NOW ServiceNow, Inc.

NOW ServiceNow, Inc.

Technology · Software - Application

Desk view

PassedIn-zone verified Oct 1 but marginal (0.7% over the live 20-day, under the 138.75 the call quoted) and the unlaned conviction slots are full (maxPerLane 3); declined at the lane cap. (2026-10-01)
Basis Open desk call ·Logged decision ·Entry target
Updated

Market read

Scan convergence 2 scans as of 2026-10-16 2 neutral converging

POC $102.19 · VWAP $116.17 · +22.2% vs 12m avg buyer

pullback vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster President, Director + 1 other sold $1.7M, Aug 31–Sep 1

Coverage

4 related campaigns

Watchlists @ai-scan@bargain-bin@cloud-etf-holdings@cloud-saas@insider-universe@nvidia-open-agent-ecosystem@tech-insider-buys

NOW Price Structure

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Peers

Every watchlist NOW belongs to, members best 30-day change first — NOW highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@cloud-saas
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TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d DDOG+7.1% -7.2%1d -15.7%7d INTU+2.2% -1.5%1d +7.4%7d WDAY+1.6% -3.0%1d +2.3%7d WCLD+1.6% -4.9%1d -5.1%7d NOW+1.5% -4.4%1d +0.8%7d CLOU+0.2% -4.9%1d -6.8%7d OKTA-0.5% -10.2%1d -19.3%7d SKYY-2.1% -4.9%1d -9.4%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d CRM-3.9% -2.5%1d +5.0%7d CRWD-5.8% -7.0%1d -17.3%7d SNOW-7.3% -8.4%1d -16.8%7d MDB-10.3% -7.9%1d -12.5%7d
@cloud-etf-holdings
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SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d DDOG+7.1% -7.2%1d -15.7%7d SAP+5.2% -0.3%1d +4.4%7d INTU+2.2% -1.5%1d +7.4%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d OKTA-0.5% -10.2%1d -19.3%7d FTNT-1.5% -7.0%1d -13.2%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d CRM-3.9% -2.5%1d +5.0%7d CRWD-5.8% -7.0%1d -17.3%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d MDB-10.3% -7.9%1d -12.5%7d ORCL-10.4% -4.6%1d -9.3%7d
@nvidia-open-agent-ecosystem
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ACN+21.1% +2.1%1d +9.9%7d SNPS+20.1% -2.9%1d -10.9%7d CDNS+14.2% -1.5%1d -9.4%7d NTSK+9.9% -7.1%1d -8.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d PLTR+6.7% -7.2%1d -11.0%7d SAP+5.2% -0.3%1d +4.4%7d FFIV+4.3% -3.2%1d -7.9%7d PWR+2.0% -1.6%1d -10.5%7d NOW+1.5% -4.4%1d +0.8%7d CHKP+0.1% -0.2%1d +0.5%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d OKTA-0.5% -10.2%1d -19.3%7d NEE-0.7% +1.1%1d +3.1%7d FTNT-1.5% -7.0%1d -13.2%7d IBM-2.3% -0.8%1d +2.2%7d JPM-2.6% +1.3%1d +2.0%7d HPE-2.7% -6.0%1d -24.9%7d SPCXE-3.2% -1.7%1d -10.2%7d MNDY-3.9% -4.2%1d +1.6%7d CRM-3.9% -2.5%1d +5.0%7d CRWD-5.8% -7.0%1d -17.3%7d C-6.5% +0.8%1d -4.2%7d ARM-6.6% -6.9%1d -14.4%7d S-6.9% -7.7%1d -17.9%7d SAIL-7.9% -5.1%1d -9.7%7d HPQ-8.2% -2.7%1d -0.6%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FROG-9.0% -10.8%1d -17.5%7d ORCL-10.4% -4.6%1d -9.3%7d SMCI-14.2% -9.9%1d -24.4%7d AKAM-16.0% -4.9%1d -17.9%7d DELL-19.8% -4.6%1d -22.9%7d DOCN-20.3% -9.8%1d -26.8%7d NBIS-21.0% -12.2%1d -25.1%7d CRWV-26.4% -11.9%1d -25.2%7d BTDR-30.0% -8.1%1d -19.8%7d IREN-36.7% -11.2%1d -23.3%7d
@tech-insider-buys
