This is an automated archive made by the Lemmit Bot.
The original was posted on /r/wallstreetbets by /u/2QuarterDollar on 2025-07-11 09:56:12+00:00.
Hi,
i'll keep it short and sweet. $CRM is my bet for upcoming tech earnings season. For the below reasons
-
company has been overspending on M&A which was a big mistake for a growth company that needs to have sustainable organic growth first. Now the company has finally shifted to focus on profitability and stopped its spending spree
-
They have acquired some valuable businesses/segments however the synergies are inclear. I am betting that they will give more clarity upcoming earnings call
-
Stock has flatlined since April 2nd Tariff Board Debacle, however $MSFT, $ORCL, $NOW and $SNOW have recovered nicely. $CRM looks like the $GOOGL / black sheep of the bunch but this all might turn soon.
-
Word on the street is AGENTFORCE, this is their racehorse that is supposed to make up for all the legacy software that they have been selling in the past. I believe this is a gamechanger for $CRM because of the populair demand. They have finally found their place in the a.i. revolution.
Downsides
-
Company has been spending like crazy and fumble the bag on earnings calls. They could not reassure analysts that they know they will make a profit in the future from all these acquistions
-
I am getting $GOOGL vibes from this company meaning that we all know it has potential but it doesn't get the same love from its peers.
Position details
