NOW 全部观点

Number one is ServiceNow. The situation with ServiceNow is almost the same. Now, ServiceNow's situation is a little more uneven with this chart, isn't it ? But, it hit its lowest point at almost the same time that Nvidia's stock hit its lowest point, meaning as of 2026, it hit its lowest point at almost the same time that Nvidia hit its lowest point in 2025. So, in this respect it reminds me a lot of that incident.

I think Service Now is a like Salesforce. I like Salesforce a little bit better. Uh, because it, you know, some of the transitions we've seen in their margins compared to Service Now. But I don't think Service Now is bad.

ServiceNow's management team has done incredible work in recent months in reducing investor fears that artificial intelligence will kill its business. For the full year in 2026, the company's guiding to revenue growth of 21% with operating profit margins approaching 32%.

This doesn't look like a business that's being killed by artificial intelligence. But is the stock a buy? Let's answer that question together by reviewing the company's longer term results, comparing it against its valuation, and determining an answer.

Also talk about what it means for ServiceNow. I know there's a lot of people own ServiceNow stock as well.

Next up here, let's talk Salesforce. Let's talk about how high this is going to go. Let's talk about what this means for ServiceNow stock and those sorts of things, okay?

Salesforce and ServiceNow are two of the best deals I found in the stock market. Um you know, really at the end of last year into the beginning of this year, right? And I added shares aggressively of these two stocks over the past six to nine months, right?