AI SUMMARY — ServiceNow has dropped 33% despite maintaining 20%+ YoY growth and $15B revenue, with CEO buying shares and Jensen Huang endorsing its AI vision for workflow orchestration. The thesis is that this represents peak fear in SaaS selling, offering entry at attractive valuation with AI tailwinds.
| TICKER | NOW |
USER | u/firenznguyen |
| RATING |
BULLISH |
ENTRY |
$102.15
⚠ APPROX
|
| POSITION |
N/A
|
BOOK VAL |
N/A |
| CURRENT |
$128.72 |
P&L % |
+26.01%
⚠ APPROX
|
| CURR VAL |
N/A |
P&L $ |
N/A
|
WHY???
Easy.
Down 33% in less than a month.
Still growing 20%+ YoY.
\~$15B annual revenue.
CEO bought shares.
NVDA uncle Jensen Huang publicly endorsed ServiceNow’s AI vision.
AI needs workflow orchestration, not just chatbots.
If this is the “SaaS apocalypse,” then I’ll happily buy peak fear.
Either I’m early… or I’m the exit liquidity. 🚀📉
It’s NOW or never!
See you degenerates at earnings.