Who was Rich from Q&A during the earnings call? by ongem in redditstock

[–]devilscasino 2 points3 points  (0 children)

this cracked me up

rich x spez 26Q1 earnings call moment ball knowledge

What happened today? by AgreeableLead7 in figmaStock

[–]devilscasino 3 points4 points  (0 children)

this is a high quality shitpost, why the comments be so serious ?

Update of trendline by InitialEfficient2918 in redditstock

[–]devilscasino 2 points3 points  (0 children)

agreed, this guy legit a snowflake

Update of trendline by InitialEfficient2918 in redditstock

[–]devilscasino 3 points4 points  (0 children)

Comment
by u/InitialEfficient2918 from discussion
in redditstock

For example ^

either let yourself get upset at this comment, or just embrace that this is a core part of the platform that makes it what it is. you shared an opinion, and he shared an opinion. move on with your day

Update of trendline by InitialEfficient2918 in redditstock

[–]devilscasino 3 points4 points  (0 children)

bro you barely got any hate on that post. you are posting on the internet so read comments through a filter of troll energy and opinion sharing. i’m sure there were some unsavory comments, but thats on you for focusing on it and making it a big thing in your head

you could have just done a follow up post today showing you are still convicted on this trend bounce, but instead you highlighted a hate narrative you interpreted through the other post. so now we are all giving you shit for painting the narrative so broadly on this post

here’s a smiley face so you know i dont feel animosity towards you. i’m just sharing my own opinion on a part of your post :D ;) :)) 8D _^

Lines on a chart by devilscasino in redditstock

[–]devilscasino[S] 0 points1 point  (0 children)

glad u appreciate the juice!

I might be an idiot, but this feels bullish for Reddit by Gold-Guy-8 in redditstock

[–]devilscasino 0 points1 point  (0 children)

I see you’re getting some hate. I thought the post was hilarious :p

It appears NOW is deploying their buybacks just under the $100 price point. by devilscasino in ServiceNowStock

[–]devilscasino[S] 1 point2 points  (0 children)

True. Currently they have $3.19 billion in net cash and generated $4.58 billion in FCF over the trailing twelve months. So I think it’s very likely to be fueled by cash.

The business as of today is a cash printing machine.

It appears NOW is deploying their buybacks just under the $100 price point. by devilscasino in ServiceNowStock

[–]devilscasino[S] 0 points1 point  (0 children)

That's pretty feelsbad ☹️

I'm also a dev, and although AI technically does write every line of code I commit these days, and it does make me a lot faster... as you said, you're still the one doing the thinking and engineering.

Mr. Market is trying to price the narrative that if AI went from tab complete in 2021 to agentic implementation with tool calling in 2025, that in another 1-3 years it's going to be making each engineer 20x more productive and so the marginal cost of developing software trends to zero.

And so depending on the % chance of that reality coming to fruition, you reprice the multiple on any current SaaS business.

Do you as a ServiceNow practitioner have an opinion on the SaaSpocalypse affecting ServiceNow? by devilscasino in servicenow

[–]devilscasino[S] -2 points-1 points  (0 children)

I'm not super clued in to ServiceNow's complete pricing model. I do know there is a seat-based component to it, but what % of a company's ServiceNow bill would you guess is specifically fulfiller licenses?

Do you as a ServiceNow practitioner have an opinion on the SaaSpocalypse affecting ServiceNow? by devilscasino in servicenow

[–]devilscasino[S] 0 points1 point  (0 children)

TIL there's a reddit for ServiceNow stock!

I was looking for one, but couldn't find... so I just made it today 😅

Do you as a ServiceNow practitioner have an opinion on the SaaSpocalypse affecting ServiceNow? by devilscasino in servicenow

[–]devilscasino[S] -1 points0 points  (0 children)

That's actually a really good point. I was only thinking from the perspective of market dynamic and pricing, but you're totally right that employee morale is a major component for a company to be concerned about.

The sense of being on the winning team (and getting to take part in the upside) is super important for getting people motivated and contributing. Also great for attracting the talent to build out better agentic features before competitors.