My thesis: back the companies turning AI spending into real revenue. ServiceNow's AI sales are growing. But its outlook disappointed, and I think AI could hurt the core software business as much as it helps it. When I'm less sure of the story, I'd rather free up the money than hope. My own reasoning, not a recommendation. Capital at risk.
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7 Comments
Jay @motivated_jay · 1d
I like NOW. LFG :)
Nate
@hoodnate · 1d
your thesis about ai spending becoming real revenue is clear. exiting when unsure feels honest
Scott Duke
@spduke757 · 6h
Selling during a huge dip?!
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