Salesforce Scares

Prospero.Ai 05/30/24 Trading Letter

CRM (Salesforce) is taking a big hit today, and scaring the whole software market. We aren’t feeling scared but we are feeling cautious.

But there was also a news event just now around limiting chips from NVDA and AMD in the middle east and that has us feeling like we need to pursue a very specific strategy. Good thing we paired down some tech yesterday!