Core Viewpoint - Salesforce Inc (NYSE:CRM) is historically one of the best-performing stocks in January, despite a poor performance in 2025, where it ended the year with a 20.7% deficit [1]. Performance Analysis - Over the last decade, Salesforce has averaged a 7.9% return in December, with an 80% monthly win rate, making it the fourth best performer among the S&P 500 stocks [2]. - Currently, Salesforce's stock is trading at $266.58, with a potential to reach its highest level since May if it breaks past the resistance at $270 [3]. January Performance Data - In the last 10 years, Salesforce has shown an average return of 7.86% in January, with a median return of 8.89% and an 80% probability of a positive return [4]. Options Market Sentiment - The options market shows a bearish sentiment towards Salesforce, with a 10-day put/call volume ratio of 1.04, indicating a high level of pessimism that could reverse and support a seasonal rally [4]. - Salesforce's Volatility Index (SVI) is at 27%, ranking in the 9th percentile of the last 12 months, suggesting that options are currently very affordable [5].

Core Viewpoint - Copart (CPRT) may present a contrarian investment opportunity despite its unusual business model and recent stock performance, which has seen a significant decline [1][4]. Company Overview - Copart operates as an online auction platform, offering remarketing services for salvage and clean-title vehicles. Economic challenges may lead consumers to opt for used vehicles or repair existing ones, potentially increasing demand for Copart's services [2]. Financial Performance - The company has demonstrated strong financial fundamentals, with an annual revenue growth of 16.1% over the past five years and impressive free cash flow, providing it with operational flexibility [3]. Stock Performance - CPRT stock has experienced a decline of over 22% since the beginning of the year and nearly 9% in the last month. The Barchart Technical Opinion indicator currently rates CPRT as a 100% Strong Sell, indicating bearish sentiment [4]. Options Activity - The net trade sentiment for CPRT's options flow started the month at $219,000 below parity and worsened to $713,000 below parity by the end of the month. However, the negative change in flow from September 18 to September 29 was only $145,000, suggesting a potential reduction in bearish sentiment [5][6].