Well I made new positions in U and TTWO. I think that’s overblown.
SNOW I trust because my neighbor is an account manager and a buddy works at CRM so I hear about it a lot.
>Nvidia CEO Jensen Huang Says It's 'Illogical' to Think AI Will Replace Software Tools
Market selling off software even though the main AI beneficiary says they'll be fine?
Come on guys, no one is gonna vibe code their own CRM. Convenience premium is still a thing!
msft is a winning horse, not going anywhere, u gona bag hold them but i promise ull make ur 4k vack and then some, actually the MSFT position alone will cancel CRM/LULU losses, trust, nancy is long on MSFT and so is every retirement 401k, look into what all of them hold, MSFT.