“DELL: Where It’s Headed Next LIVE with David Prince”
CRM is undervalued at 13-14x earnings due to narrative shift (AI deal, seat growth) and ongoing rerating; it is a must-own long-term but overbought short-term, suggesting buying on pullbacks into the low-to-mid 250s.
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. Yeah, I wanted to talk about Salesforce and then overall the the software space because you and I have talked many times about how software was, you know, the redheaded stepchild of the market for a long time and wow, software is back.
It's strong. Salesforce CRM being the ticker, uh, definitely being a leader there.