Feb. 15 at 3:21 AM
$NOW is the ultimate AI battleground! ⚔️ Stock is down ~30% YTD despite a massive Q4 beat (
$0.92 EPS vs
$0.72 est). The market is terrified that AI agents will kill seat-based SaaS, but
$NOW’s own AI ACV just topped
$600M. It’s a classic "fundamentals vs. fear" setup.
🐂 Bulls: Must reclaim 111.10 and 111.45 (200D MA) to confirm the bottom and target 188.
🐻 Bears: Looking for a rejection at 115.00 to flush it back below the 98.05 low.
Whales are hedging (1.92 P/C ratio), but the
$5B buyback is a massive backstop. 🎯 #hovdid