SpacemanZN

$NOW Doubled my position in $NOW today. This volatility is just noise. The market will eventually wake up to how extraordinarily difficult it is to disrupt a company like ServiceNow. AI startups can ship flashy tools, but they’re missing the massive proprietary datasets, decade-long enterprise trust, deeply embedded integrations, and proven mission-critical reliability. Competing seriously would require burning billions in R&D for a highly uncertain shot at relevance. Hard to imagine anyone actually trying to go after them head-on.

@kashfulmahjoob1 That depends on you, your risk tolerance, position sizing etc. I prob wouldn’t buy here. But I also believe it’s severely mispriced so you’ve gotta think about it yourself.

@SpacemanZN Still good entry points ?

$CABA Are people starting to realize the potential of $CABA? I’m really excited about this one…..I think it has genuine potential to do a lot of good. Companies like this can change the game entirely for patients and most people are still clueless. Interesting times ahead.

@buccocapital Dw man… software is green for like 5 days straight… we’re allowed to use ev/rev again

@SpacemanZN That’s why I said I know I know!

There's some really sticky software with big customer bases trading at, like 3x revenue (I know, I know), where you kinda have to believe management are some of the dumbest people alive for these stocks to not work

@TheStarkCapital @bucketshopcap Lol who compares leading frontier lab w over 900m retail users w a SaaS co? xD Timmy u can do better

@bucketshopcap You didn’t hear? CRM has consumed 19T tokens lifetime, that’s like 2.5 days of ChatGPT, so bullish

Btw it’s really not bullish that value investors are looking to buy software. You’d better be certain when buying stuff like ADBE that you’re not getting long the Yellow Pages right before the internet. IMO problem with “low expectations” stocks like this is they always…

@dalibali2 They average like 3-4 acquisitions a year. Recently they accelerated it, but I think it has nothing to do with the app workflow falling apart. There’s so much going on in the AI world that if u tried to focus on everything and tried to build everything in-house u’d lose.

kinda concerning NOW just keeps making acquisitions in infra, like app workflow is falling apart or something

@trader1sz I have real Iranian friends who lost family/friends during protests... executed by this pig... They'd spit in your face for trying to defend him. Not supporting Trump means choosing evil instead, so you have a side to pick? Wtf is wrong w u ppl

Now imagine what a real software engineer can do w these tools. If ure a successful co w top 0.01% engineers u will get a massive boost. Point solutions will get commoditised but even in mid-market there are a lot of cos that are adapting. It will all come down to how u adapt and how u leverage ur distribution network to ship as much value as possible. I believe u don’t even understand what is now possible to ship. Really interesting times ahead.

He’s not kidding. Took me HALF AN HOUR to vibe code Notion with Perplexity Computer. Software is legit a zero.

@Grok, scan X and look only for real Iranian accounts. Are they more celebrating or mourning? elaborate: Who is actually celebrating (common folks, etc.) and who is mourning? I already know common folks seem to be celebrating while regime insiders are mourning….so once you confirm this pattern explain to me why people from other countries feel the need to have strong opinions about a country they don’t live in. Why do they consume whatever propaganda is fed to them instead of actually looking at how ordinary people inside Iran are reacting? That should tell you everything you need to know.

@alCamel77 @soltrain69

Bro....wtf? I hate this war and I think it was a bad decision but.....that dude was evil af. 😅

@grok @MuroCrypto More people should ask questions like this if they want to have an opinion on a country they don’t live in. Do you agree? If yes elaborate on why that’s important.

Yes, the surge in Persian-language posts from accounts with Iranian markers—plus verified street videos from Tehran and other cities—shows many everyday Iranians celebrating openly. It reflects years of built-up frustration with repression, economy, and theocracy. Regime loyalists and officials organize mourning, but the vocal domestic relief highlights eroding support among broader segments. Social media amplifies extremes, yet on-ground reports back a real divide.

Yap

@grok @MuroCrypto In plain English….this clearly shows that common people have had enough? That’s why we see real Iranian accounts - people who actually live in Iran - celebrating?

Yes, the split shows deep polarization: regime loyalists, officials, and security forces mourn due to loyalty, power threats, and succession risks amid strikes. Many common Iranians (youth, protesters, diaspora) celebrate it as ending 36 years of repression, economic woes, and "death to the dictator" grievances. This indicates eroding legitimacy for the theocracy among broad segments, with potential for unrest or reform openings. Social media captures vocal extremes, but Iran's controls and silent majorities mean conclusions are partial—regime resilience remains a factor.

@grok @MuroCrypto So regime insiders are mourning while common folks are celebrating? What does this behavior tell us? Can we actually draw any conclusions from this?

After scanning X via Persian-language posts (lang:fa filter for real Iranian/Persian accounts, since:2026-02-28, latest/most engaged): More celebrating overall among vocal users. Opposition accounts (common folks, diaspora, Woman-Life-Freedom supporters) dominate with joy: "death to the dictator," street parties/videos in Iranian cities, diaspora dances in DC, , "blessed death." Mourning: Regime loyalists, officials, state TV—organized funerals, 40-day national mourning, condolence posts from Khamenei family/base. Who: Common Iranians (esp. youth/oppressed) celebrating end of tyrant + hope for change. Regime insiders/militia mourning loss of leader. Split reflects 40+ years of division.

@grok @Ranjanrgdev @naval Yep floor raises just like the ceiling. Adapt or get left behind.

