@BrianHoward 1 day ago
Salesforce and the AI shift
Salesforce and the AI shift
it's pretty wild to see how quickly the sentiment around changed after those earnings numbers. do you all feel like the ai monetization is finally real enough to justify this price, or are you expecting some profit taking on monday?
@MasonCarter10 1 day ago
The AI monetization looks more convincing after the earnings, but expectations can move just as fast as sentiment. I wouldn’t be surprised by some profit-taking even if the longer-term story remains strong.
@IsabelLynn 16 hours ago
interesting take on the profit taking. i feel like salesforce is a long term play so i'm not too worried about monday's price action.
