How New Money’s view on $CRM changed

Channel profile →This channel has 3 credited speakers: Li Lu, Michael Bury (for the exit signal), Pershing Square1 entry
2026-09-06Bullish
“The SaaSpocalypse Isn't What Investors Think.”
Salesforce's strong competitive moat (institutional records) protects against AI disruption, supporting margin expansion and making it a good investment at current prices.

congratulations, you literally made millions of dollars in one day thanks to a crashed software stock called, I'll reveal, Salesforce. It has recorded incredible numbers.

I'm interested when a stock is crashing like Salesforce, how do you distinguish between a genuinely mis-valuation of the company and something that's cheap for some reason?