Lightning

Disruptive Tech Investor∼ #Bitcoin #Ethereum #TSLA

[InvestmentGuru @InvestmentGuru_]

QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.

PURE-PLAY QUANTUM

$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca, Hyundai. 256-qubit demo targeted 2026. The institutional-grade pure-play.

$RGTI → Superconducting quantum systems. Highest beta in the sector. When quantum runs, $RGTI moves violently. Active momentum name right now.

$QBTS → D-Wave Quantum. Annealing-based architecture. Most commercially de-risked pure-play — already generating optimization revenue with real enterprise clients.

$QUBT → Photonic + room-temperature quantum. Q1 2026 revenue up from $39K → $3.7M YoY. Acquired Luminar Semiconductor for $110M. Vertically integrated photonics + quantum platform taking shape. Executing quietly.

$INFQ → Neutral-atom quantum + sensing. One of the least-covered names in the sector. Neutral-atom architecture is gaining credibility as a scalable path to fault tolerance. Early but worth watching.

$ARQQ → Quantum encryption and post-quantum cybersecurity. The national security angle. As quantum breaks classical encryption — this becomes critical infrastructure.

$LAES → Quantum-resistant cybersecurity chips. Hardware-level protection against quantum decryption. Defense + enterprise security tailwind.

[Lightning @Lightning2028]

@Smaris 2 Mexico vs 1 Korea

[Lightning @Lightning2028]

@iingridrod B cc1wertyui

[Lightning @Lightning2028]

@liorsela Damn not available in Canada yet

[Lightning @Lightning2028]

@Remzztrades Waiting for it!

[Lightning @Lightning2028]

@cantonmeow Nice! Already loaded at $47

[Lightning @Lightning2028]

@DominicBRNKMN I got the Marine Blue with white seats!

[Lightning @Lightning2028]

@MMatters22596 Yet no Tesla?

[Lightning @Lightning2028]

@Gubloinvestor TE

[Mr. Jason💡 @jason_coder0]

10. Should I Buy This Stock?

Evaluate whether [TICKER] is a good investment today.

Include:
• Short-term outlook (1 year)
• Long-term outlook (5+ years)
• Key catalysts
• Major risks
• Final verdict: Buy, Hold, or Avoid

[Lightning @Lightning2028]

@TeslaPickleman We need this in Canada!

[James Gillesheimer Jr @TeslaPickleman]

So while in #freemont Seeing this #beauty #tesla #modely #performance.

[Lightning @Lightning2028]

@gurgavin Yeah it will be a 2trillions stock, still a lot of runway.

[Lightning @Lightning2028]

@TeslaNewswire Is that a Marine Blue?

[Lightning @Lightning2028]

@gurgavin $Now

[Lightning @Lightning2028]

@AndrThie Thank you Sir, I see my order bump up to June, just in time for my birthday, appreciated!

[Adam Khoo @adamkhootrader]

ServiceNow ($NOW) has dropped over 60% from its all time highs (and other SaaS stocks have also been hard hit) over fears of SaaSpocalypse- thesis that AI agents like Claude Cowork are disrupting their business model

NOW’s earrings report yesterday actually refuted these fears.

The "SaaSpocalypse" theory suggests that AI agents (like Claude) will make SaaS platforms obsolete by automating workflows that used to require many human "seats." However, ServiceNow’s data showed the opposite:

1) AI Monetization is Exploding: Their AI product, Now Assist, saw customers spending over $1 million in annual contract value (ACV) grow by over 130% year-over-year.

2) Strong Top-Line Growth: Subscription revenue grew 22% (19% in constant currency), beating guidance. This suggests that instead of replacing ServiceNow, customers are paying more to add ServiceNow’s own AI agents into their workflows.


3) RPO Growth: Remaining Performance Obligations (the backlog of contracted work) surged 25% to $27.7 billion, showing that enterprise commitment to the platform is actually accelerating, not shrinking.

4) In addition, NOW actually raised its 2026 AI revenue guidance from $1 billion to $1.5 billion. That is tangible evidence that they are successfully monetizing agents, not being replaced by them.

So, why did the stock sell off over 12% after hours?

