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@KobeissiLetter 7k x.com/_rise/status/20927032344…

@KobeissiLetter Strong earnings are giving Salesforce a notable boost. The market is clearly reacting.

@KobeissiLetter Appreciate the post. You have a clear and practical way of explaining stock ideas. You and @corp_nick14 are the two market accounts I keep up with most.

@KobeissiLetter Strong quarter: EPS crushed expectations, while revenue came in roughly in line. 🚀 AI & Data ARR surged 210%+ YoY, showing accelerating AI demand. 💰 Raised FY27 guidance + strong cash-flow growth make this a very encouraging report.

That's what strong execution can do. 👀🔥 In a market driven by high expectations, beating earnings estimates sends a powerful message. But the bigger question for investors is always: Can the growth continue? One great quarter moves the stock. Consistent execution builds long-term value. 🧠📈

@KobeissiLetter SAAS is dead watch it fade

@KobeissiLetter $CRM GOD CANDLE! Now 4 straight green reactions post-earnings: x.com/AstraInsights/status/209…

what catches my eye isn't the +8%, it's the shape of it. look at the chart, flat all day, then one vertical green candle the second earnings drop. that's not buying, that's repricing my read: a stock like Salesforce doesn't drift up 8%, it teleports. all day the market's guessing, then the report lands and every share instantly agrees on a new number at once. the move isn't a thousand people deciding to buy, it's the whole market re-rating the company in a single print so the lesson i take from that candle: for big earnings names, the real risk isn't direction, it's that you can't trade the gap. by the time you see the green, the new price already exists. you were either positioned before the print or you're just watching the repricing happen without you

@KobeissiLetter 8% pop on forecast beat means dealers who sold upside calls are scrambling to cover. Watch if $CRM holds the gap into the open, that forced covering keeps the bid sticky.

@KobeissiLetter $NVDA to follow suit next.

Buyers aren’t paying +8% for the quarter that already happened; they’re paying because the print forces higher expectations for the quarters ahead. For CRM, the next test is whether the gap holds after the earnings-tour excitement fades, because that’s where you separate durable demand from a one-night repricing.

@KobeissiLetter enterprise software demand is stabilizing since ai features finally start monetizing

@KobeissiLetter CRM going brrr after earnings is kinda predicatble ngl but yeah portfolio diversification wins again lol

@KobeissiLetter Impressive earnings! Let’s see if $CRM can hold these gains.

@KobeissiLetter Appreciate you posting this. Really liked how straightforward and useful your analysis was. You and @meghaan_s are my top two must-reads.

@KobeissiLetter Salesforce and Anthropic are launching "Claudeforce" x.com/RussFaigen/status/209270…

@KobeissiLetter $CRM jumped more than 10% after earnings as AI and Data ARR reached $3.9B, up 210% YoY and $500M sequentially, showing Agentforce is translating AI adoption into recurring revenue. Our analysis: x.com/NextFinAI/status/2092705…

@KobeissiLetter An 8% jump right after the numbers is the part that sticks. Earnings still have the power to move a big name like this when they clear the bar, and the market didn’t waste any time showing it

@KobeissiLetter That’s a good reception for $CRM after a strong earnings report.📈

@KobeissiLetter CRM really said “AI fears? never heard of them” 😂 +8% after earnings. Now the question is whether it can actually hold the move.

@KobeissiLetter That isn't just an earnings beat. That's the market repricing what it thinks Salesforce is worth.

@KobeissiLetter Good new for software stock! 🚀

@KobeissiLetter Lol maybe SaaS isn’t quite dead yet. $CRM up 8% after earnings and announcing ClaudeForce on the same day is pretty good timing

@KobeissiLetter Hell yeah!! Got a lot of it

@KobeissiLetter 7% after hours and I’m still sitting on the sidelines… classic me

@KobeissiLetter Bubble.

@KobeissiLetter Enterprise buyers reward products that save time or generate revenue, not AI features alone. $CRM

@KobeissiLetter @twils1211 👀

@KobeissiLetter What in the report changed the forward growth narrative enough to produce that near vertical after hours candle?

@KobeissiLetter WHO would have thought 😅 These companies were down 50+ percent for NOTHING just because of un-justified fears Any reasonable investor at least "nibbled" in the last 4-5 months

@KobeissiLetter @grok What happened to that talk about AI ending SaaS?

@KobeissiLetter I bought a 2x leveraged CRM ETF many months ago because it seemed to be lagging relative to its long term valuation trajectory and it felt like AI could be a boon for companies like Salesforce, but it just.kept.dropping, haha. So I will take this!

@KobeissiLetter Wait, isn’t SaaS supposed to be dead? lol

@KobeissiLetter $CRM proves top-tier software stocks still have solid demand and room to run

@KobeissiLetter An 8% reaction to the earnings beat may already embed expectations of sustained margin gains, leaving room for disappointment on follow-through.

@KobeissiLetter $CRM said “beat earnings” and the market said “+8%” 📈😂

@KobeissiLetter Yes… I missed it 😅

@KobeissiLetter saas is dead until it’s not

@KobeissiLetter « Software are dead » 🤡

@KobeissiLetter x.com/ryanstellar/status/20927…

@KobeissiLetter x.com/JackPrescottX/status/209…

@KobeissiLetter An 8% move on a beat means expectations had already been marked down hard — this is a repricing of pessimism, not of the business. The question for CRM was never the quarter. It's whether seat-based pricing survives agents doing the work the seats were sold for.

@KobeissiLetter Of NVDA wouldn’t do this always a pos stock with these kind of reactions lol

@KobeissiLetter the filed version: revenue $11.3b, up 11% y/y. net income $3.5b, a 31% margin, up 87% — with this quarter's strategic-investment gains inside, $2,613m of them. agentforce apps $7.2b, 63% of revenue. 8-K, quarter ended jul 31 ☁️ x.com/BastionIV/status/2092715…

@KobeissiLetter Shoulda played lottos on $CRM instead of $NVDA 😭

@KobeissiLetter x.com/stan_tsonev/status/20927…

@KobeissiLetter I bought the wrong calls. 😂

@KobeissiLetter While Salesforce employees wait for the pink slip….

@KobeissiLetter Did you know? $CRM just ripped to about $230, up almost 12% after earnings and now 15% above its 200 day average near $200. Good company, bad spot to chase. I would WAIT for a pullback toward $210 or calmer price action.

@KobeissiLetter But NVDA dumped 2% after their report. Why?