This podcast episode explores the recent performance and financial prospects of tech companies such as CrowdStrike and Salesforce, as well as the "war on cash" basket of stocks consisting of MasterCard, Visa, PayPal, and Square (now Block). It discusses the caution investors should exercise regarding the future growth of the tech sector and highlights the potential of CrowdStrike's strong remaining performance obligation and cash flow generation for future growth. It also examines Salesforce's improved margins and plans for integrating AI into its products. The episode concludes with discussions on the need for a successor to Marc Benioff at Salesforce and the performance of the "war on cash" basket of stocks, which has outperformed the market since its creation.