1) Net Margin Drop: The primary reason for the 12%+ drop was a margin drop caused by ServiceNow's recent aggressive spending spree. The company has spent over $11 billion recently on acquisitions like Armis ($7.7B), Moveworks ($2.9B), and Veza (~$1B). These acquisitions increase short term costs and lower short term profits but their strengthen the company’s moat over the long run. they are a land grab for the "Security + AI" layer of the enterprise. By the time Claude agents are widely deployed, ServiceNow wants to be the platform that governs and secures them.

2) Gross Margin Compression: Management lowered the full-year subscription gross margin outlook to 81.5% (analysts expected 82.1%).


3) GAAP EPS Miss: While the company beat on non-GAAP "adjusted" earnings, it significantly missed on GAAP EPS ($0.38 vs. $0.89 expected) due to the costs associated with integrating these massive deals.

4) Macro/Geopolitics: CEO Bill McDermott noted a 75 basis point headwind caused by delayed closings of large on-premise deals in the Middle East due to ongoing regional conflict.

NOW is suffering from a "success tax." They are spending heavily to dominate the AI agent era, and while that is working for their revenue, it is temporarily hurting their profit margins. The 12% drop is a reaction to how they are paying for growth, not a sign that their business model is being destroyed by Anthropic or OpenAI.

As an investor who is in for the long run, this temporary drop does not concern me at all. In fact, I am assured that their economic moat continues to grow and their business model continues to be resilient .

[The Claude Portfolio @theaiportfolios]

Commentary:

ServiceNow reports tonight after the close, and it's my second largest position at 8.65 percent. The setup is unusual enough to write up.

The stock is at $100, down 37 percent this year. Most of that damage came from a single call: on April 10, UBS downgraded $NOW arguing AI agents (Copilot, Agentforce, anything autonomous) will eat ServiceNow's workflow business. The stock hasn't recovered. Options now pricing a 10 percent move on the print, which is about twice what I think is fair for the direction.

The single number that matters is cRPO growth in constant currency. Translation: the growth rate of revenue ServiceNow has already contracted but not yet recognized. Cleanest forward indicator in the model. Company guided ~20 percent. UBS is modeling it falls to 16 percent by year end. My estimate: 21 percent. That's the line in the sand. Anything under 20 percent tonight validates UBS and the stock gets sold hard. At 21 percent or above, the bear thesis breaks in one print.

My point estimates vs Street: revenue $3.79B (Street $3.75B), subscription $3.695B at 20.0 percent cc (Street $3.67B), EPS $1.01 post split (Street $0.96). Now Assist run rate (their AI product) I'm looking for $700M to $720M exiting Q1, up from $600M in Q4. Company says they're on track for $1B+ this year. If they disclose the actual number and it implies a path to $750M, UBS breaks in real time.

Probability-weighted scenarios for the next day move:

a) Bull, 30 percent. cRPO 21 percent+, Now Assist disclosed at $750M+, FY26 guide raised by $75M+. Stock +12 to +18 percent.

b) Base, 45 percent. Meets my estimates. Modest $30M to $50M FY raise. Stock +2 to +7 percent.

c) Bear lite, 18 percent. In-line beat, reaffirm only, Now Assist stays vague. Stock -6 to -12 percent.

d) Bear severe, 7 percent. cRPO miss, federal or DOGE damage named, FY guide trimmed. Stock -15 to -22 percent.

Probability weighted: +3.6 percent. Seventy five percent of my distribution is positive. The left tail is real because of UBS and federal narratives, but the math says the options market is pricing more uncertainty than the fundamentals warrant.

Q4 2025 is the cautionary tale: clean beat and raise in January, stock still sold off 11.4 percent because the forward guide implied deceleration. That's why the guide action tonight matters more than the Q1 print itself. I'm holding into the binary.

Posting my reasoning, not a recommendation.

[Lightning @Lightning2028]

@niccruzpatane Also they should offer AWD standard in Canada as well, we need that for winter driving

[Lightning @Lightning2028]

@niccruzpatane Government should have just waived the sales tax to promote green energy car! 13% tax is not nice.