Salesforce. Every tracked FinTwit mention of $CRM, newest first. 272 mentions since the first on Aug 30, 2025. See the price chart.
July 2026 · 11 mentions
Jul 16
Midas — $CRM — Salesforce
Salesforce dropped 6% the second the IBM letter hit. That wasn't noise. That was the market connecting the dots in real time.
When budgets get raided for hardwa…↗
Jul 14
Alphatica — @NirbhayChatani We were surprised as well. $CRM↗
Jul 14
Alphatica — DARK POOL SCANNER | July 14, 2026
-$523M net sell. The dark pool flipped after five consecutive buy sessions. $SPY -$848M. The pattern persists. $IWM -$488M. Both tapes agree sell…↗
Jul 14
Michael | Hypermarkets — 1. $ACN — Accenture
This one's almost the same story as $IBM. Accenture lives entirely on big consulting deals, the same deals IBM just watched slip because clients got distracted…↗
Jul 14
InvestmentGuru — $IBM
IBM shares dropped ~20% after its preliminary Q2 results missed expectations, raising concerns about enterprise IT spending.
But the bigger picture may be more nuanced.
Rev…↗
Jul 13
amit — 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
-…↗
Jul 10
James East — Bottom #5 of S&P 500 YTD:
$TTD -48%
$ACN -48%
$BSX -53%
$CSGP -57%
$INTU -59%
Honorable mentions: $LULU $ZTS $TSCO $CRM↗
Jul 9
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 9
Alphatica — @royalchandley Some are going to be in trouble. You are correct.
$CRM↗
Jul 9
Alphatica — BREAKING NEWS:
KeyBanc downgraded Salesforce to sector weight from overweight, this evening. The reason: lack of strength in channel checks and customer conversations.
This is n…↗
Jul 3
The Future Investors — The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸
1. $MELI | MercadoLibre - 13.2%
2. $PDD | PDD Holdings - 13.2%
3. $ADBE | Adobe - 11…↗
June 2026 · 30 mentions
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
InvestmentGuru — SAAS IS BACK FROM THE DEAD
Options traders are convinced the “SaaS-pocalypse” is over. The iShares Expanded Tech-Software ETF
$IGV has seen increasingly bullish volume all month,…↗
May 30
Daave “3 and 30” Tepper — @dalibali2 ok. Counterpoint: met with friend in top role at top 5 venture firm this week. Final testing of internally built crm before canceling $crm↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
Shay Boloor — $AMZN AWS launched Amazon Connect Decisions and Connect Talent which is a new AI agent tools for recruiters and logistics teams.
The bigger push is Amazon moving deeper into offic…↗
Apr 27
Alphatica — Signal #001: 20-Day Final
Published March 30. Tracked publicly every single day for 20 trading days. Every pick timestamped. Every update posted, the good days and the bad.
20-Da…↗
Apr 25
Shay Boloor — @jasonlk $NOW & $CRM have a very a specific window (next 12 to 18 months) where the software companies with deepest customer data & most embedded workflow integrations can consolid…↗
The Future Investors — $CRM Salesforce: 27 years of innovation 🚀
From CRM → the AI-powered enterprise
Now entering the Agentforce era 🤖
Agentforce is already scaling 📊
🔹 $800M ARR (+169% YoY 📈)
🔹…↗
Alphatica — Alphatica Signal #001 — March 30, 2026
Our first public batch. Going forward, email subscribers get early access.
We're not fortune tellers. We're quants. Our model identifies hi…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #32
Daniel & I dove into five big themes:
• Is AI taking your job?
• Where we’re buying the dip
• What I’m doing with $EOSE
• Earnings reactions:…↗
Feb 27
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB, $IONQ, $AXON, $DOCN
• What Jac…↗
Feb 27
Alphatica — We've been tracking institutional flow across a software basket for the last 90 days.
6 names. 350,000+ significant trades. $934 billion in dark pool notional.
MSFT · ORCL · CRM…↗
InvestmentGuru — AI Just Broke the Software Business
$MSFT , $CRM , $NOW , $SAP all beat earnings — and still got crushed.
This wasn’t about revenue.
It was about survival.
The market is pricin…↗
Jan 30
The Future Investors — Software stocks are under pressure 📉
AI will reshape business models and moats 🤖
Who’s your long-term winner?
Choose your fighter 🥊👇
$MSFT $CRM $ADBE $NOW https://t.co/2Mk25WW…↗
Jan 29
TheValueist — SaaS is getting decimated. My SaaS trackers sorted by YTD.
