The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks

Impact · against what's priced in

Starboard Value's rotation from enterprise software to distressed consumer stocks provides a positive catalyst for CarMax and Lamb Weston, though CarMax's recent rally already captures much of the operational turnaround. Riot Platforms' pivot to AI infrastructure is a major valuation driver, while Salesforce's loss of activist support suggests the growth catalyst from that partnership has been exhausted.

RIOT+0.80

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