Reddit Posts
Companies to avoid or who will gain due to AI? Suggestions please and why, but exclude the magnificent 7 as they been talked to death.
Favo Capital Expands Global Footprint With Three Strategic Acquisitions
Why Microsoft's gross margins are going brrr (up 1.89% QoQ).
Why Microsoft's gross margins are expanding (up 1.89% QoQ).
Why Microsoft's gross margins are expanding (up 1.89% QoQ).
Seeking Suggestions for my Next Portfolio Allocation Re-balance
Advise on selling some of my holdings - GOOGL, META, INTU, CRM
$SONG This will be my last post about the company until the new year. Part 1 of 3 (tried to post it all once and it would allow me)
AmpliTech Group, Inc (Nasdaq:AMPG) Stock in Focus
Retirement Planning's-3 stocks could help power your investment portfolio and make you wealthier by retirement.
MRIN- Marin Software integration with HubSpot- Untapped CRM Data
Have 500 CRM stocks sitting in my account. Is weekly covered calls a good idea to make regular income?
Conviction Buy List of Goldman Sachs. Which recommendation is your favorite?
IDGlobal Corp. Announces Corporate Update Focused on AI Subsidiary QHP Corporation Developments
IDGlobal Corp. Subsidiary QHP Corporation Announces Joint Venture and Revenue Sharing with EnergyPro
NEWS: $EMIN.v at $0.04 on the TSX-Venture Canada: Spark Energy Minerals Partners with Straight Edge Marketing Inc. for Advanced AI-Driven Marketing and Advertising Services
Quantitative Analysis for Veeva Systems, Inc. (NYSE: VEEV)
Quantitative Analysis for Veeva Systems, Inc. (NYSE: VEEV)
Dow Jones today: Markets sputter to start a shortened week.
How Shopify ($SHOP) 'shape shift' made e-commerce firm attractive again
YOLOing my last thousand on option stocks after losing a lot of money. Missed out on Tesla calls by selling too early, bought CRM calls before earnings, and bought SPY puts to ride them to 0. Switched to QQQM now. RIP!
I’m a 16 Year Old Who Just LOST Their Life Savings
CRM loss porn and I sold my tesla call about $170 too early. Should’ve taken profits idk.
Earning plays for CRWD, CRM, AI, OKTA, and JWN
Jim Cramer: CRM have a bright future, expect good thing out of year
WIMI Hologram Cloud(NASDAQ: WIMI): The innovation and development of BPMS
Five stocks/mutual funds/ETFs/Bonds you’d invest for 20-25 years
Exceeding expectations: OLB Group ($OLB) first quarter financial results.
Exceeding expectations: OLB Group ($OLB) first quarter financial results.
$PNPNF My top mining company on watch as recent news points this company in the right direction..sounds like they have even more resources then they we’re counting on..and that it was already looking solid…
2023-05-08 Wrinkle Brain Plays - In the style of a Maple Syrup Lover
Uncovering the Potential of $BCAN in the Booming Medical Cannabis Market - DD
Exxe Group Announces Its First Resort Deal in Thailand
50,000 shares of Microsoft Co. ($MSFT) were acquired by Graphene Investments SAS.
Keeping a close eye on Edge Total Intelligence Inc. (CTRL.V) progress achieved this month
CRM: A mature company, losing money & promising to break even in just 919 years!
Try to Find a Salesforce ($CRM) report on a hedge fund website
AIGC Become A Hot Topic，WiMi Hologram Cloud Actively Explores The Relevant Fields
Google and Microsoft AI impress investors JP Morgan reiterates buy rating for amazon. Tesla faces antitrust lawsuits
CRM, RIVN Planning Another Round of Layoffs Per California's Employment Development Dept.
STNE earnings preview: Best of both worlds: Growth and Margin of Safety
GATHER APES. 1K - 43K (i started roughly 3 weeks ago!)
Zoominfo: Q4 Results and Dampened 2023 Outlook. Is Management being Conservative?
Zoominfo: Q4 Results and Dampened 2023 Outlook. Is Management being Conservative?
