salesforce.com, inc. (CRM)

Let's go over five excuses so you know and are armed with them when they are used and make you faint and weak-handed.

This was a name I had been very bullish on but the story has changed enough that I need to reconsider my stance.

Our latest analysis and trading strategy on CRM stock.

Plus, "smart rings" for detecting Covid-19 and quick looks at Salesforce.com and Zscaler.

Wall Street is richly rewarding software firms it sees as long-term share-gainers within large addressable markets.

This market is offering trading opportunities the likes of which haven't been seen since early 2009.

Cybersecurity is a powerful theme that will be further fueled by the growth of new technologies.

Both were greeted with derision and a cascade of selling from the flock of disappointed souls. I'm going the other way, the way history tells us to go.

To maintain its growth rate and keep the equity markets happy, the company needs to continue to acquire other businesses.

I can comfortably add to CRM should this selloff become severe, and I think that's what I want to do.

Continue to hold longs recommended earlier this month.

As the president's press conference on China approaches, there is ample reason for some risk-off behavior. Meantime, Zscaler's earnings beat is a good time to take a profit.

I'll be taking at least a third of my long off ahead of the numbers this afternoon.

The risk-reward for the shares of the cloud-based human resources software provider isn't as attractive as it could be.

WDAY looks ready to break out as traders weigh wether markets are now overbought after this 2-day run.

We can't wait for a vaccine, but we can follow logical guidelines for staying as safe as possible, helping us avoid another Great Depression.

I get this rally -- it's based on more than a breaking branch this time, but there are still many uncertainties.

SMAR is one of the few names not releasing earnings right now, and appears an attractive play.

Let's see what strategy makes sense today.

Brains per share. Hearts Per Share. I've been around long enough to be that positive. I like these companies and more importantly, I like their stocks.

How has my book evolved since the Fed and Treasury rode into town? Here's how.

Traders could probe the long side of CRM at current levels.

These charts show activity is market positive for tech. Here is how I'm playing it.

There is no doubt that this is the most aggressive and pro-active Fed since at least the days of Paul Volcker's tug of war with consumer level inflation, not to mention the Reagan administration.

Should growth expectations have to come down for more than a few months due to macro headwinds, tech companies sporting high valuations will likely see multiple compression.

CEO Satya Nadella has been ahead of the curve focusing on the cloud.

Consider these stock model ideas: virus groups, work remotely, and fiscal.

It's a paradigm shift that all started with Zoom and Cisco's Webex.