Feb. 18 at 4:52 PM
$NOW $CRM “Just as investors feared AI would "destroy" CRM seats, they feared GLP-1 drugs (Ozempic/Wegovy) would "destroy" the volume of snacks and soda consumed.
The "Ozempic Crash" vs. The "SaaS Reset"
The sell-off in snack companies like Hershey (HSY), PepsiCo (PEP), and Mondelēz (MDLZ) was driven by a "sky is falling" narrative that mirrors today's AI headlines. -Gemini
Yes, The heard always falls for these psy-ops, as they will the next one