u/Character_Art_8477

Reddit r/ValueInvesting
· tracked since Jun 2026
Calls 1 1 Posts tracked · 1.0/day
Calls
7d 1
30d 1
90d 1
Win Rate - Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return +0.0% Long Return +0.0% Short Return -
Average Return
7d —
30d —
90d —
Result
Result
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Ticker
Side
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Thesis
Theme
Source
NOW ServiceNow, Inc. ServiceNow, Inc.
Long
Jun 20
$95.04
+0.0%
Author believes software companies will soon reduce capex, improving margins and revenue growth visibility, while semis lose demand. NOW is positioned as a high-growth software platform with “best risk-adjusted returns” vs. MSFT (too large) and PLTR (too expensive). Bet on a near-term rotation out of semis into software, with NOW as the preferred vehicle. Capex cuts may not materialize until 2028 (per community comment); NOW is heavily talked up and could be overbought; the thesis lacks any valuation or earnings support.
Author believes software companies will soon reduce capex, improving margins and revenue growth visibility, while semis lose demand. NOW is positioned as a high-growth software platform with “best risk-adjusted returns” vs. MSFT (too large) and PLTR (too expensive). Bet on a near-term rotation out of semis into software, with NOW as the preferred vehicle. Capex cuts may not materialize until 2028 (per community comment); NOW is heavily talked up and could be overbought; the thesis lacks any valuation or earnings support.
AI/Semi
REDDIT
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u/Character_Art_8477 has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: NOW.