<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Noah Cowley</title><description>Independent equity research with a public track record.</description><link>https://noahcowley.com/</link><item><title>CRM — Salesforce, Inc. (Long)</title><link>https://noahcowley.com/theses/2026-08-04-crm/</link><guid isPermaLink="true">https://noahcowley.com/theses/2026-08-04-crm/</guid><description>Salesforce&apos;s pivot to AI-integrated SaaS and continued fundamental growth undermines priced-in concerns over extreme business decline.</description><pubDate>Mon, 03 Aug 2026 00:00:00 GMT</pubDate></item></channel></rss>