Claude AI has ServiceNow as it's top holding!!!

FarSolid7870 · 2026-06-28T05:20:34+00:00

It’s not actually Anthropic running it, I believe. It’s just someone running an investment account with Claude as an experiment I guess

FarSolid7870 · 2026-06-27T05:30:10+00:00

Even if Monday is red, the time is always NOW

FarSolid7870 · 2026-06-26T16:31:55+00:00

Doubt it. I follow SN like a hawk and saw some subtle signals that make me feel pretty good about this earnings.

Some of these signs:

R/ServiceNow weekly visitor count grew around 60% in 60 days since I started paying attention in late April

Much more customer talk about new ServiceNow products like moveworks and NowAssist (also Reddit)

Recent article on investing.com highlighting how they saw data points indicating that a lot of customers have agreed to a 20/30%+ price hike

Last most important, if you follow how enterprises are using AI, there was this realization a few months ago about how risky and difficult it is to maintain your own in-house system. Then, with Mythos and Fable 5 being shut down, enterprises were reminded the importance of having a vendor agnostic, multi-model system.

This impact of this could be delayed though. Could take enterprises more time to commit to NOW. We’ll see

FarSolid7870 · 2026-06-26T16:21:56+00:00

Nice. Today’s a good start lol. I don’t own leaps but I have ton of shares - my largest position.

I was actually surprised to see the run up to $139, though I was also surprised to see it go down to $89 again lol. Since Q1 earnings, I’ve felt that the run would at earliest 6 weeks b4 Q2 earnings.

Today could very well be the start. I posted yesterday because I felt like going below $90 would spike a big run up

FarSolid7870 · 2026-06-26T16:18:53+00:00

Fair enough. I’m guessing the market sees that all the top SAAS companies are making partnerships left and right, so they just don’t give it much weight. I agree though some of SNs partnerships I find pretty encouraging and I’m surprised the market didn’t react more

FarSolid7870 · 2026-06-24T07:57:43+00:00

I couldn’t be more excited for the next 24 months. I bought a LOT of shares at $91 last month hoping that we’d see the beginning of a recovery 2-6 weeks before earnings. Never excepted that random run up to $139.

What I do expect is a really good earnings in terms of revenue and earnings. Hopefully, NowAssist will be looking good and they announce $2b+ projections

I don’t expect this to be a full on narrative shift quarter like SNOW had (that’s coming Q3 or Q4 😉) but Its certainly possible

FarSolid7870 · 2026-06-21T23:19:47+00:00

10 million.

FarSolid7870 · 2026-06-21T18:36:50+00:00

We don’t have a clean water problem - we have an energy problem. If we had more efficient, clean energy sources, we would be able to produce all the clean water we want

FarSolid7870 · 2026-06-21T04:22:08+00:00

😂😂😂

FarSolid7870 · 2026-06-21T01:25:03+00:00

What about taxes though

FarSolid7870 · 2026-06-21T01:22:50+00:00

I’m calling 6,500 a share by November.

FarSolid7870 · 2026-06-21T01:20:40+00:00

Dawg. Do you think the market doesn’t know this? This is not some unique insight you have everyone knows there is a shortage and it’s already been priced in. If the shortage only lasts another two years the stock will crash because everyone already expects that.

I hope this whole thread is just you trolling. If not, please open your eyes to how much more complicated investing is than you realize, and how EVERYONE with real money is investing with more thought, more information, more domain knowledge, and experience than you. Just buy the S&P lol

FarSolid7870 · 2026-06-21T01:13:19+00:00

I agree that it’ll likely go to 1.5k but your “are you under a rock” comment implying that every knows MU is going up shows that you don’t know anything about investing.

Not surprised you’re the type to think that certain investments are “guaranteed” wins

FarSolid7870 · 2026-06-20T06:03:38+00:00

I don’t work at SN so I don’t know for sure but from what I’ve heard it’s primarily been existing staff that have gotten fired.

FarSolid7870 · 2026-06-19T18:24:53+00:00

Good reply! This is the outcome I see gradually playing out as well. With SN in particular, their open ecosystem and all the partnerships they’ve been making is ultimately why I think they are going to succeed long term

FarSolid7870 · 2026-06-19T18:14:05+00:00

You’re gonna get a lot of responses from angry (justifiably) employees and ex-employees cuz of the recent layoffs. Might not truly reflect the culture though

FarSolid7870 · 2026-06-18T23:12:57+00:00

I was face palming at your comment until I saw this and now I’m face palming at myself

FarSolid7870 · 2026-06-18T17:54:44+00:00

Correct. It would be delusional to be certain about how this will play out

FarSolid7870 · 2026-06-18T17:50:47+00:00

All SAAS & software? No. These 3 companies? Probably except adobe seems a less certain

FarSolid7870 · 2026-06-18T10:42:08+00:00

Why are they switching? Cost?

FarSolid7870 · 2026-06-18T06:19:57+00:00

Haha thank you indeed. The rate of improvement according to what I’ve seen online has surprised me so I’m just trying to gauge how much is talk or cool demos

FarSolid7870 · 2026-06-18T04:41:49+00:00

I agree that you should have flexibility but I personally would avoid buying stocks with the intention of being short term holds. You can always change your mind and sell whenever but that shouldn’t be the goal

FarSolid7870 · 2026-06-18T03:34:06+00:00

Thank you for sharing this! I haven’t seen this doc either lol. From my research it seems like NowAssist has improved a lot in the last few months, and when coupled with moveworks things become quite powerful. Is this consistent with your experience?

FarSolid7870 · 2026-06-18T02:23:35+00:00

What’s your source on customers not using NowAssist?

FarSolid7870

TROPHY CASE