"you have GPU leaders like NVIDIA, hyperscalers, foundation models, and one company integrating all together, the AI workflow company, $NOW. It used to be the Mag7. Now there's a new category. I'm calling this the Super 8. That's the Mag7 plus ServiceNow. That's right" $NOW CEO

FullMoon_Mars · 2026-02-05T20:32:48+00:00

No qualifying investment thesis.

u/FullMoon_Mars · Reddit — r/ValueInvesting · February 05, 2026 at 20:32 · 💬 4 comments | View on Reddit ↗

AI Summary

No qualifying author-owned investment thesis was confirmed in this post.

Author gives own directional judgment on explicitly named $NOW with fundamental rationale (rule of 50, AI orchestration moat); proposed thesis adds an unsupported risk about failure managing complex data/legacy systems not stated by author.

Comments 4

"you have GPU leaders like NVIDIA, hyperscalers, foundation models, and one company integrating all together, the AI workflow company, $NOW. It used to be the Mag7. Now there's a new category. I'm calling this the Super 8. That's the Mag7 plus ServiceNow. That's right" $NOW CEO

▶ Full Post Text

More from Reddit — r/ValueInvesting