Meet KevinPublished 2026-09-10
“Revealing My Current Stock Thesis & Allocation Framework.”
$CRMBearish
Risk of CRM being replaced by AI integration (e.g., via Anthropic) and difficulty securing larger contracts are negative signals.
Like even though we've crushed it on Salesforce and and you know I think we're doing very well overall in this this idea of a Q3 Q4 software bottoming is there not still a risk that if Salesforce is now onboarding everybody headlessly uh their data via Anthropic that Salesforce ends up getting replaced. and they're already telling us they're having trouble signing bigger contracts with their customers. That's a problem. That's a red flag, right?