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u/Character_Art_8477

2 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NOWr/ValueInvestingDiscussionbullish
u/Character_Art_8477 · 85d ago1 prior · awaiting results
Long NOW

Semis will dump and software will pump

Software companies will reduce capex spending to protect margins, triggering a rotation out of semis and into software stocks. ServiceNow will outperform due to better risk-adjusted returns compared to mega-cap peers, benefiting from improved margins and revenue growth as optimization becomes the priority.

At post $93.01Now $132.53+42.5% since postedas of Sep 11, 4:30 PM ET
original post →
$NOWr/ValueInvestingDiscussionbullish
u/Character_Art_8477 · 86d ago1 prior · awaiting results
“1430 NOWL at $5.4”

$NOW is cheap now?

ServiceNow is trading cheaply despite strong fundamentals: 85% of Fortune 500 use its products, 98% retention rate ensures stable revenue, and management (CEO McDermott) and Trump have been buying heavily. Author expects the stock to recover to $12.25 within 3 months.

At post $93.01Now $132.53+42.5% since postedas of Sep 11, 4:30 PM ET
original post →

End of results.