How DeepSeek Could Benefit Salesforce And Agentforce's Potential (Earnings Preview)

Company Overview - Salesforce, Inc. (NYSE: CRM) was previously viewed neutrally due to a lack of strong products to compete with the disruptive nature of Generative AI [1] - The perspective on Salesforce changed in October, indicating a potential shift in its market position or product offerings [1] Analyst Background - The analyst has 10 years of experience in investment banking and a background in IT, specifically as the Director of Keylogin InfoTech, providing a unique perspective on technology investments [1] - The analyst emphasizes a moderate approach to investing, focusing on capital preservation and informed decision-making based on personal experience and analytics [1] Investment Themes - The analyst covers various themes including automated supply chains, Generative AI, telecommunications capital expenditures, the deflationary nature of software, and semiconductors [1] - There is a noted interest in "techbio" sectors, indicating a focus on the intersection of technology and biotechnology [1]