI 21.2%, DTC 3.8, borrow 0.4%
\*\*PLAY\*\* 40 (fuel 81 / ignition 0) — SI 33.5%, DTC 7.9, borrow 0.5%
\*\*DDD\*\* 40 (fuel 80 / ignition 0) — SI 28.1%, DTC 16.4, borrow 0.3%
\*\*OKLO\*\* 40 (fuel 63 / ignition 26) — SI 19.1%, DTC 3.3, borrow 0.5%
\*\*XLF\*\* 39 (fuel 63 / ignition 23) — SI 15.0%, DTC 4.0, borrow 0.4%
\*\*HIMS\*\* 39 (fuel 78 / ignition 17) — SI 29.4%, DTC 4.5, borrow 0.3%
\*\*CELH\*\* 39 (fuel 71 / ignition 10) — SI 20.4%, DTC 5.4, borrow 0.3%
\*\*QBTS\*\* 38 (fuel 69 / ignition 12) — SI 18.1%, DTC 3.7, borrow 0.4%
\*\*RCKT\*\* 38 (fuel 68 / ignition 14) — SI 19.1%, DTC 6.8, borrow 0.4%
\*\*PGY\*\* 38 (fuel 66 / ignition 16) — SI 25.2%, DTC 3.6, borrow 0.4%
\*\*CLF\*\* 38 (fuel 64 / ignition 18) — SI 14.8%, DTC 4.5, borrow 0.3%
\*\*RDW\*\* 38 (fuel 61 / ignition 45) — SI 34.8%, DTC 2.6, borrow 0.3%
\*\*INDI\*\* 38 (fuel 89 / ignition 0) — SI 33.2%, DTC 11.7, borrow 1.0%
\*\*ASTS\*\* 36 (fuel 71 / ignition 19) — SI 22.3%, DTC 4.8, borrow 1.0%
\*\*GRRR\*\* 36 (fuel 53 / ignition 37) — SI 28.7%, DTC 2.2, borrow 8.4%
\*\*SMCI\*\* 35 (fuel 54 / ignition 32) — SI 17.2%, DTC 3.0, borrow 0.4%
\*\*APPS\*\* 34 (fuel 47 / ignition 47) — SI 10.0%, DTC 2.9, borrow 4.1%
\*\*NTST\*\* 34 (fuel 81 / ignition 0) — SI 32.9%, DTC 22.2, borrow 0.6%
\*\*JOBY\*\* 34 (fuel 47 / ignition 46) — SI 16.6%, DTC 2.4, borrow 0.4%
\*\*AI\*\* 34 (fuel 80 / ignition 39) — SI 32.4%, DTC 8.8, borrow 0.4%
\*\*CLX\*\* 34 (fuel 53 / ignition 27) — SI 9.7%, DTC 4.8, borrow 0.3%
\*\*CXM\*\* 34 (fuel 54 / ignition 25) — SI 13.8%, DTC 4.3, borrow 0.3%
\*\*SYM\*\* 33 (fuel 61 / ignition 9) — SI 30.9%, DTC 9.7, borrow 0.4%
\*\*ASST\*\* 33 (fuel 89 / ignition 24) — SI 35.3%, DTC 6.9, borrow 1.1%
\*\*LIFE\*\* 33 (fuel 41 / ignition 60) — SI 6.1%, DTC 3.5, borrow 2.8%
\*\*ACHR\*\* 33 (fuel 46 / ignition 65) — SI 15.0%, DTC 3.5, borrow 0.3%
\*\*CHWY\*\* 32 (fuel 51 / ignition 24) — SI 11.7%, DTC 3.1, borrow 0.4%
\*\*NVTS\*\* 31 (fuel 44 / ignition 42) — SI 15.3%, DTC 1.6, borrow 0.3%
\*\*SLB\*\* 31 (fuel 44 / ignition 43) — SI 4.3%, DTC 5.7, borrow 0.4%
\*\*IREN\*\* 31 (fuel 69 / ignition 50) — SI 30.3%, DTC 2.3, borrow 0.7%
\*\*OPEN\*\* 31 (fuel 52 / ignition 19) — SI 20.8%, DTC 1.8, borrow 0.3%
\*\*ONDS\*\* 31 (fuel 79 / ignition 30) — SI 49.5%, DTC 2.7, borrow 9.4%
\*\*GIS\*\* 30 (fuel 53 / ignition 15) — SI 10.3%, DTC 4.4, borrow 0.3%
