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CRM · Salesforce

Legacy SaaS giant betting its next chapter on Agentforce — where AI penetration rates and ARR execution will make or break the valuation re-rating story.

OurAlpha

OurAlpha

CRM · Salesforce — Legacy SaaS giant. Agentforce is the core AI transformation narrative; penetration rate and ARR execution pace will determine the valuation re-rating path.

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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