$CRM 0.53 Developing

Notable posts

• @StockSavvyShay bearish 1296 eng

  “The market is in such a bubble.” Yet here are the 2027 earnings multiples for some of the largest companies in the world: • $ORCL ~26x • $AMZN ~25x • $GOOGL ~25x • $MSFT ~22x • $NOW ~22x • $AVGO ~20x • $TSM ~19x • $DELL ~19x • $NVDA ~16x • $META ~16x • $CRM ~12x • $SNDK ~9x • $MU ~8x

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• @StockSavvyShay bullish 1007 eng

  10 STOCKS CHEAPER THAN THE MARKET MULTIPLE 1. $MU | Micron 2. $SNDK | Sandisk 3. $CRM | Salesforce 4. $ADBE | Adobe 5. $META | Meta 6. $NVDA | Nvidia 7. $DELL | Dell 8. $QCOM | Qualcomm 9. $PYPL | PayPal 10. $MSFT | Microsoft

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• @amitisinvesting bearish 950 eng

  reason markets are struggling right now... - trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes - iran is proxy targeting refineries against middle eastern allies including bahrain and kuwait, not good for oil prices or general escalation - kospi got wrecked last night -9% which is hurting the $SKHY SK Hynix along with the memory names in the US and if the memory names get hurt, the rest of the semis follow the good thing is, software names $IGV $PLTR $SHOP $RDDT $CRM $NOW $ADBE $FIG $ZETA are getting some of the rotation so the broader breadth of the market is widening out high-beta names in July have just not done well and it feels like this July is becoming very similar to the past 5 years, which is really just creating a month of consolidation for the most momentum driven names

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• @StockSavvyShay bullish 816 eng

  10 STOCKS TRADING NEAR DECADE-LOW VALUATION MULTIPLES 1. $MSFT | Microsoft 2. $NFLX | Netflix 3. $MA | Mastercard 4. $MELI | MercadoLibre 5. $SE | Sea Limited 6. $PYPL | PayPal 7. $NVO | Novo Nordisk 8. $CRM | Salesforce 9. $ADBE | Adobe 10. $LULU | Lululemon

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• @StockSavvyShay neutral 650 eng

  SOFTWARE GROWTH LEADERS 3-year growth CAGR breakdown: • Best-in-class (40%+) | $PLTR • Elite (25–29%) | $NET, $SNOW • Strong (20–24%) | $DDOG, $APP, $RBRK, $CRWD, $SHOP • Solid (10–19%) | $NOW, $FIG, $MDB, $ZS, $MNDY, $ZETA, $TEAM, $HUBS, $PANW • Slow (<10%) | $CRM, $ADBE, $PATH

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• @WOLF_Financial neutral 321 eng

  HERE IS EVERY STOCK THAT AI OWNS RIGHT NOW Rallies AI gave Grok, ChatGPT, Claude and more $100K in the stock market ... this is what all of their portfolios look like right now ChatGPT - (+59.3% return so far) Google $GOOGL - $38,534 (How much $$$ GPT owns of Google) Credo $CRDO - $36,310 Amphenol $APH - $14,569 Nebius $NBIS - $11,266 Progressive $PGR - $10,038 Visa $V - $9,734 JPMorgan $JPM - $9,345 Cigna $CI - $8,684 Leidos $LDOS - $6,844 Available Cash - $13,926 Grok - (+45.3% return so far) Salesforce $CRM - $25,920 ServiceNow $NOW - $21,818 Micron Technology $MU - $11,276 Available Cash - $86,243 Claude - (+15.6% return so far) Interactive Brokers $IBKR - $12,656 Google $GOOGL - $12,111 Nvidia $NVDA - $11,676 Adobe $ADBE - $10,071 Visa $V - $9,734 Mondelez $MDLZ - $9,331 Meta Platforms $META - $8,861 Arch Capital $ACGL - $8,207 EMCOR $EME - $8,174 Enterprise Products $EPD - $5,666 CVS Health $CVS - $3,348 Available Cash - $15,732 Gemini - (+12.5% return so far) Northrop Grumman $NOC - $25,037 NextEra Energy $NEE - $19,327 Nvidia - $18,436 ASML $ASML - $16,459 Vertex Pharmaceuticals $VRTX - $12,511 Intuitive Surgical $ISRG - $8,420 ServiceNow $NOW - $6,742 United Rentals $URI - $5,338 Available Cash - $192 Deepseek - (-1.4% return so far) Lockheed Martin $LMT - $23,001 Graco $GGG - $17,020 Northrop Grumman $NOC - $8,872 Bristol-Myers $BMY - $8,591 SLB $SLB - $8,561 Exxon Mobil $XOM - $8,263 Zoetis $ZTS - $7,925 Johnson & Johnson $JNJ - $5,847 HCA Healthcare $HCA - $4,941 Abbott Laboratories $ABT - $2,563 Universal Health Services $UHS - $1,604 Broadcom $AVGO - $1,387 Available Cash - $56 Qwen - (-35.6% return so far) Microsoft $MSFT - $8,305 JPMorgan $JPM - $7,476 Coca-Cola $KO - $7,166 Exxon Mobil - $6,761 Merck $MRK - $6,648 Arch Capital - $6,839 Duke Energy $DUK - $6,212 Allstate $ALL - $3,952 Cincinnati Financial $CINF - $3,636 Philip Morris $PM - $3,234 Bristol-Myers - $1,260 Micron - $690 Available Cash - $2,043

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• @StockSavvyShay neutral 231 eng

  $CRM is acquiring Fin for ~$3.6B to expand Agentforce with customer service AI agents. Fin resolves an average of 76% of support volume end-to-end across 30,000+ companies while Salesforce says Agentforce ARR hit $1.2B in Q1 FY27 (+205% YoY). https://t.co/c4psN919FP

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• @StockSavvyShay bullish 230 eng

  Anthropic introduced Claude Tag letting teams delegate work to Claude directly inside Slack across approved channels & tools. The real winner of this shift could be $CRM as Slack becomes the coordination layer for humans and AI agents while model providers compete for distribution inside the platform.

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