We have Salesforce which continues to uh ask people the question you know is software dead is there real sustainable growth in the world of AI for companies that theoretically can be replaced again that's up to Salesforce service now all these companies to prove that narrative is wrong
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Personally and fairness, do have exposure to CrowdStrike, do have exposure to Salesforce. Salesforce is up 14%, CrowdStrike up 11%. Did send buy and sell alerts, well, buy alerts on those.
you buy CrowdStrike and Salesforce, which we own, and then it goes up 11% and 13% after earnings, and then it's just like, "Damn, I wish I had more."
Salesforce will be reporting today.
Salesforce did move down a little bit in the last 24. You can see this uptrend we have on Salesforce right here is really coming after a very very long downtrend.
Salesforce, remember, bought back like 25 or 26 billion dollars of their own stock at roughly uh 196 191 basis somewhere around there.
In today's video, I'm going to give you my thoughts on this upcoming earnings week, the stocks I'll be watching and that I'll likely cover in detailed follow-up videos that includes an extended look at Nvidia and some beaten down software stocks that could be value plays companies like Inuit and Salesforce.
Salesforce, they have a report later this week. Very interesting price action good today. It's breaking out on two time frames, both the daily and the weekly. So, I'm a little optimistic that Salesforce can finally turn the corner and join the likes of a Microsoft, a Palantir, and a Snowflake
Okay. #nopressure Mr. Binnie. Okay. Yeah, we're going to stay #outlier. I I would prefer #outlier.
you'll notice Salesforce and software actually, uh, still holding up over here despite this, uh, memory selloff over here.
Salesforce, you know, you had this as a downtrend, and this is the uptrend that we've really been riding right here. It's been perfect. We've had this line drawn since probably about early July.
We've been watching this uptrend start and and buying it, right? We've been buying Salesforce since about the 160 range.
>> I'll do Salesforce because I think we can do it quick. All right, Salesforce. Um, I think we can do it quick because I kind of look at Salesforce similarly, um, compared to the other SAS companies as I do to Microsoft when I look at the Max 7.
Um, not because quality is as high, just because I feel like it doesn't excite me that much.