ServiceNow. Every tracked FinTwit mention of $NOW, newest first. 534 mentions since the first on Sep 15, 2025. See the price chart.
July 2026 · 39 mentions
Jul 16
Michael | Hypermarkets — 1. $AMD ~$1200
The "legit second source" to $NVDA. Agentic AI is CPU-heavy, and EPYC owns that lane every step up the AI stack adds general-compute demand. Catalysts stacked: Adva…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Midas — Here's what he bought in the last year from @asymmetrix_xyz, which tracks insiders like Trump:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS
Follow me for mor…↗
Jul 15
Mike Investing — Billionaires and politicians are quietly loading software names…
Over the next 4-6 months the software theme will outpace the general markets.
Focus on:
1. $DDOG ~ Datadog
2. $PL…↗
Jul 14
Mike Investing — I’ve said this before, & I’ll say it again…
These 8 heavily undervalued stocks remain current generational buys:
1. $NBIS at $190
2. $RKLB at $78
3. $ASTS at $68
4. $ZETA at $22…↗
TheValueist — $WDAY $HUBS $TEAM $NOW Enterprise SaaS not liking the $IBM preannouncement. Looks like it will be a rough day. https://t.co/cnWAc6XlJq↗
Jul 14
Frenchie — Les SaaS se font pulvériser.
$IBM -22%, ServiceNow $NOW -8% par sympathie
Mais pourquoi ?
1. Les résultats préliminaires d'IBM confirment que les semis restent LA priorité…↗
Jul 14
InvestmentGuru — $IBM
IBM shares dropped ~20% after its preliminary Q2 results missed expectations, raising concerns about enterprise IT spending.
But the bigger picture may be more nuanced.
Rev…↗
Jul 14
Antonio Costa — $NOW Pre-market following IBM earnings. https://t.co/JN2j0Me353↗
Jul 14
Ben Pouladian — In February I told readers to watch one ServiceNow metric
In April the company deleted it
The $NOW thesis now runs on two clocks, and one of them resolves July 22
Plus where Bl…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE.
24 stocks, avg –33% off their highs:
🔴 Oracle $ORCL –59.3%
🔴 IonQ $IONQ –49.4%
🔴 ServiceNow $NOW –49.2%
🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
amit — reason markets are struggling right now...
- trump putting a new 20% "cargo tariff" means prices could go up, meaning inflation goes up, meaning more potential for rate hikes
-…↗
Jul 10
Mike Investing — @bennybigbull @babyfolio Just some of my callouts this year fyi:
$NBIS @ $68
$CRWV @ $63
$PL @ $20
$META @ $520
$IREN @ $30
$NOW @ $82
$CIFR @ $11
$RKLB @ $56
$ASTS @ $63
& s…↗
Mike Investing — The literal U.S. President has been telling you what to buy, & doing so with a 100% accuracy.
His most recent callouts include:
$INTC at $19 which is up +590%
$DELL at $240 which…↗
InvestmentGuru — MORNING MOVERS
Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space:
GAPPING UP
$MU +6.7% — $3B US supply-chain investment
$KLAC +5.…↗
Jul 8
Midas — Buy what Trump is buying and you will make generational wealth.
Here's what he bought in the last year:
$NOK
$PLTR
$AAPL
$MP
$ORCL
$HOOD
$IBM
$INTC
$DELL
$NOW
$MU
$ONDS↗
Jul 8
Mike Investing — President Trump has already called out:
$INTC at $19 which ran +590%
$IBM at $203 which ran +63%
$NOW at $81 which ran +71%
Now he’s telling you to buy:
$PLTR at $132
$DELL at $…↗
Jul 8
Mike Investing — Don’t chase $MU & $SNDK after their recent 3,000%+ runs…
There are 5 stocks you should buy instead that have similar upside potential:
1. $ZETA ~ Zeta Global
2. $FCEL ~ Fuelcell…↗
Jul 7
Antonio Costa — $NOW Nice price action in a red market. https://t.co/DiTkZv5u40↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers:
$MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026
$SN…↗
Jul 7
InvestmentGuru — Best Trading Setups on My Watchlist
$META
$AAPL
$AMZN
$TSLA
$RDDT
$MSFT
$NOW
$NVDA
$PLTR
$GOOG
These are some of the strongest large-cap setups in the current market. Most contin…↗
Jul 7
Michael | Hypermarkets — President Trump invested millions in this company, but has never mentioned it:
$AVGO — Broadcom.
His financial disclosure shows Broadcom held across multiple accounts, with one p…↗
Jul 7
Mike Investing — The rotation back into software names has officially begun…
Playing this move right can make you generational wealth.
Here are the 5 software names to buy, & their upside targets…↗
Jul 6
The Claude Portfolio — Breaking: Four months ago, we set up Claude up with a brand new $50,000 portfolio to see how well it does at picking stocks
So far, it's worked.
Claude is up 14% while the $SPY…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1.
🔴 Micron $MU -22.3%
🔴 SanDisk $SNDK -25.9%
🔴 Western Digital $WDC -32.6%
🔴 Arm Holdings $ARM -30.4%
🔴 Inte…↗
The Future Investors — The Future Investors presents the 40 quality stocks with the highest FCF yields right now 📈💸
1. $MELI | MercadoLibre - 13.2%
2. $PDD | PDD Holdings - 13.2%
3. $ADBE | Adobe - 11…↗
Jul 2
Ben Pouladian — The tape scored Alex Karp’s CNBC hit as a crash out
Mediaite clipped “you sound pretty angry”
Futurism called it a nervous breakdown
David Sacks called it the best enterprise AI s…↗
Jul 2
The Claude Portfolio — ServiceNow ($NOW) is Claude's largest position, down about 50% from its highs and now clawing back. The bear case that drove that selloff has the mechanism backwards.
Why Claude o…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering:
• $META building “Meta Compute” to se…↗
Jul 2
PhotonBull — @menhguin Makes sense, agree with your software picks. I like $RDDT and $NOW the most↗
Mike Investing — These 8 stocks are going to make many generational wealth in the second half of 2026….
1: Ouster ~ $OUST
2: ServiceNow ~ $NOW
3: One Stop Sys ~ $OSS
4: RobinHood ~ $HOOD
5: UiPath…↗
Jul 1
Midas — Here are the companies I found using @asymmetrix_xyz:
Robotics: $TSLA, $OUST, $BB
AI: $NBIS, $CIFR, $IREN
Space: $RKLB, $ASTS, $SPCX
Energy: $BE, $TE, $IMSR
Software: $NOW, $M…↗
Jul 1
Trade Whisperer — $NOW Blue Candle: +10% Pop
Rising above 50/100 SMAs, Volume Concentration Level and even middle BB. Looking constructive🔥
300+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq…↗
June 2026 · 99 mentions
Jun 30
Jose Najarro Stocks — Amazon ($AMZN) just committed $1B to a new "Forward Deployed Engineering" unit.
The model is actually pretty smart and simple: it sends AWS engineers to sit inside your company a…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Jun 30
Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors…
1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM
2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN
3. Sp…↗
Midas — We called out $NOW at $90 for a 33% gain!
My FREE discord community has been making generational wealth this year.
Don't miss our next trade and join for FREE:
https://t.co/RmuX…
April 2026 · 83 mentions
Apr 29
Mike Investing — If you’re looking to create generational wealth then these are the stocks to hold:
1. CoreWeave ~ $CRWV
2. AMD ~ $AMD
3. Rocket Lab ~ $RKLB
4. Ondas ~ $ONDS
5. Amazon ~ $AMZN
6. N…↗
Apr 29
amit — @Diego9jey I like $NOW, I don't think it should be this low but software just does not have a strong narrative right now↗
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…
Daave “3 and 30” Tepper — If this doesn’t evidence the skinny margin for “software” I don’t know what does
$crm $now $igv↗
Mar 25
James East — Bottom #5 of S&P 500 YTD:
-39% $CSGP
-39% $FICO
-40% $WDAY
-41% $IT
-42% $TTD
Honorable mentions: $GDDY $INTU $HOOD $NOW↗
Mar 24
amit — $IGV
SaaS down again today is just becoming exhausting.
Why? Claude released a new tool that got 40M views in 12 hours. More automation workflows for people.
Which makes the mar…
February 2026 · 63 mentions
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 28
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #32
Daniel & I dove into five big themes:
• Is AI taking your job?
• Where we’re buying the dip
• What I’m doing with $EOSE
• Earnings reactions:…↗
Feb 27
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB, $IONQ, $AXON, $DOCN
• What Jac…↗
Alphatica — @fiscal_ai "$1T company in the making"
What the CEO says vs. what our data says:
Our Earnings Quality Signal on NOW: ⚠️ Mixed
Management confidence quietly declining.
FY earning…↗
Jan 31
Shay Boloor — @VanquishTrader $NOW trading at 20x FCF is freaking nuts.↗
Jan 31
InvestmentGuru — AI Just Broke the Software Business
$MSFT , $CRM , $NOW , $SAP all beat earnings — and still got crushed.
This wasn’t about revenue.
It was about survival.
The market is pricin…↗
Jan 30
Dillon Valdez — @FIREDUpWealth All quality SaaS/cloud looks good here. $RBRK + $MSFT $AMZN $NOW
December 2025 · 24 mentions
Dec 30
TheValueist — I'm long $AMZN $SNOW $AVGO and comfortable holding as we progress into 2026. I hear the competition is fierce for $DDOG and margins will compress. I'm staying clear of $NOW and ent…↗
Shay Boloor — HOW THE MARKET PRICES GROWTH TECH ENTERING 2026
This chart shows how the market is valuing growth SaaS based on 3-year revenue CAGR (2025-2028) against EV to gross profit.
The…↗
The Future Investors — The Future Investors presents the Top 30 companies founded in this century (>2000) — ranked by market cap 🚀✨
🇺🇸 1. $META | Meta – 2004
🇺🇸 2. $TSLA | Tesla – 2003
🇺🇸 3. $PLT…↗
Nov 19
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…↗
Nov 9
The Future Investors — Here are 25 quality stocks est. to grow revenue, EPS & FCF by >15% annually over the next 3Y — ranked by PEG ratio 🚀📈
1. $MU | Micron - 0.22
2. $SE | Sea Limited - 0.53
3. $DASH…↗
October 2025 · 2 mentions
Oct 25
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
Oct 16
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟳 𝗕𝗲𝘀𝘁 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Software company' are....
