GB.

$SOFI - joined here.

Took some $SOFI calls off CEO buys:

$NOW - 15%. There you go!

$NOW - going to grab some calls a couple weeks out.

You have less than five years. Maybe three… Sorry, I have been away the past few weeks. The AI apocalypse is here. More to come. But please listen.

$NOW - I’ve been listening to ServiceNow CEO Bill McDermott across multiple interviews and conferences lately, and one thing stands out: the guy is everywhere, and he’s speaking with a level of clarity and confidence that you don’t usually see unless a CEO truly believes in what’s coming. A logical, charismatic CEO understands something very simple: if you go across every media outlet talking about the future, talking about AI, talking about growth - and then the company misses the next earnings or guides down , you lose credibility instantly. The market remembers. Investors remember. So when someone with decades of experience is putting himself out there repeatedly with a consistent message, you have to assume he understands that risk. Credibility for a CEO is everything, and once it’s damaged it’s extremely hard to rebuild. Add to that the fact that Jensen Huang mentioned ServiceNow in the context of the AI ecosystem. Nvidia sits at the center of the AI infrastructure layer, so when the CEO highlights a company in that stack, it’s not random. Portfolio allocation: 10% via stock & options.