Calls
1
u/ashm1987
Reddit r/ValueInvesting
Win Rate
100.0%
Return
+11.2%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 22
$90.55
+11.2%
Stock dropped ~15% aftermarket, improving its valuation from the author's prior view. Author states earnings are "rock solid" and AI fears are "overblown." The sharp price drop presents a more attractive entry point for a company with strong fundamentals, creating a potential value opportunity. A price decline on solid earnings and exaggerated fears is a catalyst to initiate a long position. The drop could continue ("catching a falling knife"). The broader bull market may not favor money flowing into NOW, as noted in comments. High valuation multiples may persist.
Stock dropped ~15% aftermarket, improving its valuation from the author's prior view. Author states earnings are "rock solid" and AI fears are "overblown." The sharp price drop presents a more attractive entry point for a company with strong fundamentals, creating a potential value opportunity. A price decline on solid earnings and exaggerated fears is a catalyst to initiate a long position. The drop could continue ("catching a falling knife"). The broader bull market may not favor money flowing into NOW, as noted in comments. High valuation multiples may persist.
AI/Semi
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u/ashm1987 has 1 trade idea tracked on Buzzberg across 1 ticker since April 2026. Most covered: NOW.