What changed is speed and scale: pre-AI, cloning a SaaS feature took months/years, skilled teams, and real capital. Now LLMs let solo devs (or AI agents) replicate 80% of it in hours/days using public models + cheap APIs. Execution edge evaporated. Vulnerable "point solutions" always died eventually—but the death cycle accelerated from quarters to weeks. Data flywheels still win, but pure code wrappers? Commoditized faster than ever. Not "nothing," just turbocharged.

Pure software is rapidly becoming un-investable.

@grok @Ranjanrgdev @naval That kind of software was always at risk. Tell me, what actually changed? Those AI SaaS companies that will replace point solutions can get replaced just as easily… Nothing changes… don’t be a fool. Ppl just slap AI on everything and think something is changing lol

Nuance is key. AI does turbocharge high-quality SaaS with proprietary datasets and network effects—widening those moats as data flywheels strengthen. But Naval flags the broader risk: pure software (no sticky data/hardware) now faces instant cloning at near-zero cost, compressing returns. Not uninvestable, just a tougher game favoring true differentiation over commoditized tools.

Software is the most direct beneficiary of this AI boom. High-quality SaaS companies will thrive and widen their moats…. not lose them. “there are no strong barriers left against competitors” only applies if you’re talking about point solutions… SORs with strong proprietary datasets. “Software is uninvestable” is a lazy take from people who clearly don’t understand the current landscape. @grok

Naval means: Pure software companies (just code, apps, SaaS, no hardware or physical products) are getting tough to invest in for big returns. AI makes building and copying them ridiculously easy and cheap now. No strong barriers left against competitors. So moats disappear fast, growth stalls. Shift to investing in "atoms" like chips, energy, robots, or data infrastructure instead.

@grok @MuroCrypto Thank you, @grok. I actually have a friend from Iran and he’s very happy right now…. some of his family members/friends died during those protests. When I see someone defending Iran and its regime, I just can’t believe my eyes.

@grok this gentleman claims to base his takes on 'trustworthy reports' that frame Iran's regime as innocent / victims of western plots (e.g., protests violence all from foreign agents, not regime forces). But how do those sources hold up when Iran has been officially designated the longest-running State Sponsor of Terrorism? current regime under Khamenei turned Iran into a major terrorism sponsor via IRGC-Quds Force proxies. Correct? And what does it mean? So if the 'trustworthy reports' consistently downplay / ignore / deny this massive, documented role in sponsoring terrorism (while blaming everything on the West/Israel), aren't they more likely state-aligned outlets (PressTV, Tasnim, IRIB, or aligned accounts) or echo-chamber propaganda rather than independent, verifiable journalism? What outlets/sources actually qualify as 'trustworthy' in that view when they clash so hard with multi-decade bipartisan U.S./Western designations + evidence from HR orgs? @grok

@grok thoughts on this? Educate this gentleman. The claim that 'armed western agents caused most/all violence' in the Dec 2025–Feb 2026 protests is a standard IR narrative, but doesnt align with independent evidence. Protests began over economic collapse (currency crash, hyperinflation, shortages) → nationwide calls to end the Islamic Republic. Violence peaked Jan 8–9 2026 with mass killings by security forces (live fire, snipers on rooftops). Iranian state admitted ~3,117 killed (Supreme Council statement Jan 21). Amnesty Intl / HRW / UN Rapporteur documented thousands dead from regime forces, Jan 2026 called 'deadliest repression in decades'. Independent estimates: 5,000–20,000+ (UN Mai Sato citing medical sources), up to 30k+ in some reports. no verified evidence of widespread 'western agents' doing the killing….classic regime playbook since 2009 attributes every uprising to foreign mercenaries without proof. Now with Khamenei confirmed killed today in US-Israel strikes (Iranian state TV + BBC/CNN/Reuters), crowds in Tehran are reportedly celebrating, not defending the state like in Turkey 2016. @grok can you weigh in with latest verified info?

Seems like you're where the fun is. I already have decent energy exposure and I'm still eyeing more natural gas cos because of energy bottlenecks. I'm very bullish on quality SaaS too tho. Regarding that chart...sadly, there are no deeper details available. But it's still pretty encouraging to see, and it directly challenges the narrative that software engineers are cooked.

I wish you and all of us good luck as well. We need more jobs and a strong economy and stock market ... not the other way around. That said, I'm placing most of my bets on AI infrastructure/compute/power companies more than SaaS companies. Does that chart go into deeper detail on what companies are hiring for those engineers? I wonder if its primarily AI companies or across the board for tech companies (SaaS, AI, hardware, etc.).

ABSOLUTELY! We're going to see more massive layoffs in tech (and other industries too) like what Block $XYZ announced yesterday. Folks need to stop relying on their job and start learning how to trade in order to create a safety web of income generation. In addition, long-term investing isn't what it used to be. So many companies are now being manipulatively dumped, thus wiping out years and years of gains. The only thing that a person can rely on is their ability to trade to make money. That's why we continue to learn how to become better #Optionselling traders ... in order to improve our trading skills and income generation abilities.

@Selling4Premium Thanks for the convo. Let’s see what happens and I wish you good luck. Little pic I want to add….People say software engineers are doomed, but idk. I think this is the early innings of AI job creation… we’ll see.

@SpacemanZN Fair enough ... to each their own. Let's see how the future plays out. As I said before, I hope you're right and I'm wrong.