CRM
Salesforce, Inc.
stock NYSE

I would have sold Meta, Goog and Amazon and bought Intuit, , Zscaler, CRM, Adobe, Intuit, Hood. I believe MAG 7 will have very limited upside for the next couple of years. Microsoft will likely have more upside. there are alot of good deals in the market with more upside

AI is over hyped.
AI will not replace SaaS platforms like CRM, databases, workflow etc etc

It's interesting to me that a lot of people see AI replacing Adobe, CRM, NOW but not as much BKNG. I would've thought that travel and booking would be one of the easiest things to use AI for.
FWIW, I'm interested in BKNG but I have personally not used any of their products in 10+ years. I don't travel often but when I do travel I just use Google.

As daily user of CRM can say with confidence it is the biggest scam ever

I own,META,AMAZON,CRM,ADOBE,UBER,TTD,RBRK,DUOL,OSCR

It doesn't take much digging into the subscription tiers to know that. I'm with you. Yeah it might be 20 bucks a month for a consumer, but it's well over 100 per month, per seat for an enterprise license in many cases. It adds up pretty quick. No different that a CRM platform in that regard

It’s not just human behavior, there are fundamental flaws in the argument.
Economies are built on specialization. Even if a marketing agency could build their own accounting software, they won’t for two reasons: (1) those resources are better put towards more marketing work and (2) they will not build better accounting software than the team that thinks about accounting 24/7. Note that Anthropic itself is a massive customer of several major SaaS.
Then the second argument is one of reduced barriers, increased competition, and compressed margins. I think the thing this gets wrong is that winning in software is not just about building software. Distribution, sales, and marketing are massive parts of the business. This is why Salesforce reigns supreme despite there being 1000s of CRM startups.
IMO it’s not just about looking for beat down SaaS. It’s recognizing that some of these companies will actually widen their moats if they move quickly enough and embed this same technology in their products. The questions I am asking are (1) who is uniquely positioned to leverage AI given proprietary data or relevant use cases and (2) what products become even more in demand because of the new behavior from AI (i.e. what do you need when you have shorter development cycles).
Checking my boxes are AMPL, FIG, DDOG, SHOP, NET

The Oversold/Overbought list shows stocks that are trading at extreme levels based on their Relative Strength Index (RSI), suggesting potential short-term reversals during the trading session.
## 📉 **Oversold Stocks:**
Stocks with RSI below 30, potentially indicating oversold conditions and possible upward reversals.
| Symbol | Company | RSI | Price | Change | %Change | Market Cap |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [TMO](https://marketrodeo.com/asset/TMO) | Thermo Fisher Scientific Inc. | 28.38 | 513.56 | +11.97 | +2.39% | $192.9B |
| [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | 29.88 | 187.79 | +3.50 | +1.90% | $178.8B |
| [INTU](https://marketrodeo.com/asset/INTU) | Intuit Inc. | 22.14 | 389.57 | +10.40 | +2.74% | $108.5B |
| [ADP](https://marketrodeo.com/asset/ADP) | Automatic Data Processing, Inc. | 26.93 | 217.21 | +4.13 | +1.94% | $87.9B |
| [TRI](https://marketrodeo.com/asset/TRI) | Thomson Reuters Corporation | 23.11 | 85.69 | +2.49 | +2.99% | $38.1B |
Source: [Oversold](https://marketrodeo.com/screener?rsiLowerThan=30&exchange=NASDAQ%2CNYSE%2CAMEX)
## 📈 **Overbought Stocks:**
Stocks with RSI above 70, potentially indicating overbought conditions and possible downward reversals.
| Symbol | Company | RSI | Price | Change | %Change | Market Cap |
|:-------|:--------|:---:|:-----:|:------:|:-------:|:----------:|
| [AZN](https://marketrodeo.com/asset/AZN) | AstraZeneca PLC | 87.43 | 208.67 | -0.81 | -0.39% | $647.0B |
| [KO](https://marketrodeo.com/asset/KO) | The Coca-Cola Company | 71.21 | 79.49 | -0.07 | -0.09% | $341.9B |
| [NVS](https://marketrodeo.com/asset/NVS) | Novartis AG | 80.53 | 165.38 | -0.79 | -0.48% | $319.7B |
| [MRK](https://marketrodeo.com/asset/MRK) | Merck & Co., Inc. | 70.03 | 121.66 | +0.09 | +0.07% | $303.9B |
| [LIN](https://marketrodeo.com/asset/LIN) | Linde plc | 71.61 | 485.28 | +3.06 | +0.63% | $226.6B |
Source: [Overbought](https://marketrodeo.com/screener?rsiMoreThan=70&exchange=NASDAQ%2CNYSE%2CAMEX)
**Understanding RSI:**
- **RSI < 30:** Potentially oversold (stock may be undervalued)
- **RSI > 70:** Potentially overbought (stock may be overvalued)
- **RSI 30-70:** Normal trading range

