Salesforce's competitive risk from AI providers has been neutralized by partnerships (e.g., Anthropic), suggesting the stock's downside narrative is complete.

Well, you were, I think you were very optimistic about CRM. Yes. The stock had suffered a severe blow at that time, and the picture has clearly changed now. They entered into a partnership with "Anthropic" instead of being eliminated by it.

I don't think many people were feeling optimistic at that time, but you were.

So it's a similar story to the idea you had about Salesforce, and the same goes for Broadridge and Booking.com.

Actually, I disagree with you . I think one more ad with "OpenAI " and the rating decline will end . Yes. We just saw that with "Sales Force". Hmm. Badario goes up on stage in "Dreamforce" and they hold hands and raise them together like boxers at the end of a fight , and that's it. it's all over .