STRIVING FOR THE BEST

Striving for the best in life. Personal Finance and Investment comments are for educational and entertainment purposes. Not financial advice. Enjoy Your Life!

[STRIVING FOR THE BEST @Chris_Robbins_]

Building a position in SpaceX $SPCX

🚀🛰️💻💰🤑

[STRIVING FOR THE BEST @Chris_Robbins_]

@Gerashchenko_en Thank you Anton- from the USA. Most of America is with you even when the President is not. It is difficult for us to get real, good reporting from Ukraine. Your reporting is important. Your effort gives us the truth and hope. Stay strong. God be with you.

[STRIVING FOR THE BEST @Chris_Robbins_]

@elonmusk #Rubio2028 @marcorubio @secrubio @RNC

[STRIVING FOR THE BEST @Chris_Robbins_]

Congressional Budget Office report: U.S. Treasury borrowed $155 billion every month of this year—and is paying $24 billion a week in interest on its debts. https://t.co/VzoARF51vs

[STRIVING FOR THE BEST @Chris_Robbins_]

Waiting for SpaceX earnings in August to buy more shares after the first lock up period expires. Who is with me?

The long game $SPCX

[STRIVING FOR THE BEST @Chris_Robbins_]

@ZelenskyyUa That is very impressive!!
#SlavaUkraïni

[STRIVING FOR THE BEST @Chris_Robbins_]

@Alice_MiaX I’ve been looking at $PLTR Palantir stock this week during the drop in stock price. I like the company and earnings growth but the Chart has kept me on the sidelines.

[STRIVING FOR THE BEST @Chris_Robbins_]

@NoLimitGains Yup. Well documented. Good share.

[STRIVING FOR THE BEST @Chris_Robbins_]

Salesforce $CRM trading at 147.75
✅17x P/E (TTM)
✅EPS Growth solidly above 10%
✅AgentForce gaining momentum
I don’t see this company as a loser in the AI race. In fact, AgentForce AI could turbo charge future earnings. This stock looks cheap to me.

[STRIVING FOR THE BEST @Chris_Robbins_]

Buying more Salesforce $CRM (again) this morning. This stock looked cheap yesterday but keeps getting cheaper! Now below $151. 🤣🤑

[STRIVING FOR THE BEST @Chris_Robbins_]

Going Long(er) this morning on Salesforce $CRM below 162.50 #StockMarket

[STRIVING FOR THE BEST @Chris_Robbins_]

Buying more JEPQ dip today below the 200 Day Average (great dividend holding). And, looking for a low bid on more SOFI ~15 (strong growth in EPS, customers). #StockMarket

[STRIVING FOR THE BEST @Chris_Robbins_]

$QQQ trading at new high, up over 11% in May. Broad rally in Nasdaq led by key AI players and Mag7. Even $CRM Salesforce is getting a lift this morning after earnings this week highlighted AgentForce (nice move off the lows in April). #StockMarket

[STRIVING FOR THE BEST @Chris_Robbins_]

@LEAPTRADER_ Options

[STRIVING FOR THE BEST @Chris_Robbins_]

Another earnings beat last night for Microsoft $MSFT but stock down 4%. Despite strong growth, revenue guidance was slightly below analysts

💪GAAP Diluted EPS +23% YOY

💪Strong growth of 40% YOY in Azure (largest biz segment)

Trading ~$400
~25x P/E, TTM
~22x Forward P/E

Solid

[STRIVING FOR THE BEST @Chris_Robbins_]

$SOFI ~15.75 right now is a great long term investment. I bought @ 15.95 this morning and listened to the earnings call. There’s so much growth, P/E is justified. Over a million new members this Quarter and a million last Qrtr. 41% revenue growth YOY. Full-Year Guidance $0.60 EPS

[STRIVING FOR THE BEST @Chris_Robbins_]

$CRM Agentforce could turbocharge Salesforce sales. And slash costs for their business customers. Assuming it works as planned, satisfies customer service needs, and does not cause cyber security issues. @aakashgupta does a great job explaining the pricing and opportunity.

[Aakash Gupta @aakashgupta]

Salesforce co-founder Parker Harris just said the quiet part out loud: "Why should you ever log into Salesforce again?"

That's a $41B revenue company telling its own customers their seats are optional.

Headless 360 launched at TDX last week. Every Salesforce capability, Sales Cloud, Service Cloud, Data 360, Slack, all of it, exposed as APIs, MCP tools, and CLI commands. 60 new MCP tools. 30 coding skills that drop straight into Claude Code, Cursor, Codex, and Windsurf. Agentforce Vibes 2.0 ships with multi-model support including Claude Sonnet and GPT-5. Agents render natively inside Slack, Teams, ChatGPT, Claude, Gemini, anywhere with MCP. The browser is optional. The Salesforce UI is optional.

The Salesforce UI is the thing customers pay $165 a seat per month to access.

Now look at what every other apex SaaS CEO is doing this same week. Microsoft is bolting Copilot on top of Office seats and double-charging. ServiceNow is layering Now Assist on top of Pro seats nobody wants to give up. Workday won't even discuss AI pricing on earnings calls. Every other apex SaaS founder is defending the seat model. Benioff just published the API spec for replacing it.

The reason is in Salesforce's own field data. Their internal Agentforce instance resolves 84% of support cases with zero human intervention. A sales engineer running 90 enterprise accounts already sees seat counts down 10%. Benioff watched the compression hit from inside the building before the market could price it from outside.

Run the unit economics. A CRM rep costs $80K loaded. Replacing them with an agent at $0.10 per Flex Credit action across 5,000 actions per month runs $6K a year. The customer captures $74K in labor savings, Salesforce captures $6K in software, up from the $2K/year that seat used to generate. 3x revenue per "user" if Salesforce can land it, on a TAM measured in compute hours instead of work hours.

That's the bet. Take the smaller-but-faster-growing pie before someone else takes it from you. Headless 360 is the wager that Salesforce would rather be the agent runtime every AI calls into than the SaaS the agents bypass.

The stock is down 35% because the market hasn't decided whether the pivot is working. $800M Agentforce ARR on a $41.5B base, growing 169% YoY in 18 months. Faster than any product Salesforce has ever launched. The next four quarters tell you whether Benioff was 18 months ahead of every other SaaS CEO or whether he just open-sourced the eulogy for his own business model.

Apex founders don't dabble. They re-platform. Benioff already pulled the trigger.

[STRIVING FOR THE BEST @Chris_Robbins_]

@JasonL_Capital LEAPS

[STRIVING FOR THE BEST @Chris_Robbins_]

@DividendMil I see a lot of posts defending quadratic equations and advanced mathematics. But the bigger point is that personal finance should be taught as a requirement for every Senior in High School and a more robust course for every college student to graduate.

[STRIVING FOR THE BEST @Chris_Robbins_]

@JasonL_Capital Smart rules-based plan. Curious about your thought on SPY for CSP & CC instead of individual stock? Is there enough IV on SPY, 1.0 Beta, or is that too low to work? Asking for a friend who lacks conviction on high beta names. LOL