Alphabet is cited as a major AI winner that has experienced a large increase in valuation due to AI effectiveness.
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Salesforce Stock: The Best "Deep Value" Play in Big Tech? | CRM Stock Analysis
Feb 19, 2026
The creator maintains a buy rating on Salesforce despite a 30% year-to-date decline, highlighting accelerating revenue growth and improved cash flow efficiency.
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Micron is mentioned as a clear beneficiary of the AI boom that has seen significant valuation upside.
Salesforce is a buy because the creator expects accelerating revenue growth and significant free cash flow improvements to outweigh AI disruption fears
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CRMbuy opened Feb 19, 2026
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