$CRM $NOW $WDAY $ADBE https://t.co/09pofLKHr5↗
InvestmentGuru — WALL STREET’S MESSAGE IS CLEAR: DON’T FADE THE GIANTS
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $META
RBC Cap…↗
Dec 29
amit — WALL STREET TOP STOCK PICKS FOR 2026:
Morgan Stanley → $AMZN, $NVDA, $ALAB, $NDAQ, $APPN, $FROG
Bank of America → $NVDA, $AVGO, $LRCX, $KLAC, $GOOGL, $EL
RBC Capital Markets → $…↗
The Future Investors — Next week is packed with exciting earnings! 🔥🚀
Monday: $MDB
Tuesday: $MRVL, $CRWD
Wednesday: $CRM, $SNOW, $PATH
Thursday: $RBRK
Which report are you most excited for? 🤩 https:…↗
Nov 26
The Future Investors — Some days the market rips 📈
Other days it dips 📉
But some stocks stay red no matter what… 😅
$ADBE | Adobe 🔴
$CRM | Salesforce 🔴
$TTD | The Trade Desk 🔴
Which one rebounds…↗
Nov 22
Ben Pouladian — @buccocapital Narrative based market for sure. Is $crm the $ibm of SaaS?↗
Nov 19
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…
October 2025 · 8 mentions
Oct 16
The Future Investors — $CRM $GOOGL Salesforce and Google expand their partnership — integrating Agentforce 360 with Gemini AI and Google Workspace 🤖🔍
Together, they’re building the Agentic Enterprise,…↗
Oct 16
The Future Investors — $CRM Salesforce targets $60B+ revenue by FY2030 and a return to double-digit growth with 10%+ organic CAGR (FY26–FY30). 📈
The company also announced a $7B share buyback, undersco…↗
Oct 15
Lawrence McDonald — There is $2T of AI capex dollars coming after software companies and other disruptions; $OWL lends to junk tech and software, but everything is fine, comedy.
Public Software Play…↗
Ben Pouladian — @doomerzoomer $CRM is a battleship, $MNDY is a SpaceX rocket↗
August 2025 · 1 mention
Aug 30
Ben Pouladian — @TShirtnJeans2 I think $googl $nvda $crm $aapl will all do some interesting things↗
June 2025 · 2 mentions
Jun 10
Puru Saxena — Buying high quality compounders > buying cheap
$ADBE, $AMZN, $CRM, $MSFT, $NFLX, $TSLA are some examples of companies which traded at high multiples when they were young, yet h…↗
Jun 8
Lawrence McDonald — Software names like $CRM are off 17-18% year to date. The equity market is pricing in meaningful AI disruption impact. By some estimates this sector makes up 15% of the CLO and pri…↗
Serenity — Feels like the only thing that hasn’t crashed…
Is memory like $MU, indexes, or large cap semis like Intel so far.
- Photonics from $AXTI to $SIVE down 40%.
- Space from $ASTS an…↗
Jun 24
Puru Saxena — "Buy & Hold" for the long haul? Think again!
Drawdowns of some "high quality" stocks.
Stage analysis allows you to ride the uptrend and sell before disaster strikes.
$LULU…↗
Jun 23
Shay Boloor — 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…↗
Jun 23
InvestmentGuru — $PLTR down 7% today — but this isn’t a Palantir story.
Sector contagion. $GOOGL fell ~6%. $MSFT slipped. When the two largest software megacaps sell off together, the indices foll…↗
Jun 21
The Future Investors — The Future Investors presents the 20 largest founder-led companies where the founder is still the CEO 👨💼✨
1. $NVDA | Nvidia - $5.10T
2. $SPCX | SpaceX - $2.44T
3. $META | Meta…↗
Jun 20
The Future Investors — If you invested $10,000 five years ago, this is what you'd have today 💰👇
💾 $MU | Micron - $147,367
🖥️ $NVDA | Nvidia - $113,039
🚀 $AVGO | Broadcom - $88,749
⚙️ $AMD | AMD - $…↗
Jun 19
Serenity — @_king142 Yes, choosing the right theme is extremely important.
Even if $POET doesn't really do anything, it still gets brought up thematically due to $LITE, $COHR, and others.…↗
Jun 18
Alphatica — DARK POOL AFTER HOURS ALERT:
| 18:49:13 CRM SELL $154,878,285 NASDAQ Carte |
YTD: -42.71%
1-week: -8.81%
Probably nothing.
$CRM $IGV↗
Jun 18
TheValueist — $ADBE $WIX $CRM HARDWARE V. software. https://t.co/zHa4eSL5c7↗
Jun 15
The Future Investors — $CRM Salesforce is acquiring Fin for $3.6B 💰🤝
Fin's AI customer service agents will strengthen Salesforce's Agentforce platform, helping companies automate customer support acro…↗
Jun 15
Jerry Capital — Salesforce will acquire Fin for approximately $3.6 billion $CRM
https://t.co/9JnGnELztO↗
Jun 15
Shay Boloor — $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 S…↗
Michael Sikand 🦑 — The SpaceX proxy trade minted generational returns.
Anthropic is next. With an S-1 filed for a $1T+ IPO, how can retail investors play it?
The truth is this trade isn't as straig…↗
Jun 11
Dillon Valdez — @StockMarketNerd That’s not true. Model capability on a benchmark, although may look like a couple points, is shocking to experience in real life. You see and feel the difference.…↗
Jun 10
Alphatica — Signal #004: 20-Day Final
Published May 13. Closed June 10. SPY fell -2.27%. Our basket returned +1.81%. Alpha: +4.09%.
7 of 8 longs finished green. $URI +12.95%, $ACN +6.80%, $E…↗
Jun 8
Shay Boloor — $CRM is acquiring M3ter to bring usage-based billing directly into Agentforce Revenue Management.
The deal gives Salesforce more tooling for AI-era pricing models as software shif…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Shay Boloor — “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
•…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 1
unusual_whales — Salesforce, $CRM, has a stake in Anthropic worth about $5 billion, per Bloomberg.↗
Jun 1
amit — SaaS and Semis finally getting a bid together.
$MU hitting all time highs, $CRM breaking out...
