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Christian | Husband | Dad | Entrepreneur

[Urkel @SteveUrkelDude]

$ASTS another one, just like $ZETA

Plenty more out there like this. People always panic during pullbacks - just zoom out & breathe.

[🅰️ ndy Log 🅰️ n @Alogan_99]

@stocktalkweekly Nice Cheif!! I missed this one on the original call out but now w/ market cool off last week this should give me a chance to get in prolly 40% above your original entry.

[2030orbust SaaS (ShitcosAsAService) Enjoyer @KingHeupel]

Will be going live around 9:30 or 10 EST tonight with @zach67owens . Zach is an extremely bright mind. I look forward to our chit chat and welcome anyone else to hop in.

[🅰️ ndy Log 🅰️ n @Alogan_99]

@DJDunnoe_Trades Good stuff DJ, I enjoy your trades and commentary in the Flo State discord. It’s great to see a variety of completely different styles, but helps to see that success can come in different colors when you really work at it. Keep it up!

[🅰️ ndy Log 🅰️ n @Alogan_99]

@TMFAssociates You are such a tool dude, like seriously get a life. You’re like a pedo-stalker just waiting to try and find something to jump on X and support the bad position you put yourself into.

[🅰️ ndy Log 🅰️ n @Alogan_99]

@DJDunnoe_Trades Well done DJ!

[drizzy @drizzyinvests]

New investment - $NOW

Been researching this name for a few days and gotta say I like what I’m seeing.

Today:
- Trump discloses he bought $1m-$5m of $NOW on 2/10 (which means between $105-$108, current price is $91).

From Q1 ER:
- Q1 Revenue: $3.770 billion, up 22% YoY
- Free cash flow margin: 44% in Q1 2026
- Now Assist customers spending over $1 million in annual contract value grew over 130% YoY
- 97% retention rate
- Backlog grew to $27.7B, up 25% YoY
- Raised 2026 guidance by $205m

Management:
- CEO Bill McDermott has plans to buy $3m worth of shares on the open market and tied his compensation closer with the stocks performance (while on a massive downtrend).
- CFO Gina Mastantuono has also opted for more equity based compensation instead of cash. Gina also canceled her planned selling.
- Notable moves by the CEO and CFO considering the stock is down roughly 60% from highs.

Partnerships:
- $NOW has partnerships with all the top dogs such as $NVDA, $AMZN, $GOOGL, $MSFT, OpenAI, and Anthropic.
- 85% of Fortune 500 companies use $NOW.

Market Rotation:
- The market rotated out of software and into AI infrastructure like chips and data centers, which sold off names like $NOW despite strong fundamentals.
- What I believe the market is missing is that AI agents still need workflows, permissions, integrations, and automation. That is exactly where $NOW comes in. Strong margins, fantastic retention rates, backlog growth, and growing AI adoption makes me believe this is just more of a sector rotation rather than a fading business.

Jensen Huang:
- “This is one of the greatest transformations for the software industry ever.” - Huang discussing agentic AI and enterprise workflows alongside CEO Bill McDermott at Knowledge 2026.
- “For the first time, service is software. Software is service.”
- “The service industry is 100x larger than the software industry.”

Growing business, management putting their money where their mouth is, getting stuck in a market rotation out of their sector, partnerships with everyone you can think of, Trump personally taking a stake about 13% higher than the current price, Jensen endorsements, all seems like the perfect time to take a stab at a beaten down stock.

I have a position at $90.7, and will look to add more.

[🅰️ ndy Log 🅰️ n @Alogan_99]

@thekookreport For real, is this how you originally got interested in ASTS?

[🅰️ ndy Log 🅰️ n @Alogan_99]

@LogicalThesis Tbf, not taking enough risk to outperform the Nasdaq is neck to neck in the top 5 ranking of low T behaviors.

[🅰️ ndy Log 🅰️ n @Alogan_99]

@OracleNYSE AT&T

[🅰️ ndy Log 🅰️ n @Alogan_99]

@spacanpanman The irony of BOA timing

[🅰️ ndy Log 🅰️ n @Alogan_99]

@holliemaea @lookner I’ll work on getting the rednecks in OK to review your business. https://t.co/CZE5Qn3Z46

[🅰️ ndy Log 🅰️ n @Alogan_99]

@holliemaea @lookner Great low IQ stereotyping, and superb marketing from a business owner. Want to bet on whether it was “rednecks”?

[🅰️ ndy Log 🅰️ n @Alogan_99]

@Defiantclient2 @Steved24661 Yea, I was talking with someone else a few minutes ago and he said it was a bit of a revenge play both directions. I can see that now in reading it in that light. TY

[🅰️ ndy Log 🅰️ n @Alogan_99]

Not sure I can agree on “very bullish”. The ruling that ASTS’ request was dimissed with prejudice w/ the FCC siding with SpaceX’s spectrum rights over AST SpaceMobile’s request to overlap or utilize those frequencies doesn’t feel that bullish to me. Fwiw, I am and will continue to be deep in ASTS.

[🅰️ ndy Log 🅰️ n @Alogan_99]

@KevinLMak Ready to have you back to X business. sir.

[Quant_RX @Quant_RX]

Fluidstack the middleman setting up in US data centers is getting a massive boost in investment from Jane street and others. They will deploy that cash in existing partnerships $WULF $CIFR

[🅰️ ndy Log 🅰️ n @Alogan_99]

@Umbisam Fwiw, these look like they were entered at the bid, might be sells.

[🅰️ ndy Log 🅰️ n @Alogan_99]

@LifeACycle @ItsDecado Do you have any clue what the shield means by the account location?

[🅰️ ndy Log 🅰️ n @Alogan_99]

@ZaStocks Very nice write up. Well done!