Past performance does not predict future results. Informational only, not investment advice.
Author is going all-in on ServiceNow at depressed prices, betting on recovery. Position driven by conviction and market timing intuition rather than detailed fundamental analysis.
Author is long 1,000 shares of ServiceNow at $120.58 per share as part of a $250K YOLO bet, betting on upside with significant conviction.
ServiceNow is held as a core long-term position and represents a mature "elite compounder" that has already received market rerating. It serves as a comparable benchmark for SAP's potential valuation upside.
ServiceNow is set to outperform despite broader SaaS concerns. The author is bullish on the company's prospects and dismisses SaaS apocalypse narratives.
ServiceNow is a quality tech stock with strong long-term growth potential. The author is building a multi-year position, committing to $200 weekly purchases, signaling confidence in the company's future performance and fit within a tech-heavy portfolio.
ServiceNow's stock has been unfairly depressed due to market misunderstanding of usage-based AI licensing economics. While usage-based models deserve lower multiples than subscription revenue, the market has over-corrected, and ServiceNow is likely to recover as investors reassess the company's fundamentals.
ServiceNow beat earnings on revenue, profits, and guidance but the stock declined anyway, suggesting the market mispriced the results and the thesis is that most investors didn't read the earnings call or understand the positive fundamentals.
Author is bullish on ServiceNow long-dated calls (leaps), expecting the stock to reach $200 by 2028.
End of results.