Sector software overflys the semiconductor sector in the last months. Oracle still as one of the biggest market leader. But salesforcea (CRM) on track and very strong in second place relative to Oracle since 2020 and also since 2024. Very impressive: company with very high earnings stability. Management top, Benioff CEO since years, knows business from beginning till now, apple background in early years, means high customer oriented. Now with wonderfull technical formation cup and handle, also top marks for potential small correction with afterwards high potential in the next few years. Target 520 USD. Dan, 5th of december.
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