[Stock Prediction] CRM, AI, CRWD, or MRVL — Who’s Your Pick?

Tiger_Earnings
12-02

This week, cloud computing, AI software, cybersecurity, and AI infrastructure stocks take center stage. Salesforce , C3.ai , CrowdStrike, and Marvell Technology are all set to report earnings. Who’s your top pick? Share your prediction in the comments below!

💡 Earnings Highlights

$Salesforce.com(CRM)$ (After market close on Dec 3)
Analysts expect quarterly revenue of about $10.27 billion (+9.9% YoY) and adjusted EPS of $2.86 (+17% YoY).
Key focus: Can Agentforce and Data Cloud meaningfully drive new orders and renewals? Investors will also watch AI-related ARR, multi-cloud deal momentum, and whether Salesforce can reinforce its transition from a mature SaaS leader to a company with visible AI cash-flow growth.

$C3.ai, Inc.(AI)$ (After market close on Dec 3)
Market expectations point to revenue of roughly $74.9 million (-17.8% YoY) with EPS still in negative territory.
Key focus: Will subscription revenue grow as a larger share of total sales, and can margins improve as services dependency declines? Any signal of faster loss contraction or improving gross margin could trigger a sharp sentiment-driven rebound.

$CrowdStrike Holdings, Inc.(CRWD)$ (After market close on Dec 2)
Wall Street forecasts revenue of about $1.215 billion (+23.6% YoY) and EBIT growth of more than 50%.
Key focus: Continued acceleration in subscription revenue, rising multi-module adoption on the Falcon platform, and sustained margin expansion. Strong execution could further solidify CRWD’s position as a long-term cybersecurity compounder.

$Marvell Technology(MRVL)$ (After market close on Dec 2)
Consensus expects revenue of approximately $2.07 billion (+42% YoY) with EPS growth close to 80%.
Key focus: Progress in custom AI chips and optical interconnect shipments for data centers. Clear guidance on large customer project timelines, 3nm node advances, and optical product growth could drive a valuation re-rating. Any delivery delays may keep the stock in short-term trading mode.

Who’s your top pick? Share your prediction in the comments below!

How to Participate

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⏰ Event Duration

  • From Dec 2 to Dec 4, 2025, 04:00 AM (SGT)

Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?
Earnings season is heating up, and investors are watching closely as AI chip giants, SaaS leaders, and China tech stocks take the stage. After months of rotation across sectors, the market is searching for the next breakout theme — will it be Nvidia-related plays riding the AI boom, semiconductors powering the hardware cycle, software-as-a-service names regaining momentum, or a surprise comeback from Chinese tech? 💬 Which sector do you think will deliver the biggest upside this earnings season? 📈 Are you betting on AI, SaaS, or a China rebound? Let’s discuss!
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