Nikolay Nedyalkov @NikolayNedyalkov: "𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗢𝗪 𝗼𝗿 𝗡𝗲𝘃𝗲𝗿 Two weeks ago,..."

Bulgaria

𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝗡𝗢𝗪 𝗼𝗿 𝗡𝗲𝘃𝗲𝗿 Two weeks ago, I bought $NOW (ServiceNow Inc) (ServiceNow Inc) when the market handed it a 40% discount after a perfect earnings report. Today it's up double digits. I said it then: they beat every single metric. $3.77B revenue, +22% YoY. $12.64B in committed future revenue. EPS of $0.97 vs $0.80 expected. 44% free cash flow margin. Deepening partnerships with $NVDA (NVIDIA Corporation) and $MSFT (Microsoft) to push agentic AI into the enterprise. The thesis hasn't changed. $CRM (Salesforce Inc) fights for the front office. $NOW owns the back office and is quietly expanding into everything in between. If you want to trade together, check the info in my profile.

Not investment advice. The author may have financial interests in the mentioned instruments.