\*\*KHC\*\* 30 (fuel 50 / ignition 20) — SI 7.8%, DTC 7.9, borrow 0.3%
\*\*AEP\*\* 30 (fuel 45 / ignition 33) — SI 6.1%, DTC 6.8, borrow 0.3%
\*\*CIFR\*\* 30 (fuel 53 / ignition 12) — SI 16.7%, DTC 2.4, borrow 0.4%
\*\*IONQ\*\* 30 (fuel 52 / ignition 34) — SI 12.7%, DTC 2.8, borrow 0.4%
\*\*UMAC\*\* 29 (fuel 66 / ignition 45) — SI 24.0%, DTC 2.4, borrow 0.7%
\*\*XEL\*\* 28 (fuel 48 / ignition 17) — SI 6.9%, DTC 8.9, borrow 0.3%
\*\*XLP\*\* 27 (fuel 36 / ignition 51) — SI 11.3%, DTC 1.8, borrow 0.3%
\*\*SOFI\*\* 27 (fuel 46 / ignition 18) — SI 14.8%, DTC 2.3, borrow 0.3%
\*\*WOLF\*\* 27 (fuel 90 / ignition 0) — SI 410.8%, DTC 6.8, borrow 2.8%
\*\*SMH\*\* 26 (fuel 41 / ignition 53) — SI 13.6%, DTC 1.5, borrow 0.4%
\*\*XLE\*\* 26 (fuel 40 / ignition 33) — SI 9.2%, DTC 1.9, borrow 0.4%
\*\*MO\*\* 26 (fuel 46 / ignition 13) — SI 3.2%, DTC 8.6, borrow 0.4%
\*\*ON\*\* 26 (fuel 40 / ignition 29) — SI 8.1%, DTC 2.8, borrow 0.3%
\*\*VLO\*\* 26 (fuel 34 / ignition 50) — SI 3.8%, DTC 3.9, borrow 0.3%
\*\*UPS\*\* 25 (fuel 44 / ignition 16) — SI 3.3%, DTC 6.3, borrow 0.3%
\*\*QQQ\*\* 25 (fuel 42 / ignition 20) — SI 10.2%, DTC 1.9, borrow 0.3%
\*\*PL\*\* 25 (fuel 42 / ignition 38) — SI 9.7%, DTC 4.0, borrow 0.4%
\*\*SBUX\*\* 25 (fuel 41 / ignition 21) — SI 4.1%, DTC 7.4, borrow 0.4%
\*\*EOG\*\* 25 (fuel 33 / ignition 48) — SI 3.3%, DTC 5.7, borrow 0.4%
\*\*VMC\*\* 25 (fuel 49 / ignition 0) — SI 5.1%, DTC 6.5, borrow 0.4%
\*\*MLM\*\* 24 (fuel 37 / ignition 33) — SI 4.1%, DTC 4.2, borrow 0.4%
\*\*OSCR\*\* 24 (fuel 44 / ignition 11) — SI 7.9%, DTC 4.0, borrow 0.4%
\*\*XLI\*\* 24 (fuel 38 / ignition 52) — SI 10.2%, DTC 2.8, borrow 0.4%
\*\*NTLA\*\* 24 (fuel 80 / ignition 0) — SI 43.1%, DTC 9.8, borrow 0.3%
\*\*SNOW\*\* 24 (fuel 35 / ignition 37) — SI 6.4%, DTC 4.5, borrow 0.4%
\*\*TGT\*\* 24 (fuel 39 / ignition 23) — SI 4.4%, DTC 4.7, borrow 0.3%
\*\*NBIS\*\* 24 (fuel 74 / ignition 9) — SI 30.2%, DTC 3.5, borrow 0.5%
\*\*RVMD\*\* 24 (fuel 54 / ignition 47) — SI 6.6%, DTC 6.8, borrow 0.4%
\*\*SPOT\*\* 24 (fuel 36 / ignition 33) — SI 4.3%, DTC 4.5, borrow 0.3%
\*\*ADBE\*\* 24 (fuel 37 / ignition 27) — SI 5.1%, DTC 3.8, borrow 0.3%
\*\*GTLB\*\* 23 (fuel 49 / ignition 56) — SI 11.4%, DTC 4.7, borrow 0.3%
\*\*PBLS\*\* 23 (fuel 44 / ignition 4) — SI 3.1%, DTC 8.3, borrow 5.9%
\*\*SMR\*\* 23 (fuel 63 / ignition 21) — SI 54.2%, DTC 2.8, borrow 0.5%
