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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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ServiceNow Inc. (NOW)
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Freshworks Inc. (FRSH)
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CrowdStrike Holdings Inc. (CRWD)
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Datadog Inc. (DDOG)
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Palantir Technologies Inc. (PLTR)
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Snowflake Inc. Class A (SNOW)
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Cellebrite DI Ltd. (CLBT)
Q: Do you prefer CRM or NOW. It seems CRM is down in sympathy with NOW results. Were they really that bad? CRM trailing PE is almost 30 but NOW is much higher I believe. I have sold half my NVDA with the idea to move it into the next phase of AI adoption, software. Am thinking one of these and perhaps PLTR. You have much posted on it, any information you could add regarding buying it, would be helpful. Any other software companies you would consider? Thank you so much.