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“Right now, Salesforce is down over 20% in the last 3 months. My strike price on these puts is about $18 away from where it's trading right now.”
“I never thought I would be able to, you know, have a chance to buy Salesforce like 13 times, 14 times. It's a name I've always wanted to own.”
“What gives you the confidence? Because what is Salesforce trading? You have 13 times forward earnings whatever it is.”
“They're ingrained in every single process. They are critically important to so many businesses and it's they're not going to make a claw chatbot to do everything.”
“They're the survivors. They have all the data. a system of record for so many businesses that literally could couldn't do anything without them.”
“multiple value-oriented activist funds are back in Salesforce.”
“I'm going to highlight why I'm buying Salesforce again and a potential 84% upside return to shares of Super Microcomputer, ticker SMCI, and why we could see this one prove everyone wrong in 28 days.”
“You've got a Bmoth like service or like Salesforce, ticker CRM here, $230 billion market cap there. And you look at the you look at the expected growth rate on sales only about 10%.”
“Adobe Salesforce and Service Now are some of the best business models in the world trading at unbelievable discounts.”