\*\*D\*\* 23 (fuel 37 / ignition 21) — SI 3.1%, DTC 4.9, borrow 0.4%
\*\*WELL\*\* 23 (fuel 36 / ignition 26) — SI 2.6%, DTC 6.7, borrow 0.4%
\*\*AMGN\*\* 22 (fuel 34 / ignition 33) — SI 2.4%, DTC 6.4, borrow 0.3%
\*\*RKLB\*\* 22 (fuel 39 / ignition 36) — SI 8.5%, DTC 2.4, borrow 0.3%
\*\*TMUS\*\* 22 (fuel 34 / ignition 30) — SI 4.6%, DTC 4.8, borrow 0.4%
\*\*ETHA\*\* 21 (fuel 40 / ignition 8) — SI 10.6%, DTC 1.5, borrow 0.6%
\*\*UNP\*\* 21 (fuel 42 / ignition 1) — SI 4.8%, DTC 12.5, borrow 0.4%
\*\*ONTO\*\* 21 (fuel 31 / ignition 37) — SI 5.4%, DTC 2.0, borrow 0.3%
\*\*FDX\*\* 21 (fuel 30 / ignition 38) — SI 2.7%, DTC 3.6, borrow 0.3%
\*\*PFE\*\* 21 (fuel 32 / ignition 30) — SI 2.9%, DTC 3.8, borrow 0.3%
\*\*O\*\* 21 (fuel 41 / ignition 0) — SI 4.3%, DTC 7.2, borrow 0.4%
\*\*WULF\*\* 21 (fuel 61 / ignition 12) — SI 27.2%, DTC 2.5, borrow 0.6%
\*\*PSA\*\* 20 (fuel 40 / ignition 0) — SI 4.2%, DTC 7.6, borrow 0.3%
\*\*SNPS\*\* 20 (fuel 34 / ignition 17) — SI 2.9%, DTC 4.2, borrow 0.4%
\*\*AFRM\*\* 20 (fuel 34 / ignition 15) — SI 5.9%, DTC 4.6, borrow 0.3%
\*\*LOW\*\* 20 (fuel 31 / ignition 26) — SI 2.0%, DTC 4.1, borrow 0.4%
\*\*SPG\*\* 20 (fuel 32 / ignition 21) — SI 3.2%, DTC 5.6, borrow 0.3%
\*\*SO\*\* 19 (fuel 39 / ignition 17) — SI 3.2%, DTC 8.4, borrow 0.4%
\*\*CRM\*\* 19 (fuel 31 / ignition 21) — SI 5.9%, DTC 3.8, borrow 0.3%
\*\*ED\*\* 19 (fuel 40 / ignition 11) — SI 3.8%, DTC 7.1, borrow 0.4%
\*\*HUT\*\* 18 (fuel 40 / ignition 7) — SI 12.4%, DTC 3.1, borrow 0.3%
\*\*WDC\*\* 18 (fuel 40 / ignition 7) — SI 6.8%, DTC 3.4, borrow 0.3%
\*\*BTBT\*\* 18 (fuel 58 / ignition 3) — SI 16.5%, DTC 2.2, borrow 0.4%
\*\*DE\*\* 18 (fuel 32 / ignition 8) — SI 2.5%, DTC 6.0, borrow 0.4%
\*\*ZETA\*\* 18 (fuel 47 / ignition 24) — SI 14.5%, DTC 3.5, borrow 0.3%
\*\*CDNS\*\* 17 (fuel 31 / ignition 7) — SI 2.3%, DTC 4.1, borrow 0.3%
\*\*SPY\*\* 16 (fuel 32 / ignition 16) — SI 9.1%, DTC 2.1, borrow 0.3%
\*\*KTOS\*\* 15 (fuel 32 / ignition 52) — SI 5.6%, DTC 2.3, borrow 0.3%
\*\*MSTR\*\* 14 (fuel 39 / ignition 21) — SI 12.2%, DTC 2.0, borrow 0.3%
\*\*AAOI\*\* 14 (fuel 36 / ignition 29) — SI 13.1%, DTC 1.1, borrow 0.3%
\*\*LITE\*\* 13 (fuel 38 / ignition 16) — SI 12.3%, DTC 2.2, borrow 0.3%
Micro Cap squeeze plays below. If you have any additional stocks you want me to include please ask in the comments.

