If it's not related to AI, the markets don't seem to care? This $NOW sell-off se
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If it's not related to AI, the markets don't seem to care? This $NOW sell-off se
· @ParadisLabs
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If it's not related to AI, the markets don't seem to care? This $NOW sell-off seems way too aggressive. They've got 600+ customers with an ACV over $5M lol (grew 22% YoY). You don't sign multi-year deals that big if the platform is getting disrupted by AI? Not sure what needs
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8 events DateTypeEvent
May 22 Source$NOW's margins won't get compressed due to inference costs: It's correct for Saa May 21 Desk MoveNOW — mccaul-trades buy May 29 UpdateCloud SaaS Candidates May 29 SourceSaaS is alive. $NOW +23% since my post last week. AI is not replacing these name May 29 ScanBargain Bin Scan May 29 ScanTech Insider Buys Scan May 29 ScanAI Scan May 29 ScanInsider Scan Source links
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