CRM is buyable at a good valuation (<17-18x) due to turnaround, Anthropic partnership, and seat growth.
Bullish
“#META to $1000? LIVE with David Prince”
T3 LivePublished Sep 24 · 2 passages
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Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.
So CRM, right? You have a company that's really fully turned around that just made buddies with their nemesis, meaning anthropic, right? That's that's going to be their new product.
Trading under 17, 18 times. Really gaining some traction. Not losing seats the way most people did, but gaining them. Software is tough because we go up, then we go down, but I think that's a stock that remains buyable, that trades at a good valuation that you can invest in closer to 230 than here where it tapped earlier in the week.
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2026-09-24BullishThis one
Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.
2026-09-04Bullish
or for me, uh, what made my week this week and last week was Salesforce. That's where you're going to get excitement, so to speak.
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