Creatorcash69
704 posts




ServiceNow now trades at a historic discount. - PEG Ratio: 0.83x - 5Y Avg PEG Ratio: ~3.00x - Forward FCF Multiple: 13.5x - 10Y Avg FWD FCF Multiple: ~55x That's a 75% multiple compression. Keep in mind, management said they will "double revenues" by 2030. $NOW



ServiceNow expects to hit $30B ARR in 4 years. "We're going to double the company again. And, we're going to do that by 2030." - Bill McDermott, CEO $NOW




$ZM Weekly Anthropic, buyout potential, plug in your excuse of choice, but chart says it’s not a matter of if, just when. Targets: 123, 180, 250 in 2027


Leopold Aschenbrenner, the 24 year old who wrote a 165 page AGI manifesto, got it right on the money, and turned it into a $5.5 billion hedge fund. And he's identifying the single most important milestone to watch for in all of AI. The question is can AI automate AI research itself? Here's why that question matters so much. Right now, a few thousand human researchers at the frontier labs are driving all the progress. They design experiments, write papers, propose architectural improvements, build the next generation of models and it's an incredibly small workforce doing incredibly high-leverage work. If an AI system can do that job even partially, the feedback loop changes completely. The AI makes algorithmic improvements, which produces more powerful AI, which makes better improvements, faster. You go from linear progress to compounding returns and a decade of research could compress into a year. Aschenbrenner says there's a "pretty reasonable chance" this happens within five years. He's not alone, Anthropic says they're on track to fully automate AI R&D as soon as early 2027. OpenAI has publicly targeted a fully autonomous AI researcher by March 2028 and Sam Altman has said a research intern level AI will exist before the end of this year. If he's right, the next few years won't look like the last few years but they'll look like nothing we've seen before. The future is bright!


