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VEEV+17.2% -0.8%1d +4.8%7d TEAM+9.2% -4.3%1d +0.5%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CRDO+5.1% -4.9%1d -21.6%7d CEG+4.6% -1.3%1d -9.0%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d INTU+2.2% -1.5%1d +7.4%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d OKTA-0.5% -10.2%1d -19.3%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d ADBE-2.1% -2.6%1d +1.2%7d HUBS-2.3% -3.3%1d +1.2%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d MDB-10.3% -7.9%1d -12.5%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d
@bargain-bin
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ISRGE+11.6% -0.3%1d +0.7%7d COST+10.7% +1.1%1d +4.5%7d WMT+10.5% +0.8%1d +6.7%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d CME+7.9% +1.5%1d +4.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d SPGI+5.6% +1.1%1d +5.3%7d META+5.3% -3.7%1d -1.3%7d SAP+5.2% -0.3%1d +4.4%7d CEG+4.6% -1.3%1d -9.0%7d NKE+3.8% 0.0%1d +7.0%7d DIS+3.4% -0.1%1d +2.4%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d DPZ+2.4% +1.8%1d -0.2%7d HD+2.4% +0.5%1d +6.5%7d INTU+2.2% -1.5%1d +7.4%7d HON+1.8% +0.4%1d +1.8%7d LOW+1.7% +0.8%1d +6.1%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d LULU+1.2% -2.0%1d +2.8%7d NVDA+0.1% -1.4%1d -6.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d KLAC-1.0% -5.0%1d -15.3%7d LRCX-2.0% -4.9%1d -17.2%7d ADBE-2.1% -2.6%1d +1.2%7d PEP-2.1% +2.4%1d +4.4%7d MCD-2.3% +0.2%1d +3.3%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d DE-4.1% -1.4%1d +3.4%7d BKNG-4.6% -1.4%1d +1.9%7d CAT-6.6% -0.7%1d -8.7%7d QCOM-6.9% -3.5%1d -1.9%7d NFLXE-7.7% -2.9%1d +0.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d TTD-15.6% -6.8%1d +1.2%7d
@insider-universe
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MRNA+49.7% -7.8%1d -3.1%7d SHOP+30.4% -4.8%1d -0.8%7d PINS+17.5% -3.5%1d +2.4%7d ISRGE+11.6% -0.3%1d +0.7%7d LLY+10.5% +0.4%1d +6.6%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d ESTC+7.9% -5.7%1d -6.6%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d TMO+6.4% -0.9%1d +4.9%7d META+5.3% -3.7%1d -1.3%7d UI+5.3% -2.8%1d -8.6%7d COIN+5.3% -5.8%1d -3.5%7d CEG+4.6% -1.3%1d -9.0%7d RBLX+4.5% -3.1%1d +3.0%7d ABNB+3.7% -0.3%1d +4.7%7d AFRM+3.4% -2.5%1d -8.3%7d AAPL+3.3% +0.4%1d +2.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d ZM+2.5% -4.4%1d -3.6%7d TWLO+2.3% -10.6%1d -15.6%7d ASAN+2.2% -5.4%1d -2.1%7d AMZN+1.6% -1.9%1d -4.7%7d NOW+1.5% -4.4%1d +0.8%7d HIMS+0.3% -4.5%1d -9.2%7d NVDA+0.1% -1.4%1d -6.6%7d NTLA-0.6% +0.7%1d -12.6%7d GOOGL-0.7% -2.5%1d -3.1%7d MRVL-0.8% -5.6%1d -17.2%7d UBER-0.9% -1.3%1d -1.6%7d TSLA-0.9% -2.1%1d -7.3%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d VRTX-2.6% -1.8%1d -2.0%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d U-4.1% -6.8%1d -13.8%7d FSLY-4.5% -10.4%1d -23.3%7d IBKR-4.7% -3.9%1d -5.9%7d CRSP-5.7% -4.4%1d -7.8%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d NFLXE-7.7% -2.9%1d +0.3%7d BNTX-8.5% -2.8%1d -9.5%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d FSLR-9.7% -3.5%1d -2.9%7d MDB-10.3% -7.9%1d -12.5%7d INTC-11.1% -5.8%1d -14.2%7d SOFI-13.6% -3.6%1d -7.9%7d ENPH-13.9% -0.7%1d -6.7%7d AKAM-16.0% -4.9%1d -17.9%7d BE-18.0% -6.3%1d -21.1%7d DOCN-20.3% -9.8%1d -26.8%7d EOSE-53.8% -15.7%1d -27.8%7d
@ai-scan
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VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

