๐บ๐ธ Trump's ballroom got a quiet half-billion-dollar deal
The White House handed Clark Construction up to $500 million to build the new East Wing ballroom, and never let anyone else bid for it.
The trick was simple. They ran it through the Executive Residence, the small office that usually just buys the White House furniture and art. It does not have to ask for competing bids or say what it spends, so the deal stayed in the dark.
Trump worked out some of the costs himself, and Clark walks away with tens of millions. The ballroom's price tag has nearly tripled along the way, from about $200 million to close to $600 million.
Half a billion in public money, one company, no one watching. This is the exact deal those bidding rules were written to stop.
Source: The Washington Post / Writer: Daniyal
$HIMS sweeping previous high
Very good sign and what we talked about in last nights video
If this holds, we might not see a bull back before the cycle starts ๐
JUST IN: Meta $META will sell excess AI compute, competing with major cloud companies like Amazon $AMZN, Microsoft $MSFT, and Google $GOOGL
Neocloud stocks are falling on the news ๐ฉธ
๐ข $META +7%
๐ด $CRWV -10%
๐ด $NBIS -15%
$NOW --- Over the past 5 years, $NOW's forward P/E averaged nearly 60x. After the brutal multiple compression of 2026, it's now sitting at just ~21โ22x forward. For a wide-moat industry leader growing at ~20% CAGR? That's dirt cheap.
$NOW and Accenture jointly launched an Agentic AI cybersecurity and risk modernization solution (June 29th), combining managed security services with AI-powered migration tools to help large enterprises break free from legacy security platforms and transition to Agentic AI-driven compliance and risk workflows. This locks in high-value enterprise security budgets for ServiceNow.
Meanwhile, NVIDIA dropped its latest AI chips and software ecosystem, emphasizing that GenAI deployment has to run on mature enterprise workflows. ServiceNow, Adobe, and other leaders rallied hard on the news โ the extreme fear that "OpenAI will put every SaaS company out of business" is starting to fade.
1. It's the Core Backbone for AI Agents
Enterprises aren't just deploying one OpenAI or Google large model โ they'll have hundreds of AI agents with different functions from different vendors. How do these agents coordinate? Who audits them? Who grants them access to enterprise data?
ServiceNow processes over 95 billion enterprise workflows every year, with two decades of accumulated enterprise org structure and business process logic. It's naturally the central control tower and governor for all these AI agents. The more AI proliferates, the more enterprises need ServiceNow to orchestrate and govern it all.
2. Business Model Evolution: From "Selling Seats" to "Value-Based Pricing"
The company rolled out a brand new business model in 2026 alongside its enterprise AI assistant, "Otto." Even if enterprise headcount drops (and seat revenue declines with it), ServiceNow can charge companies for advanced AI features โ based on the number of AI-resolved tickets or the efficiency gains delivered.
Q1 Data Proves It: Q1 2026 subscription revenue hit $3.671 billion, up 22% YoY. Remaining Performance Obligations (RPO) reached $27.7 billion โ up 25%. Large customers aren't churning โ they're doubling down on long-term commitments.
3. Unmatched Financial Moat + High Growth
In the US software sector, very few companies can pull off both "20% revenue growth" AND "44% free cash flow margin" at the same time. ServiceNow has massive financial flexibility โ it can deploy huge share buybacks to support the stock and retire shares, boosting EPS in the process.
$NOW breaking out today ๐๐
ServiceNow is surging in pre-market, up over +5% to around $104+ after closing at $99.28 yesterday.
Why itโs moving:
โข Fresh analyst upgrades (Guggenheim to Buy with $125 PT) seeing value after the recent pullback.
โข AI momentum building with partnerships (Accenture, IBM, Google, OpenAI integrations) positioning ServiceNow as a leader in enterprise AI workflows.
โข Serving 85% of Fortune 500- structural tailwinds remain strong despite broader SaaS rotation.
After a tough YTD, this looks like the rebound many have been waiting
Not financial advice, always DYOR
Last time this signal flashed on $HIMS , it ran +450% in 18 months. ๐จ
It just triggered again.
