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.