Everyone on this sub was complaining they didn't buy $NOW when it was at $137 a week ago. It is now back to the prices where the market is giving another chance. Are you buying at $102?

Exact-Advantage-3190 · 2026-06-13T21:45:40+00:00

=== SUMMARY === - The post highlights ServiceNow (NOW) as a top SaaS beneficiary of Agentic AI, noting a recent price drop from $137 to $102 as a second-chance entry. - Author cites insider buying (including the U.S. president), Jensen Huang’s positive commentary, and the CEO’s trillion-dollar market cap vision as catalysts. - Quality assessment: Speculation with minimal quantitative analysis; relies on hype and name-dropping rather than fundamental valuation — essentially noise with a contrarian hook. === SENTIMENT === BULLISH === TRADE IDEAS === TICKER - DIRECTION | confidence: 0.60 | sentiment: +0.80 Speaker: u/Exact-Advantage-3190 Thesis: 1. THE FACT: The post states NOW has fallen from $137 to $102, with insiders (including political figures) buying near these levels, and Jensen Huang endorsing the company’s AI relevance. 2. THE BRIDGE: This creates a perceived "second chance" entry point for momentum/trend traders, driven by AI narrative and insider confidence rather than hard financials. 3. THE VERDICT: A speculative long based on price action and hype; not supported by detailed valuation but may appeal to those betting on AI monetization. 4. RISKS: Overvaluation relative to peers, macro volatility, AI hype fading, and lack of concrete revenue acceleration data. Timeframe: medium-term Key Points: - Price dip from $137 to $102 - Insiders buying near these levels - AI narrative (Jensen, Agentic AI) - CEO claims trillion-dollar potential - No fundamental DD provided

u/Exact-Advantage-3190 · Reddit — r/ValueInvesting · June 13, 2026 at 21:45 · ⬆ 36 pts · 💬 24 comments | View on Reddit ↗

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Summary

The post highlights ServiceNow (NOW) as a top SaaS beneficiary of Agentic AI, noting a recent price drop from $137 to $102 as a second-chance entry.
Author cites insider buying (including the U.S. president), Jensen Huang’s positive commentary, and the CEO’s trillion-dollar market cap vision as catalysts.
Quality assessment: Speculation with minimal quantitative analysis; relies on hype and name-dropping rather than fundamental valuation — essentially noise with a contrarian hook.

Score 36

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