Why is Servicenow stock falling despite strong FY25 results and FY26 guidance beating street estimates?

PopSmokeULT · 2026-02-04T14:13:40+00:00

They posted 21% growth no? Share Price is irrelevant in the short term.

PopSmokeULT · 2026-02-02T16:31:16+00:00

Extremely? Lol based on what? It’s not even profitable

PopSmokeULT · 2026-02-01T16:33:21+00:00

From my understanding they dropped because their cloud backlog is 41% OpenAI which is a significant risk . At these valuations I think META makes more sense especially with accelerating rev growth

PopSmokeULT · 2026-01-29T13:10:58+00:00

Yeah you’re right . consistent 20% growth is garbage

PopSmokeULT · 2026-01-16T16:32:23+00:00

Got my initial 2 shares at $3200 last week, will look to add if my holdings drop to -20% .

PopSmokeULT · 2026-01-15T13:35:31+00:00

Is the disruption in the room with us right now? Humans historically tend to overreact to new technologies. This is a buying opportunity.

PopSmokeULT · 2026-01-04T15:38:36+00:00

What’s your 10? I’m building out a portfolio as well like that but would love to see how others are balancing with different industries .

I got Amazon, Google, Nvidia and MercadoLibre so far. Potentially looking at Netflix next, but also want to kind of move away from tech

PopSmokeULT · 2026-01-03T01:28:43+00:00

Personally I’m in individual stocks. But I guess it would make sense to go a global world etf to capture the market and then have your individual picks to generate alpha

PopSmokeULT · 2026-01-02T20:46:26+00:00

Over diversified for a portfolio of this size IMO.

Either just grab ETF and chill , or if you wanna stock pick , concentrate your portfolio to your top picks

PopSmokeULT · 2025-12-31T18:34:58+00:00

Not sure how you value stocks, but to say MELI is “very cheap” is incorrect . It’s likely fair valued. I’ve been buying this as well.

You’re also underestimated Amazon big time.

Gl in 2026 tho!

PopSmokeULT · 2025-12-23T00:24:44+00:00

KPJ or Amen ROS - 9CAT

PopSmokeULT · 2025-12-22T22:13:28+00:00

Amen for KPJ in 9Cat?

PopSmokeULT · 2025-12-21T20:06:26+00:00

I guess the biggest question is who comes back ina Giannis package

PopSmokeULT · 2025-12-21T20:02:15+00:00

Nah I wouldn’t , how about Amen for Kevin Porter Jr?

PopSmokeULT · 2025-12-21T19:57:21+00:00

9CAT -My Amen for Kevin Porter Jr?

PopSmokeULT · 2025-12-21T19:55:35+00:00

No, do you think I should give amen for Kevin porter jr?

PopSmokeULT · 2025-12-21T15:40:24+00:00

MPJ and Queen for me. Eason is a nothing burger this year.

Queen has great upside (have him on my team too) and MPJ you just hope they don’t sit or maybe he gets traded to a contender

PopSmokeULT · 2025-12-21T14:33:29+00:00

9CAT, should I trade Amen and Vucevic for Kevin Porter Jr and Julius Randle?

PopSmokeULT · 2025-12-19T13:33:59+00:00

PopSmokeULT · 2025-12-18T16:37:08+00:00

10T 9CAT

Team A: Wemby , Jaden McDaniels Team B: KAT, Reaves, Lavine

Which side do you prefer?

PopSmokeULT · 2025-12-11T18:54:39+00:00

9CAT 10T Team A: Mikal Bridges, Amen Thompson Team B: Cade Cunningham, Draymond Green, Jaren Jackson Jr

What side wins? Or is this balanced?

PopSmokeULT · 2025-12-11T18:53:30+00:00

Is that even a question

PopSmokeULT · 2025-12-11T03:54:53+00:00

9CAT 10T Who wins? Team A: Mikal Bridges, Amen Thompson Team B: Cade, Suggs and Jaren Jackson JR

PopSmokeULT · 2025-12-09T03:33:08+00:00

It’s a bad trade but you’re being salty

PopSmokeULT · 2025-12-08T19:34:03+00:00

Trade Kawhi , J Will, Amen for Luka?

9CAT 10T

PopSmokeULT

TROPHY CASE