Salesforce

Portfolio Spotlight: Sell, hold, or hope? That is the question.

Every investor sooner or later finds herself in the same situation.

You buy a stock with a clear investment thesis, set a target price and a maximum acceptable loss. And then the market decides to move in exactly the opposite direction to what you expected.

I'm currently in exactly that situation with positions in The...
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Is AI starting to threaten software stocks? $MSFT $CRM $NOW

New worries on Wall Street suggest that artificial intelligence could fundamentally disrupt traditional software companies. Investors are starting to reassess the valuations of firms like Microsoft, Salesforce and ServiceNow, because AI tools are gradually taking over the tasks these companies have long profited from.

Th...
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Portfolio under the microscope: "SaaSocalypse" — reality or overblown panic? ☁️📉

The recent sell-off in SaaS stocks has revived the "SaaSocalypse" narrative. Personally, I view the market's current reaction as markedly overblown.

Markets tend to swing between euphoria and fear — and right now sentiment is clearly on the latter side. Some concerns are valid, but a broad sell-off...
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📉 Software sector under heavy pressure

Sector Technology – Software is currently taking a solid hit and most well-known names have dropped by tens of percent:

👉 And it's not just these big players — for example Duolingo ($DUOL) is about -45% year-to-date and is at the lowest levels since 2023.

👉 What's behind this?

- higher interest rates → pressure on growth stock valuations

-...
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Today's results $CRM and $TTD .

The market is punishing perfect results that beat analysts' expectations today. Can someone please explain why?

TTD: -17%, CRM: -4%

Shares of $CRM have fallen by more than 30% over the past year, and many investors see this as an interesting opportunity. I also personally think the current valuation is attractive, but the question remains whether these companies can recover in the long term or whether AI will gradually replace them.

What do you think — does $CRM have a chance to make a comeback, or has AI...
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🌐Salesforce disappoints, weak earnings and outlook send stock down!
Salesforce $CRM is a global leader in cloud-based customer relationship management (CRM ) solutions . Its platform enables companies to effectively manage sales, marketing, customer support and business process automation.

While the company beat earnings estimates in its most recent quarter, it fell short of...
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📅 This week's key events: Corporate results, macro data and tech dominance !📊

The new week brings earnings season in full swing, along with important economic indicators. Personally, I'll be focusing on the results Nvidia, Dell, HP a Salesforcewhile macro data like GDP per Q4 and data on PCE inflation will certainly be key to future market direction.

🍕Monday
Results before the...
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💡 Salesforce boosts after results! 💹

Shares of Salesforce $CRM rose more than 8 % after posting strong third quarter results.

The company beat analysts' expectations, posting year-over-year revenue growth of 8% to $9.44 billion. In addition, net income increased to USD 1.5 billion, an increase of 25% more than a year ago.

🗓️Přehled key events of the week: Be prepared for investment opportunities! 🚀

Earnings season is coming to a close, but this week is full of important economic data. Don't forget to follow these events! 💼

⚙️Pondělí:
ISM Manufacturing PMI: This index provides insight into the health of the U.S. manufacturing sector. 📈

🔒Results after markets close: Zscaler $ZS: Cloud security is on...
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📅Important events to watch in the coming week! 📊

This week will bring us a number of important events that will affect the financial markets. However, the most important in my opinion will be Nvidia's results and inflation data. Here is a summary of the interesting things in the week ahead:

✈️Monday

Preliminary durable goods orders for July: expected to rise by 4,2 %, which would...
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🌟 Salesforce $CRM announces results tomorrow!

🚀 Salesforceas the leader in customer relationship management software (CRM)is delivering strong financial results and continues to innovate. The last four quarters have exceeded analysts' expectations.

🎯 Key events of the week!

Here's another round-up of highlights I'll be following in the coming week.

❌Monday: Memorial Day, on this day the stock exchanges are in USA are closed, so we'll have a long weekend.

📊 Tuesday: Consumer Confidence Index from the Conference Board: Let's keep an eye on how consumer sentiment is changing, which can affect future consumer spending and thus...
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📈 Investment Update 2024 🚀

Have a nice evening! 🌐 I would like to highlight here today the performance of stocks within the Dow Jones index for 2024. 📊

✨ Biggest growth ✨

Disney $DIS has stepped forward by an impressive +19,3 % A great start to the year for investors 🟢, the stock was dragged up by positive results!

Followed by Merck $MRK with growth +18,2 % 🟢, which is definitely...
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