NOWServiceNow Inc

Software and SaaS stocks are starting to get attention again as investors look for the next leg of the tech rally beyond semiconductors.

Names like $NOW, $CRM, $SNOW, and $PLTR could benefit if enterprise software spending and AI adoption keep accelerating.

Do you think software is the next big AI trade, or are chips still the better bet?

i'm keeping a close eye on ServiceNow today to see if their big ai push is actually paying off with enterprise clients. after seeing $NOW land those massive government contracts, do you think they'll be able to beat expectations this quarter?

it's pretty impressive to see how ServiceNow is turning AI features into actual revenue growth for their enterprise clients. i've been following $NOW lately because their focus on workflow automation seems to be really setting them apart from the hype. do you think they'll stay ahead of the pack as the software sector evolves?

revenue up 18%, operating income up 20%, Azure still strong but the whole software sector is getting absolutely wrecked like AI is about to kill every existing business

$CRM $NOW $ADBE all bleeding while the broader market looks fine

the valuation is finally starting to look more normal but momentum is nonexistent

is this a buying opportunity or does software have further to fall first?

$MSFT $HUBS $CRM $NOW are all getting crushed over AI fears but every analyst says AI actually helps these companies long term

is the market just being irrational rn? because if the fears are genuinely overblown this looks like a pretty rare opportunity across the board

what's the actual bear case here is there a real reason to stay away or is this just panic selling that eventually corrects itself

I've mostly been focused on Al names and semis, but seeing $NOW jump 10% after earnings/news has me wondering if the market is starting to reward software again.

For the last few years it felt like SaaS was dead money compared to chips and infrastructure plays. Now companies like ServiceNow seem to be putting up strong numbers and getting premium valuations again.

Do you think we're entering another multi-year SaaS run, or is this just a temporary rotation while Al spending works its way through the system?

I went through the Q1 financial disclosure and i genuinely don't know how to feel about
new positions include $NVDA, $AVGO, $NOW, $ORCL, $ADBE,  Dell, $INTC, Texas Instruments. $AMZN, $META and $MSFT got trimmed. somewhere between $220M and $750M in total moves across like 3,600 transactions.
the Dell thing is what i can't shake. opens a $1–5M position in February. then a few months later he's at a White House event literally hyping Dell hardware on camera. Intel gets loaded up right around the time the government steps in with a stake. i'm not calling it a smoking gun but if someone at a hedge fund had this pattern in their filing they'd be done.
so i'm genuinely asking......Is anyone actually interested in it????

i've been following how ServiceNow is scaling their automation lately and that 4.9% jump today really caught my eye. it seems like $NOW is finding a lot of success bringing generative AI into IT departments. are any of you seeing these updates being rolled out in your own offices?