Still no indication of impending cloud doom from actual company results.
CRM CEO Benioff told Cramer:
“I don’t think the company’s ever been stronger or been in a better position, and the reason why is every company that we’re dealing with is going through a huge digital transformation and every digital transformation begins and ends with the customer,” he told Jim Cramer in an exclusive interview on “Mad Money.”
NVDA was an outlier due to mismanagement and a bad crypto trend.
I expect MDB to be strong as well.
If we get positive news about China, we could see new highs by EoY.
We should have all went to cash or short.