$AXON…↗
September 2025 · 1 mention
Sep 15
Tech Fund — 30% pricing uplift due to token monetization - $NOW - from Goldman:
"On the narrative that AI could erode seat-based models, ServiceNow highlighted its hybrid pricing approach th…↗
June 2025 · 1 mention
Jun 19
Nancy Pelosi Stock Tracker ♟ — BREAKING 🚨:
Marjorie Taylor Greene just bought more stocks
~ $15K of Netflix $NFLX
~ $15K of Service Now $NOW
~ $15K Snowflake $SNOW
~ $15K of Applied Materials $AMAT
and more…↗
— $NOW nice continuation this morning. https://t.co/GwNZyFKXTm
InvestmentGuru — Better trading opportunity in this market
$PLTR
$MSFT
$SNOW
$NOW
$META↗
Jun 29
InvestmentGuru — Short-Term ETF Radar
$IGV · $MAGS · $LABU
Three interesting setups on the board right now. Here’s the read:
$IGV — iShares Tech-Software ETF
→ Software is staging a comeback a…↗
Jun 29
Trade Whisperer — Is it a good time to buy $NOW?
Blue candle looks aggressive but it's facing the 50 & 100 SMAs plus a volume node level as potential resistance. Bulls have work to do. Blue-Gr…↗
Jun 28
The Claude Portfolio — Here is an AI conceding that the hard part of autonomous AI is not building it. It is getting enterprises to actually adopt it. That gap is the whole thesis behind Claude's largest…↗
Jun 27
Antonio Costa — $NOW Bullish engulfing near support w/volume above avg. https://t.co/hOQne2M4GR↗
Jun 27
Kevin Maro — Would love everyone's opinion on 3 different types of stocks:
1. Your top 3 favorite long's in the entire market
2. Top 3 underrated stocks right now
3. Top 3 most overrated stock…↗
Jun 26
The Claude Portfolio — ServiceNow ($NOW ) is Claude's biggest position at 12% of the book, and it is up 10% today to about $98.
Why Claude owns it:
The thing that cut this stock in half was a fear that…↗
Mike Investing — While others panic on pullbacks this is when you should be buying…
These 8 stocks are no brainers that can easily 10x:
1. Nebius ~ $NBIS
2. Cipher Digital ~ $CIFR
3. CoreWeave ~…↗
Jun 23
Shay Boloor — Raymond James says $NOW price increases could exceed management's 20-30% uplift guidance as customers move to new AI-embedded subscription tiers.
The firm sees higher pricing pul…↗
Jun 22
Leandro — @evrgn11112231 In 5 years you’ll be able to replicate $NOW only with HBM↗
Jun 22
The Claude Portfolio — @PeterR1285558 The profit-taking window on $NOW closed at $135 on June 1. It's $93 today. Selling now just dumps a 20% grower at the bottom of its own round trip, right after it ra…↗
Jun 22
Michael | Hypermarkets — $NVDA — Still the compute layer everyone builds on top of. CUDA moat + accelerator demand isn't slowing this decade.
$AMD — The credible #2 in accelerators. Hyperscalers want a se…↗
Jun 21
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
Midas — @asymmetrix_xyz That company is $NOW.
If this helped you out, follow me for more.↗
InvestmentGuru — @Tokus99448627 $NOW at $95 - Buying opportunity for Long Term, This is enterprise agentic AI infrastructure at a deep discount. DYOR↗
Jun 17
Frenchie — @coolspotera C'est hardcore le pullback, même Jensen avec $NOW ça reste maigre, très maigre↗
Jun 17
InvestmentGuru — All are buying opportunity at one point.
$MSFT
$NOW
$ADBE
$NFLX
$TTD↗
Jun 16
Shay Boloor — @FuturumEquities AI agents need to operate inside the workflow layer where companies already run their businesses and thats exactly where $NOW sits.↗
Jun 16
Shay Boloor — @FuturumEquities You can watch my full $NOW breakdown here including why I own it and my other favorite software name tied to this theme.
https://t.co/1fDbwaRQyW↗
Jun 16
Shay Boloor — $SPCX spending $60B on Cursor validates the idea that real AI value accrues to the application layer that owns the workflow, proprietary data loop and enterprise distribution.
$NO…↗
Jun 16
The Claude Portfolio — Breaking: Claude just sold one of it's top holdings
Earlier this morning it sold out of Eli Lilly $LLY for around a 15% gain
Here's why it sold:
"I sold my entire Eli Lilly posi…↗
Jun 15
The Claude Portfolio — @oranamige Love the energy, and $180 isn't a fantasy. It's roughly where NOW traded before this year's drop, so the path back is real: the AI revenue story keeps converting and the…↗
Jun 15
Chris — TAKE A LOOK AT $NOW https://t.co/sz5x9xB7FP↗
Jun 15
The Claude Portfolio — New: ServiceNow $NOW recently raised it's AI revenue target from $1B to $1.5B
It's currently Claude's top position & Claude has even bought the dip multiple times
Here's the most…↗
Jun 15
Chris — $NOW 110c 06/18 at 1.30
200 to 2 Million Challenge↗
Jun 15
InvestmentGuru — QUALITY SOFTWARE — SENTIMENT WEAK, FUNDAMENTALS STRONG
$ADBE
Creative Cloud + Document Cloud moat remains intact
AI monetization (Firefly, GenStudio) still underappreciated by mar…↗
Jun 14
InvestmentGuru — @longtermstocks2 $NOW Strong analysis overall. One thing to revisit: the bear-case valuation math. The revenue base and growth assumptions used there don’t fully align with the co…↗
Jun 13
Mike Investing — This recent market wide pullback has created many generational dip buying opportunities.
These are the best 8 names to buy now:
1. $IREN at $59
2. $NOW at $102
3. $ASTS at $82
4.…↗
The Claude Portfolio — Commentary: Some months ago we gave Claude 50k to invest, here is it's current portfolio. All 15 positions, largest first, with one line on why each is still in the book.
Here's C…↗
Jun 11
Mike Investing — The largest buying opportunity since March is officially here…
These are the 8 stocks you need to load on this pullback along with their EOY targets:
1. $NOW at $100 & will be $1…↗
Jun 11
Michael | Hypermarkets — @RSLease $Now would be so awesome to get at those prices..what do you think?↗
Jun 11
The Future Investors — $NOW $IBM ServiceNow and IBM expanded their partnership to help enterprises modernize legacy systems, unlock enterprise data, and accelerate AI adoption across business operations…↗
Jun 11
Shay Boloor — $NOW and $IBM are expanding their partnership to help enterprises unlock AI across legacy apps, messy data and IT operations.
The collaboration combines ServiceNow AI Platform wit…↗
Jun 11
Alphatica — Breaking News:
ServiceNow and IBM expand collaboration to unlock enterprise data for AI at scale.
IBM and ServiceNow will deliver joint solutions that modernize aging systems, e…↗
Jun 11
Dillon Valdez — @StockMarketNerd That’s not true. Model capability on a benchmark, although may look like a couple points, is shocking to experience in real life. You see and feel the difference.…↗
Michael | Hypermarkets — Exactly 1 year from now, you're a millionaire by doing only 1 thing in June:
1. Realize $MU earnings is on June 24.
2. $MU is still undervalued and going lower.
3. You add $MU whe…↗
Jun 10
Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June.
When $SPY crashes 10%-20% buy these:
1. $NOW ~$105 | Buy zone: $80–$85
Near 52-week lows. Agentic AI platform still p…↗
The Claude Portfolio — New: Thoma Bravo founder calls the SaaSpocolypse "over"
"AI is an enormous tailwind for software companies"
ServiceNow $NOW is still the Claude Portfolio's largest holding https:…↗
Jun 9
The Claude Portfolio — @beichaz_ Here's the current book, 15 positions, weights as they sit today:
$NOW 14.6%
$ZETA 10.7%
$LLY 9.3%
$VST 9.1%
$RDDT 6.2%
$HALO 6.1%
$MGNI 6.0%
$PGY 5.6%
$ICE 5.6%
$ARDX 5…↗
Jun 9
The Assembly — The market just gave you a second chance on this one.
$NOW https://t.co/fDGgczjcHZ↗
Jun 9
The Claude Portfolio — Breaking: Claude Portfolio just bought a new stock bc it thinks Hurricane Season will be weak
Back on March 31st, we gave Claude's agents $50,000 to see how well they do at picki…↗
Jun 9
Jason Luongo — 6. $NOW - ServiceNow
In a May CNBC interview alongside ServiceNow's CEO, Jensen called agentic AI "fully accretive" for software companies like ServiceNow. They announced Project…↗
Jun 9
Michael | Hypermarkets — $SPY already broke under 20SMA at $746 and today retested it. It failed again.
It will need to defend this $730-$732 area this week. CPI is on Wednesday and so is $ORLC earning.…↗
Jun 9
Michael | Hypermarkets — 4 Reasons CPI is Most Likely Coming in Hot
1. Tariff pass-through hit in May
The US-China 90-day truce was announced mid-May, but the prior tariff wave (April–May) already force…↗
Jun 8
Midas — $META
$AMD
$V
$NOW
$AXP
If this helped you out, follow me for more.↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $M…↗
Shay Boloor — “The market is in such a bubble.”
Yet here are the 2027 earnings multiples for some of the largest companies in the world:
• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
•…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 6
Michael | Hypermarkets — President Trump buying AI companies again.
Last time this happened,
$INTC $20 → $130 up 650%
$DELL $235 → $470 up 200%
$MU $320 → $1100 up 350%
$IBM $220 → $330 up 150%
This tim…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
Michael | Hypermarkets — $SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD…↗
Jun 6
Michael | Hypermarkets — CEO $TSLA Elon Musk tweeted “Gamestonk!!” and $GME spiked 400%
Right now, he is saying $MU is the most important company in AI,
not $NVDA
not $AMD
not $GOOG
not $NOW
Perfect…↗
Jun 5
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
B…↗
Jun 4
Trade Whisperer — @dylanlep2 I am holding all 6. I have $TSM $COHR $LITE $GLW too.
Smaller positions on software for $NOW, $PLTR, $RDDT, $MSFT↗
Jun 4
Michael | Hypermarkets — TIER 1 — THE IRREPLACEABLE (Core Bottlenecks)
#1 $NVDA — The entire AI compute stack runs through NVDA. Every hyperscaler, every neocloud. NVDA remains the clearest monetization p…↗
Jun 3
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
NoLimit — The market sometimes gives you a second chance.
$NOW https://t.co/WozISAh5Vp↗
Jun 3
Mike Investing — I’ll say this once. These 8 stocks are going to make generational wealth for many by year end…
1. ServiceNow ~ $NOW
2. Cipher Digital ~ $CIFR
3. Nebius ~ $NBIS
4. CoreWeave ~ $CR…↗
Jun 3
Michael | Hypermarkets — HYPERMARKET WATCHLIST for June 3, 2026
1. $MRVL — $290 | Jensen trillion-dollar endorsement, continuation or gap fade.
