mike

@ariaradnia Microsoft hasn’t traded at this multiple in years, business is not going anywhere. Probably doesn’t get safer tbh. Might go lower first but ultimately it’s going back up.

$MSFT now trading near its lowest valuation in recent memory Any interest?

@gurtyoo174083 @ariaradnia Market has mispriced a lot of SAS, $NOW becomes even more necessary with the integration of AI agents.

@ariaradnia I actually think $NOW fits in the future of work with AI (and also today‘s) perfectly. The more incidents, studies and engineer‘s experiences with AI-integrated work come out, the more does it remind me of what Bill and Jensen have been saying all along. FAD26 had great insights

I’m shocked and PROUD to see that every reply so far has been positive except one I also think $NOW right now is objectively a great opportunity

@MartiniGuyYT Revolut are going to offer a fully fledged brokerage over years to come. True one stop shop for everyday finance and wealth building.

Revolut has secured FCA approval to offer leveraged products, portfolio management and private wealth servcies in the UK

@harl_vann @MartiniGuyYT Leverage products/margin accounts and managed portfolios to all, private wealth products to high net worth individuals. Hopefully funds coming to all as well

@MartiniGuyYT Will those products be available to all Revolut customers or only those who can prove they are already wealthy?

@NotA_Bull $NOW or $CRM for the eventual wake up on SAS.

If someone gave you $5,000 today, which stock are you putting it into?

$NOW really is attractive at this level, Q1 delivered another beat and raise. • Subscription revenue $3.67B (+22% YoY / +19% cc) • cRPO +21% cc beating guidance • Raised FY26 sub rev guide to ~$15.7–15.8B (~21% cc growth) $NVDA CEO Jensen Huang at Knowledge 2026: “For the first time, service is software. Software is service, and the service industry is 100x larger than the software industry.” AI is accelerating the model, not disrupting it.

@StockTrader_Max PEG ratio down from 1.8 a year ago to 0.88 today. 80 percent of its 12 month TTM free cash flow allocated to buy backs, 20% YoY revenue growth. Fundamentals are solid and enterprise renewal rate at 97%. Long $NOW

$NOW A great start, still a long way to go 📈🤝🏼

@LukeSimpleDiv @SchwartzFinance Very attractive at these levels.

@SchwartzFinance Well done💪🏻 Under $100 is a steal deal Under $90 sell the house to buy it🤣

Loading up on $NOW 📈 Who’s with me?

@qualtrim SAS rotation will hit hard for compounders like $NOW

Super Investor Chuck Akre is rotating into Software. - Salesforce: Buy - ServiceNow: Buy - FICO: Add (+31%) As a result, he sold: - Visa: Sell (-38%) - Moody's: Sell (-28%) - Brookfield: Sell (-36%) - Mastercard: Sell (-24%) $CRM $NOW $FICO $V

@maxkarpis Max, do you think Revolut intend to offer a full service brokerage in years to come? Matching the likes of trading 212 and Freetrade?

Revolut is hoping to launch its private banking services in UK later this year for customers who have at least £500k to deposit writes FT. The plans come as the UK’s Financial Conduct Authority granted permission for Revolut’s trading arm to expand into "leveraged products, private wealth services and managed portfolio solutions". Revolut’s trading division, said: "These permissions are the missing piece allowing us to unite investment, advisory and portfolio management under one roof." Source ft.com/content/4cb8fd…

@value_invest01 @NotA_Bull I hope you are right and we can both be buyers down at the $60-$75 range.

A healthy balance sheet and strong execution are real positives, no argument there. But at current levels the valuation still assumes near-perfect AI integration and continued high growth with very little margin of safety. Microsoft stepping up their game (or any slowdown in enterprise spend) could pressure the model. I respect buying and DCAing if you believe in it, but I need it closer to $60–$75 before the risk/reward feels right for me. It may or may not hit I’ll be okay with either. $NOW

Is $NOW a buying opportunity?

