To The Moon

Recently, a publicly listed home renovation services company in China partnered with YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ) to optimize its sales execution and sales management through SaleSmart. After adopting SaleSmart, the company increased its first-time customer store-visit conversion rate by more than 20%, improved sales management efficiency, and saved more than RMB100,000 annually by shortening the ramp-up cycle for new sales reps and reducing lead conversion inefficiencies. The project demonstrates how SaleSmart can bring AI capabilities into real sales operations. Traditional enterprise learning platforms have mainly focused on training management, knowledge delivery, and employee capability building. Sales

This week, the Nasdaq and S&P 500 have successively reached record highs. In addition to AI and corporate earnings expectations, the resilience of the US economy itself is also an important backdrop supporting the risk appetite of US stocks. Today, we attempt to provide a perspective on the state of US manufacturing from the newly released Richmond Fed manufacturing data. The Richmond Fed Manufacturing Composite Index rose from 3 in April to 13 in May, significantly higher than market expectations. More importantly, the three core sub-indices rebounded in tandem: new orders rose from 8 to 17, shipments from -2 to 16, and employment from 0 to 3. It should be noted that the Richmond Fed covers the Fifth Federal Reserve District of the US, including Washington, D.C., Maryland, North Carol

The software sector has been under immense pressure due to a "SaaS Apocalypse" narrative—the fear that generative AI will disrupt and displace traditional software business models. However, the latest financial results for $Snowflake(SNOW)$ and $Salesforce.com(CRM)$ (reporting Q4 FY2026 results at the end of February 2026) strongly indicate that their pivot to Agentic AI is not just marketing hype; it is actively landing in enterprise production and changing their operational realities. Both companies are scheduled to report their next round of earnings on May 27, 2026, making this a critical moment to evaluate their trajectories. Does the development so far validate their pivot? Yes, the data validates th

Can snowflake turnaround the software sell off

Earnings Calendar (25May2026) This section highlights several of the most closely watched earnings releases for the coming week, including Salesforce, Dell, UiPath, Costco, Baidu, and Best Buy. Salesforce Snapshot The stock price has fallen 34% from a year ago. The Technical Analysis sentiment remains “Neutral”. Analysts’ sentiment remains positive with a “Buy” rating. With a price target of $282.27, there is a potential upside of over 45%. Salesforce continues to show solid top-line growth, stronger profitability, and robust cash generation over the past several years. The key financial trends are summarised below. Profitability Total revenue increased from $26.4B in 2022 to $41.5B in 2026, while gross profit rose from $19.4B to $32.2B over the same period. Net income

Recently, a publicly listed home renovation services company in China partnered with YXT.com Group Holding Limited ( $YXT.COM GROUP HOLDING LIMITED(YXT)$ ) to optimize its sales execution and sales management through SaleSmart. After adopting SaleSmart, the company increased its first-time customer store-visit conversion rate by more than 20%, improved sales management efficiency, and saved more than RMB100,000 annually by shortening the ramp-up cycle for new sales reps and reducing lead conversion inefficiencies. The project demonstrates how SaleSmart can bring AI capabilities into real sales operations. Traditional enterprise learning platforms have mainly focused on training management, knowledge delivery, and employee capability building. Sales

This week, the Nasdaq and S&P 500 have successively reached record highs. In addition to AI and corporate earnings expectations, the resilience of the US economy itself is also an important backdrop supporting the risk appetite of US stocks. Today, we attempt to provide a perspective on the state of US manufacturing from the newly released Richmond Fed manufacturing data. The Richmond Fed Manufacturing Composite Index rose from 3 in April to 13 in May, significantly higher than market expectations. More importantly, the three core sub-indices rebounded in tandem: new orders rose from 8 to 17, shipments from -2 to 16, and employment from 0 to 3. It should be noted that the Richmond Fed covers the Fifth Federal Reserve District of the US, including Washington, D.C., Maryland, North Carol

The software sector has been under immense pressure due to a "SaaS Apocalypse" narrative—the fear that generative AI will disrupt and displace traditional software business models. However, the latest financial results for $Snowflake(SNOW)$ and $Salesforce.com(CRM)$ (reporting Q4 FY2026 results at the end of February 2026) strongly indicate that their pivot to Agentic AI is not just marketing hype; it is actively landing in enterprise production and changing their operational realities. Both companies are scheduled to report their next round of earnings on May 27, 2026, making this a critical moment to evaluate their trajectories. Does the development so far validate their pivot? Yes, the data validates th

Earnings Calendar (25May2026) This section highlights several of the most closely watched earnings releases for the coming week, including Salesforce, Dell, UiPath, Costco, Baidu, and Best Buy. Salesforce Snapshot The stock price has fallen 34% from a year ago. The Technical Analysis sentiment remains “Neutral”. Analysts’ sentiment remains positive with a “Buy” rating. With a price target of $282.27, there is a potential upside of over 45%. Salesforce continues to show solid top-line growth, stronger profitability, and robust cash generation over the past several years. The key financial trends are summarised below. Profitability Total revenue increased from $26.4B in 2022 to $41.5B in 2026, while gross profit rose from $19.4B to $32.2B over the same period. Net income

Can snowflake turnaround the software sell off