CRMSalesforce Inc
0Bull0Bear3Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
CRM is neutral (0 bull · 0 bear)
Reportedly approached Hugging Face for a potential acquisition.
Last spoke: 09/03/2026, 12:53 · no conviction
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (3, newest first)
- @Shiboo9019 it's partly a defensive acquisition. $NVDA talks started after $CRM and other companies were reportedly approaching Hugging Face for an acquisition.
- 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.
- 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.
Ongoing takes on other optical names too
Beyond CRM, his viewpoint library also covers: