u/stock_novic ·
Reddit — r/ValueInvesting
· May 14, 2026 at 14:58
· ⬆ 19 pts
· 💬 35 comments
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AI Summary
Summary
The author is buying Microsoft (MSFT) and ServiceNow (NOW) at current "low levels," citing increasing enterprise dependency and strong growth rates (~18-20% yearly).
Thesis: ServiceNow’s platform entanglement makes it resilient to AI disruption; Microsoft’s massive user base (95% of Fortune 500) will eventually monetize AI, similar to Google’s rebound 12-14 months ago.
Quality assessment: Speculative/opinion-based – anecdotal workplace observation with medium-quality reasoning, not rigorous fundamental DD.
Score19
Comments35
Upvote %83%
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Hello everyone,
I am buying Microsoft and servicenow at these low levels.
I am currently working in IT and I see that my company is more dependent on servicenow and the commitment and entanglement to this platform seems to have grown over the years. I really don't think AI will take service now. Companies that use these products are more dependent on their product.
The current case of Microsoft reminds me of Google 12-14 months ago. People forget that when implementating any solutuon user base is extremely inportant. 95% of fortune 500 companies use Microsoft and even if they are slow to implementing useful and profitable AI in their products, just like google as soon as they can do these and sway user their stock will jump up.
Also to mention theses companies are growing at about 18% to 20% yearly. If they have strong earning from these companies for 2-3 quarters, I see a good come back.
Kindly critic my reasoning. I know Microsoft has a suite of several products and segments.