The Compound 对 $CRM 的判断变化

2026-09-01看跌
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由于持续的成本压力威胁,Salesforce不太可能创出新高。

如果Workday下跌70%,Salesforce下跌50%,不管怎样,那绝对是一场大屠杀。

If workday fell 70% and Salesforce fell 50, whatever it was, it was an absolute bloodbath.

在赢家类别中,Salesforce和其他一些名字,我可能应该提前准备好,因为我不认识所有这些名字。

And in the winner category, Salesforce and a bunch of other names that I probably should have had handy before because I don't know all these names.

在最佳股票名单中,我们终于有了软件股。CrowdStrike,Salesforce。暂停。暂停。Salesforce。风暴的中心。Salesforce。最佳股票。

In the best stocks in the market list, we finally have software stocks. Crowd Strike. Salesforce. Pause. Pause. Salesforce. The literal eye of the storm. Salesforce. Best stocks in the market.