Squeeze scan (FINRA as-of 2026-07-15)
\*\*CEP\*\* 99 (fuel 99 / ignition 100) — SI 20.0%, DTC 7.6, borrow 45.6%
\*\*DPRO\*\* 71 (fuel 96 / ignition 48) — SI 15.9%, DTC 6.8, borrow 14.6%
\*\*SRXH\*\* 59 (fuel 74 / ignition 60) — SI 28.3%, DTC 1.0, borrow 40.6%
\*\*UPXI\*\* 48 (fuel 96 / ignition 1) — SI 27.8%, DTC 9.7, borrow 8.2%
\*\*IMRX\*\* 48 (fuel 95 / ignition 0) — SI 60.3%, DTC 16.4, borrow 7.1%
\*\*HRTX\*\* 45 (fuel 89 / ignition 0) — SI 31.5%, DTC 13.3, borrow 1.0%
\*\*LENZ\*\* 44 (fuel 89 / ignition 0) — SI 43.4%, DTC 10.5, borrow 0.8%
\*\*ARCT\*\* 44 (fuel 89 / ignition 0) — SI 26.8%, DTC 10.7, borrow 0.5%
\*\*CAPR\*\* 44 (fuel 89 / ignition 0) — SI 32.3%, DTC 10.8, borrow 0.6%
\*\*EBS\*\* 44 (fuel 88 / ignition 0) — SI 20.0%, DTC 13.2, borrow 0.3%
\*\*GENI\*\* 44 (fuel 88 / ignition 0) — SI 14.2%, DTC 9.7, borrow 0.4%
\*\*RR\*\* 44 (fuel 88 / ignition 0) — SI 37.6%, DTC 6.7, borrow 1.7%
\*\*DFDV\*\* 43 (fuel 98 / ignition 3) — SI 45.3%, DTC 8.3, borrow 9.6%
\*\*EUV\*\* 41 (fuel 59 / ignition 38) — SI 22.1%, DTC 1.0, borrow 5.2%
\*\*EVGO\*\* 41 (fuel 81 / ignition 0) — SI 14.1%, DTC 14.1, borrow 1.2%
\*\*LFVN\*\* 40 (fuel 79 / ignition 0) — SI 14.0%, DTC 8.0, borrow 25.3%
\*\*ETHZ\*\* 38 (fuel 67 / ignition 14) — SI 30.5%, DTC 7.2, borrow 5.0%
\*\*BATL\*\* 35 (fuel 76 / ignition 51) — SI 32.3%, DTC 1.0, borrow 14.1%
\*\*KPTI\*\* 30 (fuel 100 / ignition 0) — SI 42.6%, DTC 17.1, borrow 24.4%
\*\*EONR\*\* 28 (fuel 37 / ignition 53) — SI 8.0%, DTC 2.8, borrow 9.0%
\*\*TNXP\*\* 27 (fuel 90 / ignition 0) — SI 22.6%, DTC 7.2, borrow 2.0%
\*\*XPOF\*\* 27 (fuel 89 / ignition 0) — SI 20.6%, DTC 16.8, borrow 0.5%
\*\*DEFT\*\* 25 (fuel 51 / ignition 0) — SI 4.6%, DTC 8.3, borrow 2.0%
\*\*SAFX\*\* 18 (fuel 31 / ignition 100) — SI 10.2%, DTC 1.5, borrow 37.0%
\*\*COSM\*\* 17 (fuel 43 / ignition 30) — SI 17.2%, DTC 1.0, borrow 5.1%
[From my personal Algo - not AI slop like some people would suggest. ](https://preview.redd.it/zlm08mq0plih1.png?width=2492&format=png&auto=webp&s=2e96f9f57890061e498208ddcfde331714d08069)

