NOW
SERVICENOW, INC.
stock NYSE

Anyone wondering why SPCX is not dumping below 137 is because MM and institutions hold it at 130 , so 130 is safe place (FOR NOW)

I have a 745p so the market will bounce here
ALSO I AM NOW CHARGING A 20% tarrif on thread comments
THANK YOU FOR YOUR ATTENTION TO THIS MATTER

I tried to make your portfolio, but you only gave percentages, not actually how many of each you hold. Here is the brutally honest review, based on data.

There is not a single good security in your portfolio; almost every single one of them is not good, some of them are closer to being bankrupt when we calculate z-score or f-score, than being profitable.
Since you did not give us exact number of share , and there is not a much i can do with percentage, i split your portfolio in equal share of 10 share per security. in that case you invested around $15,286.75 starting 2021, and during that time you have would have lost ($-4,099) , if instead of buying these stocks, you bought SPY you would have made $30,867.48 (+$15,581), you are -18.9%/y

your weakest link by order
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|NOW|36.0%|\-24.6%|\-38.0%|\-1368.4|\+65.43%|⚠️ weak link|
|INTU|24.8%|\-4.7%|\-18.1%|\-449.4|\+31.22%|⚠️ weak link|
|UNH|22.9%|\+3.6%|\-9.8%|\-224.7|\+18.25%|⚠️ weak link|
|HHH|5.2%|\-1.7%|\-15.1%|\-78.0|\+5.74%|⚠️ weak link|
|UPST|2.7%|\-4.5%|\-17.9%|\-47.7|\+3.32%|⚠️ weak link|
|BN|2.7%|\+0.9%|\-12.5%|\-33.9|\+2.61%|⚠️ weak link|
|UBER|3.3%|\+6.9%|\-6.6%|\-21.9|\+1.88%|— neutral|
|LXRX|0.2%|\-7.7%|\-21.1%|\-4.7|\+0.31%|— neutral|
|ORCL|2.1%|\+13.3%|\-0.1%|\-0.2|\-0.03%|— neutral|

BREAKING NEWS: 🌽 IS SURGING TO 67k RIGHT NOW. WHAT HAPPENED?????

Give him the FIFA Peace Prize NOW!

BUY SEMIS NOW.

Long NOW, CRM, and PLTR

yeah i had a lil bit of NOW i sold today. I sold most my software names a little early since i cbf getting shit on tmrw after the CPI report or whatever. I would buy more msft if it goes to around 385 or below. Same with software if it goes down a bit ill buy again.

#HOTLINE. NOW.

Holyyy F\*\*k $CMPS is about to explode!! Everybody pile in NOW!! If you were lucky in DFTX sell it all and roll it into $CMPS. It is severely undervalued right now!

DRAM 81..80..79..78..77..76..75..74..73..72..71..70..69..68..67..66..65..64..63..62..61..60..59..58..57..56..55........GET YOUR PUTS NOW!!! SUCH EASY MONEY!!!

I’m in TEAM and NOW but seriously considering adding FIG on the next pullback

NOW especially but yeah in general

You're too late for the chips and memory mania. Move to classic, boring software. CRM, NOW, HUBS or MSFT 

ORCL sellers: ''Stock is down 60% off ATH, so NOW is the right time to sell''

Google last year is a better comparison. AI was going to eat it up. How did that work out? Buying MSFT & NOW voraciously on dips. Wish SNPS & cyber would crash again. Buying META, NVDA, NFLX, NAIL on dips is going \*very\* well this year too

I bought around 382 average, sold at 424 (mostly), now I’m back in at 375. This is my heaven, doing the same with NOW & the 3x home builder ETF, NAIL. Why invest when you can melt into vehicles that rebound like coiled springs? U need confidence to be this aggressive, fortunately I have a nose for impending rebounds.

CC's. Get paid to get paid. Pick a price you're happy with. If you're happy with the price RIGHT NOW, sell ATM.

I will give comment on each of your holding mix of investing principles and opinions:
1. Howard Hughes Holdings: You invested in this because of asset values and Bill Ackman's marketing. The controversial thing about this company would be the gigantic fees paid to Bill Ackman's company and interest rate exposure. Insurance component is a commodity with no pricing power. Overall, businesses that relies heavily on leadership (Bill Ackman & board) are consider low quality businesses. For example, if you have high quality asset like railroads or airports it is very difficult to mess up with high predictability in the future of compounding earning growth based on pricing power regardless of the leadership. In contrast, if you own a company that relies on leadership there is no proof they will be around in the future or have perfect execution over the long run, so these businesses have low predictability and value based the leadership. Personally, I would rather hold a basket of homebuilders or singular stock pick homebuilder more concrete growth without all the drama.
2. Brookfield Corporation: I can really tell that you like Bill Ackman, nothing wrong with that. This company have a history of compounding growth with high quality assets and great leadership under Bruce Flatt. However, one investing principle I stick with would be to avoid asset manager as a whole. Again, you are relying on leadership to make investment execution, which is a poor moat, no long term guarantee of success. Most importantly, the worst thing about Brookfield Corporation and all banks alike is opaqueness, you cannot really value the assets they own, they are incredibly leveraged so low quality of earnings. Think if you make $100 borrowing $100K and I make $100 borrowing nothing, my quality of earning is higher. Not to mention structure of Brookfield Corps and its subsidiary incredibly complex to understand with insurance operations in the Bermuda that hides a lot of financial under the rug, theoretically they could have a devastating amount of debt with poor returns you wouldn't even know more accounting tricks. This is why banks and asset managers can be great investments, but I generally avoid due to the reasons above.
3. Intuit: AI software disruption risk. Again, I do not know whether their business will be disrupted or not either as a whole or part. The part that I agree with would be valuation trading lower, because moat got weaker with higher rate of disruption automatically make the company worth less not debatable. Whether that is exaggerated, which can potentially create value is a possibility. I disagree that it worth the same as before well deserved to trade lower.
4. Uber: Autonomous cars disruption risk is real. Again, they could very well transform into like a platform of rideshare and transportation services. The disruption risk is completely logical and sound to me (personally), I would avoid, again there are great takes on possible value.
5. UNH: I like this stock, but insurance is a commodity so no pricing power low margin in a competitive field (health insurance) which sometimes relies on government subsidy exposed to political risk. Nothing wrong with this stock as a long term hold.
6. ORCL: Low quality business with high CAPEX (debt) with potentially low margin selling compute which a commodity with no guarantee of ROI. I would rather be elsewhere in the AI story this applies to CoreWeave, Nebius, Iren all low quality bad businesses (no moat, high debt, slim margin (either from debt or depreciating assets)) doesn't mean the stock won't appreciate.
7. LXRX: I dislike all pharmaceutical extremely volatile speculative low predictability, but sure.
8. NOW: Good momentum questionable moat.
9. Upstart: not to familiar nothing wrong with speculating.
Sorry for lengthy response read the portion that relevant to you.
Wish you well on your investing journey, let me know if you disagree.

# WHY DID I DECIDE TO BUY $MU AT $1050????? I AM SICK TO THE STOMACH 🤮..... I THOUGHT I WAS GONNA BUY HIGH AND SELL HIGHER.
NOW I AM A BAGHOLDER (BIG TIME), PROBABLY SELL LOW, NOW TOO.... FAKKKKKKK