Top Cloud Software Stock Meltdown 2024 - Time to Sell? CRM and PATH Stock Analysis

[@tarundubey9437]

Thank you for the analysis ❤

[@sirus312]

Just gonna stack Pure Storage. No matter what someone creates, all storage leads back to pure. AI data should explode exponentially especially with video

[@christerwiberg1]

Indeed, but I am also looking for what storage company to buy shares in, like WD, Seagate, Micron. Any ideas?

[@sirus312]

@@christerwiberg1 IDK i'm just gonna buy PSTG and see what happens.

[@JackCasablanca-painter]

Agreed.

[@brianoliveira8625]

SNOW

[@stbhansen]

I doubled my PATH position at 11.90. I think I'll keep it.

[@prat-man]

One of my buddies who works there sells off his stock every time he gets them . Be careful!

[@stbhansen]

@@prat-man yeah, I do that with my company stock too, because I want to invest it in, what I want to invest it in. That's not a reflection on the company.

[@weho_brian]

i honestly think there's an inherent problem with companies like UIPath and even Palantir in that their software is too complex for average people to understand and adopt.

[@prat-man]

​@@stbhansen I tried to warn. You do you! Good luck

[@prat-man]

​​@@weho_brianUsing CRM isn't super easy to understand either. They have spent a huge amount of resources on their learning portal (Trailhead) and also Salesforce certifications etc. That has always been an issue with B2B SaaS softwares

[@jeroen7356]

Thanks for this great video. Can you also give some insight on Qualys? Love to hear your opinion.

[@dinosaurdude5668]

Great content! Really enjoy your updates.

[@shannonoliver7992]

Thanks for the update! Uipath is so disappointing. Sitting on my shares and riding them down to zero of need be 😂

[@chipstockinvestor]

😅 let's hope something a little higher than 0!

[@bigmountain19]

I would imagine at Uipath no one likes to be a co ceo, and what happened was primarily a difference in vision. I think you mentioned that maybe nvidia gpus are being used to replicate what Uipath does. I’m not a technologist but all I will say as someone who works in finance is that 90 percent of stuff that is supposed to save you time out of the box ends up failing, and after it’s installed you need an expert or a consultant to constantly fix for you. So if someone like TMO signs up and is able to reduce their time to process invoices by 70% there has to be something here that the market will want and demand going forward. I wouldn’t buy more here but I’m not sure I buy the argument that tech teams inside companies that have purchase nvidia gpus are replicating what Path does.

[@chipstockinvestor]

@bigmountain19 some tech teams might be replicating UiPath, most may not be. But in addition to this, bear in mind this is also about general capital flows. With so much capital getting allocated to hardware, the software budgets are getting scrutinized more right now. It's a double whammy for UiPath and CRM.

[@bigmountain19]

@@chipstockinvestor sure short term but for the long term if you don’t believe that most CEOs will get their engineers to build ingrown solutions but rather focus on products they can get to market these are still great names to be in. I think this really comes down to are you a trader or a long term investor. …. Like you said sit and do nothing is probably the best thing to do right now

[@holyhandgrenadeofantioch2019]

Good point

[@futurpunkx7192]

I am interested in Micron. Is there any update planed on the company after the massiv run? Thx for u content it really helps retail investor.

[@keepitraw1]

I have access to uipaths ceo portfolio, uipath is significantly the biggest position. But he didn’t bought any dip this year. Of course this is way harder as a 10%+ shareholder, still sus

[@chipstockinvestor]

Will be interesting to see what the new strategy will be with R&D getting ready to get re-prioritized.

[@keepitraw1]

@@chipstockinvestor to the point NVDA is creating its own software solutions, I ask myself what they will do with their money. You could cover which companies they might buy and or to which companies they will create competing products, as software revenue will be more interesting for them in the long run

[@ngbots]

do u think ui path could be a takeover candidate?

[@muratshogenov9563]

Briefly: CRM hold

[@Javalipapere]

One of the variables I use in my 13 point analysis in whether to buy a stock is listening to and researching the CEO. Benioff came across as an arrogant, liberal who only Jim Cramer lathered when speaking about. I’m glad I never bought his company. Plus, during 2020 he kept hiring more workers and some employees were posting on sites that there wasn’t enough work for them

[@josephdavis2982]

I am leaning towards selling at a 30% loss, and moving on, from PATH the only thing that I did right with PATH was, it was a very small position in my portfolio. As smart, and knowledgeable as some of these you tubers appear to be, the big lesson is-Their not always right. I hope to make up this loss by making a 30% gain in FSLR which has had some impressive gains lately.

[@kurniawanms2]

You do not see successful money managers on KZbin because they will not share their opinions on how to trade stocks. If you follow KZbinrs blindly, you will get BURNED

[@msubash26]

Am afraid Nvdia NIM is going to kill investor enthusiasm with several other companies too like Palantir , seems their diigital twin is not as unique as they seem to be earlier

[@cyfrowymuza]

i'm afraid you don't know what palantir does, what products they have and what proprietary things they are based on.

[@wahidazizi5952]

I'm afraid you are quite wrong on salesforce. 1. The FCF/shr data you shared doesn't reflect the true cost to shareholders in running the business, e.g., last year sales force spent c. $0.5 billion on strategic investment. This is the problem of just using data providers without being intimately aware of the accounts. 2. The share buy back is a complete joke for two reasons; a.) the outstanding diluted shares has only been trending upwards for the past 15 years and in fact it is about twice as large as 15 years ago i.e., shareholders are simply being asked to to pay for the extortionate stock-based compensation. b.) Buyback only creates value for shareholders if it is purchased at an attractive valuation which for the most part is not the case here. Sorry dude, you should spend more time reading the 10K over a long time horizon. Salesforce will become an interesting play once high margins are consistenly achieved, and there is geniune shareholder value creation.

[@chipstockinvestor]

Lol thank you for commenting "dude"

[@HeliKahkonen-y6u]

HOLY SHT u are godly this sht tripled my Cash lmao thanks

[@RoTelnCheese]

Great video. It comes down to survival of the fittest, CRM will survive in this uncertain environment. I’m not sure about the likes of UiPath

[@weho_brian]

appreciate the video you guys!

[@Walker956]

did it become commodidated.

[@leroy7647]

No footage? And I was hoping to see you rocking that rad baseball cap again.

[@chipstockinvestor]

😂

[@ducminh7568]

any video about Palantir ?

[@jr0812]

UiPath will allegedly have major chunk of its business taken away by future products and/or services of OpenAI.

[@takla3210]

Please, please condense your videos to a maximum of 10minutes. Full time working families can't spend 25min of a day just on one simple topic. It's got to be short, dense, crisp. You guys have great content, but the videos are too long.

[@watulukamedia6724]

Just speed up the video

[@takla3210]

@@watulukamedia6724 Even with that it's too long.

[@prat-man]

Although there can be room to condense, details are necessary. Either watch in 1.25x or 1.5x, or do not watch each video and plough your money in large cap growth index funds.

[@kmoliere504]

Speak for yourself only. This full time working family LOVES these long, thorough videos that help us make wise investments.