Calls
1
u/Character_Art_8477
Reddit r/ValueInvesting
Win Rate
100.0%
return
+48.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 20
$95.04
+48.6%
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 Software
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u/Character_Art_8477 has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: NOW.
