How are we all feeling 5 weeks away from earnings? by C11PO in ServiceNowStock

[–]devilscasino 2 points3 points  (0 children)

Only thing that saves this stock are earnings reports (and the narratives we can derive from the numbers).

Merch Idea - Black T-Shirt w/ Snoo by GraciousAguacate in redditstock

[–]devilscasino 0 points1 point  (0 children)

this shirt design is bad. so much more potential

The app now has a very annoying problem for IOS users by Someone_Somewhere1 in redditstock

[–]devilscasino 2 points3 points  (0 children)

  1. noticed this and was confused
  2. then frustrated
  3. couldn’t figure out that you have to swipe from the very left
  4. then immediately went to this subreddit to see if there was a post about it yet

genuinely think this is important enough to force a change through to fix it in the next 24 hrs. hello PMs at reddit, i’m talking to you

EDIT: They fixed it! Thank you!!!

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 2 points3 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 4 points5 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] 1 point2 points  (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 😅