3 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 30 sell n/a Profit target -24.4% complete
May 30 sell n/a Profit target -24.4% complete
May 23 sell n/a Profit target -6.3% complete

Next earnings NOW reports in 11 days Oct 28

Last report Jul 22

Reported the quarter ending 2026-06-30: revenue $3.99B, diluted EPS $0.29, net income $298M (SEC filing). Across the print the stock moved -9.9% (close before → first close after).

full note →

Against street estimates

How NOW's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 22 · projection Oct 16

Result
Jul 22 0.860.90 GAAP ≠ +5.0%Beat
Apr 22 0.970.97 GAAP ≠ +0.4%In line
Jan 28 0.890.92+4.0%Beat
Oct 29 '25 0.850.96 GAAP ≠ +13.0%Beat
Jul 23 '25 0.710.82 GAAP ≠ +14.6%Beat
Apr 23 '25 0.770.81 GAAP ≠ +5.4%Beat
Jan 29 '25 0.730.73+0.2%In line
Oct 23 '24 0.690.74 GAAP ≠ +7.8%Beat

News (last pull)

Headlines about NOW from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 22 days ago · Sep 25

NOW research tape

202 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Tech Insider-Buys Scan — 2026-10-16 scan Insider Activity Scan — 2026-10-16 scan Bargain-Bin Scan — 2026-10-16 scan 2026-10-16 AI Scan scan Tech Insider-Buys Scan — 2026-10-09
Types
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 25 Article Beaten-Down Software Has Split: ServiceNow, Workday and Zscaler Turned, While Intuit, Adobe and Oracle Keep Falling
NOWZSWDAYCDNSAKAMAVGOCRWVACN +4 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 23 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 18 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 4 Scan Bargain Bin Scan — Second Straight Zero Strict Hit Cycle As LULU Cracks Toward The Line On A Real Earnings Adjacent Drop, AVGO's 200 Day Test Resolves Down While QCOM's Resolves Up, MCD And HON Both Slide Toward Oversold, COST's One Year Return Flips Negative
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 22 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 13 Scan Washout Turn Scan
AAUCACHRACNADBEAEMAGAGIAI +4 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 22 Catalyst NOW earnings
NOW
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 8 Article The Anti-AI Trade Is Turning: Cloud Software Is the Emerging Rotation
MDBWDAYOKTANOWCRMTEAMZSADBE#ai-capex-digestion
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 6 Desk Move NOW — khanna-trades buy
NOW
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Article Rotation Playbook — What to Buy, the MSFT-vs-GOOGL Tell, and the Midterm Question
GOOGLMSFTAAPLAMZNAVGOCRWDMUNOW +4 more
Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap
SNDKMUALABAMATUNHABBVILMNCAT +4 more
Jun 26 Update CRWD — candidate.roundup
CRWDPANWFTNTOKTANOWCRMDDOGSNOW +2 more
Jun 25 Update CRWD — candidate.roundup
CRWDPANWFTNTOKTANOWCRMDDOGSNOW +2 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Update CRM — candidate.roundup
CRMADBENOWINTUZSWDAYHUBSTEAM +2 more
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Update Cloud SaaS Candidates
DDOGSNOWCRWDOKTATEAMNOWWDAYCRM +4 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 1 Source $NOW Jensen Huang: “I think the markets got it wrong. These agents have to be ex
NOW
May 29 Source SaaS is alive. $NOW +23% since my post last week. AI is not replacing these name
NOWPLTRMSFTSHOPDDOGCRMSNOWAPP +2 more
