As already announced yesterday lunchtime, I had considered investing in a derivative on $NOW (+0.66%) to enter into a derivative. When they briefly fell below $1,000 yesterday, I almost dusted them off at the day's low.
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Discussion about NOW
Posts
365D·
Trading opportunity?
What do you think of $NOW (+0.66%) ? I am currently tempted to enter the market with a derivative.
Have just formed a golden cross and stabilized above the 50 and 200 day line.
My first target price would be 1160$. Medium term 1400$. The management's forecasts were very conservative after the last figures, so I could imagine an increase.
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14 Comments
Soprano@Soprano
5D
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•1Mon·
AI as a great investment opportunity?
We (around 40 people from SW development) trundled into a bar after work last week and wanted to round off the evening in a relaxed atmosphere. Instead of 2 beers, there were of course significantly more and the topic of our operational business was over relatively quickly, in the end of course (once again) we only talked about AI and the discussion hype/sustainability and how each individual can benefit from it (many do without any company insurance, prefer to receive an annual bonus and invest it in the stock market).
In the end (8 beers later) there was relative agreement that it is
a) it is a megatrend with a tailwind (comparable to the internet or smartphones back then)
b) AI will change every industry (and in my opinion very quickly)
c) targeted investments will lead to significant increases in value in 5-10 years.
What has left us all with questions is the impact on the labor market. Entire industries will look completely different in the future; instead of people, there will be robotics and perhaps a handful of people monitoring everything. Where will that lead? Tax systems need to be rethought (loss of jobs = loss of wage tax and social security contributions), the education system needs to be revolutionized and so on. Where are we heading? AI user tax? Digital value-added taxation?
Very exciting with our political leaders and little hope :D
Of course, this is all minimally frightening, but it also offers us all incredible opportunities.
To return to the core issue: I think we all have an opportunity here to build massive wealth. My portfolio is extremely tech-heavy, so I'm still betting on the big players ($NVDA (+0.59%) , $TSM (-0.3%) , $ASML (-0.17%) - entire value chain for chip development), $GOOGL (+0.32%) , $META (+0.31%) . $AMZN (+0.91%) and also a few riskier ones like $PLTR (+0.27%) , $SMCP, $NOW (+0.66%) etc.).
Quantum computing would of course be the next big highlight, but that's another story.
What do you think about it? How will AI shape our generations, what social impact will it have and where are you investing?
LG Max
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11 Comments
Who says that tech companies will benefit the most from AI and robotics?
My thesis is that they will cannibalize each other, the good old competition in capitalism will ensure that prices fall and margins too.
The winners could then be those who can ultimately buy the services and products to increase productivity at low prices.
You can already see it with ChatCPT, Gemini and the other gadgets.
Nobody earns money with them except the users who use them to increase their productivity.
So it may well be that boring industrial companies or Auntie Erna's travel agency are the big winners. 😅
My thesis is that they will cannibalize each other, the good old competition in capitalism will ensure that prices fall and margins too.
The winners could then be those who can ultimately buy the services and products to increase productivity at low prices.
You can already see it with ChatCPT, Gemini and the other gadgets.
Nobody earns money with them except the users who use them to increase their productivity.