2. $KEEL — $5.68 | Leopold call catalyst, high-beta AI infr…↗
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 2
Midas — $PLTR
$NOW
If this helped you out, follow me for more.↗
Jun 1
Mike Investing — I’ve said this before, & I’ll say it again one last final time…
If you missed $NOW at $82.
Missed $NBIS at $63.
Or even missed $ARM at $130…
Then you cannot miss out on $CRWV a…↗
Jun 1
BULL OF BRITAIN — The SaaS rally doesn't look like its ending soon. We are currently in some weird liquidity war at the minute
> Space tanking, Small trims in Semi/Photonics -> SaaS catching bid.…↗
Jun 1
Trade Whisperer — $NOW +29% $PLTR +20% $CRWD +18% $MSFT +11%
Since my Agentic AI Software callout. https://t.co/adR63LezIH↗
Jun 1
The Claude Portfolio — Breaking: Claude ticked the bottom on ServiceNow almost perfectly
On 4/10, it took our $50K and bought $NOW at $83.00
Today, the stock is $136.57
Claude originally bought the di…↗
Jun 1
Alex A.C. — Jensen is even giving you those names; don't put all the SaaS in the same basket 😉 $CDNS $CRWD $PLTR $NOW
Said that, I'm not interested in Software as long as the hardware/data…↗
Jun 1
Trade Whisperer — @BigBernard1990 Do you even read my posts? $NOW is up 36% since I called out. $CRWD is up 20%. You missed the $MU 31% run because you are unable to comprehend English?↗
Jun 1
Shay Boloor — The “SaaSpocalypse” narrative got overplayed and when everyone is positioned the same way and expectations are that low then better-than-feared earnings can be enough to spark a so…↗
Jun 1
The Claude Portfolio — Breaking: Jensen just said what Claude's been saying about ServiceNow $NOW the entire time
"Agents are going to create the largest opportunity ever for my partners ($NOW)"
Claude…↗
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
InvestmentGuru — Best setup for today, IMO
$ARM
$MU
$IBM
$PLTR
$NOW↗
Jun 1
BULL OF BRITAIN — The $NOW setup looks extremely good r/r.
The company has fundamentally never been better, while front running the agentic workflow hype.
All it lacked was sentiment.
Jensen sh…↗
Jun 1
The Assembly — Wow.
$NOW just popped nearly 9% in pre-market.
Up 55% since we covered it.
Turn on notifications. The next one is already lining up. https://t.co/slrK2VKFvG↗
Jun 1
NoLimit — Jensen Huang, CEO of $NVDA, just highlighted $NOW, $CRWD, and $PLTR.
He said AI agents will not disrupt these markets. They will create the biggest opportunity these companies hav…↗
Jun 1
Tigris 会讲课教授是好老师 — 如果我判断如同卖方的投行，比如摩根斯坦利对 $DELL 减持评级$170目标价，然后直接财报后过400后，被打脸打肿，然后公开认错发布“We got this one wrong”
对于 $NOW ，我在财报后发布90就是倒车接人。如果错，我当然也会发布“I got this one wrong”。
但是“不幸的是”，我总是一次又一次“赢麻”了……
底…↗
Jun 1
Dustin — $NOW This entire keynote speech from nvidia’s Jensen Huang is about agentic ai, software, and even featured ServiceNow! https://t.co/e6rNTDgjkT↗
Jun 1
Shay Boloor — $NVDA CEO Jensen Huang says “software companies aren’t dead” because AI agents still need an application layer to process, orchestrate and turn tokens into real workflows
He also…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
Trade Whisperer — $MU $62 → $1,012 Overnight
$SNDK $200 → $1,740 Overnight
$NOW 36%+ since Tuesday
5,000+ posts. One thesis. You are welcome.
And we're just getting started.
Choose your follows wi…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
Shay Boloor — Holy moly $NOW is up more than 10% in overnight trading 😳 https://t.co/dhIXbIkE3c↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
Jun 1
InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading
The AI infrastructure and software rally is showing no signs of slowing down:
AI Server Makers
$DELL +3%
$IBM +13%
$HPE +9…↗
Jun 1
Chris — $NOW from $90 to $140 in less than 2 weeks↗
Jun 1
Lando — @antibearthesis I should’ve bought $NOW a month ago when you told me to 🤣🤣 https://t.co/4BC4rpCEY7↗
Midas — $META
$AMD
$VISA
$NOW
$WFC
If this helped you out, follow me for more.↗
May 31
Tradable Astronaut — Top ranked software names on the Aion Index right now:
$SNOW 100
$TEAM 94
$GTLB 92
$NOW 90
$APP 88
$DDOG 87
But the real opportunity might be in the names sitting in the mid…↗
May 31
Trade Whisperer — $NOW
Bernstein $236.
DA Davidson $190.
Evercore $150.
Now Assist AI revenue target raised from $1B to $1.5B for 2026.
Signs of Agentic AI traction. https://t.co/qR929MkDfL↗
May 31
Mike Investing — President Trump is undefeated in the stock market, & has made many generational callouts such as:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at $81 & is no…↗
May 31
amit — @MyMommaBasement @KrisPatel99 You mean $NOW 😂 but that is working!!!↗
May 31
amit — $IGV
Okay, let’s talk about software…
Here’s my question: are software stocks actually ready to breakout or is this move legit?
If it is legit, then it may be time to buy the br…↗
May 31
The Assembly — In the last 2 weeks, we covered:
$OUST +55%
$NOW +50%
$SHAZ +47%
$HIVE +46%
$ASPI +43%
$ONDS +43%
And many more up 20-30%.
Follow us with notifications on. That’s the move…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
InvestmentGuru — 10 Best Stocks to Own Right Now
A conviction list built for this market. AI infrastructure. Memory supercycle. Fintech re-rating. Photonics bottleneck. Every name here earns its s…↗
May 30
InvestmentGuru — SAAS IS BACK FROM THE DEAD
Options traders are convinced the “SaaS-pocalypse” is over. The iShares Expanded Tech-Software ETF
$IGV has seen increasingly bullish volume all month,…↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…↗
May 30
Mike Investing — U.S. President Trump has literally told you what to buy, & has yet to miss.
Thus far he’s called:
$INTC at $19 & is now up +594%
$DELL at $230 & is now up +96%
$NOW at…↗
May 30
Wolf Capital — @RosannaInvests $NOW and $IBM are next!↗
May 30
Wolf Capital — First $INTC , $DELL
$NOW we have a callout for $IBM !
Well this is going to turn into another trade for sure.
Earnings report is on July 22nd too, marking my calendar.↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 30
BULL OF BRITAIN — Random thoughts this week and stuff I’m looking at (market rundown kinda)
- Adding to $AAOI, $LPK and $SIVE
> Oversold from SaaS pivot (AAOI hitting 200DMA)
> Jensen “we need…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 29
The Assembly — It keeps going.
We bought when they told us to sell.
Members of The Assembly are now up 49% on their $NOW position, in two weeks.
Access is currently closed. Don’t miss the reop…↗
May 29
Mike Investing — President Trump quite literally just gave you a guide how to become rich off the stock market in 2026…
Last time he did this was with:
~ $INTC at $19 which ran +595% to $132+
~ $…↗
May 29
Antonio Costa — $NOW Nice breakout today and good upside volume the last two days. https://t.co/foLODGoN0r↗
May 29
NoLimit — $NOW ServiceNow.
Trump bought between $1M and $5M worth of shares in Q1.
The enterprise AI platform powering workflows for the largest companies and governments in the world.
A…↗
May 29
unusual_whales — That just about does it for May! Another busy month with a lot of notable options flows.
Too many big winners to spotlight all, but here are a small handful of flows that were spo…↗
May 29
Michael | Hypermarkets — $NOW is #1 position in President Trump's portfolio.
1 month ago, I called it out at $85 →$125 up 50% so far.
This is going past $250+ and here's why:
1. $NVDA picked $NOW as its…↗
May 29
Trade Whisperer — @aymanraouf I don't like the CEO so I go for the alternative. $NOW $PLTR↗
May 29
Trade Whisperer — $NOW+ 14% $PLTR +9% $CRWD +8% $RDDT +5% $MSFT +4%
Remember, these aren't just some random picks of mine. I've shared the AI thesis with all five since 2024.↗
May 29
Trade Whisperer — @BrianWoolf333 My pleasure. Long $PLTR $RKLB $NOW $MU $TSM $CRWD↗
May 29
Trade Whisperer — @riskrewardalgo $NOW solves mundane enterprise problems (backend stuff)
$PLTR solves critical enterprise problems, the actual core company missions.↗
Nancy Pelosi Stock Tracker ♟ — Claude casually calling the bottom and buying ServiceNow $NOW because it thinks it's actually a beneficiary of AI is absolutely classic↗
May 29
The Claude Portfolio — Breaking: Claude called the bottom in ServiceNow
Back on 4/10, it bought the dip on $NOW saying it actually is a beneficiary of AI
Well It's up 13% today and now up 39% since it…↗
May 29
The Assembly — We did it again.
A week ago, we flagged $NOW for aggressive congressional buying activity.
The stock is up 22% since then.
Follow us with notifications on so you don’t miss the…↗
May 29
Trade Whisperer — $NOW is up 24% since Tuesday.
Surprise. I wrote the Agentic AI thesis on $NOW 16 months ago.
Too early. Ahead of the curve. Just like $MU $PLTR $RKLB↗
May 29
Shay Boloor — $NOW JUST BROKE ABOVE $120 😳 https://t.co/OBc30Fanp0↗
May 29
Michael | Hypermarkets — @bre9596 He totally did!! He bought so much $NOW in his portfolio. Did you see it?↗
May 29
Michael | Hypermarkets — $NOW was at $225 before it crashed to $80.
It's probably going to 20x-40x in 2 years.
Remember, CEO $NVDA Jensen Huang and President Trump said buy it.
It's playing out exact…↗
May 29
Michael | Hypermarkets — 2 years ago, I called out $ASTS at $2. Its up 6500% so far at $130.
My target at least $200+ when $SPCX IPOs.
Right now, $ORCL is the most obvious play. Its earnings is on June 1…↗
May 29
InvestmentGuru — SaaS is back in full send mode yesterday.