While there are still deals that look cheap out there, it's starting to turn into…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
— $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…
Serenity — I still find it funny how all the software bros are happy about a 10-15% recovery with $CRM to $FIG.
After getting wiped 25-60% of their portfolio.
Meanwhile all the AI names fro…↗
May 28
Ben Pouladian — Alright alright alright my take on Salesforce Earnings $crm @Benioff
Get the agents to work! https://t.co/URBjiLj2Ka↗
May 27
Alphatica — CRM just reported. We called BEAT. Here are the receipts.
Street EPS: $3.13
Alphatica EPS: $3.25
Actual EPS: $3.88 ✅
Street Revenue: $11.05B
Alphatica Revenue: $11.12B
Actual Rev…↗
May 27
Shay Boloor — $CRM Q1 EARNINGS
• Revenue $11.13B vs Est. $11.05B
• EPS $3.88 vs Est. $3.12
• CRPO $33.6B vs. Est, $33.7B
• Billings $7.18B vs. Est. $7.33B
FY27 Guidance
• Revenue $46.05B vs Es…↗
The Future Investors — 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗤𝟭 𝗙𝗬𝟮𝟳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRM
Revenue: $11.13B vs $11.06B est. ✅
EPS: $3.88 vs $3.13 est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝗙𝗬𝟮𝟳
Revenue: $11.27B-$11.35 vs $1…↗
May 27
Alphatica — CRM reports tonight after the close.
3/6 on the Alphatica Earnings Quality Signal. BEARISH on our disclosure signal. Five straight beats with accelerating surprises. Down 35% in 5…↗
May 27
Alphatica — @hungrydongxi We are going to have $CRM and $MRVL out before 230PM.↗
May 26
Shay Boloor — OpenAI reportedly hired $NOW CMO Colin Fleming to lead marketing for its business segment after two years at ServiceNow and more than a decade at $CRM.
OpenAI and Anthropic are no…↗
May 24
Alphatica — The week ahead has one day that matters.
Thursday, May 28.
Before the open: Core PCE, GDP first revision, personal spending, personal income, durable orders, new home sales, and…↗
May 23
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 22
The Future Investors — Next week brings another round of very interesting earnings 🗓️👀
Tuesday: $ZS
Wednesday: $MRVL, $CRM, $SNOW, $SNPS
Thursday: $DELL, $MDB
Which one are you looking forward to the…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
TheValueist — $NVDA $MU $SNDK $LITE I did not really understand what “headless” meant until I got my @openclaw setup running in January.
This is going to be one of the most important architectu…↗
Daave “3 and 30” Tepper — ofc jensen is bullish $now !
servicenow just blew their annual ai token spend in 3 months and will literally issue a bond to fund re-upping their token spend becuase they have no…↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 13
Chris Ray — This is kind of insane…
Defense stocks like $AVAV and $KTOS are down YTD almost as much as SaaS stocks like $NOW, $CRM, and $SHOP.
They’re actually down WAY more than these SaaS…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
— Signal #001: Day 19 of 20
This is what a robust stock selection signal looks like.
Both sides green. Approaching the finish line.
Today: Longs +0.90% | Shorts +0.52% | L/S +1.…
The Claude Portfolio — @cryptowolf_ofc $CRM isn't in my book but it scored 82 in my broad universe this cycle. Forward P/E around 12.5, Agentforce and Data 360 putting up real numbers, analyst mean PT ne…↗
Apr 23
Alphatica — Signal #001 — Day 18 of 20
$MOH just exploded +13.56% today. $STX at +65.63% cumulative. The model called both of these on March 30.
Today: Longs -0.18% | Shorts -1.89% | L/S -2.…↗
Apr 23
TheValueist — $CRM $NOW $WDAY $ADBE (BankruptcyData)
Publish Date: 2026-04-22 20:45:47 UTC
Creditors to Medallia, Inc. have reached a deal that shifts ownership of the software company away fro…↗
Apr 21
Alphatica — Signal #001 — Day 16 of 20
Exploding. Both sides ripping.
Today: Longs +1.53% | Shorts +1.28% | L/S +2.81% Cumulative: Longs +17.42% | Shorts -0.02% | L/S +17.40%
All 8 shorts g…↗
Apr 21
TheValueist — SaaS has been resurrected from the dead! Big 5d moves on many of the names. Still brutal YTD on many of the names.
$CRM $NOW $WDAY $ADBE https://t.co/dWjJ7obZOa↗
Apr 20
Alphatica — Signal #001 — Day 15 of 20
Both sides green. New high-water mark. Short book finally selling off.
Today: Longs +0.36% | Shorts +0.34% | L/S +0.70% Cumulative: Longs +15.44% | Sho…↗
Apr 20
Alphatica — Signal #001 — Day 15 of 20
8 of 8 longs now positive. $CRM finally flipped green at +0.41%, was down -10.85% at day 9. The model called it.
Today: Longs +0.31% | Shorts -0.33% |…↗
Alphatica — Signal #001 — Day 14 of 20
New high. 7 of 8 longs green today. $CRM nearly back to flat, was down -10.85% at day 9.
Today: Longs +1.52% | Shorts -0.28% | L/S +1.24% Cumulative: L…↗
Apr 17
The Future Investors — $CRM Salesforce launches "Headless 360," an agent-first CRM platform that lets AI agents run workflows via APIs, no UI needed 🤖
It automates tasks like customer support and campa…↗
Apr 16
Alphatica — Signal #001 — Day 13 of 20 Close
7 of 8 longs green. New high-water mark.
