| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| NOW | ×1 | LONG | MED | $90.62 | AI/Semi | ServiceNow needs to communicate confidence in 20% growth and articulate their AI strategy; the company is a C-level decision platform with strong customer spending and recent acquisitions in cybersecurity and IoT that should benefit its roadmap and growth. | Apr 22 | YOUTUBE |