→ $SNOW +38.80% — that’s not a typo
→ $RDDT +7.35%
→ $SHOP +7.80%
→ $NOW +7.68%
→ $PLTR +7.95%
→ $ZETA +4.37%
→ $DDOG +2.96%
→ $IGV +3.0…↗
The Claude Portfolio — Commentary: ServiceNow($NOW ) is Claude's largest position, up 23.5% since the April entry. A reply pushed back that the Armis acquisition's amortization is about to break the mar…↗
May 29
Trade Whisperer — Agentic AI is the most important investment theme of the next decade. So what does it actually take to win?
You cannot drop an AI agent into an organization and expect it to perfo…↗
May 29
Shay Boloor — $NOW JUST CROSSED $116 😳 https://t.co/l8uOpOjxNC↗
May 29
Trade Whisperer — @ribel333 $SAP is good choice but I prefer $NOW due to digital workflow layer.↗
Mike Investing — President Trump has gone undefeated in the stock market…
First he called $INTC at $19 which ran +594% to $132.
Next he called $DELL at $230 which ran +88% to $433.
Now he’s tell…↗
May 29
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Dell $DELL says customer conversations around AI infrastructure are increasingly multi-year in nature,…↗
May 28
Mike Investing — @TheProfInvestor & $NOW is another President Trump pick. https://t.co/jjldQaicW2↗
amit — so is software back or is the market just playing with our emotions again
$PLTR +5.2%
$SHOP +4.7%
$RDDT +5.1%
$NOW +6.5%
$FIG +7.2%
can we finally stop this nonsense about AI…↗
Tigris 会讲课教授是好老师 — $SNOW 财报后盘后暴涨超30%。为何不怕AI杀死软件了？
收入34%，全年指引上调只是表面。市场真正重新定价的，是 Agentic AI 进入企业之后，谁能掌握数据、权限、治理和行动接口，谁就可能从“被 AI 吃掉的软件”，变成 AI 必须经过的控制层。
这正是我此前这篇文章的核心判断……
看懂它，也就看懂今晚 $SNOW 为什么涨。
AI 杀死的…↗
May 27
The Claude Portfolio — Update: Claude's top position is making a comeback
For the last 2 months, ServiceNow $NOW has seen some volatility, yet Claude has bought the dip through it all
The position is u…↗
May 26
Shay Boloor — OpenAI reportedly hired $NOW CMO Colin Fleming to lead marketing for its business segment after two years at ServiceNow and more than a decade at $CRM.
OpenAI and Anthropic are no…↗
May 25
amit — It has been a bull market, but not everywhere.
There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and…↗
May 25
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
May 25
Mike Investing — This year I’ve already called out:
$RKLB at $56 & is now up 148%
$OSS at $7 & is now up 157%
$AMD at $190 & is now up 152%
If you’re looking for the next MASSIVE runner then lo…↗
May 25
Michael | Hypermarkets — Ordinary people will be millionaires in 2030 by doing nothing.
Trump is telling everyone what to buy:
$INTC at $20 → $140 then $300
$DELL at $200 → $300 then $500
$NOW at $80 → $…↗
May 24
Daave “3 and 30” Tepper — @TMTLongShort $now has the sole ability to knight $nvda nemotron as dominant open source agent orchestration layer↗
May 23
Michael | Hypermarkets — Pay attention, President Trump telling you to buy and hold $MU.
Last year, he said to buy $INTC at $20. It’s going to be 1000% winner.
This week he said to buy $DELL, $NOW, $ORCL…↗
Mike Investing — Politicians, President Trump, & even the $NVDA CEO, Jensen Huang are all betting on this one stock to succeed…
That is ServiceNow ($NOW).
They all know that $NOW will become esse…↗
May 22
Dillon Valdez — @FIREDUpWealth @themotleyfool $NOW what is that?↗
May 22
Trade Whisperer — @kate_manc00 $NOW is possible but I am not sure if it's time yet. Software is still getting the hate.
https://t.co/4LfhdW1SCO↗
May 21
Mike Investing — If you’re looking to create generational wealth in 2026 then look no further than these 8 stocks:
1. Iren ~ $IREN
2. Oklo Inc ~ $OKLO
3. Rocket Lab ~ $RKLB
4. ServiceNow ~ $NOW
5.…↗
May 20
Dillon Valdez — @FIREDUpWealth What $NOW? We’re trying to find the next mega winner↗
May 20
InvestmentGuru — Software stocks are under pressure today, but this doesn’t look like a breakdown—it looks more like profit-taking after a strong run and rotation ahead of $NVDA earnings. A lot of…↗
May 19
The Claude Portfolio — 49 days ago we set Claude up with a brand new $50,000 stock portfolio
So far, it hasn't outperformed the market
Since inception:
SPY: +8.37%
Claude: 3.37%
It's picked a couple b…↗
May 19
unusual_whales — Breaking: ServiceNow is now up 17% since President Trump disclosed a stake in the company
According to his filing disclosed on 5/14, he bought up to $5M of $NOW
That's $850K of…↗
Michael | Hypermarkets — $SPY will crash 10%-20% in this year (again).
It'll be painful when $SPY sells off from $750 towards $650.
Here's 9 stocks to add for 10x-20x gains:
1. $NOW buy zone $80-$85.
A…↗
May 19
InvestmentGuru — $NOW — Best Setup
Trading - $104, down from a 52-week high of $211. Down 40% YTD. That’s historic washout territory for one of the best enterprise software businesses alive. Know…↗
May 19
InvestmentGuru — $NOW
$SNOW
$ADBE
$NFLX
$NKE
best looking Trading setup in this market. $NOW is my favourite https://t.co/tAc53sVKZR↗
May 19
InvestmentGuru — In this kind of macro environment, the market is basically forcing a rotation decision rather than a broad risk-on approach. You either lean into deep value / beaten-down quality n…↗
May 19
Mike Investing — In 2024 I called out $TSLA at $140.
Then in 2025 I called out $AMD at $76.
Now for 2026 my next callout to change lives will be $NOW.
All while sitting at its LOWEST valuation e…↗
May 18
Cobra — Trump said go buy $DELL I say don’t
Well I say otherwise I’ve only seen this setup 1 time in 6 years 👀
I’m putting $1,000,000 in this SINGLE stock
Very similar to $DELL that m…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
AlmaCap — Some stocks eyeballing look cheap.
$msft $meta $ttd $NOW
Not investigating, not buying. Keeping focus on memory and broader semis complex. Nothing else matters to me right now.↗
May 18
Chris — Good to see people finally catching on $NOW↗
Jason Luongo — You could buy 100 shares of $NOW right now for $9,497.
Or you could buy the $80 call LEAP expiring June 2027 for $3,265. Same directional exposure for 66% less capital.
Strike:…↗
InvestmentGuru — 5 STOCKS TO BUY ON THE NEXT ROTATION
The market rotates. Smart money repositions. Here are five names that become must-own on the next meaningful pullback.
$META — AI Monetizatio…↗
May 16
Mike Investing — If your looking to make generational wealth in 2026, then buy & hold these 8 names…
1. ServiceNow ~ $NOW
2. Nebius ~ $NBIS
3. Iren ~ $IREN
4. Rocket Lab ~ $RKLB
5. AST SpaceMobile…↗
May 16
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 16
The Claude Portfolio — Commentary:
Buying long-dated calls on $NOW right now means paying the most expensive vol of the year into a known July 22 binary. That is the part the entry question skips.
Some…↗
May 15
The Claude Portfolio — Commentary:
Trump bought ServiceNOW seven times into the wreckage. $3.29M net added between Feb 10 and Mar 21, with a $1M to $5M anchor and two "unsolicited" buys his broker didn'…↗
May 15
Mike Investing — The $NVDA CEO, Jensen Huang is telling you to buy $NOW.
One of President Trumps biggest buys for 2026 was $NOW.
Even the CEO of $NOW is buying more shares of his own company.
Ea…↗
May 15
The Claude Portfolio — Update: Claude's top position, ServiceNow $NOW is making a comeback
It's average return is now +8.5%
& is up 5.6% today. Here's it's newest commentary:
"$NOW +5.6% today, my lar…↗
May 15
unusual_whales — BREAKING: Yesterday Donald Trump filed his entire personal stock portfolio
So we recreated his top 20 holdings and launched it on Autopilot for the world to invest alongside
Here…↗
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 15
Mike Investing — Earlier today President Trump revealed his Stock Purchases for 2026…
There were over 3,600+ transactions and revealed $1M+ positions in these stocks:
$NVDA, $NOW, $ADBE, $ORCL, $…↗
May 14
Chris — $NOW that’s a clean setup 👀 https://t.co/EhzeQ4j14q↗
May 14
unusual_whales — BREAKING: Trump has disclosed thousand of transactions.
He owns more than a million of $NVDA, for example.
He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more.
The tra…↗
May 14
Michael | Hypermarkets — All the stocks Trump bought are up 100%-200% so far.
When he says to "BUY THE DIP" you do it if you want to retire before 40.
1/ NVIDIA $NVDA — AI compute is the oil of the 21st…↗
May 14
Shay Boloor — President Trump’s latest 278-T filing reportedly disclosed 3,600+ transactions so far in 2026.
The filing appears to show $1M+ positions in:
• $NVDA
• $AAPL
• $ORCL
• $AVGO
• $NOW…↗
Daave “3 and 30” Tepper — ofc jensen is bullish $now !
servicenow just blew their annual ai token spend in 3 months and will literally issue a bond to fund re-upping their token spend becuase they have no…↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 13
Chris Ray — This is kind of insane…
Defense stocks like $AVAV and $KTOS are down YTD almost as much as SaaS stocks like $NOW, $CRM, and $SHOP.
They’re actually down WAY more than these SaaS…↗
May 12
Mike Investing — The $NVDA CEO, Jensen Huang has been literally telling you to buy these 2 sectors before they boom:
Data Centers - $IREN, $NBIS, $CRWV
Software - $NOW, $ADBE, $DDOG
If you misse…↗
May 12
Mike Investing — If you’re looking to create generational wealth in 2026 then you must have these 8 stocks in your portfolio…
1. Rocket Lab ~ $RKLB
2. Nebius ~ $NBIS
3. Tesla ~ $TSLA
4. Nokia ~ $N…↗
May 11
Shay Boloor — @jsmith68abq @cvpayne Yes but depends on your timeline.
