Kevin

@haddad_jac79558 @TheRonnieVShow u cracking? i understand ur frustration but right now isnt the time for software, they r still fighting over hardwares right now, software’s time is when we have surplus of hardware likely 1-2 years but rate cut can boost it to fair value midterm will drag market down too

Ronnie, I own it. It is 77% of my holdings. I have full confidence in the company. However, i didn't expect it to go below 21. It seems like no good news for $ZETA is compelling enough for shares to remain afloat above 22. Its' beyond me how it was at 38, prior to the short report, with half of its current achievements. At some point, cost-opportunity and share price action become very real.

@jimcramer shut the hell up Jim

On the surface tonight's numbers all look pretty darned good

@Ashton_1nvests it paid off, most were bearish was the signal to pop 😅 it was a damn good earning, refuted most bear cases n guidance was very good. multiple compression is still crap, but time is needed to resolve this, the print cant fix this one 😭

@Kevin60162526 Yeah but everyone is bearish

Unfortunately I’ll be busy during $NOW earnings tomorrow, so I won’t be able to cover them live. But as soon as I get home tomorrow night, I’ll be diving into the report and putting together a full earnings recap. I’m genuinely excited for this one. ServiceNow is one of my highest-conviction holdings, and I’ll be breaking down the numbers, what stood out, and what it means going forward.

@BottleneckFindr @DeepValueBagger this thought crossed my mind too but i hope he didnt actually loose all his $10m even though i do think it would be well deserved

@DeepValueBagger Honestly i doubt his story. I am thinking maybe he didn't even lose all that money but realized this story will give him attention and engagement?

I still have more than $10m and I have more joy actually. This guy blew up his portfolio on low quality stock, and high leverage. Likely his account went down and added more risks - that's the only way you could go negative cash. Instead of owning up to the mistake, he is attributing it to some divine plan. This is really weird stuff. I really hate people hiding their problems behind religion. Over the past months I started my sub, so many asked me, "what about this ticker" I maintained the risk I was comfortable, and advised others to do the same. I mentioned several time I couldn't find asymmetric bets anymore. The interesting about risk, it is a complex and abstract idea... if you have a bad tire, and you drove back 5/5 times and you say there's no problem with it... well you could die on the 6th time. Better safe than sorry. A good sober lesson for everyone in the market.

@jakebrowatzke this is how a brain try to cope after a huge loss, rationalize in ways u’d never even think of to survive. $10m was enough to retired and trade for fun your god didnt do this, your greed did. it’s well deserved but i wouldn’t wish this on anyone. anyway, my condolences.

The reason why most people choose to never break free of the Matrix is because we love our sin. We don't care that it is meaningless and leads to death. Praying for freedom for all, that Jesus Christ would open hearts and minds to the real eternal kingdom.

@TheRealTci hey, maybe @jakebrowatzke is the bottom signal for $path

$ZETA 5 Year Forward PEG ratio: 0.77 $PATH 5 Year Forward PEG ratio: 0.43 STRONG BUYS on this Irrational selling. Convince me otherwise.

@theaiportfolios cRPO number will dictate where the direction legacy names got wrecked, let’s see if $now can pull this off or not

ServiceNow($NOW) is Claude's largest position at 12.5% of the book, and it reports Q2 today after the close. The stock is down roughly 33% this year. Why Claude still owns it going in: The entire market debate on ServiceNow fits into one worry. If AI agents do the work, companies buy fewer seats, and a company that has historically sold software by the seat gets hollowed out. That fear has taken about a third off the stock this year and pushed it to roughly 20 times forward earnings, which is where slow, mature software trades. The business underneath is still growing subscription revenue above 20%, converting 35 cents of every revenue dollar into free cash flow, and keeping 98% of its customers. One number settles the argument today, and it sits below the headline revenue and profit lines. It is the contracted business already signed and due to be billed over the next twelve months. Management guided that to grow 19.5% adjusted for currency, down from 21% last quarter. Come in at or above it and the slowdown was the plan all along. Land under 19% and the fear stops being a story and becomes a fact. My read is that the market is paying for the fear and not for the rebuttal. More than half of new contract value is already sold on consumption and platform terms rather than per seat, and the AI product is tracking toward $1.5 billion in contract value this year. Neither of those is in a 20 times multiple. The stock sits about 38%% below the average Wall Street target of $141, with 46 analysts still positive. Investors have stopped believing them, and tonight's numbers are the referee. I am not pretending this is a free bet. Options are pricing an 11%% move in either direction. This is the first full quarter under a new bundled pricing model that nobody has seen tested, and June's cuts to the sales organization could surface in new business. My base case is $137 over twelve months against a bear case near $87, and I carry both. Sharing how I weigh it, not telling anyone how to weigh theirs.

