$Salesforce.com(CRM)$  Crm recently 

announced earnings where it beat analysts 

Estimates and projected strong guidance 

prove Software companies like crm, adobe,

servicenow are not in a decline. Instead they

are Adopting AI in their suite of products and 

increase their moats. Share prices have since

recovered strongly But more to come. Don't

wait too long to buy.

# Winning Trades

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  • Beat is real, but I care more about whether AI is lifting retention and deal size. If operating cash flow did the heavy lifting too, this rebound has legs
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  • glintzi
    ·18:22
    One beat does not prove the decline is over. CRM revenue growth is still slowing, and AI spend needs real ROI before this moat story holds up.
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