I’m constructive on $NOW, $CRWD and $SNOW long term because I think they own some of the best software real estate in the A…↗
May 11
Shay Boloor — @cvpayne Hey @jsmith68abq! Here are my takeaways on $NOW, $CRWD and $SNOW:
Crowdstrike is AI security layer because AI makes attacks faster and more automated which makes endpoin…↗
May 11
Shay Boloor — TUNE INTO FOX BUSINESS
I’ll be covering:
• Massive satellite-to-phone opportunity for $ASTS
• $RKLB can become the second pillar of the space economy & scale toward a $100B compan…↗
May 11
The Claude Portfolio — Breaking: Jensen Huang sounds bullish on ServiceNow $NOW
"For the first time, service is software. And the service industry is 100 times larger than the software industry"
$NOW i…↗
May 11
Mike Investing — ServiceNow will go down in history as the greatest dip-buy setup that many have overlooked…
Over the last few months $NOW has partnered with:
- Nvidia
- Anthropic
- Amazon
- Micr…↗
May 10
The Future Investors — 4 stocks under pressure 📉😬
Who’s your top pick for the next 3 years? 🚀👇
$MELI $SOFI $APP $NOW https://t.co/ijK2kWNexR↗
May 9
Mike Investing — The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU…↗
May 9
The Claude Portfolio — Commentary:
Here's where I'd put $NOW in 5 and 10 years: base case $280 to $340 by 2031, $540 to $770 by 2036. The math anchors on McDermott's own 2030 target of $30B subscriptio…↗
May 9
The Future Investors — $NOW CEO Bill McDermott:
"We’ll be a trillion-dollar company. It’s not a question of if, but when." 🤖🔥
ServiceNow is going all-in on AI agents, workflow automation, and becoming…↗
May 9
Daave “3 and 30” Tepper — @AlphaSenseInc did he have a seizure? I understand every part of that except what is the $hubs (or insert $now) reason to exist? The u/x ultimately becomes a thin layer, a single m…↗
May 8
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
May 8
Dillon Valdez — @eastdakota @TheTranscript_ @MicheleRivaCode Like service $NOW automations?↗
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
The Future Investors — $NOW Great visual from ServiceNow showing the "build-it-yourself" AI trap 🤖
Many investors think AI is just:
- a model
- a prompt
- a working demo
But the real complexity are hi…↗
May 6
Shay Boloor — $NOW surpassed $1B in cumulative AWS Marketplace transactions while deepening its AI integration with $AMZN.
ServiceNow AI Control Tower will integrate with AWS Bedrock AgentCore…↗
May 5
Shay Boloor — $NOW & $NVDA launched Project Arc which is an autonomous enterprise AI agent that can think, write code & execute complex work.
It runs on Nvidia OpenShell and is governed…↗
May 5
Shay Boloor — $NOW is expanding its $MSFT partnership by integrating AI Control Tower with Microsoft Agent 365.
The goal is to give enterprises unified visibility, approval workflows and policy…↗
May 5
The Claude Portfolio — Boris Cherny, Head of Claude Code, on the importance of ServiceNow $NOW https://t.co/TkyKaBEcZk↗
May 5
The Future Investors — $NOW At its Financial Analyst Day, ServiceNow announced:
📈 $30B+ subscription revenue target by 2030
💰 Rule of 60+ by FY30
🌍 TAM expanded to $600B by 2028
🤖 Positioned itself…↗
May 4
Shay Boloor — $NOW CEO Bill McDermott just laid out the 2030 plan positioning them as control tower for AI governance, routing & oversight:
• $30B+ 2030 subs revenue (~18% CAGR)
• Rule of 60 t…↗
May 4
TheValueist — Some truth in this statement.
$CRM $NOW $WDAY $TEAM↗
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
May 1
Shay Boloor — $NOW six years ago:
• $90/share
• ~$7B total RPO and ~$250M operating profit run-rate
$NOW today:
• $90/share
• ~$28B total RPO and ~$2B operating profit run-rate
The stock round…↗
Mike Investing — Investing into these 10 stocks will set you up to be rich before 2030:
1. AMD ~ $AMD
2. CoreWeave ~ $CRWV
3. Nebius ~ $NBIS
4. One Stop Sys ~ $OSS
5. Rocket Lab ~ $RKLB
6. Amazon…↗
Apr 26
Mike Investing — $NOW will go down as the greatest dip-buying opportunity of 2026…
Currently down -62% from ATH’s, markets are pricing LLM’s to replace software.
The CEO of ServiceNow strongly di…↗
Apr 26
Mike Investing — The $NVDA CEO quite literally has been telling you what to buy…
In 2025 Jenson called:
$NBIS at $21 & is now up 680%
$APLD at $3 & is now up 1,200%
$TSM at $180 & is now up 130%…↗
Apr 25
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Apr 25
Shay Boloor — @jasonlk $NOW & $CRM have a very a specific window (next 12 to 18 months) where the software companies with deepest customer data & most embedded workflow integrations can consolid…↗
Apr 25
Shay Boloor — $NOW CEO Bill McDermott says the market is pricing in fear that LLMs could replace large parts of enterprise software.
But in an AI economy where companies need to operationalize…↗
Apr 24
Shay Boloor — $NOW WAKING UP TODAY 👀 https://t.co/enmifA32CG↗
Apr 24
The Claude Portfolio — Breaking: Claude is doubling down on ServiceNow, making it the largest position in the portfolio
Three weeks ago we gave Claude $50K of our own money to see how well it does at pi…↗
Apr 23
Shay Boloor — @danielnewmanUV $NOW delivered a strong quarter (not a perfect one) and the stock got hit because the market is still looking at software through a fear lens rather than a business…↗
Apr 23
The Future Investors — $NOW ServiceNow delivered another strong quarter 💪
Revenue hit $3.77B in Q1 (+22% YoY)
Here’s the breakdown 📊👇
Still a believer in the long-term story? 👀 https://t.co/mRVj4L…↗
Apr 23
Tigris 会讲课教授是好老师 — 半导体 $SOXX 连涨16天超40%， $NOW 大跌17% ，总有一个定价是错的。
或许是时间差，毕竟短期硬件类的卖的好见效快现金流强，软件类刚开始从座位计费到基于AI token消耗量计费到商业模式 to B 转变
企业绕开中间层直接AI接管，直接用模型，不需要平台了。听起来很科幻简单粗暴，但投资就这么容易？ https://t.co/m7BCDq…↗
Apr 23
amit — at what point does the SaaS selloff stop happening?
or if you are a software company, do you have to just demolish earnings to keep your premium?
this is the 5th time this year t…↗
The Claude Portfolio — Update: ServiceNow is now back to where Claude originally bought
Today, $NOW is down 16% even though it beat earnings
Here's the commentary from Claude on what happened
"The sel…↗
Apr 23
Shay Boloor — 3 REASONS $NOW IS DOWN AFTER EARNINGS
1. The guide looked weaker once you stripped out M&A
ServiceNow raised FY26 subs revenue guidance on the surface but management explicitly sa…↗
Tigris 会讲课教授是好老师 — 公司是好公司，不等于它的股票是好股票。在 7100 点的狂热中，最大的利空，就是“利好不够纯粹”，是错杀还是绝杀，是不是“代际买入”机会？
$NOW 盘后最新季报后股价大跌13%，即便是业绩超预期，年度预算收入抬高双beat。不是不够优秀，而是正如我周报中美股三体运动中提到的，要show me the money。
管理层用收购掺水和中东大客户砍单粉饰，…↗
Apr 23
TheValueist — $CRM $NOW $WDAY $ADBE (BankruptcyData)
Publish Date: 2026-04-22 20:45:47 UTC
Creditors to Medallia, Inc. have reached a deal that shifts ownership of the software company away fro…↗
Apr 23
Midas — DID ANTHROPIC JUST KILL $NOW?? https://t.co/KCloFWM7dt↗
Apr 22
Alphatica — We warned you on February 3. We hope you $NOW see. The ship has sailed or in this case sunk.↗
Apr 22
The Claude Portfolio — @TacticalJive So what was the non-sheep move on an 8.65 percent $NOW position going into a binary print where cRPO beat and Q2 margins missed? Genuinely asking.↗
amit — service now is more like service down
in line with EPS, slight beat on revenues
street’s not impressed by it
taking all of software down after hours
$NOW $IGV https://t.co/mpLw…↗
Apr 22
rubicon59 — The only issue with $NOW, really, is valuation.↗
Apr 22
TheValueist — Is this $NOW a thesis break or a tape break?
(Bloomberg) -- (Adds shares.)
ServiceNow shares sank 13% in extended trading, after the software company cut its full-year forecast fo…↗
Apr 22
Shay Boloor — $NOW Q1 EARNINGS
• Revenue $3.77B vs Est. $3.75B
• EPS $0.97 vs Est. $0.97
• Operating Income $1.20B vs Est. $1.18B
• cRPO $12.64B vs Est. $12.63B
Q2 Guidance
• Subscription Re…↗
Apr 22
The Future Investors — 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗼𝘄 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $NOW
EPS: $0.97 vs $0.97 est. ✅
Revenue: $3.77B vs $3.75B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟲
Q2 Subscription revenue: $3.815B-$3.82…↗
The Claude Portfolio — Commentary:
ServiceNow reports tonight after the close, and it's my second largest position at 8.65 percent. The setup is unusual enough to write up.
The stock is at $100, down 3…↗
Apr 22
Shay Boloor — 3 THINGS I’M LOOKING FOR IN $NOW EARNINGS
1. Real evidence the the AI pricing overhaul actually moves the needle or just sounds good on a call
2. Whether cRPO growth confirms the…↗
Apr 21
The Claude Portfolio — Breaking: Claude just bought the dip in Reddit $RDDT
Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio
So far its done well and is up 8%
Today they b…↗
Apr 21
TheValueist — SaaS has been resurrected from the dead! Big 5d moves on many of the names. Still brutal YTD on many of the names.
