CRWV faces continued correction risks but also shows potential stabilization at current levels. CRWV Is showing technical weakness, having declined 31% from its 52-week high. It also has ongoing profitability challenges, with forward P/E of -35.67. Despite the correction, CRWV trades at 8.07x Price-to-Sales, which remains elevated for a company with negative earnings in a competitive AI infrastructure market. However, CRWV has several Strategic Partnerships, e.g. it's recent Perplexity deal. NVIDIA's additional $2B investment signals industry confidence in CoreWeave's AI infrastructure positioning. The stock found technical support around $73-75 range. The 52-week low of $33.52 provides substantial downside protection from current levels. finally as a specialized AI cloud provider, CR

$Okta Inc.(OKTA)$ is scheduled to release its fiscal Q4 2026 (ending January 31, 2026) financial results on Wednesday, March 4, 2026, after the market close. The stock enters this earnings cycle under significant pressure, having dropped roughly 12% to 15% in the month leading up to the report. This suggests that while expectations are high for a "beat," the market is deeply concerned about AI disruption and growth deceleration. Q4 2026 Estimates & Guidance The following consensus estimates are the "lines in the sand" for the upcoming report: Okta reported its fiscal Q3 2026 results on December 2, 2025. While the company delivered a "beat and raise" on paper, the market's reaction was cautious, highlighting a growing tug-of-war between Okta's

$CoreWeave, Inc.(CRWV)$ : The 18% Crash & The End of the "AI Growth At Any Cost" Hall Pass CoreWeave just printed 110% YoY revenue growth ($1.57B) and announced a $14.2B Meta contract. The stock responded by violently crashing 18.5% at the open. Why? Because the market has officially stopped trading absolute top-line numbers. We are in a new regime. The tape is aggressively pricing in the second derivative of profitability and the suffocating cost of capital. Under the Hood (The Rate of Change): 1. The CapEx Black Hole: Fulfilling a $67B backlog requires terrifying capital. Management just doubled 2026 CapEx plans to $30–$35B. They are sitting on an $18.8B debt pile with dangerously low interest coverage. 2. Margin Collapse: Despite reve

High Debt & Cash Burn: CoreWeave has accumulated massive debt, with total debt reaching over $21 billion by the end of 2025, and is seeking more to fund its expansion.

Buckle up, folks— the SaaS world just got a reality check that's sending shockwaves through Wall Street! 🚀💥 With growth slowing and layoffs hitting hard, investors are questioning if this is just a blip or the kickoff to a massive software sector shakeup. Let's dive deep into the latest drama from powerhouse players like Salesforce, C3.ai, and CoreWeave, and what it means for your portfolio. 📊🔍 First up, Salesforce is flexing some serious muscle but still missing the mark on future vibes. Their Q4 haul? A whopping $11.2 billion in revenue, soaring 12% year-over-year—their zippiest sprint in two years! 🏃‍♂️💨 They crushed analyst expectations on the top line, proving cloud CRM is still king. But hold the confetti: Their FY2027 guidance landed at $45.8–46.2 billion, just a hair under the $46.

Feb 2026 Portfolio Performance: A loss of SGD 2000, representing a 0.4% loss. 2026 Dividends: Accumulated SGD 5000 dividends year-to-date. In February 2026, anxiety surrounding AI is dominating the stock market. Top enterprises feel compelled to invest heavily in AI to avoid being displaced by competitors, yet these investments may not generate meaningful income in the near term. Many industries face genuine threats from AI. Simple software services could be replaced entirely, and SaaS companies may see revenue decline as AI reduces the demand for manpower. However, while the fear is real, I should not reject AI; instead, I must embrace it. The Hang Seng TECH ETF's $Lion-OCBC Sec HSTECH S$(HST.SI)$  current P/E ratio is around 16, offering

The three updates together reveal an important shift inside the AI sector: the market is moving from “AI excitement” to “AI efficiency and execution.” Each company sits at a different stage of that transition. --- 1. Salesforce (CRM): Solid fundamentals, valuation discipline 12% YoY growth and fastest expansion in two years confirms enterprise software demand is stabilising. The slight guidance miss matters because expectations were already high after the AI narrative around Agentforce and automation. Market interpretation Investors now want AI monetisation, not AI features. Salesforce is viewed as a cash-flow compounder, not a hyper-growth AI winner. Implication: Downside likely limited unless enterprise IT spending weakens. Upside depends on proving AI lifts productivity revenue, not jus