New trades:
**BTO 2 /MESZ6 EX3V6 10/16/26 Put 7525.00 @ 88.5**
**STO 2 /MESZ6 EX3V6 10/16/26 Put 7100.00 @ 41.0**
**STO 2 /MESZ6 EX3V6 10/16/26 Put 7475.00 @ 79.5**
Putting this mechanical 111 on since this expiration is now closest to 60 DTE, and my notional risk can take it.
Closed trades:
**BTC 1 INTC 09/18/26 Call 140.00 @ 0.98**
Closed this naked INTC call for a 50% profit at $99.
Active trade chains (including rolls):
**BTC 1 CRM 08/28/26 Call 200.00 @ 8.14 -> STO 1 CRM 09/18/26 Call 220.00 @ 4.80**
**BTC 1 CRM 08/28/26 Put 145.00 @ 0.23 -> STO 1 CRM 09/18/26 Put 180.00 @ 5.67**
Rolled this CRM strangle out since it was at 18 DTE. Buys me some more time. Earnings is coming up on 8/26 though, so I'll be keeping an eye on it. Realized cash flow to date: -$392. Goal is to work this back to breakeven. This roll brought me back to delta neutral for this position.
\---
My account is up nicely today. My portfolio beta weighted deltas are neutral to slightly negative still at -41. That's almost half of the negative deltas I had last week though. The addition of the 111 and recentering the CRM strangle helped to pull these negative deltas up a bit.

