CRMSalesforce Inc

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1. 06/25/2026, 14:51MentionView on X →
   Feels like the only thing that hasn’t crashed… Is memory like $MU, indexes, or large cap semis like Intel so far. - Photonics from $AXTI to $SIVE down 40%. - Space from $ASTS and $RKLB down 40% 1M. - Popular AI names like $PLTR is down ~35% YTD. - Software like $CRM down -40%. - Bitcoin sub <60k, Ethereum sub <$16k. Not a fun time with a hawkish fed narrative and potential rate hikes. However this does sorta feel overshot due to margin liquidations on less liquid assets compared to mega caps. But we’ll see what happens, usually fundamentals override liquidity shock in the longer run. I’m still personally bullish on the AI buildout + upstream AI capex beneficiaries, but 1-2 potential rate hikes certainly don’t help.
2. 06/19/2026, 12:40MentionView on X →
   Yes, choosing the right theme is extremely important. Even if $POET doesn't really do anything, it still gets brought up thematically due to $LITE, $COHR, and others. Even if $RDDT outperforms extremely hard, it still gets brought down from $META, $MSFT, $CRM, and other software basket names.