As most of you know, cash remains my largest position.
When I start deploying capital, every move will be posted here first.
Follow me now, or wish you had later.
AI’s biggest winners may not be the companies building the models, but the ones supplying the power to run them.
Honestly, if you’re still not following this account you must really HATE money.
https://t.co/tPqZmEY4Gf
NOW
Bill McDermott recently acquired nearly 29,000 shares, investing more than $3 million in his latest purchase.
He has spent months describing ServiceNow as a future trillion-dollar company.
At roughly 23.9x forward earnings, the valuation still looks reasonable.
OSCR
Mark Bertolini recently purchased nearly $12 million worth of shares on the open market.
He has openly stated that he believes the stock is undervalued at current levels.
Revenue is growing more than 60% year over year, while the forward P/E remains near 21.
Donald Trump was fined $200 by regulators for filing stock disclosures months behind schedule.
His newest filings covered $220M to $750M in trades.
That equals about $1 in penalties per $3.75 million traded.
If the fine is that tiny, there is really no deterrent...
Trump’s track record on major tech calls has been solid.
INTC Intel. DELL Dell. Both surged after he highlighted them.
PLTR and NOW could be next.
The stocks he mentions tend to attract attention. Keep them on your watchlist.
$NOW ServiceNow.
Trump bought between $1M and $5M worth of shares in Q1.
The enterprise AI platform powering workflows for some of the world’s largest companies and government agencies.
A direct bet on AI adoption inside the institutions actually spending on it.