To The Moon

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.

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

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

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

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.

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."

$CoreWeave, Inc.(CRWV)$ 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

i hope this goes to the moon 

🌟🌟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

Don’t think AI will be rallying per se, more like they will continue to be the new normal or the new tech stock kinda, and continue their growth.

Claude may replace traditional coding but still is essentially a partner in high level engineering that needs human expertise.

The era for AI as a headline buzzword seems to have come to an end. However, the narrative on this theme hasn't - it has just pivoted to the market demanding to see real returns aka monetisation. A new business model after SaaS need to be presented to convince the market

SALESFORCE Earnings summary (Source: APP Economics Insights) Salesforce Q4 FY26 (Jan. quarter): • Current RPO +13% Y/Y cc to $35.1B • Revenue +12% Y/Y to $11.2B (in-line) • Op. margin 17% (-2pp Y/Y) • Non-GAAP EPS $3.81 ($0.76 beat) FY27 guide: • Revenue +10-11% to ~$46.0B • Informatica contributing 3pp • Op. margin 20.9% $Salesforce.com(CRM)$ This looks to be a strong performance. Can they keep this up?

we are going up. Claude is mostly a partner for these companies, but those weak ones with weak moat are in danger of being replaced

I believe that the true application of AI where it deems useful in the business it's not yet realised. The efficiency improvements in a business bottom line and margin is 💯 there, however the integration issues and human interface uptake is still in its infancy. The rise of AI seems to have been stopped in it's track but in believe as a human race, we have proved time after time again that we shall prevail. We cannot help but to be more productive, problem solving, adapting and pivoting all that we know in order to "make money". I think that's part of the problem. Our goal isn't merely for survival, per say. Its not intermingled with the need to consume everything and be "cash rich". So yes, AI and tech will rally again. I'll say from June to Oct 2026 we will see this sector track ATHs on

ai stocks can't assure market rally

Can ai stocks assure the market rally? No, $NVIDIA(NVDA)$ is currently in a bear trend as markets react to low profitability of ai services Who will prove themselves in the new ai era $Alphabet(GOOGL)$ is the strongest of the declining ai stocks

Over the past three months, I’ve seen software stocks shift from AI darlings to a full reset. The hype phase is clearly over — now the market wants proof. Even after the sentiment boost from $Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ deal, investors are demanding real monetization and disciplined spending, not just AI narratives. I’m closely watching $CoreWeave, Inc.(CRWV)$ , $Salesforce.com(CRM)$ and $Snowflake(SNOW)$ . CoreWeave’s leverage and funding plans test infrastructure sustainability. Salesforce’s AI ARR shows whether customers are truly paying for

In early February, U.S. tech stocks narrowly escaped a scare triggered by fears that "AI software might be replaced." Although the partnership between AMD and Meta restored some confidence yesterday, the market remains on edge. 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." Market Status: From "Universal Hype" to "Selective Picking" 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 A

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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

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

$CoreWeave, Inc.(CRWV)$ 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

In early February, U.S. tech stocks narrowly escaped a scare triggered by fears that "AI software might be replaced." Although the partnership between AMD and Meta restored some confidence yesterday, the market remains on edge. 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." Market Status: From "Universal Hype" to "Selective Picking" 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 A

🌟🌟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.

Over the past three months, I’ve seen software stocks shift from AI darlings to a full reset. The hype phase is clearly over — now the market wants proof. Even after the sentiment boost from $Advanced Micro Devices(AMD)$ $Meta Platforms, Inc.(META)$ deal, investors are demanding real monetization and disciplined spending, not just AI narratives. I’m closely watching $CoreWeave, Inc.(CRWV)$ , $Salesforce.com(CRM)$ and $Snowflake(SNOW)$ . CoreWeave’s leverage and funding plans test infrastructure sustainability. Salesforce’s AI ARR shows whether customers are truly paying for

I believe that the true application of AI where it deems useful in the business it's not yet realised. The efficiency improvements in a business bottom line and margin is 💯 there, however the integration issues and human interface uptake is still in its infancy. The rise of AI seems to have been stopped in it's track but in believe as a human race, we have proved time after time again that we shall prevail. We cannot help but to be more productive, problem solving, adapting and pivoting all that we know in order to "make money". I think that's part of the problem. Our goal isn't merely for survival, per say. Its not intermingled with the need to consume everything and be "cash rich". So yes, AI and tech will rally again. I'll say from June to Oct 2026 we will see this sector track ATHs on

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

SALESFORCE Earnings summary (Source: APP Economics Insights) Salesforce Q4 FY26 (Jan. quarter): • Current RPO +13% Y/Y cc to $35.1B • Revenue +12% Y/Y to $11.2B (in-line) • Op. margin 17% (-2pp Y/Y) • Non-GAAP EPS $3.81 ($0.76 beat) FY27 guide: • Revenue +10-11% to ~$46.0B • Informatica contributing 3pp • Op. margin 20.9% $Salesforce.com(CRM)$ This looks to be a strong performance. Can they keep this up?

i hope this goes to the moon 

The era for AI as a headline buzzword seems to have come to an end. However, the narrative on this theme hasn't - it has just pivoted to the market demanding to see real returns aka monetisation. A new business model after SaaS need to be presented to convince the market

Don’t think AI will be rallying per se, more like they will continue to be the new normal or the new tech stock kinda, and continue their growth.

Claude may replace traditional coding but still is essentially a partner in high level engineering that needs human expertise.

we are going up. Claude is mostly a partner for these companies, but those weak ones with weak moat are in danger of being replaced

Can ai stocks assure the market rally? No, $NVIDIA(NVDA)$ is currently in a bear trend as markets react to low profitability of ai services Who will prove themselves in the new ai era $Alphabet(GOOGL)$ is the strongest of the declining ai stocks

ai stocks can't assure market rally

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