I agree, there is a certainly a chance it goes lower. I think for me: healthy balance sheet, hopes of cooling geopolitical climate and the fact that there is no genuine threat currently to their business model makes me comfortable buying at current price range, of course big on dca. They have to be very careful with their ai integrations/executions, if companies like microsoft step up their game over the next decade they could invalidate so many sas models.

Bro, good question. Even great companies like $NOW drop 20–40%+ from time to time. We saw it in 2022, and it can easily happen again on “sell the news,” margin pressure from AI spend, acquisition integration hiccups, or just a broader market rotation. Or geopolitical shocks can take the stock market down. All opportunities to buy at deep discount. At $60–$75 the forward multiple comes down to a much more reasonable level with real margin of safety. Right now at $89–$90 it still assumes a lot of perfection. I don’t need it to crash, I just want the price to finally give me protection. That’s where I start adding with conviction. Staying disciplined is how you last in the market.

@YodaStockInvest Oversold sas stock with huge moat. Fundamentals are rock solid. Once some capital starts rotating back into sas $NOW is very attractive.

What’s all this $NOW hype about??? Half of X calls it to 1T MC. Haven’t done any digging!

@value_invest01 @NotA_Bull What makes you think it will drop that much?

@NotA_Bull $60-$75 is the buying opportunity, you can dollar cost average also here but the real buying opportunity is at the $60-$75 range $NOW

@NotA_Bull $NOW is a leader in enterprise AI workflows, oversold and a massive value proposition for the next couple years.

@Tipped4me @pelositracker It’s tricky to legislate against the practice, do you ban politicians from investing all together?

@pelositracker Unless you stop this practice and congress bans it..A president buying will always increase in the market ...They would have to extend it to anyone TRUMP knew and I mean anyone...

Breaking: Trump owned DELL the entire time On May 8th, Trump said "Go out and buy a Dell, they're great" $DELL jumped 12% that day What he didn't mention: • He had already bought up to $5,000,000 in $DELL on February 10th • Then bought more on March 2nd • Then again on March 11th • Then once more on March 23rd The disclosure became public 4 days after the endorsement

@oost_marcel @Revolut Margin and robo advisor for uk users incoming.

🚨𝗝𝗨𝗦𝗧 𝗜𝗡: @Revolut just received approval from UK 🇬🇧 regulators to expand its investment offering, including portfolio management and private wealth services. Revolut already has 1.2M trading customers and nearly £750M in assets under administration. Now it’s aiming for a much bigger opportunity: becoming the primary wealth platform for the next generation of affluent users. What stands out: • Investing is becoming a core battleground for neobanks • The line between banking, brokerage, and wealth management keeps fading • AI-powered investing will likely become a major differentiator over the next few years Revolut started with FX and cards. Now it’s entering wealth management.

@firsharrison @enogrowth What makes you say that? You don’t like the stock?

@enogrowth How much they pay you?

$NOW Q1 2026: Revenue +22%. Guidance raised. NVIDIA partnership live. Jensen Huang calls it the AI enterprise operating system. 85% of Fortune 500 already locked in. $184 analyst target. Trading at $92. The fundamentals and the price are telling two different stories.

@VeerangOza @XFreeze IOS still does not have projects either..

@XFreeze Half of the updates are just skipped from android. We still don't have projects

Grok Web just got a massive upgrade with Skills This is a huge productivity update for the AI chatbot You can now tell Grok things like: - “Make me a pitch deck” - “Edit this PDF” - “Analyze this spreadsheet” …and it executes the workflow directly inside the chat Built-in Skills currently include: • DOCX → create & edit Word docs • PDF → read, edit, and analyze PDFs • PPTX → generate full presentations • XLSX → spreadsheets & analysis There’s also a Skill Creator that lets you build your own reusable workflows Imagine creating custom Skills like: - “Generate my weekly investor report” - “Summarize meetings into actionable notes” - “Convert this document into a slide deck” - “Organize this file into a simple checklist” Grok is evolving from a chatbot into a real execution layer for digital work It's now available for SuperGrok Heavy Users

@NotA_Bull NOW

I have $3,500 to buy the dip. Which stocks should I buy?