$Salesforce.com(CRM)$ $SPDR S&

$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Intel(INTC)$ $UiPath(PATH)$ There's a case for a significant rally in software stocks. Looking at CRM and PATH, both are trading at forward P/E ratios under 10. The combination of defensive qualities and growth potential suggests substantial value.

A major upward move could be coming. These companies are implementing AI in what seems like a measured way, and their balance sheets are strong, comparable to some chip stocks but without the same high valuations.

CRM has a $50 billion buyback program. From a valuation standpoint, the broader market would need to see a significant decline to reach CRM's current multiples. Similarly, for the market to fall to PATH's valuation levels—considering its cash on hand, buybacks, growth, and competitive moats—it would require an even more substantial drop. This could be a notable opportunity.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":581451768738080,"tweetId":"581451768738080","gmtCreate":1782979652000,"gmtModify":1783061444585,"author":{"id":3527667613087911,"idStr":"3527667613087911","authorId":3527667613087911,"authorIdStr":"3527667613087911","name":"SullivanRrr","avatar":"https://static.tigerbbs.com/6e743508fdcea73d01327da840eb95a2","vip":8,"userType":8,"introduction":"Investing is like a box","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":135,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$&nbsp;</a><a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><a href=\"https://ttm.financial/S/PATH\">$UiPath(PATH)$&nbsp;</a>There's a case for a significant rally in software stocks. Looking at CRM and PATH, both are trading at forward P/E ratios under 10. The combination of defensive qualities and growth potential suggests substantial value.\nA major upward move could be coming. These companies are implementing AI in what seems like a measured way, and their balance sheets are strong, comparable to some chip stocks but without the same high valuations.\nCRM has a $50 billion buyback program. From a valuation standpoint, the broader market would need to see a significant decline to reach CRM's current multiples. Similarly, for the market to fall to PATH's valuation levels—considering its cash on hand, buybacks, growth, and competitive moats—it would require an even more substantial drop. This could be a notable opportunity.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/CRM\">$Salesforce.com(CRM)$&nbsp;</a><a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a><a href=\"https://ttm.financial/S/PATH\">$UiPath(PATH)$&nbsp;</a>There's a case for a significant rally in software stocks. Looking at CRM and PATH, both are trading at forward P/E ratios under 10. The combination of defensive qualities and growth potential suggests substantial value.\nA major upward move could be coming. These companies are implementing AI in what seems like a measured way, and their balance sheets are strong, comparable to some chip stocks but without the same high valuations.\nCRM has a $50 billion buyback program. From a valuation standpoint, the broader market would need to see a significant decline to reach CRM's current multiples. Similarly, for the market to fall to PATH's valuation levels—considering its cash on hand, buybacks, growth, and competitive moats—it would require an even more substantial drop. This could be a notable opportunity.</body></html>","text":"$Salesforce.com(CRM)$ $SPDR S&P 500 ETF Trust(SPY)$ $Micron Technology(MU)$ $Intel(INTC)$ $UiPath(PATH)$ There's a case for a significant rally in software stocks. Looking at CRM and PATH, both are trading at forward P/E ratios under 10. The combination of defensive qualities and growth potential suggests substantial value. A major upward move could be coming. These companies are implementing AI in what seems like a measured way, and their balance sheets are strong, comparable to some chip stocks but without the same high valuations. CRM has a $50 billion buyback program. From a valuation standpoint, the broader market would need to see a significant decline to reach CRM's current multiples. Similarly, for the market to fall to PATH's valuation levels—considering its cash on hand, buybacks, growth, and competitive moats—it would require an even more substantial drop. This could be a notable opportunity.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/581451768738080","repostId":0,"isVote":1,"tweetType":1,"viewCount":71,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PATH","INTC","SPY","CRM","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":778,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/581451768738080"}