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CRM

Salesforce.com Inc

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About Salesforce.com Inc

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ADBE and CRM have beat earnings this year, but not to the level the market expects. Worst performing in the S&P this year
crm looks like an easy short. tsla looks like an easy long.
$ADBE revenue growth only at 11%. $CRM was at 10%. App layer companies in the current AI age aren't growing at what they said they would.
SPY has a lot more room to run if SaaS companies can get their shit together this year. CRM, ADBE, NOW etc.
HIMS, DUOL, ADBE, CRM, LLY, UNH, CNC
So happy CRM fucking blows. Benioff is a massive dick firing everyone to replace them with Agentforce
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