Zoominfo: Q4 Results and Dampened 2023 Outlook. Is Management being Conservative?
$CRM (Salesforce Inc) Revenue & Earnings Beat! Revenue +14.44%, Gross Profit +18.30%, Income From Operations (- to +), Net Income (negative), Stock-Based Compensation +6%, Free Cash Flow +41.6%
$CRM (Salesforce Inc) Revenue & Earnings Beat! Revenue +14.44%, Gross Profit +18.30%, Income From Operations (- to +), Net Income (negative)
The 3 Most Upgraded Stocks Are Reversing
Salesforce Pops On Earnings Beat, An Outlook Investors Should Note
Doubled Down on 🔺CRWD after making 3.6 Million on Salesforce 🔺CRM
DD - $CRM is going to gap up even further with the current macro environment, AI business integration, and a surprise catalyst next week
The Ultimate Question | Salesforce $CRM | What are you choosing?
The Ultimate Question | Salesforce $CRM | What are you choosing?
Today Salesforce (CRM) Jumped 11.51% After Their Earnings | What Was So Special About Their Earnings?
Today Salesforce (CRM) Jumped 11.51% After Their Earnings | What Was So Special About Their Earnings?
Today Salesforce (CRM) Jumped 11.51% After Their Earnings | What Was So Special About Their Earnings?
Today Salesforce (CRM) Jumped 11.51% After Their Earnings | What Was So Special About Their Earnings?
CRM numbers were ok. 14% YoY is nice. But the 12% pop was due to Benioff saying "AI" literally 10 times in the conference call.
Why I'm gettin' AMD calls for earnings today
This is for all the ones who laughed at me on my CRM puts. Matrix escape in progress.
Morning Briefing 🌞 Mar 1st 2023 - Let's make some money!
Mentions
I know an accredited investor who has multiple 7figs. They don't have allocations to those either outside of their VOO/SSO/GOOG/BAC/MSFT shares. Easiest way to get exposure is via GOOG/BAC (SpaceX), MSFT/AMZN/NVDA/9984 (OpenAI), and CRM/ZM (Anthropic). Then if you own VOO/SSO/UPRO or QQQs which owns many of these companies then you'll have some indirect exposure to these companies by proxy as well. Alternatively there are a few etfs that let you get exposure by proxy too.
Energy companies, but who knows who wins there. I’d suggest checking out energy infrastructure, like Eaton. The hardware, like Nvidia, but some chips may start being made in house for the big players. CRM has exposure to anthropic which is currently only available in private markets. Then there’s the infrastructure the AI runs on, Palantir (PLTR), which is also becoming the backbone of the US military as well as a healthy commercial side. They’re doing absolutely insane numbers. Not financial advice.
I bought NOW, INTU, CRM, SNOW, SHOP and FIG
Also played MSFT & ORCL long dated calls and LEAPS (NOW & CRM, too.) Nice gains all around.
Wall Street has been saying buy on NOW since 2024 and it has steadily tanked. SNOW is more interesting. CRM is tepid. TEAM is tepid. I'll look at SNOW. Thanks for the tip.
CRM is a solid stock for the SaaS recovery.
So you’re ignoring the oversold software sector. Look at NOW and SNOW. CRM and TEAM as well. Zoom out.
Why didn't you do CRM?
Yes, when everything is bloated, look at what’s been oversold. MSFT, CRM, NOW, SNOW.
up 75% on DDOG and 60% on PANW, NOW and CRM are next
opened a few small SaaS positions FIG, INTU, NOW, CRM, SNOW and SHOP
feeling a bit jealous of CRM tards, but I guess they deserve a win
Nice bump, but SaaS is fucking dead. Who's gonna pay for some mediocre software package that can be vibe coded in an afternoon. However, for large/mega caps it shouldn't affect them that much. No one is gonna vibe code Office 365 or a complete CRM anytime soon
SaaS ≠ software SaaS (NOW, CRM, +) is dead. Legit, get out.