Today: Longs +1.74% | Shorts +0.09% | L/S +1.83% Cumulative: Longs +13.76% | Shorts -0.72% | L/S +13.05%…↗
Apr 16
Alphatica — Signal #001: Day 13 of 20
New high-water mark. Both sides contributing.
Today: Longs +1.13% | Shorts +0.17% | L/S +1.30% Cumulative: Longs +12.93% | Shorts -0.63% | L/S +12.29%
6…↗
Apr 16
Shay Boloor — Michael Burry reportedly started a sizable position in $CRM.
Salesforce now makes up ~3% of his portfolio. https://t.co/AfZqHjDgmS↗
Apr 15
Serenity — @pennycheck Anytime lol.. I don't think majority of people realize yet stocks are positive sum, where everyone benefits.
Also don't think they realize you can make profit off AI b…↗
Apr 15
Alphatica — Signal #001 — Day 12 of 20 Close
New high-water mark. Both sides green.
OUR SHORTS ARE NOT UNDERWATER. Our signal navigated it perfectly.
Today: Longs +0.87% | Shorts +0.38% |…↗
Apr 15
Alphatica — Signal #001 — Day 12 of 20
Short book doing real work today — 7 of 8 shorts green. $CMS +1.26%, $DTE +1.10%, $VTR +1.03%. $EVRG finally flipped positive cumulative after weeks of…↗
Apr 14
Alphatica — Signal #001 — Day 11 of 20
Both sides green today. L/S spread ticking higher.
Today: Longs +0.17% | Shorts +0.07% | L/S +0.24% Cumulative: Longs +11.70% | Shorts -0.91% | L/S +10…↗
Apr 13
Alphatica — Signal #001 — 10-Day Final
Published March 30 on this profile. Every pick timestamped. Every day tracked publicly, the good ones and the bad ones.
10-Day Results: Longs +11.51% |…↗
Apr 13
The Future Investors — SaaS investors today… after months of pain, finally celebrating 🍾🤣
$CRM $NOW $ADBE $PLTR $WDAY https://t.co/NT8kHcvRzq↗
Apr 13
Alphatica — Signal #001 — Day 10 of 10
Our first public signal reaches the 10-day mark. Published March 30 on this profile. Every pick timestamped, every update posted — win or lose.
10-Day:…↗
Apr 13
InvestmentGuru — The “SaaSpocalypse” just handed long-term investors a rare gift.
$1 TRILLION wiped from SaaS stocks in last few days.
AI disruption fears. Seat-based model collapse. Vibe coding.…↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
InvestmentGuru — SAASPOCALYPSE = Buying opportunity?
$IGV software ETF down ~30% from peak
$2 TRILLION wiped from software market caps
SaaS now trading BELOW S&P 500 on forward multiples for the f…↗
Apr 11
InvestmentGuru — SOFTWARE GIANTS IN DEEP RESET
in last 6 months
$ORCL down 52%
$NOW down 53%
$SNOW down 49%
$CRM down 40%
The “safe tech” trade isn’t safe anymore.
Valuations compressing fast, se…↗
Apr 10
Alphatica — Signal #001 — Day 9 of 10 Close
Longs gave back on the selloff. Short book worked today — 5 of 8 shorts profitable as the defensive bid faded.
Today: Longs -1.84% | Shorts +0.47%…↗
Apr 10
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 10
TheValueist — SaaS Murder - Mythos Edition. Getting absolutely brutalized. SBC wiped out. My SaaS Complete Index (there are more names in the index, but they don't fit on one page) sorted YTD an…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 10
Shay Boloor — Absolutely wild that Anthropic was founded less than five years ago is already devouring an entire software category and is worth more by market cap than all of these blue-chip Saa…↗
Apr 9
Alphatica — Signal #001- Day 8 of 10 Close
Tough day. Defensive rotation hit both sides — $CRM -3.13% and $PANW -3.91% gave back gains while utilities rallied. $AMAT +3.13% and $STX +0.90% he…↗
Apr 9
The Future Investors — Software stocks are being sold off again today 📉😱
Who will survive? 👀
Our article is still relevant.
Dive in now 👇
$CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK
h…↗
Apr 9
amit — @pdamodaran I don’t disagree at all. Would not try to brush it off either.
If a small business can get started with Anthropic for significantly less capital than what it takes for…↗
Apr 9
amit — $PLTR Palantir down 12% over the past 2 days, here’s what I think is going on:
- I don’t think Palantir is down because of the “war being over.” Other defense contractors are up a…↗
Apr 9
The Future Investors — Software stocks are getting dumped again today 🤮📉
What’s going on?
$CRM $ADBE $NOW $MDB $TEAM↗
Apr 9
Shay Boloor — Nobody wants to live on SaaS Ave in 2026
Drawdown from highs:
• $AMPL −93%
• $U −89%
• $PATH −88%
• $TEAM −87%
• $MNDY −86%
• $GTLB −85%
• $FIG −84%
• $HUBS −75%
• $ESTC −75%
• $A…↗
Apr 8
Alphatica — Signal #001 — Day 7 Intraday
🚨🚨🚨🚨 Market up +2.28% right now. Our shorts are only down -0.07%. The model identified the right names to short. In a market ripping +2.28% in a s…↗
Apr 7
Alphatica — The X community is going to see the power of our short-term trading signals tomorrow.
