ServiceNow, Inc.Short
1/29/25 - $now - Valuation is... silly >$1k
1/29/25 :: VROCKSTAR :: NOW
Valuation is... silly >
1K
- 20x ev/ sales for 20% sales growth, really anon?
- participated on the B2B pump y day "the next rotation into cheaper AI benefits software" -> that's a low order of thinking though. a. obvious, b. valuation matters and c. benefits won't accrue to just the big guys -> if anything they accrue to smaller players disproportionately w/ inability to partner/ spend as much $
- but back here
- listen. great co. great chart.
- but seeing
MANH (a crappy 
PLTR from what i can tell) do the crap walk into EPS, i just see scenario where any hiccup on growth sends this -10 or 15%.
- so am i short it? maybe, maybe not. it's a hedge... let's say. for my exposure on
UBER, meta... evaluating the others tn 
MSFT (probs sidelines for me), and tsla... god knows - earnings there r spinning the wheel of how-lucky-do-u-feel, probs a "beat".
alas.
gl to all. but 70x PE for low 20s EPS growth, anon, you could do a lot better and stop following the guys shilling you their bags. 2% fcf yield? okay. enjoy. hope you have a nuanced view if you're long this into print and coming months. V thinks... lower
V
NOWValuation is... silly >
1K- 20x ev/ sales for 20% sales growth, really anon?
- participated on the B2B pump y day "the next rotation into cheaper AI benefits software" -> that's a low order of thinking though. a. obvious, b. valuation matters and c. benefits won't accrue to just the big guys -> if anything they accrue to smaller players disproportionately w/ inability to partner/ spend as much $
- but back here
- listen. great co. great chart.
- but seeing
MANH (a crappy PLTR from what i can tell) do the crap walk into EPS, i just see scenario where any hiccup on growth sends this -10 or 15%. - so am i short it? maybe, maybe not. it's a hedge... let's say. for my exposure on
UBER, meta... evaluating the others tn MSFT (probs sidelines for me), and tsla... god knows - earnings there r spinning the wheel of how-lucky-do-u-feel, probs a "beat".alas.
gl to all. but 70x PE for low 20s EPS growth, anon, you could do a lot better and stop following the guys shilling you their bags. 2% fcf yield? okay. enjoy. hope you have a nuanced view if you're long this into print and coming months. V thinks... lower
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.