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Update Cloud SaaS Candidates
DDOGSNOWCRWDOKTATEAMNOWWDAYCRM +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 22 Source $NOW's margins won't get compressed due to inference costs: It's correct for Saa
NOW
May 22 Source If it's not related to AI, the markets don't seem to care? This $NOW sell-off se
NOW
May 21 Desk Move NOW — mccaul-trades buy
NOW
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 28 Scan Tech Insider Buys Scan
AAPLAMDARMASANASMLAVGOCRMINTC +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGHUBSINTUMDBNOW +4 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 22 Discord anyone looking at ServiceNow $NOW? even though its already u
NOW
Apr 22 Discord anyone looking at ServiceNow $NOW? even though its already u
NOW
Apr 21 Discord anyone looking at ServiceNow $NOW? even though its already u
NOW
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan Bargain Bin Scan
ABBVADBEASANCRMINTUISRGELLYLULU +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 10 Scan Tech Insider Buys Scan
ADBEAMDASANAVGOCRMCRSPCRWDDDOG +4 more
Apr 10 Article Status Report
AMZNBTC-USDDIAGOOGLINTUIWMNETNKE +4 more
Apr 10 Target NOW entry-zone — $80-$100
NOW
Apr 10 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGHUBSINTUMDBNOW +4 more
Apr 10 Desk Move BUY NOW — claude-trader (2026-04-10, 36.41 shares @ $82.4)
NOW
Apr 10 Desk Move BUY NOW — bench-signals (2026-04-10, 12.14 shares @ $82.4)
NOW
Apr 10 Scan Bargain Bin Scan
ADBEASANCRMDDOGINTUMDBMSFTNET +4 more
Apr 10 Article Daily Actions
ADBEAKAMAMZNASASMLCRMCRSPDDOG +4 more
Apr 3 Scan Tech Insider Buys Scan
AAPLADBEAKAMAMZNCFLTCRMDDOGDOCN +4 more
Apr 3 Scan Insider Scan
ADBEAMDASANAVGOCRMCRSPCRWDFTNT +4 more
Apr 3 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWOKTA +3 more
Apr 3 Scan Bargain Bin Scan
ADBECRMESTCINTUMDBMETAMSFTNKE +3 more
Apr 3 Article Daily Actions
ABBVABTADBEAGROASBTCCEGCOP +4 more
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWSNOW +1 more
Mar 31 Scan Cloud ETFs Scan
ADBECDNSCLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 31 Scan Bargain Bin
AAPLADBEASANAVGOCEGDISDPZEOSE +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Article Daily Actions
ABTADBEAMDASASMLAVGOBTCCEG +4 more
Mar 26 Scan Tech Insider Buys
ADBEAMDASANCRMDDOGGOOGLMETAMSFT +4 more
Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUMDBNOWZS
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 24 Update Cloud SaaS Candidates
ADBECRMCRWDDDOGINTUNOWZS
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 20 Scan Tech Insider Buys Scan
ADBEAKAMAMDASANAVGOCFLTCRMCRSP +4 more
Mar 20 Article Market Status Report
ABBVADBEAMKRAMZNARKKASAVGOCEG +4 more
Mar 20 Scan Insider Scan
ABBVADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 20 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 13 Scan Tech Insider Buys
ADBEAMDANETASANASMLAVGOBECFLT +4 more
Mar 13 Article Market Status Report
AAPLADBEAMDAMKRAMZNARKKASAVGO +4 more
Mar 13 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Article Market Status Report
ADBEAMZNARKKAVGOCEGCLXCMGCRM +4 more
Mar 12 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 12 Scan Cloud ETFs Scan
ADBECDNSCLOUCRMCRWDDDOGFTNTHUBS +4 more
Mar 12 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOBBAIBE +4 more
Mar 11 Scan Tech Insider Buys Scan
AAPLABNBADBEAFRMAMDAMZNANETASAN +4 more