MSFT, SAP, NOW, CRM

I asked Gemini the following
>Which publicly traded software companies are
>\- at historically low stock valuations
>\- moving from manual tool manipulation to natural language workspace orchestration via Model Context Protocol (MCP)
>\- have locked-in corporate paying client bases
>\- would be disruptors in their niche or space because they would upend the existing incumbents
>Also see which companies are working with AI providers like Anthropic claude to be the backend AI LLM provider for their MCP connections.
Answer:
In 2026, a "SaaSpocalypse" has driven software valuations to historic lows (the Morgan Stanley software basket is trading at its **lowest level on record** at roughly 18x forward earnings). Investors are fleeing because they fear AI agents will bypass traditional user interfaces.
However, a select group of incumbents are using the **Model Context Protocol (MCP)** to pivot from being "passive data stores" to becoming the **orchestration layer** for AI agents.
# Companies at Valuation Lows Transitioning to MCP
The following publicly traded companies have seen double-digit stock declines in 2026 due to AI disruption fears, yet they are the primary partners building the **MCP ecosystem** with **Anthropic Claude**.
|**Company**|**Recent Valuation Context**|**MCP Orchestration Role**|**Lock-in Factor**|
|:-|:-|:-|:-|
|**Salesforce (CRM)**|**Down 11%+** recently; trading at levels not seen in years.|Integrating **Agentforce 360** with Claude via MCP to automate CRM actions.|**Data Moat:** Owns the "Source of Truth" for customer leads and history.|
|**Atlassian (TEAM)**|Impacted by the broad software selloff (IGV ETF down 4%).|Built MCP servers for **Jira** and **Confluence** to turn tickets into agentic actions.|**Workflow Gravity:** Entire engineering lifecycles are lived within Jira.|
|**Adobe (ADBE)**|**Down 11%+**; declined to update key AI metrics in Dec 2025.|Using MCP to allow Claude to control **Adobe Express** and **Firefly Boards**.|**Creative Supply Chain:** Owns the legal and brand IP of major enterprises.|
|**Asana (ASAN)**|Valuation compressed alongside other workplace tools.|Connects its **Work Graph** directly to Claude to turn notes into projects.|**Organizational Logic:** Holds the "who, what, and when" of corporate tasks.|
# The Disruptor Play: Turning the "Software Killer" into a Backend
While these incumbents are traditionally seen as the ones *being* disrupted, they are attempting to be the **disruptors of their own niche** by adopting **Anthropic Claude** as their backend "brain."
# 1. Atlassian: From Project Tracking to "Autonomous PM"
Atlassian is moving away from manual tool manipulation (clicking through Jira boards). By exposing their entire environment through MCP, they allow **Claude** to act as an autonomous project manager.
* **The Disruption:** Instead of a team of 5 project managers, a company might use 1 manager and an Atlassian/Claude agent that "orchestrates" the workspace.
* **AI Provider:** Deeply integrated with **Anthropic Claude** via Cloudflare's MCP infrastructure.
# 2. Salesforce: The "Outcome-Based" Pivot
Salesforce is pivoting from "per-user" pricing to "per-conversation/outcome" pricing with **Agentforce**.
* **The Disruption:** They are upending their own seat-based model. By using MCP to let Claude "write" to their database, they are making it possible for a company to handle 10x the sales volume without 10x the staff.
* **AI Provider:** Recently announced a partnership to bring **Agentforce 360** to the Claude interface.
# 3. Palantir (PLTR): The Exception to the Selloff
While not an "incumbent" in the traditional SaaS sense, Palantir is the disruptor that *didn't* see its stock crater.
* **Why:** Its "Ontology" acts as a semantic layer—the ultimate context for an MCP server. It is essentially the **workspace orchestration engine** that other companies are trying to build.
* **Lock-in:** Deeply embedded in government and high-stakes enterprise (AIG, Walgreens).
# Summary of the Claude/MCP Connection
Anthropic is currently the dominant backend provider for this movement. Their **Claude Cowork** tool (launched Jan 2026) and the **MCP standard** allow these companies to run their tools directly inside a chat interface.
**Key Partners working with Claude/MCP:**
* **Infrastructure:** Cloudflare (the "hosting" layer for MCP).
* **Enterprise:** Salesforce, Asana, Intercom, and Atlassian.
* **Productivity:** Notion, Figma, and Canva.