So it may well be that boring industrial companies or Auntie Erna's travel agency are the big winners. 😅
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2Mon·
Earnings Highlights:
Heute:
- $PG (+0.61%) Procter & Gamble Q3'25 Earnings Highlights
- EPS: $1.54 (Est. $1.55) ❌
- Revenue: $19.78B (Est. $20.36B) ❌; DOWN -2% YoY
- Organic Sales: +1% YoY
- $CMCSA (+0.5%) Comcast Q1 2025 Earnings Highlights
- Adjusted EPS: $1.09 (Est. $0.99) ✅; UP +4.5% YoY
- Revenue: $29.89B (Est. $29.8B) ✅; DOWN -0.6% YoY
- Domestic Broadband Net Loss: -199K (Est. -144K) ❌
- $HAS (+0.62%) Hasbro Q1 2025 Earnings Highlights
- EPS: $0.70 (Est. $0.69) ✅
- Revenue: $887.1M (Est. $771.15M) ✅; UP +17% YoY
- Operating Profit: $171M (19.2% margin)
- Adjusted Operating Profit: $222M (25.1% margin); UP +5.5pp YoY
- Operating Cash Flow: $138M (vs. $178M YoY)
- Returned $98M to shareholders via dividends, reduced debt by $50M
- $MRK (+1.61%) Q1 2025 Earnings Highlights
- Adjusted EPS: $2.22 (Est. $2.13) ✅; UP +7% YoY
- Revenue: $15.53B (Est. $15.33B) ✅; DOWN -2% YoY, UP +1% ex-FX
- Gross Margin: 78.0% (vs. 77.6% YoY) ✅
- $PEP (+0.22%) PepsiCo Q1'25 Earnings Highlights
- Core EPS: $1.48 (Est. $1.49) ❌; DOWN -4% YoY
- Revenue: $17.92B (Est. $17.78B) ✅
- Organic Revenue Growth: +1.2% YoY
- $AAL (+1.85%) American Airlines Q1'25 Earnings Highlights
- Revenue: $12.60B (Est. $12.68B) ❌
- Adj. EPS: ($0.59) (Est. ($0.62)) ✅
- Passenger Rev: $11.39B (Est. $11.36B) ✅
- Load Factor: 80.6% (Est. 81.9%) ❌
- ASM: 69.90B (Est. 69.91B) 🟡
- Withdrew FY guidance due to macro uncertainty
- Previously guided FY25 EPS: $1.70–$2.70
Gestern Abend:
- $NOW (+0.66%) ServiceNow Q1'25 Earnings Highlights
- Adj EPS: $4.04 (Est: $3.83) ✅
- Total Revenue: $3.09B (Est: $3.08B) ✅; UP +18.5% YoY
- Subscription Revenue: $3.01B (Est: $3.00B) ✅; UP +19% YoY
- Adjusted Gross Profit: $2.54B (Est: $2.53B) ✅
- Adjusted Gross Margin: 82% (Est: 81.8%) ✅; DOWN from 83% YoY
- Adjusted Subscription Gross Margin: 84.5% (Est: 83.9%) ✅; DOWN from 86% YoY
- Adj. Free Cash Flow: $1.48B (Est: $1.32B) ✅; UP +21% YoY
$CMG (-1.44%) Chipotle Q1'25 Earnings Highlights
- Revenue: $2.88B (Est: $2.94B) ❌ ; UP +6.4% YoY
- Adj EPS: $0.29 (Est: $0.28) ✅; UP +7.4% YoY
- Comparable Sales: DOWN -0.4% (Est: +1.74%) ❌
- Operating Margin: 16.7% (Est: 16.4%) ✅; UP +40 bps YoY
- Restaurant-Level Margin: 26.2% (Est: 25.9%) ✅; DOWN -130 bps YoY
- Average Restaurant Sales: $3.19M (Est: $3.17M) ✅
- Digital Sales Mix: 35.4% of total food & beverage revenue
$IBM (+0.85%) Q1'25 Earnings Highlights
- Revenue: $14.54B (Est: $14.41B) ✅; UP +0.5% YoY
- Operating EPS: $1.60 (Est: $1.42) ✅; DOWN -5% YoY
- Adj Gross Margin: 56.6% (Est: 55.6%) ✅; UP +190 bps YoY
- $LRCX (+0.62%) Q3'25 Earnings Highlights
Key Metrics
- EPS (Non-GAAP): $1.04 (Est: $1.00) ✅; UP +14% QoQ
- Revenue: $4.72B (Est: $4.63B) ✅; UP +8% QoQ
- $TXN (-0.03%) Instruments Q1'25 Earnings Highlights
- EPS: $1.28 (Est: $1.06) ✅; UP +7% YoY
- Revenue: $4.07B (Est: $3.91B) ✅; UP +11% YoY
- Operating Profit: $1.32B (Est: $1.18B) ✅; UP +3% YoY
2Mon·
ServiceNow Q1'25 Earnings Highlights
🔹 Adj EPS: $4.04 (Est: $3.83) 🟢
🔹 Total Revenue: $3.09B (Est: $3.08B) 🟢; UP +18.5% YoY
🔹 Subscription Revenue: $3.01B (Est: $3.00B) 🟢; UP +19% YoY
🔹 Adjusted Gross Profit: $2.54B (Est: $2.53B) 🟢
🔹 Adjusted Gross Margin: 82% (Est: 81.8%) 🟢; DOWN from 83% YoY
