| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| NOW | ×1 | LONG | HIGH | $90.04 | AI/Semi | Service Now has a massive total addressable market, growing revenue obligations, and its AI business is blowing past estimates. AI is a tailwind as everything runs through Service Now, making it essential for digital transformation. | Apr 22 | YOUTUBE |