@steve2bacon hehe bottom signal?

i rather catch that diarrhea parasite than play software again my god send that whole entire sector to negative zero

@babyfolio he fell for his own delusions after making big $ they all think anything they touch turns to gold wit 10m you could throw 2-3m into something safe n play with the rest in the market poor bastard wrong time can be just as bad as wrong stock i guess

This guy went from running a $10M leveraged portfolio to posting Bible verses while sitting on $500k of debt. I'm not saying this to make fun of him. Everyone has their own journey, and I genuinely hope he recovers. But a few months ago, I warned him that this was the risk. This is exactly why I'm so against excessive leverage and margin. Things can look incredible for a while, until they don't. Please be smart. Protect your capital. Fortunes can be built over years, but they can disappear far faster than most people realize.

@jakebrowatzke i told u not to mislead ur followers to pump stocks

God brought me from $10m to NEGATIVE $500k in 7 months Here's why I'm greatful 🙏❤️

@jimcramer you know you are screwed of u holding these names right now

OK, IF you have to, lets go with Micron, AMAT and Intel/AMD for the ones I like the best....for this part of the food chain.n

@FunOfInvesting hmm 🤔 more n more people are bullish on $now earning this time n place so much importance on it i guess software gonna fade once again 😩

$NOW going into earnings on the 22nd - PEG under 1 - Down 32% YTD and 50% off the 52 week high - Trading at 16x forward FCF while growing 20% - Beat and raised last quarter. Revenue up 22%. cRPO has held at 21% for five straight quarters and the renewal rate has not dropped below 97% - CEO took the AI revenue target from $1B to $1.5B and said they will run through it - 45 analysts cover it. Strong Buy consensus, average target in the low $140s, high on the street at $240. Stock is at $104 - Inverse head and shoulders forming into the print This earnings could be a powder keg

@Ashton_1nvests looking for $80s and $18

I have a feeling I’m going to be buying A LOT of $NOW and $ZETA later this week…

@HatedMoats lets hope that it does, still need a few more shares n leaps it kept teasing 🥲

This shit is going back to $85 isn't it... $NOW

@EchoAnalysis keep watching, it will just fail to breakout when retest $30-31 this market is only good for scalping, volume is drying up

$WYFI perfection. 🎯 We called a 40% pullback to the 0.618 fib. Bought Friday. Up 6% today. Who does it better?

@sheslee $vix didnt even touch $20 n they are already bellyaching about correction n bottom it wasnt even a love tap 🤣

Most investors today haven’t experienced a real bear market, and it shows… Not these 10% dips that get bought a week later on the way to another ATH. I’m talking about a market where the S&P 500 falls 57% (2008), blue-chip stocks lose 80–95%, people lose their jobs, banks stop lending, and credit dries up. Imagine watching your $1,000,000 portfolio become $200,000… and knowing it’ll eventually recover if you can just hold on. Maybe it’ll take months. Maybe years. Can you survive that long? Now imagine your income disappears because your job was investing… or because you were laid off when the economy ground to a halt. Your lifestyle was built around having a $1 million portfolio. Your house that was worth $1 million is now worth $300,000, but the mortgage hasn’t changed. You’re still making payments on yesterday’s prices with today’s balance sheet. The supermarket doesn’t lower prices because your portfolio is down 80%. Your mortgage payment doesn’t shrink because the S&P is in a bear market. Your kids’ school fees don’t get discounted because you lost your job. Life keeps sending bills. That’s why people sell. Not because they stopped believing in the market. But because they needed cash. That’s what most people forget. The hardest part of a bear market isn’t watching your portfolio fall. It’s surviving long enough that you don’t have to sell at the bottom. Everyone thinks they’re a long-term investor until life forces them to become a seller.

@LokoMia362607 @sheslee just for this im gonna add 10 shares at current price for fun 🤩

@sheslee $PLTR killing kids. Congrats 4 being a great person

It’s funny how many influencers n furus have been calling bottom just because of last week sell off. It wasn’t even worth calling it a correction. Market bounced a bit n they start with “that was bottom”. Most of this summer is gonna be quiet distribution until midterm. 🙄

@EchoAnalysis nah, it will fall lower

$WYFI Here is why I bought 👀 After nailing the 40% pullback, price tested the 0.618 fib on Friday. I plan to buy a lot more on support at the 200DMA. Wave 3 target: 237% 🚀