@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.
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.
@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!
@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.
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.
@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
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.
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