If they're in SaaS you're already a millionaire. NOW & CRM are $0 way before 2030.
Full ported on long-dated CRM calls
CRM reporting later this month with expectations this low is either going to confirm the comeback or end it. That's the real tell, not Figma.
Agreed. How much CRM do you own?
Here you go bro I am not sure how to share my portfolio but I have ABBV AMD AMZN GOOG FIG MSFT NFLX CRM SOFI NOW And a big chunk in SCHG This is just my taxable brokerage, I have 401ks too. Been investing for the past 10 years in 401k and other retirements, and 6 years in brokerage. https://preview.redd.it/rddgp0b6a71h1.jpeg?width=1080&format=pjpg&auto=webp&s=2494b052fe1cab847592571e17a5a70c98b388f0
Been buying CRM yesterday and today so it’s doomed.
NOW, SNOW, CRM anything in SaaS or cloud that’s oversold.
Rotation into SaaS is about to begin. SOXL, NOW, CRM
Yeah I do, I bought AMD and PLTR mostly because of him. And I'm up a shit ton on both stocks. Also bought 100 shares of NOW and CRM.
CRM is a great company not to sure about the others I’d have to do my DD
What do you think about TEAM, CRM and VEEV?
Woah there CRM calm down 👀
CRM to 180 prior to earnings
Used to think software co would make out big in AI - now realize opposite - CRM can be done in house. Why pay SAP when 80% can be done in house (Home Depot model) - only thing retail cannot do now is that reminder ‘you did not check out these items’
CRM should recover today. No reason for the dump that last few days.
I'm gonna CRM to wake the fuck up tomorrow please.
Definitely. CRM, TEAM, NOW
The rotation from big money from semis to oversold stocks like NOW and CRM will be legendary
# Salesforce (CRM) Stock: U.S. Air Force Signs $72M Enterprise Deal Stock proceeds to dump lol
Imagine not buying CRM at a 13x forward P/E. The market is mid-panic over "AI disruption" while management is literally authorized to buy back $25B of their own stock. Insiders are loading up at 52-week lows and the moat is still a fortress. Is this a free money glitch before the 27th or am I just more regarded than usual?
Great company but too big of a target to become the next INTU, CRM, LULU, etc.
Just bought 50k CRM sorry guys top is officially in
CRM ATM Calls for June expiry buy buy buy!!!
GOOGL casually adding a CRM worth of market cap today
CRM - do something stupid now and REVERSE!! You're oversold like a bish
Can CRM at least recover to flat ffs?
Name a better gambler than me, I’ll wait cause I always pick the losers. BABA, MSFT, CRM 😂😂😂
Why is CRM crashing out this week? Legit question.
CRM chart is sooooo ugly lol
CRM sell off a bit over done.
Are you able to talk me out of going into CRM at this level?
CRM will rise from the ashes.
CRM looks like the best choice for a put
Puts on MSTR IBIT HOOD COIN MSFT CRM for June 18? Help me choose...
The rotation is happening now, been loading up on ServiceNOW and CRM. You need software for AI agentic ServiceNOW is top enterprise AI Agentic 😄😄👍
I am picking long dated options on SAAS. Think NOW, CRM, TEAM, MNDY etc I lost a lot of money trying that q4 of last year, but they are contuing to grow earning and raise forecast and their stocks keep falling I will sadly continue to catch the knife
I was thinking of opening a position in one of the following stocks: CRM, SAP, or SNOW. Any thoughts? I like the charts of all three. I am still doing my reseach on the fundimentals though.
I think SOFI hurts most since CRM will recover I think
About 19.5 on SOFI and 231 CRM. Eating dirt rn but there’s hope still. Shares btw.
My goof ass sitting with CRM and SOFI 🤪
why in the fuck is CRM moving inverse to the market every day?
I wonder why not CRM instead though
TEAM, CRM, FIG. 75% of my 401k in shares
AI monetization is confirmed folks. DDOG, TEAM and PLTR say so Hubspot gonna blow through earnings. CRM and NOW leaps are getting awfully attractive
If CRM went +40% from here it would only be back to where it started the year lol
# Against my better judgement I am buying CRM. Fuck it, this shit cant go any lower.
translation: I hope it doubles but in reality can become CRM to GOOGL. 😂
CRM has to speak up and not just sit there.