CRM, DELL, ORCL, MSFT, just to name a few

Retail buying CRM here might work long term, but timing bottoms in a rotation is a different game than buying broad weakness.

The thing most people are missing is that SaaS companies arent just getting slaughtered becuase “AI can build it”, it’s because most SaaS is sold by the seat (user licenses). If you now have AI agents replacing IT and SFDC admins, well then you need less seats.
The SaaS industry is going to have to rethink it’s pricing model to continue to grow
But hey, wireless providers used to charge us by the text and minute, they pivoted from that and it seems to have worked out pretty well for them
All that said, I’m buying CRM and NOW while they’re cheap, they are so deeply integrated into every major organization than moving off those platforms would be a nightmare

Building home grown isn't a 1 time cost. Maintaining and updating software is a continuous process. It never stops. You're paying whole departments full of developers, analysts, architects, designers etc. just to keep your shit from breaking, much less keeping up to date with shifting industry standards.
Most companies underestimate how much that costs or how difficult it is, especially if you're not a tech company. Hospitals, wholesalers, airlines, furniture retailers don't have the capability to build CRM and ERP systems. Those that think they can do it end up with a thousand different systems used by ten thousand different people to make their jobs easier.

Good buys. My favorites are NOW, CRM, and SAP. Plus I'd add MSFT, though they are more than software.

Not really a bear market - indexes are 6% off highs. It's a rotation. SaaS (IGV) is down 22% YTD. But energy is up 22%, materials +17%, industrials +13%. Dow hit a record high the same week Nasdaq fell 2%.
Money isn't leaving, it's moving from software into physical infrastructure. Vertiv hit a 52-week high, orders up 252%. Even Caterpillar is being called a "growth stock" now.
The real question is whether retail buying CRM at -43% is catching a bottom or a knife.

Focus on **high-margin electronics or niche equipment.**
you could use this capital to buy professional cinematography gear or home theater components in bulk/bundles and part them out on specialized marketplaces.
Aim for a 30%–50% margin per flip. Rolling that $5k over three times in six months could realistically turn it into **$10k–$12k.**
**or**
f you have a marketable skill (like sales or negotiation techniques), the fastest ROI is spending that $5k on **lead generation and outsourcing.**
$2k on targeted LinkedIn/Meta ads, $1k on a high-end CRM or automation tools, and $2k on a virtual assistant to handle cold outreach.
Use the $5k to buy *time* and *volume*. If you land just two clients for a $2,500 service, you’ve broken even. Everything after that is pure profit.

Nope, maybe once a week.
I'm long ADBE, CRM and INTU
Lots of sideways, up/down movement if I checked every day.
As Mac Miller said: Don't stress.

Depends. Is one of those 5 new "Plumbers" a product called *U doNT EvEN N33D PipezBot*, and you just have to deploy about 4 dozen individual libraries, clone a few teenagers git repos, give unbridled permissions to your enterprise data, and set up a ?? cost/token subscription with some novel orchestration service?
My favorite is "Check out this CRM built in Notion"

Okay? You’re explaining why there’s less growth potential in CRM. And yet they’re trading in the same ballpark for forward P/E.
Sounds to me like reddit is a cheap deal to be paying for that type of growth