1. Ai assistants like clawdbot

1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted.
2. $Uniti Group Inc(UNIT)$ $Unity Software Inc.(U)$ is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further & decrease in value due to loss of market share competing with artificial intelligence

AI Software Reset? CRM, C3.ai Miss, Can CoreWeave Deliver?

Salesforce reported Q4 revenue of $11.2 billion, up 12% YoY, its fastest growth in two years, beating expectations. However, FY2027 revenue guidance of $45.8–46.2 billion was slightly below the $46.06 billion consensus. The stock fell over 4–5% after hours and is down more than 28% year to date. C3.ai announced it will lay off 26% of its global workforce as part of a restructuring plan under new CEO Stephen Echegoyen. Is softer long-term guidance overshadowing solid near-term execution? Can CoreWeave tell different story?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":531738597159640,"tweetId":"531738597159640","gmtCreate":1770840670075,"gmtModify":1770840674585,"author":{"id":4172792741802032,"idStr":"4172792741802032","authorId":4172792741802032,"authorIdStr":"4172792741802032","name":"Chrishust","avatar":"https://community-static.tradeup.com/news/24621df13cba09ec37ac6463a6a888fc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":19,"starInvestorFlag":false},"themes":[{"themeId":"c5d905d116fb4c8c9f9de64ef747aa9e","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"AI Software Reset? CRM, C3.ai Miss, Can CoreWeave Deliver?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c5d905d116fb4c8c9f9de64ef747aa9e}&rnconfig={\"headerBarHidden\": true}","description":"Salesforce reported Q4 revenue of $11.2 billion, up 12% YoY, its fastest growth in two years, beating expectations. However, FY2027 revenue guidance of $45.8–46.2 billion was slightly below the $46.06 billion consensus. The stock fell over 4–5% after hours and is down more than 28% year to date. C3.ai announced it will lay off 26% of its global workforce as part of a restructuring plan under new CEO Stephen Echegoyen. Is softer long-term guidance overshadowing solid near-term execution? Can CoreWeave tell different story?","image":"https://community-static.tradeup.com/news/8469dd6020aa67d61e50d4bc982bc3bd"}],"images":[],"coverImages":[],"html":"<html><head></head><body>1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted. \n<br>\n2. <a href=\"https://ttm.financial/S/UNIT\">$Uniti Group Inc(UNIT)$</a> <a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a> is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further &amp; decrease in value due to loss of market share competing with artificial intelligence</body></html>","htmlText":"<html><head></head><body>1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted. \n<br>\n2. <a href=\"https://ttm.financial/S/UNIT\">$Uniti Group Inc(UNIT)$</a> <a href=\"https://ttm.financial/S/U\">$Unity Software Inc.(U)$</a> is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further &amp; decrease in value due to loss of market share competing with artificial intelligence</body></html>","text":"1. Ai assistants like clawdbot will compete strongly in the application market for phones, however these will add to the existing application ecosystem rather than replace existing applications. There will be a decline in new applications however existing applications would not be impacted. 2. $Uniti Group Inc(UNIT)$ $Unity Software Inc.(U)$ is a short or sale. While the impact of artificial intelligence has been overstated, the value of this highly priced software company is likely to fall further & decrease in value due to loss of market share competing with artificial intelligence","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/531738597159640","repostId":0,"isVote":1,"tweetType":1,"viewCount":506,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["UNIT","U"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":500,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/531738597159640"}