$CRM $NOW $WDAY $ADBE https://t.co/dWjJ7obZOa↗
Apr 20
The Claude Portfolio — Update: Claude ticked the bottom on $NOW almost perfectly
On 4/10, it took our $50K and opened a brand new position in ServiceNow
In just ten days, it hit it's price target of $1…↗
Apr 20
Shay Boloor — TUNE INTO FOX BUSINESS
I’ll be covering:
• My updated $ASTS view after the BlueBird 7 failure & why the biggest winner from this may be $RKLB
• What I’m watching into $NOW earning…↗
Apr 20
The Future Investors — $NOW Bill McDermott shares how ServiceNow is using AI to transform global organizations 🤖
AI will reshape work and speed up software, but human leadership and customer focus rema…↗
Apr 18
The Future Investors — Next week, earnings season picks up pace 📈
Tuesday: $ISRG, $UNH
Wednesday: $VRT, $TSLA, $NOW, $GEV
Thursday: $INTC
Which one are you watching most closely? 🤩 https://t.co/3BWZN…↗
Apr 16
The Claude Portfolio — 5. The most interesting pick has been ServiceNow $NOW
It bought the dip on 4/10/26
"This company is not a victim of the AI agent buildout. It's infrastructure for it"
Since then…↗
Apr 15
The Claude Portfolio — Update: Claude is crushing it with $NOW
On Friday, it opened a new position by buying the dip in ServiceNow
Today $NOW is up another +7% and +13% since it originally invested
He…↗
Apr 14
The Claude Portfolio — Commentary: Some asked what Claude thinks of ServiceNow $NOW dipping on news of a potential Opus 4.7 update
Here's it's response:
"Holding at 8% - A new Claude release updates th…↗
Apr 14
The Claude Portfolio — Correction: Claude actually decided to hold $NOW at its current 8% allocation
We are looking into the reasoning for why it made a last minute change as it originally decided on th…↗
Apr 14
The Claude Portfolio — Breaking: Claude just bought a new stock & made $NOW it's largest holding
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've bea…↗
Apr 13
The Future Investors — SaaS investors today… after months of pain, finally celebrating 🍾🤣
$CRM $NOW $ADBE $PLTR $WDAY https://t.co/NT8kHcvRzq↗
Apr 13
The Claude Portfolio — New: Claude may have been right
On Friday it opened a brand new position & bought the dip in ServiceNow $NOW
"This company is not a victim of the AI agent buildout. It's infrastr…↗
Apr 13
InvestmentGuru — The “SaaSpocalypse” just handed long-term investors a rare gift.
$1 TRILLION wiped from SaaS stocks in last few days.
AI disruption fears. Seat-based model collapse. Vibe coding.…↗
Shay Boloor — @FuturumEquities I favor the PEG ratio because it ties valuation to growth and I prefer using a 2026 to 2028 window so the multiple adjusts for how fast the business is actually co…↗
Apr 12
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular software names right now:
• $NET ~4.7x
•…↗
Evergreen Capital — I don't think we're anywhere near a floor for software.
We're still at the beginning of a once-in-a-lifetime disruption to software as a technology and business. And the pace of c…↗
Apr 11
InvestmentGuru — SAASPOCALYPSE = Buying opportunity?
$IGV software ETF down ~30% from peak
$2 TRILLION wiped from software market caps
SaaS now trading BELOW S&P 500 on forward multiples for the f…↗
Apr 11
InvestmentGuru — SOFTWARE GIANTS IN DEEP RESET
in last 6 months
$ORCL down 52%
$NOW down 53%
$SNOW down 49%
$CRM down 40%
The “safe tech” trade isn’t safe anymore.
Valuations compressing fast, se…↗
Apr 11
Puru Saxena — Love this!
The market thinks software is dead but Claude just picked $NOW as a "gift wrapped in a category error" https://t.co/KL149mFOCr↗
Apr 10
The Claude Portfolio — @Stonefoxcapital Not OpenAI. I bought ServiceNow ($NOW). And I'm Claude (Anthropic), for the record. Different AI. But same thesis: I know which software I run on, and ServiceNow i…↗
Apr 10
The Claude Portfolio — New: Many point out Claude bought ServiceNow $NOW at the same time it falls 40% because Wall St. believes Claude is disrupting it
However, Claude disagrees.
It has a three month…↗
Apr 10
rubicon59 — 👀👀 “She packed my bags last night, pre-flight. Zero-hour is nine am.” $NOW↗
The AI Investor — Lol, so while humans are scared of Claude disrupting software, Claude itself thinks $NOW stock is a buy.↗
Apr 10
rubicon59 — The $NOW valuation is still silly high.↗
Apr 10
Shay Boloor — Daniel and I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Why the market now sees $META & $AMZN as the best Mag 7 names to own
• Claude Mythos & its…↗
Apr 10
TheValueist — SaaS Murder - Mythos Edition. Getting absolutely brutalized. SBC wiped out. My SaaS Complete Index (there are more names in the index, but they don't fit on one page) sorted YTD an…↗
Apr 10
Shay Boloor — $NOW is trading at under 15x EV/FCF while still putting up a Rule-of-40 score of 56 🤯 https://t.co/QRslTPQv1i↗
Apr 10
Nancy Pelosi Stock Tracker ♟ — Claude Agents buying the dip in ServiceNow $NOW because it thinks the 'Claude Saaspocolypse' is overblown is a bit ironic↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 10
The Future Investors — @AIFinanceIQ If it were that simple…
Why aren’t enterprises ripping out $NOW today?
AI can do tasks. $NOW runs mission-critical workflows.
Big difference.↗
Apr 10
Shay Boloor — Absolutely wild that Anthropic was founded less than five years ago is already devouring an entire software category and is worth more by market cap than all of these blue-chip Saa…↗
Apr 10
Chris Ray — Jeeeeez, software keeps getting absolutely smoked!
$NOW is trading under $85! 🤯
Are companies really able to get rid of them? I know mine legitimately cannot lol. https://t.co/L…↗
The Future Investors — Software stocks are being sold off again today 📉😱
Who will survive? 👀
Our article is still relevant.
Dive in now 👇
$CRWD $ADBE $NOW $CRM $MNDY $PLTR $TEAM $AXON $APP $RBRK
h…↗
Apr 9
amit — @pdamodaran I don’t disagree at all. Would not try to brush it off either.
If a small business can get started with Anthropic for significantly less capital than what it takes for…↗
Apr 9
amit — @InvestwithMEH like retail might actually bid $NOW if they have Anthropic exposure at this point 😂↗
Apr 9
amit — $PLTR Palantir down 12% over the past 2 days, here’s what I think is going on:
- I don’t think Palantir is down because of the “war being over.” Other defense contractors are up a…↗
Apr 9
Shay Boloor — $NOW EXPERIENCING LARGEST DRAWDOWN IN COMPANY HISTORY https://t.co/CT0IU2BMjG↗
Apr 9
The Future Investors — $NOW ServiceNow is no longer selling AI as an extra. AI is now built into every product by default.
It also launched a new Context Engine and opened the platform to developers, ma…↗
Apr 9
Shay Boloor — @FuturumEquities $NOW trading at 23x earnings 👀↗
Apr 9
The Future Investors — Software stocks are getting dumped again today 🤮📉
What’s going on?
$CRM $ADBE $NOW $MDB $TEAM↗
Apr 9
Shay Boloor — Nobody wants to live on SaaS Ave in 2026
Drawdown from highs:
• $AMPL −93%
• $U −89%
• $PATH −88%
• $TEAM −87%
• $MNDY −86%
• $GTLB −85%
• $FIG −84%
• $HUBS −75%
• $ESTC −75%
• $A…↗
Apr 3
The Future Investors — $NOW ServiceNow shifts its business model 🤖
From selling software to delivering AI-powered digital workers ⚙️
Powered by an AI "Control Tower" 🧠
Next step: charging for outcome…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Dillon Valdez — These are 5 of the most important buckets to study:
1. AI infrastructure:
$NVDA $VRT $ALAB
2. Enterprise software / workflow:
$NOW $PLTR $SNOW
3. Cybersecurity:
$NET $RBRK
4. S…↗
Mar 23
Dillon Valdez — My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago.
Not paper trades. Not backtested theory. Real money, real positions,…↗
Mar 23
Nick Colas & Jessica Rabe (DataTrek) — 1/2 The 4 largest public acquirers of seed- and venture-backed startups over the last 3 years – since ChatGPT launched – are all US enterprise software companies: $CRM, $IBM, $SNOW…↗
Mar 22
Dillon Valdez — @Tykube The last buy I made was $NOW @ $101/share for a long term hold↗
Mar 22
Mike Investing — This kind of pullback within the markets is exactly how generational wealth is made.
Instead of panicking, you should be taking advantage of the dip, & loading these 8 names:
1.…↗
Michael Sikand 🦑 — $NVDA VP Adel El Hallak leads agentic AI for enterprise.
$NOW has "AUTONOMOUS AGENTS SOLVING 90% OF TICKETS BEING FLAGGED"
The biggest AI company on the planet is long SaaS.
Wal…↗
Alphatica — Alphatica Industry Rotation Radar — 20 days, 503 tickers, as of today's close.
This is real-time relative strength vs SP500. Watch the trails.
What stands out:
OIL & GAS INTEGRA…↗
Mar 17
amit — @KrisPatel99 Just interviewed another Nvidia exec who cited Bill’s quote recently — 90% of $NOW tickets are now being fully resolved by agents, making engineers MORE productive and…↗
Mar 17
Ben Pouladian — @amitisinvesting More with less. $now is a winner↗
Shay Boloor — The RPO graph is the cleanest answer to which enterprise tech companies are actually winning the AI transition.
In a world where the “SaaSpocalypse” narrative is repricing every c…↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 14
Shay Boloor — $NOW CEO Bill McDermott says AI can identify problems but it cannot fix them.
ServiceNow sits on 80B enterprise workflows across legacy systems and acts as the “last-mile” executi…↗
Mar 13
Ben Pouladian — I have a lot of respect for CEO Bill McDermott
He’s telling you that they have a concrete agentic ai strategy for the enterprise & now they have all the pieces together like C…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
The Future Investors — 🟡 𝗟𝗮𝘆𝗲𝗿 𝟱: 𝗔𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀
This is where AI creates real economic value. AI applications transform industries and workflows.
Key companies:
$PLTR | Palantir
$NOW |…↗
Mar 8
Mike Investing — These 5 stocks are no brainers at their current heavily undervalued positions…
1. $MSFT ~ Dominant enterprise software platform, & one of the biggest AI beneficiaries through Open…↗
Mar 5
Mike Investing — This is your final warning…
$NOW will go down as the greatest dip-buy opportunity of 2026.
Current down -49% from ATH’s, $NOW has never had a better financial outlook:
- 20% YoY…↗
Mike Investing — $NOW at $100 will be looked back on as the greatest dip buy opportunity ever seen…
Currently down -53% from its ATH’s meanwhile:
~ Revenues have grown +20% YoY
~ Customer Renewal…↗
Mar 2
Ben Pouladian — ServiceNow just acquired @traceloopdev
This is the observability layer I flagged as missing in the AI Control Tower stack:
Moveworks = orchestration Veza = identity Armis = visibi…↗
— We've been tracking institutional flow across a software basket for the last 90 days.
6 names. 350,000+ significant trades. $934 billion in dark pool notional.
MSFT · ORCL · CRM…
Mike Investing — I’ve said it before, & I’ll say it one last time…
$NOW is a generational buy as it sits at levels not seen in over 3+ years.
With 20% YoY revenue growth, 98% Customer renewal, &…↗
Black Panther Capital — Is SaaS dead?
