Quick Read – Salesforce (CRM) trades at a value multiple despite accelerating AI monetization—Agentforce hit $800M ARR, up 169% year-over-year, with a 20 P/E and 9.78% FCF yield. – Oracle (ORCL) customers are literally prepaying for AI infrastructure with $553B in remaining…
rformance obligations—a 325% jump that the market is still mispricing. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Salesforce didn’t make the cut. Grab the names FREE today
Everyone wants to talk about ServiceNow (NYSE:NOW) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what you should actually be watching. ServiceNow’s story is the same story every cycle.
A premium software name catches the AI updraft, the multiple expands faster than the revenue, and retirement investors get talked into paying tomorrow’s price for last year’s growth. The law of large numbers is undefeated. Once a software business hits this kind of scale, organic growth slows whether the narrative likes it or not, and an elevated earnings multiple becomes a trapdoor rather than a stepping stone.