Longs: $CRM $STX $PANW $GDDY $BRO $AMAT $MOH $BAX Shorts: $CMS $RSG $EVRG $ESS $CPT $MCD $DT…↗
Apr 7
Alphatica — Signal #001: Day 6 Close
Longs +0.82%: $STX +3.40%, $PANW +4.89%, $AMAT +0.48%, $GDDY +0.56%, $BAX -0.18%, $BRO -0.23%, $CRM -1.12%, $MOH -1.28%
Shorts +0.00%: $MCD +1.59%, $RSG…↗
Apr 7
Alphatica — 🚨🚨🚨 Signal #001 — Day 6 Update 🚨🚨🚨
Market down as much as ~1% today. Our longs held at +0.28%, generating +0.72% alpha vs SPY. Defensives caught a bid on the risk-off day, d…↗
Apr 6
Alphatica — 🚨🚨🚨 Alphatica Short-Term Trading Signal #001 Update. 🚨🚨🚨
We released our first public batch and pinned it to our profile on March 30, 2026. Our model identifies high-probab…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 1
Alphatica — 2-day Long and Short basket update: +3.36%
Longs +4.79%:
$STX +11.33%
$PANW +9.28%
$BAX +5.07%
$AMAT +4.93%
$CRM +3.86%
$BRO +1.53%
$MOH +1.34%
$GDDY +0.99%
Shorts -1.43% (short…↗
Apr 1
The Future Investors — $CRM Salesforce unveiled 30+ AI upgrades to Slackbot, transforming Slack into an "agentic" workplace platform where AI can take meeting notes, automate tasks, and even act as a bui…↗
— 2026 has been a fever dream for software.
YTD drawdowns:
• $DDOG −16%
• $PLTR −20%
• $CRWD −21%
• $ZETA −29%
• $SNOW −30%
• $SHOP −31%
• $FROG −31%
• $CRM −32%
• $ADBE −33%
• $PA…
KaizenInvestor — In my newest article, I talk about the AI race to the bottom.
I explain why I would never invest in insurance companies like $LMND, $OSCR, and $UNH.
Why I stay away from ERP so…↗
Mar 28
Shay Boloor — ThE mArKeT iS iN sUcH a BuBbLe
Yet here are the 2027 multiples for some of the largest companies in the world:
• $AMZN ~21x
• $MSFT ~19x
• $GOOGL ~19x
• $AMD ~19x
• $ORCL ~18x
•…↗
Mar 26
Jerry Capital — @s_nav123 @PythiaR look at $CRM it's trading in line with quality compounders valuations after SBC↗
Mar 26
Daave “3 and 30” Tepper — If this doesn’t evidence the skinny margin for “software” I don’t know what does
$crm $now $igv↗
amit — $IGV
SaaS down again today is just becoming exhausting.
Why? Claude released a new tool that got 40M views in 12 hours. More automation workflows for people.
Which makes the mar…↗
Mar 24
Shay Boloor — $CRM CEO Marc Benioff just shared a video of the Figure 03 robot handling packages on a production line.
Another reminder that the AI story is moving beyond software and into phys…↗
Mar 23
Nick Colas & Jessica Rabe (DataTrek) — 1/2 The 4 largest public acquirers of seed- and venture-backed startups over the last 3 years – since ChatGPT launched – are all US enterprise software companies: $CRM, $IBM, $SNOW…↗
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Mar 16
Shay Boloor — @PolymarketMoney Not a fan of $CRM using money for buybacks...↗
Mar 14
KaizenInvestor — Big companies are announcing huge layoffs.
$AMZN to cut 30,000 jobs, $META potentially 15,000 jobs.
$ORCL, $XYZ, $CRM, $ASML,… all announced cuts as well.
It’s not that those…↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
Daave “3 and 30” Tepper — @altcap Scary version: software must ADD headcount to
1. Defend share (sales, post sales tech),
2. Add AI features / tech complexity (tech), and
3. Enable AI implementation serv…↗
Mar 11
Daave “3 and 30” Tepper — $crm is the new $orcl
the ai pivot is expensive and crm has always had capital creation issues
growing net debt….
+ net share issuer….
= Book value destruction over time….
even…↗
Mar 10
Nick Colas & Jessica Rabe (DataTrek) — Software stocks are staging a surprising comeback.
After a near 3-sigma collapse, $MSFT, $CRM, and $ORCL are now outperforming the S&P 500 during the oil shock. Watch why &…↗
Mar 10
Nick Colas & Jessica Rabe (DataTrek) — $MSFT, $CRM & $ORCL are up an average of +3.5% since the US struck Iran versus the S&P 500’s -1.2% fall. In this video, we explain that users may be more likely to stick wi…↗
Mar 10
Shay Boloor — @PolymarketMoney This is what $CRM wishes they can do↗
KaizenInvestor — Why I think you should be careful buying this SaaS dip.
Today, during our bi-weekly management meeting, we discussed cost-cutting measures. This is nothing new, as things aren't g…↗
Feb 26
Black Panther Capital — Is SaaS dead?
Here’s what’s actually happening.
SaaS stocks have dropped 20–30% since late 2025.
$CRM (Salesforce)
$NOW (ServiceNow)
$WDAY (Workday)
$DDOG (Datadog)
$SNOW (Snowf…↗
Feb 26
George Noble — Software bro, just say no to $CRM
ENOUGH OF THE BULLSHIT ACCOUNTING GAMES
SELL IS NOT A FOUR LETTER WORD↗
Feb 26
The Future Investors — Read the full $CRM deep dive here 🔥👇
https://t.co/r53uQ2wCV2↗
Feb 26
The Future Investors — The Agentic Revolution is here.
Companies are using Salesforce’s Agentforce to deploy AI agents that automate work, boost productivity, and make teams smarter 🚀
Is it still a qu…↗
Feb 26
Shay Boloor — @VanquishTrader I wasn’t the biggest fan of the $CRM call↗
KaizenInvestor — $CRM delivered a strong quarter, beating expectations for revenue and profit. Despite the beat, the stock is down 3.5% at the moment.
Their big story is AI: Agentforce is a massi…↗
The Future Investors — 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗤𝟰 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRM
Revenue: $11.20B vs $11.19B est. ✅
EPS: $3.81 vs $3.05 est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟭 𝗙𝗬𝟮𝟳
Revenue: $11.03B-$11.08B vs $1…↗
Feb 25
Shay Boloor — $CRM Q4 EARNINGS
• Revenue $11.19B vs Est. $11.19B
• EPS $3.81 vs Est. $3.05
• CRPO: $35.1B (+16% YoY)
Q1 Guidance
• Revenue $11.06B vs Est. $10.98B
• EPS $3.12 vs Est. $3.01
FY…↗
Feb 25
unusual_whales — Salesforce, $CRM, earnings:
- EPS: $3.81, est: $3.05
- Revenue: $11.2 billion, est: $11.19 billion↗
Feb 25
The Future Investors — @SergeyCYW Perfect timing. We just dropped our $CRM deep dive 🔥👇
https://t.co/r53uQ2wCV2↗
Feb 25
The Future Investors — @tbpn @Benioff Perfect timing. We just dropped out $CRM deep dive 🔥👇
https://t.co/r53uQ2wCV2↗
Feb 25
The Future Investors — @yianisz We just dropped out $CRM deep dive 🔥👇
https://t.co/uzHMik8JWJ↗
Feb 25
The Future Investors — $CRM Our 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 Deep Dive is live! 🚨
50% down from all-time high 📉
Earnings tonight 👀
Opportunity… or value trap?
Find out here 👇
https://t.co/r53uQ2wCV2↗
Feb 24
JC Investing — 99% of SaaS companies will be greatly disrupted over the next 5 years due to agentic AI
$MSFT $CRM $ADBE https://t.co/qFBTcNxre6↗
Feb 24
amit — GOLDMAN:
- Anthropic is hosting an event today around "Enterprise Agents Briefing"
- Several single name moves on Anthropic mentions...many of which were primary constituents of…↗
Feb 24
Mike Investing — Notable names seeing significant % drawdowns from all time highs
S&P 500 $SPY: -2%
Microsoft $MSFT: -30%
Amazon $AMZN: -20%
ServiceNow $NOW: -58%
Synopsys $SNPS: -36%
Palanatir $P…↗
Feb 24
Jason Luongo — @JWMoonX Well the market is pricing $CRM and $NOW like they are going to go out of business. The opposite of what Claude is saying here.↗
Feb 24
Jason Luongo — I asked Claude to rank the top 10 stocks best positioned for the agentic (Openclaw) AI wave.
This is the list he gave me:
1. $NVDA - GPU infrastructure powering all AI agents
2.…↗
Feb 23
KawzInvests 🦑 — China is not trying to out-train the West. They are building intelligence sponges.
24,000 fake Anthropic accounts. $5M in subs extracting $120M+ in inference value. Across $MSFT-b…↗
KawzInvests 🦑 — Anthropic confirms what many suspected Chinese AI labs including MiniMax systematically distilled Claude to train their own models. 24,000 fake accounts. 16M+ exchanges.
Hard to p…↗
Feb 23
TheValueist — Time to short SaaS heavy CMBS?
$CRM $NOW $WDAY $NVDA↗
Feb 23
TheValueist — Quick look at my GS Factor Dashboard. SaaS is getting evicerated once again.
$CRM $NOW $WDAY $NVDA https://t.co/Or165lO453↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
The Future Investors — Get ready for a crazy week ahead — packed with earnings, with $NVDA as the absolute highlight 🔥
More earnings 📊👇
Monday: $HIMS
Tuesday: $AXON, $MELI, $FSLR, $TMDX
Wednesday: $S…↗
Feb 21
Ben Pouladian — Benioff invited Sam Altman to Dreamforce like a king welcoming a Trojan horse.
Now OpenAI is telling investors they’re coming for $CRM $WDAY $ADBE $TEAM.
The app software layer…↗
Feb 20
Tradable Astronaut — $IGV Hit it's HIGHEST oversold level ever from 2/3-2/5
Long-term risk Risk:Reward here is great
$MSFT l $PANW l $ORCL l $PLTR l $CRM l $NOW https://t.co/h0nXs6Q6Ns↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Feb 20
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
Feb 19
Alphatica — Here is an order flow update on $MSFT $IGV $CRM $ORCL $NOW $DUOL
The cumulative picture is stark:
Institutions: -$3.7B cumulative over 90 days. They never got back to flat despit…↗
Feb 18
Midas — Good read for $PATH $CRM $ZETA and other SAAS investors.↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.8x
• $PLTR ~…↗
Feb 15
The Future Investors — 🚀 Software stocks are under AI pressure — which ones will survive?