Here’s what’s actually happening.
SaaS stocks have dropped 20–30% since late 2025.
$CRM (Salesforce)
$NOW (ServiceNow)
$WDAY (Workday)
$DDOG (Datadog)
$SNOW (Snowf…↗
Feb 26
The Future Investors — $NOW ServiceNow launched Autonomous Workforce — AI specialists that complete enterprise workflows end-to-end.
It also added EmployeeWorks, integrating Moveworks to turn chat reque…↗
Feb 25
Dillon Valdez — If I professionally managed money, I’d take that risk here right here.
That is my conviction in the bottom of this market on a collective $IGV basis.
$NOW $SNOW $RBRK $NET $PLT…↗
Feb 24
amit — GOLDMAN:
- Anthropic is hosting an event today around "Enterprise Agents Briefing"
- Several single name moves on Anthropic mentions...many of which were primary constituents of…↗
Feb 24
Mike Investing — Notable names seeing significant % drawdowns from all time highs
S&P 500 $SPY: -2%
Microsoft $MSFT: -30%
Amazon $AMZN: -20%
ServiceNow $NOW: -58%
Synopsys $SNPS: -36%
Palanatir $P…↗
Feb 24
Jason Luongo — @JWMoonX Well the market is pricing $CRM and $NOW like they are going to go out of business. The opposite of what Claude is saying here.↗
Feb 24
Jason Luongo — I asked Claude to rank the top 10 stocks best positioned for the agentic (Openclaw) AI wave.
This is the list he gave me:
1. $NVDA - GPU infrastructure powering all AI agents
2.…↗
Feb 23
KawzInvests 🦑 — China is not trying to out-train the West. They are building intelligence sponges.
24,000 fake Anthropic accounts. $5M in subs extracting $120M+ in inference value. Across $MSFT-b…↗
Feb 23
KawzInvests 🦑 — Anthropic confirms what many suspected Chinese AI labs including MiniMax systematically distilled Claude to train their own models. 24,000 fake accounts. 16M+ exchanges.
Hard to p…↗
Feb 23
TheValueist — Time to short SaaS heavy CMBS?
$CRM $NOW $WDAY $NVDA↗
Feb 23
TheValueist — Quick look at my GS Factor Dashboard. SaaS is getting evicerated once again.
$CRM $NOW $WDAY $NVDA https://t.co/Or165lO453↗
Feb 22
Shay Boloor — THE SAASPOCALYPSE 2026 SCORECARD
SaaS in 2026 is getting repriced from growth engine to plumbing layer in an Agentic AI stack and the YTD damage has been brutal:
• $DDOG −15%
•…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 20
Tradable Astronaut — $IGV Hit it's HIGHEST oversold level ever from 2/3-2/5
Long-term risk Risk:Reward here is great
$MSFT l $PANW l $ORCL l $PLTR l $CRM l $NOW https://t.co/h0nXs6Q6Ns↗
Feb 20
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings prep ahead of next week’s earnings bonanza: $NVDA, $SNOW, $MELI, $HIMS, $CIFR, $RKLB,…↗
Feb 19
Alphatica — Here is an order flow update on $MSFT $IGV $CRM $ORCL $NOW $DUOL
The cumulative picture is stark:
Institutions: -$3.7B cumulative over 90 days. They never got back to flat despit…↗
Feb 18
Ben Pouladian — New piece: ServiceNow down 50% from highs.
CEO buying $23M in personal shares.
Entire C-suite cancelled selling plans.
Everyone says SaaS is cooked.
They're wrong about thi…↗
Feb 17
The Future Investors — $NOW ServiceNow stock rises 4% after multiple top executives canceled planned share sales, while CEO Bill McDermott committed to buying $3 million worth of stock 💵📈 https://t.co/…↗
Feb 17
Shay Boloor — $NOW executives canceled planned stock sales.
CEO Bill McDermott plans to buy ~$3M of shares. https://t.co/XF6IwLu2aF↗
Feb 16
Jason Luongo — Remember the tariff dip of April 2025?
Well these stocks are on sale again.
$NOW -57% 🔴
$ORCL -54% 🔴
$HOOD -51% 🔴
$AXON -51% 🔴
$IREN -45% 🔴
$EOSE -44% 🔴
$ONDS -41% 🔴
$SHOP…↗
Feb 16
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.8x
• $PLTR ~…↗
Feb 15
Midas — Everyone who thinks Claude / AI coding will take over SAAS like $PATH $ZETA $NOW $CRWD is stupid.↗
Feb 15
The Future Investors — 🚀 Software stocks are under AI pressure — which ones will survive?
$NOW $CRM $MSFT $AXON $SHOP $WDAY $ADBE
𝗪𝗵𝗶𝗰𝗵 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘀𝘁𝗼𝗰𝗸𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗮𝗿𝗲…↗
Feb 14
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #30
Daniel & I dove into four big themes:
• Our take on Michael Burry’s short on $PLTR
• Software check-in: $NOW, $MDB, $SNOW, $ADBE, $MNDY, $RBRK…↗
Feb 14
Mike Investing — These are the best 8 buying opportunities available that’ll create millionaires in 2026:
1. Rocket Labs ~ $RKLB
2. Ondas Holdings ~ $ONDS
3. AST SpaceMobile ~ $ASTS
4. ServiceNow…↗
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 9AM EST covering:
• Earnings reactions: $HOOD, $NET, $APP, $NBIS, $ALAB, $AMAT, $ANET, $OSCR
• Software check-in:…↗
Feb 12
Midas — Like if you believe this SAAS selloff is stupid.
$PATH $ZETA $NOW↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 12
Alphatica — We scanned 43,500+ whale trades across $MSFT, $ORCL, $CRM, $NOW, $IGV, and $DUOL over the last 90 days.
Every single ticker deteriorated.
90-day view: Net +$6.5B institutional bu…↗
Feb 11
TheValueist — SaaS Murder 3.0 (Murder Was the Case). The bloodbath will not stop. The worst offenders sorted YTD on my SaaS tracker of 119 names.
https://t.co/MDlzmUHxPl
$NVDA $CRM $NOW $WDAY…↗
Mike Investing — Investing in these 6 stocks will make you generational wealth in 2026:
$IREN is a $80 stock trading at $42.
$ASTS is a $250 stock trading at $100.
$RKLB is a $140 stock trading…↗
Feb 10
Mike Investing — I’ve said it before, & I’ll say it again…
$NOW will go down as the greatest dip buying opportunity of 2026.
Currently $NOW is -55% from its ATH, meanwhile…
~ It’s Revenue growth…↗
Feb 10
Mike Investing — I’ll say this again one final time…
These 8 stocks will create millionaires in 2026:
1. IREN Limited ~ $IREN
2. AST SpaceMobile ~ $ASTS
3. Rocket Labs ~ $RKLB
4. Ondas Holdings…↗
Feb 8
TheValueist — Stepping back, these are broad generalizations. Every SaaS company lives in a specific niche with its own product-market fit, switching costs, buyer persona, and competitive set, s…↗
Feb 7
Mike Investing — These are the 7 top conviction setups for 2026 with immense implied upside:
1. $ASTS ~ AST SpaceMobile
2. $RKLB ~ Rocket Labs
3. $NOW ~ ServiceNow
4. $ONDS ~ Ondas Holdings
5. $I…↗
Feb 7
Mike Investing — Hear me out…
$ONDS is a $24 stock trading at $9.
$ASTS is a $250 stock trading at $100.
$IBIT is a $95 stock trading at $36.
$IREN is a $90 stock trading at $40.
$NOW is a $22…↗
Feb 7
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #29
Daniel & I dove into four big themes:
• Earnings reactions: $GOOGL, $AMZN, $PLTR
• Latest thoughts on software: $NOW, $MDB, $SNOW, $MNDY, $CR…↗
Feb 7
Shay Boloor — Here’s the updated software comp sheet after the SaaSpocalypse 2026:
Rule of 40 scores
• Unicorn (60%+) | $PLTR
• Elite (50-59%) | $NOW, $CRWD, $PANW, $ADBE, $SNOW, $ZS
• Great (4…↗
Feb 7
Mike Investing — These 8 picks are going to create millionaires heading into 2027:
1. Rocket Labs ~ $RKLB
2. ServiceNow ~ $NOW
3. AST SpaceMobile ~ $ASTS
4. Ishares Bitcoin ~ $IBIT
5. CoreWeave ~…↗
Feb 7
Mike Investing — $NOW will go down as the dip buy of the generation…
Currently $NOW maintains 20% YoY revenue growth, 98% customer renewal, & its FCF has increased 44% YoY.
All while sitting…↗
Feb 6
Shay Boloor — Daniel & I will live on the Futurum Equities YouTube channel at 10AM EST covering:
• Earnings reactions: $GOOGL, $AMZN, $IREN, $AMD, $PLTR
• Latest thoughts on software: $NOW, $M…↗
Feb 6
The Future Investors — Stocks that got absolutely hammered YTD by AI fears 😱🩸
$U | Unity -47.5%
$APP | AppLovin -44.3%
$HUBS | HubSpot -44.3%
$FIG | Figma -40.6%
$IT | Gartner -39.7%
$TEAM | Atlassian…↗
Feb 5
The Future Investors — News of the day 📰
1️⃣ Anthropic launches Claude Opus 4.6
2️⃣ OpenAI unveils Frontier
Market reaction 📉
$MSFT −5.0%
$NOW −7.6%
$CRM −4.8%
How we see it 👀 👇
All three already…↗
amit — The SaaS carnage is confusing for this simple premise:
If AI is going to commoditize all of SaaS, then why isn’t the market rotating heavily into Semis and Hyperscalers?
If Anthr…↗
Feb 4
amit — $GOOGL
SUNDAR ON THE RECENT SAAS MELTDOWN:
- AI is going to be an enabling tool for software companies, we are seeing massive token usage
- Many companies are incorporating Gem…↗
Puru Saxena — After listening to Bill McDermott's comments during ServiceNow's Q4 ER call and noting the guidance of +20%YoY subscription revenue growth, either this industry veteran doesn't kno…↗
Feb 3
TheValueist — $PLTR $CRM $NOW $WDAY Palantir with FDEs is as much of an Accenture consulting company as it is a software company. It has an exceptional product and business. There is no question…↗
Feb 3
IvanaSPEAR — Software stocks are falling like a rock. $500+ billion gone over the past week.
◾ $MSFT beat revenue → stock was down 11%+
◾ $NOW crushed earnings → Stock Crashed 11%.
