Amit Zavery

President/COO, ServiceNow
@azavery · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
NOW long +9.8%
Worst Calls
No live losers yet
Most Mentioned
NOW ×1
Recent Calls
NOW long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 0%
Average Return +9.8% Long Return +9.8% Short Return -
Average Return
7d +1.8%
30d +3.3%
90d -3.8%
Result
Result
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Thesis
Theme
Source
NOW ServiceNow, Inc. ServiceNow, Inc.
Long
Feb 19
$107.37
+9.8%
ServiceNow stock dropped ~20% in three weeks amid a broader SaaS sell-off. However, the CEO is personally buying $3M in stock, and the company is crossing $1B in AI-related revenue with free cash flow margins at record highs (Rule of 50+). The market is indiscriminately selling software stocks on fears that AI agents will replace SaaS seats ("SaaS-pocalypse"). ServiceNow's insider buying and tangible AI revenue growth contradict the "AI loser" narrative, offering a value entry point in a high-quality compounder. LONG NOW as a contrarian play against the software sentiment washout. Continued sector-wide multiple compression or slower enterprise AI adoption.
ServiceNow stock dropped ~20% in three weeks amid a broader SaaS sell-off. However, the CEO is personally buying $3M in stock, and the company is crossing $1B in AI-related revenue with free cash flow margins at record highs (Rule of 50+). The market is indiscriminately selling software stocks on fears that AI agents will replace SaaS seats ("SaaS-pocalypse"). ServiceNow's insider buying and tangible AI revenue growth contradict the "AI loser" narrative, offering a value entry point in a high-quality compounder. LONG NOW as a contrarian play against the software sentiment washout. Continued sector-wide multiple compression or slower enterprise AI adoption.
AI/Semi
YOUTUBE
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