7/ Action
WATCH — not Buy. Wait for a real discount before stepping in.
Next 90-day trigger: watch if AI momentum actually shows up in the numbers or starts cracking.
What’s your take — inevitable dip buy or permanently expensive? $NOW
#ValueInvesting
1/
ServiceNow isn’t just another software company — it’s the invisible control tower quietly running the world’s biggest organizations. Recurring revenue dominates. Customers renew at sky-high rates. The moat feels almost unfair.
6/ Summary
ServiceNow is the undisputed AI workflow champion — sticky, high-quality, and built to last.
Yet the current price already bakes in flawless execution with zero room for error. The math simply doesn’t work for disciplined investors right now.