
Noah
@antibearthesis • 28,697 subscribers
❌🐻 Defeating bears one stock at a time. 💰 Turning falling knives into multibaggers. Not financial advice.
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$NOW CEO Bill McDermott says ServiceNow can become a $1T company by 2030. He bought $3M worth of shares at $107. $NVDA CEO Jensen Huang says it could 100x. President Trump bought $5M. Anthropic says it’s essential infrastructure. OpenAI is integrating deeply with it. $AMZN, $MSFT & $GOOGL are all expanding partnerships. And vibecoding an alternative would probably cost 10x more than just using ServiceNow. Is ServiceNow the easiest buy in the market?
Noah1,649,047 次观看 • 3 个月前

HE JUST DID IT AGAIN $NVDA CEO KEEPS TELLING YOU WHICH STOCKS TO BUY IN 2025 HE CALLED: $NBIS AT $22 → +1000% $INTC AT $23 → +500% $SNDK AT $275 → +500% $CRWV AT $40 → +200% $TSM AT $240 → +80% NOW HE’S TELLING YOU TO BUY SPACE STOCKS: $RKLB AT $143 $ASTS AT $113 $FLY AT $46 $AMZN AT $270 ARE YOU GOING TO IGNORE HIM AGAIN?
Noah1,178,174 次观看 • 3 个月前

$NOW CEO Bill McDermott: “ServiceNow will become a $1T company by 2030.” The current market cap is $99B = he’s calling for a 10x. He bought $3M worth of shares at $107. $NVDA CEO Jensen Huang says ServiceNow can 100x. President Trump bought $5M. $AMZN, $MSFT, $GOOGL OpenAI & Anthropic are all expanding partnerships. And vibecoding an alternative would cost 5-10x more than just using ServiceNow. Is ServiceNow the strongest buy in the market?
Noah319,656 次观看 • 1 个月前
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🚨 Early $GOOGL & $META investor Roger McNamee: “AI is not a small bubble. It’s a humongous bubble.” “$1.4T has already been spent trying to build a general-purpose technology, which will never happen.” “OpenAI, Anthropic, Meta, Google, Microsoft, Amazon & SpaceX are all competing for the same 2 spots in the AI marketplace.” “There is no moat. They all have the same technology and are competing for the same customer.” “How do you think that’s going to end?” His full investment thesis:👇
Noah45,389 次观看 • 2 个月前
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