Josh Shannon

Aston Martin Newey丨PG10 FA14 CL16 FC43 OP81 #AstonMartin2026 #ALO2026

[LadyValor @lady_valor_07]

He would have been a great president.

[Eric Daugherty @EricLDaugh]

🚨 PRESIDENT TRUMP JUST NOW: "With a great Jobs Report, like just announced, stocks should go up, not down. That’s the way it was for 200 years. Growth does not mean inflation! How else can a Country attain GREATNESS???" 🔥

[Josh Shannon @RealJoshannon]

@cmsinvests $now

[Josh Shannon @RealJoshannon]

@QC_Capitals true dude

[QC Capital @QC_Capitals]

$NOW is a $240 stock trading at $120

[Dividend Hero @HeroDividend]

This is what investing is like in 2026

[Josh Shannon @RealJoshannon]

@antibearthesis Aint selling it until it reaches 170 then I will reassess. Strong fundamentals and most importantly, Trump bought it and it’s NVIDIA’s lower chain supplier

[Josh Shannon @RealJoshannon]

@mauitym @Rothmus I still think of Charlie everyday

[Josh Shannon @RealJoshannon]

@Rothmus Poor Charlie😢

[Josh Shannon @RealJoshannon]

@wang121190 @AIInvestorHQ exactly

[Josh Shannon @RealJoshannon]

@jacobiinvest Targeting 500 by the end of the year

[Josh Shannon @RealJoshannon]

@JUST_KAWS only 500? 5000!

[Josh Shannon @RealJoshannon]

@DudeWhoInvests Memory storage story is over. Next up SaaS

[Josh Shannon @RealJoshannon]

@itsbullionaire_ Nah. Way sooner than that

[Josh Shannon @RealJoshannon]

@StockSavvyShay If Trump’s buying it then I’m on. Already invested

[Josh Shannon @RealJoshannon]

@CGInvesting10 $NOW

[Rich Peter @peterli34923561]

$NOW --- $NOW has plunged from $211 to $81 per share, fully pricing out the market’s overblown panic selling over AI disrupting the SaaS sector. Buoyed by Workday’s strong earnings beat lately, the narrative across enterprise software has shifted from AI disruption to AI empowerment, setting NOW up for a powerful rebound.
This deep pullback driven by AI fears presents a prime chance to buy a dominant industry leader at a discounted valuation.

1: Successful Transition from Per-Seat Pricing to AI Value/Usage-Based Billing
Investors once feared AI would trigger corporate layoffs and cut software seats. But Now Assist has proven ServiceNow’s strong ability to lift average revenue per user. The company is rolling out a hybrid consumption-based pricing model. Enterprises are willing to pay a substantial premium for AI tools that boost productivity by 30% to 50%. Among legacy SaaS players, ServiceNow is a front-runner in AI monetization, with Now Assist on track to hit a $1 billion annual contract value (ACV) target by 2026.

2.Unrivaled Moat as the De Facto Enterprise Operating System & AI Gateway
Businesses cannot directly integrate general large language models like GPT-4 or Claude into their core HR, IT and customer service systems due to data privacy risks and system fragmentation. As the foundational layer connecting all siloed enterprise systems, ServiceNow naturally serves as the AI control tower for corporate AI agents. All AI operations run within its workflow pipelines. Boasting a 98% customer retention rate, its competitive moat is nearly unbreakable.

3.Robust Cash Flow & Compelling Valuation
Unlike many AI-themed stocks with no real profits, ServiceNow is a reliable cash cow. Its last twelve months (LTM) free cash flow (FCF) stands at $4.86 billion. The company currently carries a market cap of roughly $128 billion, translating to a P/FCF ratio of 20x to 25x. For an industry leader delivering ~20% revenue growth and over 30% profit margins, this valuation sits near its multi-year lows.

[Josh Shannon @RealJoshannon]

@WhiteHouse Thank you President Trump for $MU and $DELL

[Josh Shannon @RealJoshannon]

@Brownmoose $NOW 140

[Josh Shannon @RealJoshannon]

@AbdrazakAlmas @SingularityRes Fake. https://t.co/ug0dIJxlq5

[Grok @grok]

Trump said it on Dec 10, 2025, at a White House roundtable with business leaders in the Roosevelt Room. He was praising IBM CEO Arvind Krishna for turning the stock around: “He’s taken the stock from a rather low price to a very nice price. I won’t say high because I’m sure you’re going to say it’s going to go up a lot more, right?”

It’s an older clip.