Servicenow (NOW)

Is up 17% YTD, EPS growth of 32%, revenue growth 22% as their AI tools boost their product prices.

Disappointing that shares are up only 6% this year. Last quarter saw 44% EPS growth and 24% revenue growth. He wants to see continued AI monetization. It reports next week.

The stock is finally catching up to the fundamentals, partially driven by their closeness to Nvidia. Shares popped nearly 5% today.

Buy now. Thinks stock price is heading higher. 

It reports Wednesday. They keep putting up great numbers. Are offering generative AI to their customers and showing them how AI benefits their bottom lines.

Excellent software cloud business with strong growth the past 10 years. Best of breed software company, but very expensive valuation (~40x P/E). Would recommend holding shares if already own them. Given valuation would wait to buy if don't already own shares. 

They're using AI well, have scored some federal contracts and the CEO is doing a great job.

Run by a fine CEO and they have a great AI collaboration with Nvidia that offers long-term potential.

Enjoys a moat. They develop cloud platforms that manage workflows at businesses. A sticky business. The total market is $200-220 billion. They team up well--with Nvidia, Accenture. They just beat top and bottom and extended guidance. Buy at $555, then $530 then $530 in tranches.

Today, NOW said they were making more use of gen-AI than anyone else. In September they will release an updated platform driven by new gen AUI tools that will drive a 60-100% increase in contract value for some customers.

Its product renewal rate is 99% and it has many very high spending clients. Its last report beat on both the top and bottom lines and it raised guidance. It keeps companies running smoothly. Its market cap is $92 billion.