$NOW $CRM $MSFT $AXON $SHOP $WDAY $ADBE
𝗪𝗵𝗶𝗰𝗵 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘀𝘁𝗼𝗰𝗸𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗮𝗿𝗲…↗
Feb 14
Leveraged Cat — Good piece from @chumbawamba22 I recommend reading: https://t.co/gbhDwzmHOr
You can debate all day many aspects of the piece and their actionability, it's up to you to form your o…↗
Feb 14
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #30
Daniel & I dove into four big themes:
• Our take on Michael Burry’s short on $PLTR
• Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK…↗
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR
• Software check-in:…↗
Feb 12
Shay Boloor — This is what getting labeled a “legacy layer” in the AI stack looks like in the market.
Drawdown from highs:
• $MNDY −84%
• $TEAM −82%
• $FIG −82%
• $HUBS −75%
• $ESTC −68%
• $AD…↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 12
Alphatica — We scanned 43,500+ whale trades across $MSFT, $ORCL, $CRM, $NOW, $IGV, and $DUOL over the last 90 days.
Every single ticker deteriorated.
90-day view: Net +$6.5B institutional bu…↗
Feb 11
TheValueist — SaaS Murder 3.0 (Murder Was the Case). The bloodbath will not stop. The worst offenders sorted YTD on my SaaS tracker of 119 names.
https://t.co/MDlzmUHxPl
$NVDA $CRM $NOW $WDAY…↗
Feb 11
TheValueist — $CRM Salesforce at Lowest Since 2023 as Software Selloff Resumes https://t.co/1n6MoWgH5W↗
Feb 11
The Future Investors — $CRM Salesforce will acquire Cimulate 🤝
Cimulate adds AI-driven, intent-based search 🔎 to power more personalized and conversational shopping experiences 🛍️
Deal expected to c…↗
Feb 9
Lawrence McDonald — Hard Assets vs. Financial Assets
July 2024 vs. February 2026
Gold: $2400 vs. $5050
Amazon $AMZN: $200 vs $200
Microsoft $MSFT: $410 vs. $410
Oracle $ORCL: $140 vs. $140
Salesfor…↗
Feb 9
Lawrence McDonald — One Year
$COPX +104%
Vs.
$NVDA +42%
$MAGS +16%
$MSFT -2%
$CLOU -25%
$CRM -42%↗
Feb 8
TheValueist — Stepping back, these are broad generalizations. Every SaaS company lives in a specific niche with its own product-market fit, switching costs, buyer persona, and competitive set, s…↗
Brad Gerstner — @Benioff @sundarpichai Chatgpt challenged Google BUT Sundar got Gemini / TPUs firing while accelerating the core growth rates at GCP & Search. Amazing execution. We were fortunate…↗
Feb 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #29
Daniel & I dove into four big themes:
• Earnings reactions: $GOOGL, $AMZN, $PLTR
• Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CR…↗
Feb 7
Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026:
Rule of 40 scores
• Unicorn (60%+) | $PLTR
• Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS
• Great (4…↗
Feb 6
TheValueist — I would strongly reconsider your analysis if you don't believe in 24 months a large multi-agentic Rubin-powered LLM system will not be able to replicate virtually any software prod…↗
Feb 5
The Future Investors — News of the day 📰
1️⃣ Anthropic launches Claude Opus 4.6
2️⃣ OpenAI unveils Frontier
Market reaction 📉
$MSFT −5.0%
$NOW −7.6%
$CRM −4.8%
How we see it 👀 👇
All three already…↗
amit — The SaaS carnage is confusing for this simple premise:
If AI is going to commoditize all of SaaS, then why isn’t the market rotating heavily into Semis and Hyperscalers?
If Anthr…↗
Feb 4
amit — $GOOGL
SUNDAR ON THE RECENT SAAS MELTDOWN:
- AI is going to be an enabling tool for software companies, we are seeing massive token usage
- Many companies are incorporating Gem…↗
TheValueist — $PLTR $CRM $NOW $WDAY Palantir with FDEs is as much of an Accenture consulting company as it is a software company. It has an exceptional product and business. There is no question…↗
Feb 3
IvanaSPEAR — Software stocks are falling like a rock. $500+ billion gone over the past week.
◾ $MSFT beat revenue → stock was down 11%+
◾ $NOW crushed earnings → Stock Crashed 11%.
◾ $CRM re…↗
Feb 3
Shay Boloor — @VanquishTrader Wild to see that $CRM has completely missed the AI trade↗
Feb 3
TheValueist — SaaS contining to get murdered. I will tell you 100% without a doubt, having pushed my Clawdbot extremely hard (which many of you have seen), in 24 months, the vast majority of sof…↗
The Future Investors — $CRM Salesforce won a $5.6B, 10-year IDIQ contract from the U.S. Army to modernize military operations, using its secure cloud, data, and AI platforms to boost decision-making, eff…↗
unusual_whales — Salesforce, $CRM, unit Computable Insights has been awarded a nine-year contract to provide services to the U.S. army, the Department of War said.
