Jeff Runge

Business & Finance

[DNV999 @DNV99999]

$IREN I'VE NEVER SEEN ANYTHING THIS HUGE BEFORE!
And these are JUST HORIZON 1 and HORIZON 2 (150MW).
Childress's total is 750MW.

[Mario Nawfal @MarioNawfal]

🇺🇸 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

[Peter DiCarlo @pdicarlotrader]

$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 🚀

[TrendSpider @TrendSpider]

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 🩸

🟢 $META +7%
🔴 $CRWV -10%
🔴 $NBIS -15%

[Rich Peter @peterli34923561]

$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 ~21–22x 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 — 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 — 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 — 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 — up 25%. Large customers aren't churning — 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 — it can deploy huge share buybacks to support the stock and retire shares, boosting EPS in the process.

[LazaroLifestyle @LazaroInvestor]

$NOW breaking out today 👀📈

ServiceNow is surging in pre-market, up over +5% to around $104+ after closing at $99.28 yesterday.

Why it’s moving:

• Fresh analyst upgrades (Guggenheim to Buy with $125 PT) seeing value after the recent pullback.

• AI momentum building with partnerships (Accenture, IBM, Google, OpenAI integrations) positioning ServiceNow as a leader in enterprise AI workflows.

• 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

[Overkill Trading @OverkillTrading]

NEW MONTHLY CANDLES 📈 JUNE 30

[Peter DiCarlo @pdicarlotrader]

Last time this signal flashed on $HIMS , it ran +450% in 18 months. 🚨

It just triggered again.

In this video I walk through:
• My long‑term target
• Exactly where I plan to enter and scale the position
• My 12‑month outlook and key invalidation levels

[Moose @Brownmoose]

$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.

[Jake Wujastyk @Jake__Wujastyk]

$NOW #NOW Still a pretty decent volume shelf setup on the monthly candle chart.

[Justin Banks @RealJGBanks]

How To Make Your FRIST $10,000 Trading

4 steps that eventually led to my First $100k and Million

1. Find the previous day’s 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

[RonnieV @TheRonnieVShow]

$NOW six years ago:
• ~$100/share
• ~6,900 customers
• ~$4.5B revenue
• ~$19M Net Income

$NOW six years ago:
• ~$100/share
• ~8,700 customers
• ~$14B revenue
• ~$1.76B Net Income

Price fluctuates. Business keeps growing.

[Peter DiCarlo @pdicarlotrader]

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 today’s video I cover:
• The current setup using my rules based framework
• The exact levels I am watching
• Why I am standing aside here despite the same signal

Full breakdown here 👇

[Peter DiCarlo @pdicarlotrader]

Last time this signal flashed on $HIMS , it ran +450% in 18 months. 🚨

It just triggered again.

In this video I walk through:
• My long‑term target
• Exactly where I plan to enter and scale the position
• My 12‑month outlook and key invalidation levels

Watch here 👇

[Hims House @himshouse]

$HIMS

🚨 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: "It’s concerning that several members of the newly formulated [committee] appear to sell unproven offerings including stem cells and peptides, sometimes both"

[Banana3 @Banana3Stocks]

$NOW

NOW - weekly chart analysis 💜

Current price $98

First target 🎯 $115

2nd target 🎯 $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 it’s 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 👀 🤯

The SAAS apocalypse that was the theme that these “Per Seat” revenue software businesses had their terminal value questioned as everyone was just going to “vibe code” 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 “Per Seat” model to an “Outcome Based” 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 😘

The CEO Ana’s 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 they’re benefiting from AI in a big way as it’s 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! 💜🍌🍌🍌

[Seth Klarman @robertl1989]

I’ll 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 — that’s enough.

[Value SnapShot @ValueSnapShotio]

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.

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Accenture, ServiceNow Launch AI-Powered Cybersecurity Offering - $ACN $NOW

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐀𝐜𝐜𝐞𝐧𝐭𝐮𝐫𝐞 and 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐍𝐨𝐰 launched a joint AI-powered cybersecurity solution.

➤ Offering combines 𝐦𝐚𝐧𝐚𝐠𝐞𝐝 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 services with AI-driven legacy platform migration.

➤ Solution includes 𝐫𝐢𝐬𝐤 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭, compliance, operational technology security, and migration tools.

➤ AI-powered migration helps enterprises transition from 𝐥𝐞𝐠𝐚𝐜𝐲 𝐜𝐲𝐛𝐞𝐫𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 platforms.

➤ U.S. data breach costs reached 𝐚𝐧 𝐚𝐯𝐞𝐫𝐚𝐠𝐞 𝐨𝐟 $𝟏𝟎.𝟐𝟐 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 per incident in 2025.

➤ Companies said AI has reduced vulnerability-to-exploitation timelines from 𝐦𝐨𝐧𝐭𝐡𝐬 𝐭𝐨 𝐡𝐨𝐮𝐫𝐬.

➤ Accenture was named a 𝐋𝐞𝐚𝐝𝐞𝐫 in IDC MarketScape's 2025–2026 cybersecurity assessment.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ AI-driven cyber threats are increasing demand for 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐞𝐝 security platforms.

➤ Joint offering strengthens both companies' positions in the 𝐞𝐧𝐭𝐞𝐫𝐩𝐫𝐢𝐬𝐞 𝐜𝐲𝐛𝐞𝐫𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐲 market.

➤ Migration tools could help enterprises replace 𝐥𝐞𝐠𝐚𝐜𝐲 security systems more efficiently.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "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." — 𝐑𝐞𝐱 𝐓𝐡𝐞𝐱𝐭𝐨𝐧, Global Chief Technology Officer at Accenture Cybersecurity.

➤ "ServiceNow and Accenture are moving customers toward that future by combining enterprise AI, integrated workflows, and deep cyber expertise." — 𝐋𝐨𝐮 𝐅𝐢𝐨𝐫𝐞𝐥𝐥𝐨, Group Vice President and General Manager of Security and Risk Products at ServiceNow.

[MindsetPays Capital @ianmirikwa]

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 → $98 ➜ $196
$NOK → $13 ➜ $26
$BB → $11 ➜ $22
$NU → $13 ➜ $26
$WEN → $7 ➜ $14

Could be wrong.

But if I'm right, these are today's bargains and tomorrow's headlines.

🚀📈 #Stock #stockfocusmagazine #StockFocusnews