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ServiceNow Stock Discussion

PREMOSULTRAA

3 hours ago

$Salesforce (CRM.US)$
Pretty positive on AgentForce ongoing proof-of-concept and deployment over time.
Background
-AXA has 150k employees w/ 30-50k seats of CRM. Top 100 customer and spend 50-80m EUR / year. Purchase sales, marketing, fin svcs, health clouds – along w/ MULE and DATA.
-Have 2 contracts w/ CRM for 5 years as of 1/24. 1 is for France and the other is for all entities. Have been increasing spend materially as expanded deployment, and also went from enterprise contract to unlimite...

YawningKitty_x_x

Dec 2 03:58

Columns Missed NVIDIA? Don't Worry—The Second Wave of AI is Bringing Doubling Opportunities!

Still regretting missing NVIDIA's 10x rally? This time, you might not have to. The second wave of AI is emerging, and it's no longer limited to hardware. Instead, it's penetrating enterprise-level applications. For investors, this presents a rare new window of opportunity. $NVIDIA (NVDA.US)$
Looking Back to Look Forward: The Pattern of AI Development
If history is any guide, from the electricity revolution a centu...

Sector rotation trading underway: Are you on board?

Bull X Bear

Nov 9 08:48

Will you be the King of Diversification?

Portfolio diversification is the strategy of spreading investments across different assets, sectors, industries, and geographical regions to reduce the overall risk of the portfolio. The idea is that by holding a variety of investments, the overall performance of the portfolio will be less dependent on the performance of any single investment, reducing the risk of large losses.
Why is Portfolio Diversification Important?
1. Risk Reduction:
Diversification...