Shoes2GPUs

Shorting $RIVN the same quarter as R2 starts hitting customers?

Levered long $INTC

@jacobiinvest He likes $NOW though? 🤔

45 minutes till $NVDA earnings. How are we feeling? I think they crush. In Jensen Huang we trust.

@jacobiinvest Not right now. Maybe someday? Maybe never? I guess I think Jensen knows more than you do. What do I know?

@Shoes2GPUs Bag holder right here

$NOW is back under 100 a share Any guess why?

Isn’t it obvious that $NVDA should acquire $QCOM? Dominate on-device compute, connectivity and edge AI. A 50% premium isn’t even ~5% of the company’s current market cap.

@optionscjp 🚀

The servicenow bulls got awfully quiet on this app the past 24 hours 😆 $NOW

Michael Ng at @GoldmanSachs needs to fix this soon or he'll be upgrading $OPEN to a Buy at $10.

@TheValueTrade $OPEN

What’s the easiest buy at current levels? $NOW $CRM $ORCL $MSFT

Today’s $CHWY drop was the market reacting to management’s tone at JPM. CEO Sumit Singh said consumers are more “stretched” than earlier this year, and pet is resilient but not immune to macro pressure.

@MrStealth27 $NOW 💯

$PLTR or $NOW. Who outperforms the next 24 months?

@FIREDUpWealth Bro that is actually bullish

In case you're wondering why $NOW went from $110 to $100 😂

$OPEN has went from $10 to $4.20 in the past 6 months Who’s buying the dip?

@itsbullionaire_ More buyers than sellers?

WOW $NOW UP ALMOST 5% OVERNIGHT. WE BROKE $105 CAN SOMEONE EXPLAIN WHY WE ARE RIPPING UP?

@WisemanCap Long live the Zoolander CEO!

$NOW should rerate higher

@FIREDUpWealth $1,034.20

$NOW is up 8.5% today… Where do you see ServiceNow stock in 12 months?

@BourbonCap “Long the Zoolander CEO.”

$NOW is going to zero Also $NOW: "We're going to grow the top line and you'll see the acceleration of that, and we're going to expand the margin profile of the company and, we're going to take down stock-based compensation down around the 10% mark in 2029. So you'll be dealing with a 50-plus GAAP company. So I know what you want and we're going to give it to you."

@rdd147 Such as?

Only reason $NOW is rising is because a couple people are talking about it to dump positions. Service Now has twice the forward and reverse PE of $CRM and $NOW just needed a $4 billion bond to raise capital. I’m not necessarily anti-SaaS outside of pointing out the sector is dog shit in performance, but don’t fall for a pump and dump scam when there’s much better options in the sector.

$UBER wins if AV stays fragmented. $10B spread across Waymo, Zoox, Baidu, WeRide, Wayve, Nuro plus @LucidMotors and @Rivian fleet deals. $LYFT can't match this. $TSLA @robotaxi crashing even with humans tells you no one is lapping the field right now.