• Salesforce Inc. (CRM)
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• Oracle Corporation (ORCL)
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• Palantir Technologies Inc. Class A (PLTR)
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Q: If you were to replace CRM, what would you replace it with?

Thanks for your service!

Upvote 2

Read Answer Asked by Ozzie on September 17, 2024

• Broadcom Inc. (AVGO)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Salesforce Inc. (CRM)
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• Oracle Corporation (ORCL)
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Q: In replying to Dave's question on CRM you ended answer with "We generally view CRM positively and think it's valuation at 25x forward earnings is fair, although there are higher growth opportunities at similar multiples. We would be fine switching from CRM into another mega-cap tech name. "

Please list your top 5. Thx

Upvote 6

Read Answer Asked by Christopher on September 18, 2024

• Oracle Corporation (ORCL)
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• MongoDB Inc. (MDB)
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• Elastic N.V. (ESTC)
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• Confluent Inc. (CFLT)
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Q: What are your thoughts on their strong Q2 earnings? Would this be a good entry point? It may finally be ready to rally over the next quarter.

Upvote 2

Read Answer Asked by Neeraj on September 03, 2024