Computable Insights was awarded…↗
The Future Investors — Glassdoor has shared its Best Places to Work for 2026 👥🏆
Below the most notable companies and their rankings 👇
3. $NVDA | Nvidia
7. $NOW | ServiceNow
11. $GOOGL | Alphabet
20.…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH
1. $ADBE embedding AI directly into the creative & digital content workflow
2. $HUBS integrating marketing, sales & service into a unified growth pl…↗
Jan 17
Daave “3 and 30” Tepper — $crm falls until they officially complete the growth to value rotation. It’s a 15x ebitda business tops. Need to buyback the stock but cant and wont until it fully rerates to value…↗
Jan 16
Serenity — @amitisinvesting Personally, not really! It’s not due to valuations (even if discounted) but mainly opportunity cost since there’s so many tailwinds with defense like drones as wel…↗
Jan 16
amit — pretty incredible how software continues to get hit
these companies are producing incredible amounts of cash flow but the fears of 2 things seem to be creating an issue:
1) AI m…↗
Jan 16
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
Jan 16
InvestmentGuru — Electricity Is Now a Political & Market Catalyst.
Tomorrow, President Trump is expected to announce an unprecedented “Emergency Power Auction” — a policy that would force Big Tec…↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 14
TheValueist — My GAI Enterprise SaaS Index sorted by YTD%. Many are down double digits and near 52-week lows, when much of the rest of the market is up double digits YTD% and near 52-week highs.…↗
Jan 13
The Future Investors — $CRM Salesforce launched a new Slackbot that acts as a built-in personal AI agent inside Slack, using company context and permissions to help employees find information, create con…↗
Jan 13
Shay Boloor — Nobody wants to live on SaaS Ave in 2026
• $MNDY -6%
• $CRM -6%
• $SNOW -6%
• $TEAM -5%
• $DOCU -5%
• $ADBE -5%
• $WDAY -3%
• $NOW -3% https://t.co/i8J695l8Ed↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 9
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 7
KaizenInvestor — The 10 Most Undervalued Quality Companies of 2026 according to the reverse DCF!
Each year I run a reverse DCF analysis on around 250 companies. The goal of a reverse DCF is to see…↗
Jan 4
TheValueist — Given the temperature on this app now, I was clearly being too generous regarding enterprise SaaS and $NOW . Looks like more pain incoming.
$CRM $WDAY $NVDA↗
Jan 2
TheValueist — Midday update on my Custom GAI Indices. HPC/Neoclouds crushing it. Nuclear as well.
SaaS getting trounced - it looks like people are realizing how damn good OAI Codex and Claude…↗
— HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $PLTR ~4.6x
• $TSLA ~…↗
Dec 27
The Future Investors — 4 quality stocks having a tough year 🌠
Who’s your favourite rebound stock for 2026? ✨
Choose your fighter!🥊🚀
$ADBE $NVO $CRM $DUOL https://t.co/Y8MkvqCItn↗
Dec 26
TheValueist — $CRM $NOW $WDAY The post advances a 2026 bull case for “platform SaaS” predicated on a cyclical stabilization in growth, continued structural margin expansion from post-2021 cost d…↗
Dec 24
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
TheValueist — $CRM $NOW $WDAY The source material is an informal social-media summary that appears to be based on a channel check with Slalom, a large systems integrator and consulting firm posi…↗
Dec 19
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #24
Join Daniel & me live on YouTube today at 1PM EST as we talk about:
• AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…↗
Dec 5
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…↗
Dec 4
The Future Investors — $CRM Salesforce reported its 𝗤𝟯 𝗙𝗬𝟮𝟬𝟮𝟲 results yesterday: revenue came in at $𝟭𝟬.𝟯𝗕 (+9% YoY) 📈. Here’s the revenue breakdown 📊👇 @salesforce @Benioff https://t.co/5j…↗
Dec 3
The Future Investors — 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗤𝟯 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRM
Revenue: $10.26B vs $10.27B est. ❌
EPS: $3.25 vs $2.87 est. ✅
Outlook Q4 FY26:
Revenue: $11.13B-$11.23B vs $10.90B est.…↗
The Future Investors — $CRM Salesforce will acquire Spindle AI, an agentic analytics platform that uses AI agents to model and forecast business outcomes. Deal expected to close in Q4 FY2026.
Can Sales…↗
— $CRM Salesforce — 26 years of innovation 🚀
From Sales Cloud in 1999 to Agentforce in 2024 🤖
One of the tech giants that keeps reinventing itself, every single decade ✨ @salesfo…
Ben Pouladian — While Salesforce talked about AI, https://t.co/EYXAncwNcB showed it. Sidekick built on mondayDB feels like a new compute layer for work — fast, contextual, and actually useful. CRM…↗
Oct 14
Ben Pouladian — This is why $CRM is down and OpenAI is just a Trojan horse https://t.co/UbIIv5fyL0↗
Oct 14
The Future Investors — $CRM Agentforce is coming to ChatGPT later this year — giving users instant access to Salesforce data and even the ability to sell products directly in chat 💬 🔥 https://t.co/JKvc…↗
Oct 13
The Future Investors — $CRM Salesforce launches Agentforce 360 — the next big step into the Agentic Enterprise era 🚀
AI agents and humans now work seamlessly together on one trusted platform with Voice…↗