CRM
Salesforce, Inc.
stock NYSE

NEM is a good short term pick at the moment. Longer term, Qualcomm and HP may be the only two worth investing here. ADBE, ACN and CRM are set for a major disruption by AI. The risk is real, and the upside is pretty limited. And there are plenty of companies with similar upside that dont have the risk of AI destroying them fully in 10 years. CMCSA is in a dying industry. DELL has been on a nice run lately, but it is hard to trust a company that existed for decades and still has negative book value. It’s extremely hard to find such poor management. KHC is food, and BMY is pharma, both are uninvestable segments IMO.

Rolled CRM 177.5c to May 15 195c for .50 credit.
Really really really hung up over the fact that I put in a BTC order for my HOOD ccs on Monday and they didn't fill.

Chat I notice a weird trend , whenever my SaaS stocks are pumping ( CRM ADBE NOW ) then AMD is down or just holding, and vice versa. Weird

So Salesforce got cut in half wasn't just because of Anthropic right? Probably had to do with the war or because consumers confidence was bad and rate cut was priced out for this year.
Even though most of the market has recovered once Iran and the US started negotiating but Salesforce still trading at the current multiple can't just be because of Anthropic.
Maybe Burry shorted CRM or perhaps Iran bombed their office during the war and now it's going to take years to rebuild that steak dinner corp.

Netflix, Meta, CRM, Amazon, Exxon/Mobil and some miners raw materials for good measure, including copper.

You literally just give a prompt and it spits it out. Other Saas has a useful UI and you will need to create an to actually replace it. You will then need to transfer over decades of data for something like a CRM.
But you could today get an AI to remake that last episode of game of thrones for you with a different ending. You just need enough compute.

MSFT, CRM all getting rugged lol

This software sell off is insane. I’ve been waiting for the trend to break to make my move. I going long on the 2x Daily Single Stock ETFs for maximum leverage on the following companies:
\- MongoDB 2X Daily $CRM (MDBX): $18c 9/18 - 215 Buys ($32,800)
\- Reddit 2X Daily $RDDT (RDTL): $18c 9/18 - 22 Buys ($12,300)
\- Salesforce 2X Daily $CRM (CRMG): $4c 9/18 - 75 buys ($5,800)
\- CoreWeave 2X Daily $

I predict CRM will melt higher throughout the day and close at $176.50

The two key words people need to read up on (Damodaran is good for that) : *TERMINAL VALUE*.
Even if you think AI isn't threatening software now, what about in 5 years when you will surely be able to prompt a entire software from Claude Opus 7 or 8? What about 10 years from now?
Don't get me wrong, some companies will manage to reinvent themselves and pivot towards an AI-based business model but (I) they can also fail, (II) their unit economics may degrade as they may have to give some of their revenue to companies providing them the compute and (III) their moat could erode anyways as shifting from one software provider to another (whether for your ERP, HR, CRM etc) will be easier thanks to AI-enabled migration most likely.
My personal thesis is that software will continue generating a lot of value, but to the users of software (think a dentist who can prompt their own booking and billing system) rather than the providers. This could be bullish for sectors that would most stand to software being commodotised and much cheaper to produce to make their operations more cost efficient and/or revenue generative - which could include very boring businesses!

Hey bro,
Just a few months ago I was in the same position as you. Started doing ETFS. Lost 1k in BTC and win and loss in some individual stock picks, following Ziptrader. His stock picks are a bit more hype driven, they are good companies but in this market especially, the fundamentals and actual revenue of a business matters more than their potential.
Currently I am following Jeremy Lefebvre. He has clickbait titles, but he is a long-term proven stock trader and teaches you how to analyse business fundamentals and going through the Income and cash flow statement and Balance sheet. Do recommend. Top 3 stocks of mine are AMD META SOFI/CRM (building position). Also he doesn’t care about geopolitics as much as other investors because good companies will always grow regardless of the political landscape.
Of course choosing individual stocks requires more work which I was more than willing to put in. You can beat the S&P by a large margin if you stay calm, DCA and buy the dips. Always recommend to stay 30% cash. But NASDAQ down 7% and P/E forward ratio of S&P is sitting bit below 20. So i deployed more cash into stocks
Top 3 tips:
Always have more income than your expenses. I’m 20, I’m working. I give up every Saturday for OT, give up holidays. But thays the price you have to pay if you want to be better than average. Currently Im sitting close to 30k Invested. I have a GF so it’s a bit hard eh :).
Stay more cash. I deployed almost 80% at first last August-December. I was like 1000 this 1000 that. I’d kill to buy at these prices. META SOFI basically 30-50% down. So yea. There’s always plenty of buying opportunities but have your foot in the door. Long term investments you don’t sell unless you know why or want to drop that position.
Lastly, I’d focus on just a 3-5 positions when you’re getting started. I was getting into companies just because someone said it was good. If I had done the full research before hand I wouldn’t have gone into my biggest lost position: SMCI, HIMS. Not a bad company by any means, likely will grow but not at the rates of AMD OR META. But remember THERE ARE BETTER PLACES FOR YOUR MONEY. I was down I think 1000 and I sold given their scandals and the sentiment was lost from most investors.
Sorry for the rant but I like giving advice especially to new people trying to get in. Have fun and stay consistent. Now is the best time to learn as your mistakes aren’t as costly if you say had a 100k portfolio. Anyways best of luck broski. Dms open.

Whats your take on buying a leap option expiring in Mar 2027 for stocks like CRM. Thereby you limit your losses to 2500-3000 per 100 stocks. which is like max downside of 10-15% of stock value and opportunity for full upside

CRM high single digits organic growth last quarter…

Buying service now and figma and CRM stock. Looking very cheap

CRM and INTU literally have the same price mooment in the past 2 months. wtf.

I’m hearing a lot of RDDT, ORCL, CRM (all beta stocks) to the moon; ummm, it can go down just as fast. Take profits!!

Long UNH, CRM, SNAP, IGV

Their percentage growth looks good on the surface, but when you look at the base number and consider their valuation then it's not so impressive.
Take an out of favor software company such as CRM which is half the market cap of PLTR. CRM has about 10 times the revenue as PLTR. How many years of growth does PLTR need to match CRM revenue?
NVDA has higher growth rate than PLTR at over 40x the revenue.
Sure, if you just isolate PLTR growth, and not look at share price/valuation, it looks great. Now you factor in valuation and relative performance to others and if it's perfect for 4-5 years, it might justify the current valuation; so what valuation proposition does it present buying today?

It's the great saas revival day, NOW, CRM, Adobe all up

software coming back off of rough first quarter, CRWD, NOW, CRM all popping