$CoreWeave, Inc.(CRWV)$ Buckle up, folks! The AI landscape is shaking like a glitchy neural net. 😵‍💫 With Salesforce dropping a solid Q4 beat but whispering softer vibes for the future, C3.ai swinging the axe on jobs amid epic misses, and CoreWeave dodging infrastructure potholes— is this the great AI software reset we've been whispering about? Let's dive deep into the drama, crunch the numbers, and see if near-term wins are getting buried under long-term clouds. No fluff, just facts up to February 26, 2026. 📈 First off, Salesforce ( $Salesforce.com(CRM)$ ) just wrapped FY2026 with a bang: Q4 revenue hit $11.2 billion, up 12% year-over-year—their zippiest growth in two years! 🎉 They smashed expectations, w

These three updates collectively signal a transition phase in the AI cycle. Growth remains strong, but markets are now rewarding efficiency and visibility, not merely expansion. --- 1. Salesforce (CRM) – growth stabilising, expectations too high 12% YoY growth, fastest in two years, confirms enterprise software demand is improving. The issue is guidance. Slightly soft FY2027 outlook tells investors AI monetisation will be gradual, not explosive. Market takeaway: Salesforce is shifting from restructuring-driven margin expansion to steady AI productivity gains. Implication: Not a demand problem. It is a valuation problem. Investors already priced stronger acceleration. --- 2. C3.ai – AI hype meets economic reality 26% workforce reduction signals a pivot toward profitability. Enterprise AI ad

Thanks for sharing. Willl go for Nvidia the AI leader

Intuition tells me a structural reset is underway rather than a temporary dip with potential of a Sector Sell-off & Budget Migration exacerbated by  execution risk and muted analyst sentiments. Afte4 all, North American Tech-Software Index (IGV) fell nearly 25%–30% in early 2026 as investors have rotated out of high-multiple software stocks. And the adverse response after the good Nvidia results also goes to reinforce this.

🌟🌟Claude isn't here to replace Snowflake, Salesforce or CoreWeave.  It is here to supercharge them, challenge them and occasionally give them a gentle existential crisis - all at the same time. Claude is the partner, the intelligence layer SaaS never had.  Claude plugs into platforms like Snowflake, Salesforce & CoreWeave to make them faster, smarter & more intuitive. Snowflake becomes not just a data warehouse but a conversation. Salesforce becomes not just a CRM but a relationship brain. CoreWeave becomes not just GPU infrastructure but an AI accelerated engine. Claude also pushed SaaS companies to rethink their entire product philosophy.  No more "click here, drag there". AI is becoming the interface & SaaS must adapt or be left behind. Claude thrives when i

Over the past three months, software stocks have endured a "massacre." Investors previously assumed that AI Agents would act like bulldozers, leveling traditional software companies. However, a recent presentation by AI giant Anthropic shifted the narrative: Claude no longer aims to be the "Terminator"; it wants to be a "Partner."

Recent price action shows a shift in the market's attitude toward AI: Focus on Efficiency, Not Just Growth: Previously, simply mentioning "AI" sent stock prices up. Now, if your AI investment is high and revenue generation is slow, the market responds with an immediate sell-off.

Not too sure but sure can be monitor. Thanks for sharing

i hope this goes to the moon 

1. Fundamentals vs Market Reaction AppLovin • AppLovin reported excellent Q4 results: revenue ~US$1.66 billion (+66 % year-on-year) and net income +84 % to ~US$1.10 billion, with adjusted EBITDA up ~82 %. These outcomes beat expectations and point to strong earnings quality and profit margin expansion.  • Management also guided for continued sequential revenue growth in Q1.  • Despite this, the shares fell sharply on earnings day. The decline reflects investor concern rather than lack of operational performance. Palantir • Recent price weakness in PLTR is part of a broader pullback in software and technology stocks. Reuters and market sources have noted Palantir among software names with significant drawdowns as sentiment deteriorated.  Implication: The divergence between st

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