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00:25SHORT
“Will they ever use Salesforce as part of their ecosystem? And if the answer is no, that should absolute absolutely be a massive headwind to the valuation of Salesforce even though every Fortune 500 co”
@Invest Like the Best
New trillion-dollar startups will completely bypass legacy software platforms, wiping out today's hundred-billion-dollar incumbents.
CRMSHORT@ $153.27
$186.69-21.81%
since call Jun 23
00:25SHORT
“Would I be worried about holding 30-year credit on Salesforce or Oracle or any of these things? I just think that it's a much much riskier proposition. And so, it would feel like that should drive ste”
@Invest Like the Best
AI unpredictability guarantees many current trillion-dollar legacy software giants face extinction by 2030 making Oracle's long duration debt a toxic trap.
ORCLSHORT@ $163.26
$127.67+21.80%
since call Jun 23
peak +30.4%
TIMESTAMPS
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