* Not providing two way discourse/debate (and relying on formulaic programming) has prepared investors poorly for when the halcyon days are over and the tides starts going out... "So much for objective journalism. Don't bother to look for it here--not under any byline of mine; or anyone else ...
Read in context ›Salesforce Stock (CRM)
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Articles
127 articlesDaily Diary Mentions
10 mentionsThe Business Media Has Failed You Grab a Cup of Joe and Let's Go! Good morning! Dougie's traveling today. That means you're stuck with your all-time favorite back-up QB for the day. Just call me Jeff Hostetler if you're under 50 or Earl Morrall if you're older. The day is young and we…
Read in context ›When Does the Software Selling Stop? https://www.twitter.com/BrianSozzi/status/2021881561109418234 https://www.twitter.com/EricSoda/status/2021687015838720089 Cramer, Cramer, Cramer? Bueller? - Ferris Bueller's Day Off (1/3) Movie CLIP (1986) HD The shares…
Read in context ›Key Observation Software/consulting/security are death ( ( CRM ) , ( ADBE ) , ( ACN ) , ( CRWD ) )
Read in context ›More Tales From Nvidia: Someone Speaks the Truth (Issue #160!) * LLM is ikely a commodity-like product — only the lower-cost player will win * Nobody is fond of AI (except those companies that are betting a huge amount on it) * Metafarce Three points in my closing "More Tales" of th…
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