In this video I walk through:
โข My longโterm target
โข Exactly where I plan to enter and scale the position
โข My 12โmonth outlook and key invalidation levels
$NOK Falling Wedge pattern
Nokia is forming a falling wedge pattern.
The way to mesure the target from this potential breakout is simple.
Take the highest point of the formation toward the low A to B then measure it from the breakout point C to D and the target is set.
How To Make Your FRIST $10,000 Trading
4 steps that eventually led to my First $100k and Million
1. Find the previous dayโs high
2. Wait for a 1-hour break of structure
3. Buy the 5/10 Min retest
4. Follow the 8 EMA until it breaks
Rinse and Repeat.
$TSLA +205% BANGER Today
$NOW six years ago:
โข ~$100/share
โข ~6,900 customers
โข ~$4.5B revenue
โข ~$19M Net Income
$NOW six years ago:
โข ~$100/share
โข ~8,700 customers
โข ~$14B revenue
โข ~$1.76B Net Income
Price fluctuates. Business keeps growing.
Last time this setup appeared on $NOW, price moved +44% in one month.
It is back again. And I am not taking this trade.
In todayโs video I cover:
โข The current setup using my rules based framework
โข The exact levels I am watching
โข Why I am standing aside here despite the same signal
Full breakdown here ๐
Last time this signal flashed on $HIMS , it ran +450% in 18 months. ๐จ
It just triggered again.
In this video I walk through:
โข My longโterm target
โข Exactly where I plan to enter and scale the position
โข My 12โmonth outlook and key invalidation levels
Watch here ๐
$HIMS
๐จ BREAKING: FDA ADDS 8 NEW PANELISTS TO COMMITTEE ADVISING ON PEPTIDES
MORE THAN HALF ARE PRO-PEPTIDES
- The majority of new members are involved with businesses that promote and prescribe peptides, raising ethics concerns
- One of the new panelists is pharmacist and Tennessee state senator Bobby Harshbarger, son of U.S. Rep. Diana Harshbarger (R-Tenn.)
- Harshbarger has publicly asked the FDA to relax peptide regulation
- Paul Knoepfler: "Itโs concerning that several members of the newly formulated [committee] appear to sell unproven offerings including stem cells and peptides, sometimes both"
$NOW
NOW - weekly chart analysis ๐
Current price $98
First target ๐ฏ $115
2nd target ๐ฏ $125
As shown in this link below I have been tracking this inverse head and shoulders setup for quite sometime
Let me also take a quick moment to teach all of you something. When good companies are under this much technical damage and downtrend, they need something meaningful to make sure that without a doubt a major bullish to bearish reversal has occurred and that institutional investors that support the reversal pattern and theme know that the broader community will come in and support the structure they helped create over the top of them
The way to do this is very long term Inverse Head and Shoulders especially on weekly and monthly time frames. I believe that ServiceNow $NOW has paid for itโs time in purgatory and we are witnessing the long term Weekly chart Inverse Head & Shoulders pattern that will not only setup the short term target I forecasted, and the intermediate term target I forecasted, but the long term is gonna be an All Time High and we will look back at this period on the chart as the entire bottom structure for that move ๐ ๐คฏ
The SAAS apocalypse that was the theme that these โPer Seatโ revenue software businesses had their terminal value questioned as everyone was just going to โvibe codeโ these companies away
I believe the table that I have been pounding for months and months is starting to resonate across the investment and wallstreet community which is certain AI native companies like $NOW $SNOW $PLTR and several others are not being disintermediated by AI but in fact are being enhanced by AI
I have written essays on this subject so as quick recenter note I was the first human being to coin the phrase several months ago that would change the โPer Seatโ model to an โOutcome Basedโ model. Since then, several subscribers and followers have told me that they remember hearing that from me first and that several pundits are now using it on financial media like CNBC and Bloomberg ๐
The CEO Anaโs dine a lot of insider buying, the company has boosted its buyback program significantly, the technical structure as discussed is setting up one of the best setups in the stock market game, all the CEO needs to do is come out with a great quarter and say that theyโre benefiting from AI in a big way as itโs driving customer experience and revenues and that AI for their own company is helping them produce just as much or more outcome with not much greater cost, that would be a great elixir to change the whole narrative of this company and its stock!
