It’s Not About the SaaS: Why the market is wrong about Salesforce
Salesforce’s stock has halved on fears that AI makes it obsolete. We think the market is punishing the wrong risk. Read why we see this as a mispriced opportunity, not a structural decline.
Update from the PM – February 2026
2026’s extraordinary start—featuring armed intervention in Venezuela, NATO rifts over Greenland, historic Japanese bond yield spikes, and a precious metals bubble- signals a new era of geopolitical instability. We also cover why the enterprise software sell-off misses the critical value of distribution and orchestration.