$CRM · 海外大V持仓追踪

$CRM 现在是什么情况？

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下面是最近 7 条提及 $CRM 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-06-25中性
  感觉唯一还没崩的…… 就是 $MU 这样的内存、指数、和英特尔这类大盘半导体了。 ——光子从 $AXTI 到 $SIVE 跌了40%。 ——航天 $ASTS 和 $RKLB 一个月跌40%。 ——热门AI股 $PLTR 年内跌约35%。 ——软件 $CRM 跌
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• 2026-05-30中性原文
  I still find it funny how all the software bros are happy about a 10-15% recovery with $CRM to $FIG. After getting wiped 25-60% of their portfolio. Meanwhile all the AI names from $SNDK to $AAOI are casually up 200-1000%.
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• 2026-04-15看多原文
  @pennycheck Anytime lol.. I don't think majority of people realize yet stocks are positive sum, where everyone benefits. Also don't think they realize you can make profit off AI bottlenecks, instead of going long on traditional companies like $PYPL or $CRM.
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• 2026-01-16中性原文
  Personally, not really! It’s not due to valuations (even if discounted) but mainly opportunity cost since there’s so many tailwinds with defense like drones as well as AI supply chains from memory to materials. I don’t think we’ll see another year like this in a decade where random commodity materials like Indium Phopshide end up becoming critical for AI/photonics and TAM goes up 4000%+. I think if analysts are able to identify them before others due, it’s like the modern gold rush. That being said sure companies like $ADBE, $CRM and others might see a 20% rebound (and you can play options for leverage) but harder to fight the trend + not my cup of tea.
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• 2025-10-18中性原文
  Weekend Reflections ☁️ I just wanted to post every position I'm down on this year + lessons learned. ___ 1. $ETOR - ($62 → $38.6, DCA $48, -19.58%) 2. $VIRT - (~$38 → $33, -45%) 3. $SNAP - ($8.2 → $7.69, -6.2%) (new) 4. $SG - ($8.2 → $7.32, -10.73%) 5. $GRRR - ($20.5 → $16.99, -17.12%) 6. $FLY - ($30.2 → $26.5, -12.25%) (new) 7. $LTC - ($113 → $91.1, -19.3%) 8. $OPAD - ($4.61 → $2.94, -36.2%) 9. $CRM - (~$250 → ~$243, ~30%) 10. $AMZN - ($218 → $213) (new) 11. $RDDT - ($202 → $195) (new) 12. $WULF - ($14.5 → $14) (new) I post a ton of stocks, and I'm happy that there are only about 7 I've gotten wrong short-term (sorry if i miss one or two by accident) and about 5 that I didn't time the absolute bottom correctly. I still think they'll print in 2026, not too many losers though! Individual Reflections 1. $ETOR: Great stock fundamentally. Even down ~20%, I believe this will recover in 2026. 1/3 cash, growing at IBKR rates. It suffers from tax-harvesting effects (October/November) as hedge funds sell and rebuy in December. Lesson learned: None, Id do the same again. Holding for 2026. Trimmed slightly for tax harvest. 2. $VIRT: If I buy calls, probably shouldn't post publicly since it affects hedging flow. Trimmed for tax harvesting since we're nearing two more rate cuts (bullish for markets). Hedging worked but lost quite a bit. Lesson learned: Keep hedges to myself. Still think I'm directionally right, just wanted to tax harvest. 3. $SNAP: Posted around $8.2 when they converted memories to revenue. This is a 2026 play, not worried about short-term tax harvesting. Lesson learned: None. Holding for 2026. 4. $SG: Honestly, I just like the salad 🥗. It was $35+ earlier this year. I think it'll recover eventually, just a waiting game cause it's like 1 p/s now? Lesson learned: None. Medium-term hold. 5. $GRRR: Migrated into $WLAC after investigating their $1.4B contract more, seemed sus. Got baited by the $380M market cap vs. $1.4B revenue potential. Lesson learned: Trust my gut on suspicious companies. Could 5x if legit, but I don't trust it. Probably shouldn’t have entered. (Trimmed) 6. $FLY: Down ~12%, still a 2026 medium-lift play. Posted recently, could’ve timed better. Lesson learned: None, maybe better tax-harvest timing. 7. $LTC: Down ~20%. Crypto got nuked by liquidations + government shutdown delays ETF approvals. Lesson learned: Don’t margin crypto. Government shutdowns delay ETF approvals lol. 8. $OPAD: Sold earlier, but current prices are -36%. Meme stock I aped into. Lesson learned: Don’t touch meme stocks. 9. $CRM: ~30% loss due to short-dated options + missing earnings date. Swing trade gone wrong. Lesson learned: Always check earnings dates, was just a on-off mistake, dont think I've ever made this mistake before. 10. $AMZN: It’s Amazon. Moves down 1% sometimes. Lesson learned: None. Just posted recently. 11. $RDDT: Thought $200 was bottom, dipped further. Averaged down to $190. Lesson learned: None. Just posted recently. 12. $WULF: Bought because all neoclouds were going up. Bought at $14.5, dipped to $14. Lesson learned: Don't ape into stocks. Could've timed better. _ Tax Harvesting Summary Trimmed most losers for EOY tax harvesting, except newer positions ($AMZN, $RDDT, $WULF) and medium-term plays like $FLY (holding through 2026) that I mentioned. TLDR: - Don't go hard into tax-harvested stocks end of year (e.g. $LULU, $ETOR, $SNAP). Wait for December if timing. - Stop trading meme-stocks like $OPAD. - Trust my gut when SEA-related companies seem suspicious ($GRRR). - Option flows affect less-liquid stocks (e.g. $VIRT). March calls could still print so other people buying might affect things, just wanted to tax harvest tho. Other trades like $AMZN, $RDDT, $WULF are very recent, maybe could've timed them better, but get the exact bottom. _ Overall, so far so good! I've lost count of how many 100%+ returns I've had... and the number of losers is still small, both for count and position size.