Too many semi talks in here. Let see CRM rip up 5% tomorrow
# I have extra 10k sitting around. Should I buy MU, MRVL, CRWV, ORCL or CRM?
SaaSapocalypse is neverending! NOW, TOST, CRM, SHOP
GOOG should buy a software company like FIG, ADBE, CRM, NOW or SNOW
CRM took me from $1000 profit to $5. Sucky
Anyone else at the tableau conference? Calls on CRM might be the move these mfs are making some big updates
bought MSTR, INTC, AMD, ORCL, NVTS, CRM before close, ive lost my mind today
It looks like someone may have just placed a $400M bet on CRM. WTF is happening.
Michael Burry is RIGHT. Just heard from an Indian CRM company many customers are looking to AI to do their own CRM - problem today is aligning w Facebook, Google backend - which someone will figure out. Huge blow to hyper scalers AI spend!
Take the profit and move to SAAS like SERVICENOW (NOW) or CRM
$CRM is the channel that AI will be used to power customer interactions. Many SaaS platforms are allowing customers to bring their own model, meaning they are decoupled from the war between frontier models. First we saw the spike in AI infrastructure, we’re currently seeing spike in AI models. These will become commodity and AI powered applications will be the next growth stock. This could be existing players who adapt quickly and utilise their distribution, and new players who grow at rapid pace. My bet is on those with distribution and committed spend from enterprise customers.
I think CRM 300C for Jan 2028 is a bargain.
CRM is integrating AI in their product. They'll probably be the first corporation that is capable of replacing customer service employees with AI as a service. Basically they say to Abbvie - we can use our AI to read your database and deliver info to customers without implementing a custom software (which is extremely expensive, requires a lot of maintenance, updates etc.)
I don’t pretend to know what is going to happen with this company. What I do know is that at MY company, where we have containerized AI, we are writing our own automation platform, because it’s “less expensive”. And I don’t mean in terms of $$$ outlay for year over year licensing. I mean that automations, in general, are expensive to maintain. It is, however, also expensive to keep buying the licensing year after year for the software that provides the platform \*for\* the automations. And it’s all written in .Net, under the hood. In other words - UiPath is a \*wrapper\* for a Microsoft language. Is it good enough to continue to demand premium dollars in a SaaS space after the dust settles? My company doesn’t seem to think so. The chart is giving no indication that the market thinks so. Companies like NOW, CRWD, and even CRM (though it’s hated across the industry) are better investments, IMO, in that order.
Honestly, this looks like a portfolio leaning toward growth/speculative names (SNAP, SOUN, TDOC) mixed with stronger enterprise plays (CRM, WDAY). I’d separate them into “core holds vs risky bets” and decide position sizes accordingly rather than treating them all the same. I’ve used Runable before to structure portfolios like this.
I like CRM at these levels.
Long CLX, CRM, UNH. Short SMH
CRM going to roar back in May
Software going up. Same with CRM
Like NOW, CRM, ADBE; Duolingo is not the type of stock in favor right now. Management has stated they are taking one step back to take two steps forward, so I expect the stock will likely sell off during earnings. In the long run, though, if the company doesn't get engulfed by AI and its long-term growth strategy works, the price today is attractive.
No clue why Chinese companies arent pumping memory and HDDs and cashing in on this gold rush. These stocks go up every day. The price action on STX, MU, SNDK and WDC is the craziest ive ever seen. Any sign of red and they skyrocket. SNDK is now bigger than CRM.
I think msft is like a etf at this point... Teams Office AAD entra Dynamics CRM Copilot AI AI platform things like foundry Data layer like fabric Azure Windows GitHub Edge and bing Xbox - minecraft/Activision Linked in Devtools like vscode, vs Authenticator apps as well They make some chips as well like maia... Credits : claude for research.