Salesforce Going All In on AI? Are They Cooking Up a Recipe for Disaster!

A Downgrade? Seriously?

So some pencil pushing analyst over at D.A. Davidson decides to slap a 'underperform' rating on Salesforce? Says they're betting the farm on this Agentforce AI thing and neglecting the good ol' core business. Well isn't that just special? As if Wall Street knows anything about cooking up the good stuff... I mean growth. They're just like Hank always chasing the wrong lead. "Premature," they say. I prefer "bold."

Agentforce: The New Blue Sky?

This Agentforce they say it's a suite of tools that lets companies build AI agents. Sounds like a bunch of robotic nonsense if you ask me. But hey maybe these techie types are onto something. Like they say 'I am not in the meth business. I am in the empire business.' Maybe Salesforce is building an empire one algorithm at a time. But is it enough to cook? Only time will tell. Just hope they aren't like Gale too reliant on perfection because that makes them blind.

Show Me the Money!

They're bragging about $900 million in annual recurring revenue for "Data Cloud and AI". That's cute. Chump change. You want to talk real money you need a product that moves fast makes people desperate. And this Agentforce? Is it that product? I'm not seeing it yet. But as I keep saying: 'Stay out of my territory.'

Cramer's Corner: Heisenbergs of Finance?

Now Cramer that loudmouth on TV he's sticking with Salesforce. Thinks Benioff their CEO is playing the long game. Wants Agentforce to be everywhere not just helping salespeople. He says 'The bigger view is going to work'. Well I admire his tenacity but sometimes you need to know when to fold. You need to know when you're outgunned. And sometimes you're the guy with the gun! But is Cramer? Or Benioff? Or are they just Jesse Pinkman wannabes?

Pain is Growth

He admits owning the stock has been "painful." You don't say! This isn't a democracy; it's an empire. And in empires you gotta face some pain. But here's the thing 'I did it for me. I liked it. I was good at it. And I was really... I was alive.' Maybe Salesforce is just trying to feel alive again after this slump. Maybe the pain is growth? Nah probably not. These guys wouldn't know real pain if it came up and bit 'em.

Remember My Name

So what's the bottom line? Is Salesforce going to cook? Are they going to be the ones who knock? Honestly I have no idea. But whatever happens just remember the name: Heisenberg. The one who brought the boom!