Salesforce's strong fundamentals (FCF +81%, major wins) dispelled AI disruption fears; the stock rallied because it was undervalued.

Octa 23, Salesforce up 12. Uh personally got exposure.

Wow, dude. Salesforce 17 freaking percent. That's awesome. That's great.

8 19% on Salesforce now.

Salesforce keeps going. It's honestly just remarkable movement how quickly Tesla 353.

I really want to go through cyber uh and Salesforce maybe as sort of like a joint vid or topic. The both of them are skyrocketing. Own both of them. Uh, obviously they are a big W, but it'd be nice to see some of the notes that we're getting from the earnings calls on these.

Salesforce 20% now. Holy moly. We'll take it.

Salesforce, too. Yeah, we let the coffee hit a little bit before. Oh, look at that.

Um I I'll just I'll just say quickly CRM checked every box. If you are an investor worried about AI disruption and you've been sitting in the stock and watching it recover since uh since the lows in June, you're just saying to yourself, please check those boxes.

And they did it. They announced Claude Force, which is an AI CRM powered by, you guessed it, a partnership with Anthropic, who everybody wants to be in business with right now. free cash flow is up 81% year-over-year.

Throws that whole narrative out out the window. Um, and the most important thing, new major, not minor, major customer wins and expansions with Booze Allen, Mercedes-Benz, the World Cup, Robin Hood.

This these are the boxes people want to check. They check the boxes. >> The stock reacted the way it did because it got too cheap.

then we got Salesforce and you know, there might be time for checking them out.