If you think it would only take in dev to maintain an enterprise CRM platform then you have no understanding of software.

I think the current rebound of SaaS is just a short resuscitation rather than coming back to live. AI is a cancer to SaaS, CPR won't help revive it rather just a short resuscitation.
Big software companies show good numbers because there is a chemotherapy in the name of "AI agent seats". That is a temporary form of fixing a dying business.
Mathematically speaking, any business rule or process is a step function that could become a formula and at some point it could follow a pattern in the form of a BPMS like invoicing or CRM.
Let's say big cloud providers start AI agents that can build a State machine like **AWS step functions** end to end and keep maintaining it for you. You would have 1k execution for 3 cents and a database that could cost you 200 dollars. You just need a single dev to supervise the AI agent for you.
Compare this to the SaaS subscription rate of 200 dollars per seat while you need multiple seats per product.
My take is that in the long run, companies will start weighing the pros and cons of being stuck with a SaaS provider and paying tons of money to outsource the BPMS against full control over their flow on a cloud provider with an AI agent attached to it.
Any thoughts on this?

Big move MNDY and CRM tomorrow 👀

COF
TEM
TMDX
IGV - (ORCL, NOW, CRM, MSFT, etc)

I need to get the fuck out of my CRM position this week. GOOG can stay.

$CRM is the most hated software stock on the planet, which is exactly why it drifts to $210-230 before earnings even drop: everyone who wanted to sell already sold, and the bar is buried under the floorboards. Meanwhile there's a $25 billion buyback acting as a permanent bid, so every panic sell gets vacuumed up by the corporate treasury, which thanks you for your shares. The entire ask here is 13.3x to 14.6x forward earnings, meaning the market just has to upgrade Salesforce from dying tobacco company multiple to slightly sad software company multiple while the peer group sits at 27x. Positioning trade, not a marriage, and if the print actually hits, the next comment has a 2 in front and a 70 behind.

**ConnectMachine (**[**ConnectMachine, AI agent for cards, contacts & networking**](http://connectmachine.ai)**)** is an AI-powered digital business card and contact management platform , essentially a private AI agent for your professional network. It's used by over 22,000 people across 90+ countries and was #1 Product of the Day on Product Hunt.
Here's what sets it apart from a standard digital card app:
**1. Context-aware digital cards.** You can create multiple cards for different situations , one for your day job, one for freelance work, one personal and share any of them via QR code. The recipient doesn't need to install anything.
**2. AI business card scanning.** Snap a photo of any paper card and it's digitized into a proper contact instantly.
**3. AI Notetaker.** Right after a meeting, record what you discussed. The note attaches to that contact, so the context never gets lost.
**4. AI Concierge.** The standout feature. Instead of scrolling through hundreds of contacts, you ask in natural language "Who did I meet at the Berlin conference who mentioned hiring?" and it surfaces the right person. It can also help with calendar and follow-ups.
**5. Ecosystem integrations.** Apple Wallet and Google Wallet support, a WhatsApp assistant, home screen widgets, CRM integration, and CSV export.
**6. Team features.** Businesses get centralized billing, team analytics, and admin controls at $5.99/seat/month.
**Pricing:** There's a free tier (4 cards, limited scans) to try it out, and the Individual plan is $5.99/month (20% off annually) for unlimited scans and all AI features. It's GDPR compliant with encrypted data.
If your networking problem isn't "sharing my details" but "remembering who everyone is and what we talked about," this is one of the few tools built specifically for that.

Uber, CRM, LVMH (MC)

Large corporations and organizations will still use legacy software. Certain ones, anyway. My bets are on NOW and MSFT (with a couple of scattered call LEAPS on CRM, ADBE, and one other I already sold.)

$BE, $MU, $LITE, $LLY, $CRM

CRM, NOW, DOX, and OWL isn't SaaS but should benefit from it's rebound. Solid well yielding stock.

Not mentioned here: CRM. No one will vibecode a CRM. Not that crm's are complicated but it is way cheaper to just use a ready product.

but things like sales automation, CRM , low barrier SaaS will face more disruption

SAP, CRM, Active Directory, ERP, databases... no way those systems are getting replaced. It can take 3-10 years to migrate for some corporations.
Even getting rid of quickbooks most accountants recommend running both systems in parallel for a year to ensure that the migration was successful.

i dont know how TEAM can go up 35% and not CRM. i might throw in a big% of my portfolio on calls. just need some good DD to pull the trigger.

If 3/4 of your portfolio is already in ETFs, I would suggest you might as well target all potential moonshot stocks in the remaining 1/4. If you buy a steady stock for 3K, I doubt it will have higher upside than most of your ETFs. Find1-2 battered stocks that are undervalued now, or look for a couple of growth stocks in an industry you really believe in.
My value picks would be: CRM, UBER
My growth picks would be: HIMS, OSCR