High insider selling activity at current market levels suggests that those with internal visibility have concerns about the market's stability.

“Corporate Insider sale to buy ratio is at the highest level. The ratio it's at the highest level we've seen in 5 years. Which means for every $1 somebody buys in the stock market, insiders are selling $4.80.”

Salesforce is one of the few undervalued tech stocks currently available in a market overly focused on AI hardware.

“And I think it's just a matter of there is just so much focus on AI hardware today. I think a lot of these software stocks are just, you know, underfollowed and unloved right now.”

Stig believes that companies operating as platforms in the digital world can benefit significantly from operational leverage.

“So this is incremental revenue that really flows through the income statement and down to the bottom line because there is just so little new incremental cost to generate that revenue.”

Clay suggests that owning platforms with strong network effects provides a significant competitive advantage that is difficult for other players to overcome.

“in your case uh also looking at delivery as well in many countries which tends to be this winner take all dynamic where the biggest player establishes a network effect that's essentially impossible for other players to dislodge”