OptionsWithGordon

@AdamVoulstaker I agree. NOW as-is would not sustain. They will have to compete for sure. Can they keep up with these new comers knowing that if they don't, they die?. Let me take a look at HALO. You might have given me an idea to run with.

@GordonOptions but it doesnt matter if they do what people dont understand is its absolute rip off stuff HALO etc will be up their bum with thousands of competitors for $NOW - people dont understand this. The playing field gets levelled and people can just do open. its only a CRUD

what are the $NOW people going to do on here when it goes to $72? Its a service desk CRUD - I cannot believe the noise on here for it If people only knew what it actually is - its expensive SD software that anyone can replace

@AdamVoulstaker Time will tell. Yes, there is a path towards that unless the company pivots to an enterprise agentic platofrm

@GordonOptions which is exactly why theyve all cratered Theyre overpriced most enterprise will move to the cheaper options of which hundreds are rolling out and it will be a race to the bottom the price of this stuff is not going up. $NOW is already overpriced IT service desk bloat

@_unknown_trader $NOW looking strong premarket today, hope we see some change in character

@_unknown_trader I noticed the same. When MU, SNDK, AMD are being sold, they rotate back to MSFT and NOW. FIG had a decent quarter, so will it allay some of the fears and pull others up or will it get sold like MNDY. Too early to say. Need to see a strong week

Software has been the punching bag for months while semis + cyclicals took all the flows. But the tape is starting to whisper: rotation might be shifting. Compressed multiples + washed‑out sentiment = prime setup if money rotates back into SaaS.Not calling a bottom, just saying the asymmetry is getting interesting. $MSFT $NOW

@_unknown_trader Every day SaaS stocks eep NOW drops the fist 30 mins to an hour before it finds its footing. Let's see how it goes today and if we see any change in character

$NOW order book is telling a story 👀 what the Level 2 is really showing… 🟢 SUPPORT: Monster bid walls at $90.50 (1,060 shares) and $90.30 (1,000 shares) stacked back to back. Buyers are DEFENDING the $90 level hard. That’s not retail, that’s conviction. 🔴 RESISTANCE: 1,487-share wall sitting at $92.00. Biggest block on the entire board. Price isn’t going anywhere until that gets absorbed. 74 cents ($90.81 bid / $91.55 ask) — wide for a name like this. The market is in a tug of war right here, right now. Above $92? Ask side thins out fast. A clean break there and this thing could rip with very little overhead supply. Below $90.30? Support gets thin quickly. Flush to $89 or lower becomes very real. 🏛️ CATALYST WATCH: Reports indicate Donald Trump @realDonaldTrump holds a position in $NOW. Presidential holdings don’t stay quiet for long, political visibility on a stock historically brings retail attention, media coverage, and momentum. If this gets amplified, it adds a whole new layer of buying pressure on top of already strong fundamentals. The setup: Value buyers stepping in near 60% below fair value estimates. Momentum traders cautious at resistance. A potential political catalyst brewing in the background. One level to watch: $92.00 Break it = explosive move up Lose $90 = fast flush down Smart money is watching. Are you? 👀 As always just sharing my opinion on the data.

@AuclairsDad Last one is Serve or Arbe robotics

@AuclairsDad Chat gpts robotics bets on the different layers.any good?

@smartertrader Let's see in 2 weeks

0 reason to ever buy this. I mean ever.

@highyield6 At this point, what could be the pullback catalyst? War reigniting? Market does not seem to be caring about inflation, rates anymore

From Nomuras McElligott note today: The Bigger They Come, The Harder They Fall,” as the math is the math: In the scenario with THIS MUCH Options Delta needing to be traded…which then will knock-into the Leveraged ETF AUM at All-Time-Highs, and hence, the daily rebalancing needs being the largest “Synthetic Negative Gamma” we’ve seen out of this space, it’s simply going to make for really really large notional on a drawdown into whatever the pullback catalyst is”

@SaraGonzalesTX I think what he was saying is that you do not have to solicit anyone. The guy knew about you before you even started but still decided to solicit. At some point he realized there is no use as you are just doing this to spread hatred. At that point he asked you to leave.

Hey dumbass, You can’t shoot someone for ringing a doorbell in any state, including Texas. This man voluntarily stood on his porch and spoke to me for 15 minutes until he realized he was screwed, at which point he told us to leave, and we did. Learn the law. Then comment.

@highyield6 This happens to me a lot. During the drawdown in March, my trades would go from green to red because I stayed in for too long. And because of that I would get out too early when I should have stayed during the v shape reversal in April.

Something I’ve noticed a lot w traders, they make a nice trade, let’s say 2-3X on an options play and they are already looking for the next related name to make the same move. And the the majority of the time the one they’re in is the ONE that keeps going. The next trade is staying in the one working!

@froggytrade I wish, but it is wearing me out.

thinking $NOW is bottomed here at $90 - if it can't bounce here i'd wait for $70

@froggytrade Interesting. Fundamental or just squeeze?

$NOK is going to $60 soon. As of today, it's just under $13.

@bootsiejones How is he still in business? Do we know what his returns are

🤡

I've had enough of this loser.

@Whats_Newsss It looks like a public place to picnic with family and friends, isn't not? They are loud I agree but any group of families/friends when they come together are. Now maybe it is the language? I understand then. Check if there was a kids group and what language they were speaking.

Was out by a lake today doing some reading and enjoying nature. For about 3 hours, it was just me a couple sitting together quietly and a guy kayaking on the water. THEN OUT OF NOWHERE I kid you not about 20 Indians appeared out of thin air yelling in Hindi without a care in the world and completely took over the place. Like watching the great replacement in real time.

@JohnnyCrambo With AI, you never know 😉 But those were good times I guess. Never seen it this stocked since I started a year ago

@GordonOptions Of course it is. I took this photo lol

what's the first thing you ask for?

@BlackJack_calls How many vending machines were these from?

Wooow! Very nice!

@BlackJack_calls How come they keep printing Surging Sparks out of all the SV era sets

@BlackJack_calls Yes, we got one yesterday

Anyone?