Mar 11 Article Market Status Report
ADBEAFRMAMZNARKKASASANAVGOBNTX +4 more
Mar 11 Scan Insider Activity Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
Mar 11 Update Cloud SaaS
ADBECRMCRWDDDOGHUBSINTUMDBNET +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan Tech Insider Buys Scan
ADBEAMDARMASANAVGOCRDOCRMCRSP +4 more
Mar 10 Article Market Status Report (UPDATED w/ Fresh Close Prices)
ADBEAMDAMZNARKKASASANAVGOCEG +4 more
Mar 10 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Mar 10 Scan Cloud & SaaS Scan
CLOUCRMDDOGIGVINTUNETNOWSNOW +2 more
Mar 10 Scan Bargain Bin Scan
ABNBADBECATCRMDISGEEHDISRGE +4 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 4 Scan Tech Insider Buying Scan
ADBEAMDAMZNANETASANAVGOCRDOCRM +4 more
Mar 3 Article Market Status Report
ADBEAMDAMZNARKKASASANASMLAVGO +4 more
Mar 3 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Mar 3 Scan Cloud ETFs & SaaS Scan
CFLTCLOUCRMDDOGIGVINTUMDBNET +4 more
Mar 3 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
Feb 26 Article Market Status Report
ADBEAFRMAMDAMZNARKKASASANBE +4 more
Feb 26 Update Portfolio - Main Snapshot
AAPLADBEALNYAMZNASMLAVGOBECEG +4 more
Feb 26 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 26 Scan Cloud ETFs Scan
CLOUCRMDDOGESTCIGVINTUMDBNET +4 more
Feb 26 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
Feb 22 Article Market Status Report
ADBEAMDAMZNARKKASASANAVGOBE +4 more
Feb 22 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 22 Scan Cloud ETFs Scan
CLOUCRMDDOGIGVINTUNOWSNOWWCLD +1 more
Feb 22 Scan Bargain Bin Scan
AAPLABBVADBEAMDAMZNANETASMLAVGO +4 more
Feb 22 Article Daily Actions
ADBEAMDAMZNARKKARMASANBECRM +4 more
Feb 16 Article Market Status Report
ADBEAMZNARKKASASANBECEGCL +4 more
Feb 16 Scan Insider Scan
ABNBAFRMAMZNASANAVGOCRMCRSPHIMS +4 more
Feb 16 Update Cloud SaaS
ADBECRMCRWDDDOGINTUNETNOWOKTA +4 more
Feb 16 Scan Cloud ETFs Scan
CLOUCRMDDOGIGVINTUNETNOWSNOW +2 more
Feb 16 Scan Bargain Bin Scan
AAPLABBVADBEAMZNCOSTCRMDPZGOOGL +4 more
Feb 16 Article Daily Actions
ADBEALNYAMDAMZNASANBECEGCL +4 more
Feb 11 Article Market Status Report
AAPLADBEAMZNARKKASAVGOBECRM +4 more
Feb 11 Scan Insider Scan
CRMCSCOGILDHIMSINTUISRGEJNJLEGN +4 more
Feb 11 Update Cloud SaaS
ADBECRMDDOGESTCINTUMDBNOWSHOP +2 more
Feb 11 Scan Cloud ETFs Scan
CLOUCRMDDOGIGVINTUNOWSHOPSNOW +2 more
Feb 11 Article Daily Actions
AAPLADBEAMDAMZNBEBIIBCEGCL +4 more
Feb 9 Article Market Status Report
AAPLADBEAMDAMZNASAVGOBECEG +4 more
Feb 5 Update Portfolio - Main Snapshot
AAPLAMZNASBEBEAMBIIBBTC-USDCFLT +4 more
Feb 5 Article Japan Crisis + Tech Rotation
CEGCRMISRGEMSFTNOWPLTRQCOMSNOW
Feb 5 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Feb 5 Update Cloud SaaS
ADBECFLTCRMDDOGDOCNESTCMDBNOW +1 more
Feb 5 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOCEGCRM +4 more
Feb 5 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASANASML +4 more
Feb 4 Update Cloud SaaS
ADBECRMINTUNOWWDAY
Feb 4 Scan Cloud ETFs
ADBECLOUCRMIGVNOWSKYYSNOWWCLD +1 more
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 4 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASMLBE +4 more
Feb 3 Update Portfolio - Cloud/SaaS
ADBECRMCRWDDDOGIGVINTUMDBNOW +3 more
Feb 3 Scan Cloud ETFs
ADBECDNSCLOUCRMCRWDDDOGEDAFTNT +4 more
Feb 3 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASASMLBE +4 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more