To The Moon

Don't think so, AI is still not able to replace enterprise software 

#From “SaaSpocalypse” to Recovery: The Return of Quality SaaS Stocks My personal view is that large institutional investors have been aggressively pressuring SaaS stocks since the beginning of the year, while the rise of AI fueled concerns about a potential "SaaSpocalypse." As a result, many high-quality SaaS companies saw their share prices decline by more than 40%, despite maintaining strong fundamentals. Now that the AI and semiconductor rally has matured, capital appears to be rotating back into fundamentally strong software names. Companies such as Salesforce and ServiceNow are starting to regain investor attention as the market refocuses on sustainable growth, profitability, and recurring revenue models. $ServiceNow(NOW)$  

Agentic AI is unlikely to replace CRM systems as core enterprise applications due to strong requirements around data protection, compliance, and governance. Established CRM platforms already provide trusted structures to manage these concerns. Instead, Agentic AI will more likely enhance CRM capabilities through automation and intelligent insights. Market fears are likely overstated, as the real value lies in augmentation rather than replacement.