Group 1 - Jim Cramer discussed Salesforce, Inc. (NYSE:CRM) in relation to agentics AI during the Dreamforce conference, expressing concerns about the demand for its software amidst competition from AI technologies [2][3] - Cramer highlighted hesitance among banking executives regarding the use of agentics AI due to security concerns, indicating a lack of confidence in the software's safety [3] - Despite acknowledging Salesforce's potential as an investment, there is a belief that other AI stocks may offer higher returns with limited downside risk [3] Group 2 - The article suggests that there are extremely cheap AI stocks that could benefit from current market conditions, including Trump tariffs and onshoring [3]