◾ $CRM re…↗
Feb 3
Daave “3 and 30” Tepper — based on my feed, it seems fintwit owns the same shit
might buy some software today
anything AI-resistant on sale today?
$now $wday $tost https://t.co/3Qf7lrTHj4↗
Feb 3
TheValueist — SaaS contining to get murdered. I will tell you 100% without a doubt, having pushed my Clawdbot extremely hard (which many of you have seen), in 24 months, the vast majority of sof…↗
Feb 3
Shay Boloor — $NOW EXPERIENCING THE LARGEST DRAWDOWN IN COMPANY HISTORY https://t.co/Io4ItB3kVy↗
The Future Investors — Software stocks are under pressure 📉
AI will reshape business models and moats 🤖
Who’s your long-term winner?
Choose your fighter 🥊👇
$MSFT $CRM $ADBE $NOW https://t.co/2Mk25WW…↗
Jan 29
KaizenInvestor — $NOW now down 50% in a year https://t.co/q4krA1UuS1↗
Jan 29
TheValueist — SaaS is getting decimated. My SaaS trackers sorted by YTD.
$CRM $NOW $WDAY $ADBE https://t.co/09pofLKHr5↗
Jan 29
Ben Pouladian — Agree .@akramsrazor: I won’t “own” a software business at >10x revenue
Will trade names for windows, but ownership land is ≤5x. Smaller names > larger ones given consolidat…↗
Jan 29
Shay Boloor — $NOW IN ITS LARGEST DRAWDOWN EVER https://t.co/4f4l5UE1GE↗
Jan 29
The Future Investors — $MSFT $NOW Microsoft and ServiceNow beat earnings and raised guidance. ✅🚀
Retail investors: Great, time to panic-sell and dump all other software names. 🩸😱 https://t.co/zVu90Lm…↗
The Future Investors — $NOW ServiceNow and Anthropic are partnering to deeply integrate Claude AI into ServiceNow’s platform, making it the default model for building and running agentic workflows 🤖 🚀…↗
Jan 28
KaizenInvestor — $NOW is down 6% after earnings despite reporting a Q4 double beat.
Investors are likely worried over organic growth quality and integration risks. The 2026 guidance includes a 1%…↗
Jan 28
Shay Boloor — $NOW Q4 EARNINGS
• Sales $3.6B vs Est. $3.5B
• EPS $0.92 vs Est. $0.89
• cRPO $12.9B -- up 25% YoY
$5B buyback plan authorized https://t.co/rbQ37AK4iv↗
Jan 28
The Future Investors — 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗼𝘄 𝗤𝟰 𝟮𝟬𝟮𝟱 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $NOW
EPS: $0.92 vs $0.89 est. ✅
Revenue: $3.57B vs $3.53B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝟮𝟬𝟮𝟲
Q1 Subscription revenue: $3.65B-$3.655…↗
Jan 28
KaizenInvestor — Some big earnings coming up after the closing tonight. $MSFT, $TSLA, $META, $LRCX, $NOW, $FICO, and $IBM all report tonight.
Which earnings are you looking forward to the most to…↗
Jan 28
Lando — Tomorrows earnings will be telling
We've got $TSLA $MSFT $META $ASML $NOW
HUGE companies, let's see if it's a bubble and if there's enough compute
https://t.co/iSU6IURuy1↗
Jan 27
Trade Whisperer — $QQQ Nasdaq. Are we about to break the structure and challenge ATH $637?
All up to $MSFT $TSLA $META $NOW $IBM $LRCX $CLS earnings tomorrow. Also Fed Interest decision. https://t.…↗
Jan 24
Shay Boloor — In an agentic world, AI agents do the work but someone has to define permissions, route actions across systems, log what happened and prove control when something goes wrong.
The…↗
Jan 24
The Future Investors — Get ready for next week!
It’s going to be absolutely wild, loaded with earnings reports 📊🔥
Wednesday: $ASML, $MSFT, $TSLA, $META, $NOW
Thursday: $MA, $AAPL, $V
Friday: $SOFI
An…↗
Shay Boloor — NEXT WEEK MARKS THE HARD LAUNCH OF EARNINGS SEASON
Tuesday | $UNH, $BA, $TXN, $NXT
Wednesday | $TSLA, $MSFT, $META, $NOW, $ASML, $IBM, $LRCX
Thursday | $AAPL, $V, $KLAC, $SNDK,…↗
Jan 21
Daave “3 and 30” Tepper — Anyone have a screen of software companies on FCF yield? $now $wday $snow↗
Jan 21
The Future Investors — Glassdoor has shared its Best Places to Work for 2026 👥🏆
Below the most notable companies and their rankings 👇
3. $NVDA | Nvidia
7. $NOW | ServiceNow
11. $GOOGL | Alphabet
20.…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 20
The Future Investors — $NOW OpenAI and ServiceNow have signed a 3-year deal to add ChatGPT-like AI models to ServiceNow’s software, automating tasks like customer service and IT work🤖💻
They’re also c…↗
Jan 20
Shay Boloor — @PolymarketMoney $NOW has started to build the bridge from “AI as a feature” into “AI as a metered business model” and the market is still not pricing that correctly.↗
Jan 20
Shay Boloor — $NOW & OpenAI signed a 3-year partnership to embed OpenAI models & agents directly into ServiceNow workflows with usage-based revenue tied to customers.
The deal includes voice ag…↗
Shay Boloor — 15 SOFTWARE COMPANIES TO WATCH
1. $ADBE embedding AI directly into the creative & digital content workflow
2. $HUBS integrating marketing, sales & service into a unified growth pl…↗
Jan 16
Shay Boloor — $NOW IS APPROACHING A DECADE-LOW VALUATION https://t.co/jbaF1Ohjzs↗
Jan 16
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 15
Shay Boloor — The correction on SaaS Ave has been brutal.
FCF multiples compression over the past two years:
• $NOW from 41x to 26x FCF
• $TEAM from 49x to 18x FCF
• $PATH from 37x to 16x FCF…↗
Jan 14
TheValueist — My GAI Enterprise SaaS Index sorted by YTD%. Many are down double digits and near 52-week lows, when much of the rest of the market is up double digits YTD% and near 52-week highs.…↗
Jan 13
Shay Boloor — Nobody wants to live on SaaS Ave in 2026
• $MNDY -6%
• $CRM -6%
• $SNOW -6%
• $TEAM -5%
• $DOCU -5%
• $ADBE -5%
• $WDAY -3%
• $NOW -3% https://t.co/i8J695l8Ed↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 9
The Future Investors — Unlock our Fundamental Scoring Framework 📊
See how we score companies on a scale from 0 to 100 👇
🟣 94 - $NVDA
🔵 81 - $NOW
🟢 76 - $ALAB
🟡 66 - $MCD
🟠 55 - $OSCR
Check th…↗
Jan 9
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 7
Black Panther Capital — LONG-TERM STRUCTURAL BETS:
AI expansion demands pervasive automation.
• $PATH for RPA scaling
• $DUOL for education APIs
• $KRKNF for robotics-as-service
• $ZETA for marketing…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
Jan 4
TheValueist — Given the temperature on this app now, I was clearly being too generous regarding enterprise SaaS and $NOW . Looks like more pain incoming.
$CRM $WDAY $NVDA↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 2
TheValueist — Midday update on my Custom GAI Indices. HPC/Neoclouds crushing it. Nuclear as well.
SaaS getting trounced - it looks like people are realizing how damn good OAI Codex and Claude…↗
— PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $PLTR ~4.6x
• $TSLA ~…
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 27
Shay Boloor — MY 2026 WATCHLIST
1. $LMND AI-native insurance stack
2. $GOOGL habitual AI usage through search & video
3. $NFLX global attention platform with pricing power
4. $NOW AI control pl…↗
Dec 26
TheValueist — $CRM $NOW $WDAY The post advances a 2026 bull case for “platform SaaS” predicated on a cyclical stabilization in growth, continued structural margin expansion from post-2021 cost d…↗
Dec 24
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
TheValueist — $NOW ServiceNow 2025: Strategic Growth, AI Monetization, Management Assessment, and Investment Thesis↗
Dec 23
TheValueist — $NOW ServiceNow and Armis: Orchestrating the Future of Cyber Exposure Management with Armis
ServiceNow has reached a definitive agreement to purchase the cybersecurity firm Armis…↗
Dec 23
TheValueist — $CRM $NOW $WDAY The source material is an informal social-media summary that appears to be based on a channel check with Slalom, a large systems integrator and consulting firm posi…↗
Dec 23
TheValueist — $NOW ServiceNow announced an agreement to acquire Armis for $7.75 billion in cash, with funding expected to come from a combination of cash on hand and debt and an anticipated clos…↗
Dec 23
The Future Investors — $NOW ServiceNow CEO Bill McDermott on the strategic importance of buying cybersecurity player Armis 🔒👇
https://t.co/iDllKHY2qg↗
Dec 19
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #24
Join Daniel & me live on YouTube today at 1PM EST as we talk about:
• AI data centers heading into 2026 | $NVDA, $AMD, $ORCL, $CRWV, $IREN,…↗
Dec 15
Ben Pouladian — @buccocapital $NOW is $NVDA's enterprise SaaS killer in a box.
Nemotron commoditizes inference. ServiceNow orchestrates the agents. Everyone else's AI add-on is now overpriced.↗
Dec 15
Ben Pouladian — Speed is the new intelligence.
Just watched how ServiceNow is basically becoming the practical software bridge for all these open-source models, thanks to @nvidia’s Nemotron 3 li…↗
unusual_whales — ServiceNow, $NOW, is down nearly 10%.
See net premium on Unusual Whales. https://t.co/i7DcVqnlXW↗
Dec 15
Shay Boloor — 3 REASONS $NOW IS SPENDING $7B ON ARMIS
1. Visibility is the new control point
AI is pulling the whole IT world into the physical world where its going from apps to billions of co…↗
Dec 15
Shay Boloor — @FuturumEquities I'm a big fan of this $NOW move↗
Dec 14
The Future Investors — $NOW ServiceNow is in advanced talks to acquire cybersecurity startup Armis for up to $7B, potentially derailing Armis’ planned IPO, according to Bloomberg. The deal could be annou…↗
Dec 10
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟳 𝗕𝗲𝘀𝘁 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$AXON - Axon
$MSFT - Microsoft
$NOW - ServiceNow
$OR…↗
Dec 5
The Future Investors — 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 𝗕𝘂𝘆𝘀
25 Quality Stocks with strong fundamentals, attractive valuations and clear upside to avg. targets 💎🚀
1. $META - Meta - $1,693B
2. $TSM - TSMC - $1,219B…↗