🔹 Adjusted Subscription Gross Margin: 84.5% (Est: 83.9%) 🟢; DOWN from 86% YoY
🔹 Adj. Free Cash Flow: $1.48B (Est: $1.32B) 🟢; UP +21% YoY
Remaining Performance Obligations (RPO)
🔹 Total RPO: $22.1B; UP +25% YoY
🔹 Current RPO (cRPO): $10.31B (Est: $10.1B) 🟢; UP +22% YoY
Guidance – Q2 2025
🔹 Subscription Revenue: $3.03B–$3.04B (Est: $3.02B) 🟢
🔹 cRPO Growth: +19.5% YoY
🔹 Operating Margin (GAAP): 27%
Guidance – Full Year 2025
🔹 Subscription Revenue: $12.64B–$12.68B (Est: $12.66B) 🟡
🔹 Subscription Gross Margin: 83.5% (Est: 83.6%) 🟡
🔹 Operating Margin: 30.5%
🔹 Free Cash Flow Margin: 32%
Operational Highlights
🔹 Professional Services Revenue: $83M (Est: $86.5M) 🔴; UP +3.8% YoY
🔹 Professional Services Gross Margin: 4% (Est: 11.1%) 🔴; DOWN from 16% YoY
🔹 Crossed 500 customers with >$5M ACV
🔹 72 net new $1M+ ACV deals in Q1
Strategic & AI Highlights
🔸 Introduced agentic AI capabilities with new platform updates (Yokohama release)
🔸 Announced AI-powered telecom agents built on NVIDIA for CSP automation
🔸 Rolled out Government Transformation Suite to support U.S. public sector transparency and ROI
🔸 Public Sector revenue grew +30% YoY
M&A and Partnerships
🔸 Announced acquisitions of Moveworks (AI assistant) and Logik:ai (AI CPQ solution)
🔸 Expanded partnerships with NVIDIA, Vodafone, Aptiv, Devoteam, Google Cloud, and DXC Technology to power AI deployments across industries
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3 Comments
2Mon
🚀🚀I actually wanted to buy more at €600, but it works like this too
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3Mon·
Red days are good days
Hi guys,
Which stocks are you buying this week?
I took advantage of the dip to do a little shopping, here are my buys:
If it goes under 180$ I'll laso considering buying $WING (+0.72%)
4Mon·
Where to invest now? - 15 recommendations from "Handelsblatt"
In the still young year, the DAX has already recorded 16 record highs, the last one only yesterday. Most other stock market indices are also close to their all-time highs.
Where can you still invest now?
Handelsblatt experts have analyzed 1,000 stocks worldwide and identified 15 recommendations in three categories:
- Five shares of companies that are growing strongly over the long term but are still reasonably valued
$FTNT (+0.64%) Fortinet | $NOVO B (-0.85%) Novo Nordisk | $GDDY (+0.66%) GoDaddy | $PLD (+0.78%) ProLogis | $NOW (+0.66%) Service Now
- Five shares of companies that have been paying rising dividends for at least 20 years thanks to their earnings power
$PEP (+0.22%) PepsiCo | $CVX (+0.5%) Chevron | $FPE Fuchs Petrolab | $NWN (+0.29%) Northwest Natural Holding | $SAN (-1.07%) Sanofi
- Five shares of companies that have plummeted on the stock market but have an intact business model and turnaround potential
$SLB (+0.08%) Schlumberger | $BIIB (+0.29%) Biogen | $GPN (+0.61%) Global Payments | $MAKSY Marks & Spencer | $VOW (-0.83%) Volkswagen
Detailed analysis can be found at "Handelsblatt"
Source: Handelsblatt | Image: ChatGPT
2020
2 Comments
Thanks for sharing and the great preparation.
I've been meaning to take a look at ProLogis for a while now. I kept forgetting about it, but now it's my turn :-)
I've been meaning to take a look at ProLogis for a while now. I kept forgetting about it, but now it's my turn :-)
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