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• 2025-09-29中性原文
  Monday Market Close Thoughts: Extremely Strong Buy $NBIS $ETOR $LTC $VIRT Buy $AMZN $SMCI $TGT $CRM $TSM $CRDO $SG $CIFR $LULU $SLNH $ORCL $MSTR $RIOT $MARA Hold $IREN $HIMS $RKLB $PYPL $MRVL $IBIT $UPWK $GRAB $ALAB $ASTS $SOFI $NVDA $NVO Sell $HOOD $TSLA $RDDT $CRCL $PLTR $BMNR Strong Sell $OKLO $QBTS $IONQ _ Feel free to disagree but these are just my thoughts Strong Buy Explanations - Bought ~$70K of Virtu calls, 28% IV and just 6.6 forward p/e is undervalued. - Always DCA NBIS on the road to $200 on every dip. -ETOR is just way too undervalued at $39 imo. I don't even know how it hit that. If I remember correctly $700M+ cash pile on a 3.3B market cap, compounding similar rate to IBKR instead of HOOD/BULL but just straight line down below IPO price. - LTC ETF approval in 3-4 days with 95% odds. Great buy now unless it gets rejected ofc. Buy Explanations - Bought $50k+ Amazon calls today, looks more promising for recovery on the dip to $219+. Benefits from end of year seasonality from Oct - > Jan. Prime Day Oct 8th. Could dip again which is why it's good to DCA and not an extremely strong buy. - SMCI still projecting 55% forward revenue growth and it's kinda undervalued doing 5B+ quarterly revenue lol - TGT dividend in another month. There's some Target event but don't really think it matters as much as Amazon prime day. - CRM just bottoming chart wise, fundamentals not really changed - TSM better at $273, it's always a good buy but not a screaming buy like sub $250 - CRDO/ALAB, both dipped a lot. More of a correction rather than crash, which is why it's a decent buy agian. - SG, idk. I just like their salad and think risk reward at $8 is good considering they were trading $40 not too long ago. - CIFR, GOOGL backstopped now just execution. I'd buy on dips but today was a big rally - LULU benefits from Oct -> Jan end of year seasonality with holiday shopping. - SLNH, apparently waves have been going around X. Pretty small $100m marketcap or so, risk reward seems okay. - ORCL, they're a large shareholder of TikTok US at a discounted 14B valuation and have tons of forward rev from OpenAI/MSFT. It's one of those things where it probably dips after earnings like AVGO then pulls off a face ripping rally a month or two later. - MSTR, Bitcoin does well in Oct. Been shorted so Nav prem is probably around 1.4x-1.5x compared to 2x like during hype waves -RIOT/MARA pivoted to HPC so I like them more than before For hold stocks nothing really changed - Hood, I personally day trade so don't be offended if I think it's a good sell $130+ on a 12.27% increase day. - TSLA, cult stock detached from fundamentals - RDDT, I had a lot back at $100 wouldn't buy at $240 or 45B marketcap now so would probably sell/tri. - CRCL, just buy Coinbase instead - PLTR, cult stock detached from fundamentals, large part of their profit is just interest income - BMNR, just buy ETH if you want but ETH is a strong sell at $4k+ Strong Sell Anything carrying barely any rev with 10-20B+ marketcap I think is amusing . Props to you if you held OKLO from $8 to $116 though.
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• 2025-09-26中性原文
  $CRM calls also looks good somehow at $243, just a fuzzy feeling
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