CRM 全部观点

Salesforce up 23%, Crowd Strike up 20%.

because people say oh Kevin you know like why not just wait for Palunteer or Salesforce to bottom and the issue is you don't necessarily know exactly where that bottom is but you do know when things are getting really cheap

and in the case of Salesforce You know, we were buying this around the low 160s range. It actually kept going down to 146, but we thought we were getting pretty close to a bottom uh in the software space.

Octa 23, Salesforce up 12. Uh personally got exposure.

Wow, dude. Salesforce 17 freaking percent. That's awesome. That's great.

8 19% on Salesforce now.

Salesforce keeps going. It's honestly just remarkable movement how quickly Tesla 353.

I really want to go through cyber uh and Salesforce maybe as sort of like a joint vid or topic. The both of them are skyrocketing. Own both of them. Uh, obviously they are a big W, but it'd be nice to see some of the notes that we're getting from the earnings calls on these.

CRM, big pop on CRM here, just like CrowdStrike and Nvidia. If we look at this, you can see the stock had been pounded down. Granted, it's rallied back significantly going into the earnings, but still way off of its all-time highs based on the SAS the SAS apocalypse or whatever they call that thing where the the fear was essentially that AI was going to make these software companies obsolete.

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

In the meantime, we should be getting Salesforce, Synopsis, Crowd Strike, uh, and a few others that are actually going to be pretty important.

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.

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.