《NVIDIA Q2 EARNINGS CALL | THE FUTURE OF AI STOCK INVESTORS!!》
CRM发布强劲的季度业绩（三项指标均超预期）引发财报后股价大幅上涨，但市场对其在AI颠覆下维持增长的能力仍持怀疑态度。
我们有 Salesforce，它不断向人们提出一个问题：软件已死吗？在 AI 世界中，对于那些理论上可以被替代的公司而言，是否存在真正可持续的增长？这需要 Salesforce、ServiceNow 等所有公司来证明这种叙事是错误的。
We have Salesforce which continues to uh ask people the question you know is software dead is there real sustainable growth in the world of AI for companies that theoretically can be replaced again that's up to Salesforce service now all these companies to prove that narrative is wrong
在此期间，我们应该会收到 Salesforce、Synopsys、CrowdStrike 以及其他几家公司的财报，它们实际上将非常重要。
In the meantime, we should be getting Salesforce, Synopsis, Crowd Strike, uh, and a few others that are actually going to be pretty important.