sb
49.9K posts
sb
@stb8444
no financial advice - semi retired - large swing trades, i try to hold positions for over 1yr - solana, hyper liquid
$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.
Fresh lows for stocks like Adobe $ADBE, Salesforce $CRM, ServiceNow $NOW, and Hubspot $HUBS today. Adobe $ADBE is now down by 2/3 from its highs in late 2021. Will be interesting to see which of these AI Doom stocks survive the next decade.
retatrutide is the biggest cheat code there is in the health, wellness and longevity industry and its not even close
It really feels like software is waiting for permission to go up. The group feels like it has the ingredients but the market hasn't emotionally let go of its skepticism yet. Software probably doesn't need one magical catalyst here as much as it needs time and repeated evidence that the bear case was overstated. $IGV
BREAKING: Perplexity's revenue has reportedly surged +50% in one month after shifting into AI agents, per FT. As a result, Perplexity's revenue has doubled in one quarter to more than $450 million in ARR. This follows Anthropic's push into the space which said its ARR hit $19 billion at the end of February. AI agents are skyrocketing in popularity.
Charlie's Angels Reunite: Kate Jackson, Jaclyn Smith & Cheryl Ladd Together Again
US WAR MINISTER: IRAN BEGGED FOR A CEASEFIRE