Not financial advice!
Much love! ๐๐๐๐
Iโll only say it once.This might be the fastest way to build serious wealth by the end of 2026 in the ongoing AI boom:
$PLTR ~ Palantir Technologies
$NOW ~ ServiceNow
$RKLB ~ Rocket Lab
$TEAM ~ Atlassian
$IONQ ~ IonQ
$TTD ~ The Trade Desk
$TTD ~ Dell Technologies
Just catch the bounce off the lows in these names โ thatโs enough.
If I am 18,
All I need to do is contribute $500 into the S&P a month.
Assuming a 10% return every year, I would have over $6,000,000 by age 65, and only ~$280K are my own contributions.
That's your "boring" way to wealth.
You just need to start.
๐ข ๐๐๐๐ ๐๐: Accenture, ServiceNow Launch AI-Powered Cybersecurity Offering - $ACN $NOW
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:
โค ๐๐๐๐๐ง๐ญ๐ฎ๐ซ๐ and ๐๐๐ซ๐ฏ๐ข๐๐๐๐จ๐ฐ launched a joint AI-powered cybersecurity solution.
โค Offering combines ๐ฆ๐๐ง๐๐ ๐๐ ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ services with AI-driven legacy platform migration.
โค Solution includes ๐ซ๐ข๐ฌ๐ค ๐ฆ๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ, compliance, operational technology security, and migration tools.
โค AI-powered migration helps enterprises transition from ๐ฅ๐๐ ๐๐๐ฒ ๐๐ฒ๐๐๐ซ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ platforms.
โค U.S. data breach costs reached ๐๐ง ๐๐ฏ๐๐ซ๐๐ ๐ ๐จ๐ $๐๐.๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง per incident in 2025.
โค Companies said AI has reduced vulnerability-to-exploitation timelines from ๐ฆ๐จ๐ง๐ญ๐ก๐ฌ ๐ญ๐จ ๐ก๐จ๐ฎ๐ซ๐ฌ.
โค Accenture was named a ๐๐๐๐๐๐ซ in IDC MarketScape's 2025โ2026 cybersecurity assessment.
๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:
โค AI-driven cyber threats are increasing demand for ๐๐ฎ๐ญ๐จ๐ฆ๐๐ญ๐๐ security platforms.
โค Joint offering strengthens both companies' positions in the ๐๐ง๐ญ๐๐ซ๐ฉ๐ซ๐ข๐ฌ๐ ๐๐ฒ๐๐๐ซ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ market.
โค Migration tools could help enterprises replace ๐ฅ๐๐ ๐๐๐ฒ security systems more efficiently.
๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:
โค "Cyber resilience is a clear business imperative as organizations face a growing volume of threats and increasing operational complexity. By combining Accenture's deep cybersecurity expertise with the ServiceNow AI Platform, we are helping organizations modernize security operations, strengthen resilience, and turn cybersecurity into a driver of business confidence and agility." โ ๐๐๐ฑ ๐๐ก๐๐ฑ๐ญ๐จ๐ง, Global Chief Technology Officer at Accenture Cybersecurity.
โค "ServiceNow and Accenture are moving customers toward that future by combining enterprise AI, integrated workflows, and deep cyber expertise." โ ๐๐จ๐ฎ ๐ ๐ข๐จ๐ซ๐๐ฅ๐ฅ๐จ, Group Vice President and General Manager of Security and Risk Products at ServiceNow.
Spent the entire weekend digging through charts, earnings, and balance sheets...
These are the names I can't ignore, ended up convincing myself these stocks can 2x::
$NOW โ $98 โ $196
$NOK โ $13 โ $26
$BB โ $11 โ $22
$NU โ $13 โ $26
$WEN โ $7 โ $14
Could be wrong.
But if I'm right, these are today's bargains and tomorrow's headlines.
๐๐ #Stock #stockfocusmagazine #StockFocusnews