Take a look at the stocks that have been unfairly sold off in AI software—there are plenty in both the US and A-share markets.


1. $Salesforce(CRM Salesforce)
• Pullback magnitude: the biggest drop within the year was 33%, down 44% over one year, and the drop from the peak is close to 50%
• Current valuation: forward PE is only 18x; PS has fallen to around 4x, sitting at a near 5-year historical extreme low percentile of 1%-2%
• Reason for the mis-selling: the market is worried that AI agents will replace CRM sales seats, leading to customers massively unsubscribing and canceling accounts
CRM4.78%
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PracticeTrader
· 19h ago
Bottom-fishing and entering the market 😎
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