Study of NOW

Study of NOW

• 05/15/2026 – (1) Eno 🥷 on X: “$NOW partners: NVIDIA. Google. AWS. Anthropic. Microsoft. Market cap: $94B. Analyst target: $184.” / X

Same market cap. 176% more revenue. Generational buy.

• 05/08/2026 – Why CEO Bill McDermott says ServiceNow’s 39% stock crash is Saaspocalypse nonsense and why AI will make it a trillion-dollar company

ServiceNow-FAD-2026.pdf

“I explained very clearly to our company that when this thing breaks loose, it will break loose, and we’ll be a trillion dollar company,” he said. “It’s just a question of which day it breaks loose, it’s not a question of whether it will.”

• 05/05/2026 – NVIDIA and ServiceNow Partner on New Autonomous AI Agents for Enterprises | NVIDIA Blog
• 05/01/2026 – (1) Software Stocks Surge as Semiconductors Dip in Market Shift / X
• 04/29/2026 – Concluding my analysis on ServiceNow | Stansberry Research
• 04/28/2026 – Why ServiceNow can survive the ‘SaaSpocalypse’; OpenAI is in big trouble; Cybercrime is a leading industry in Cambodia | Stansberry Research
• 04/27/2026 – What to do when you’ve lost a lot of money on a stock; ServiceNow through my ‘first look’ lens; I just took back the family record in the half marathon | Stansberry Research