Uno

@UnotheInvestor • 3,988 subscribers

Market narratives • US equities • Macro insights • Thinking out loud like an investor, not a commentator || NFA

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How i retired in 1 month (Extremely easy): • I bought $2M $NOW at $88 • $NOW is currently $123 • A month later I’m up $2.8M. • More than your entire net worth. Did you listen?

How i retired in 1 month (Extremely easy): • I bought $2M $NOW at $88 • $NOW is currently $123 • A month later I’m up $2.8M. • More than your entire net worth. Did you listen?

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🚨 ServiceNow CEO Bill McDermott just dropped this on the AI hype: “Most businesses don’t want to build workflow software for everything internally. They want one responsible AI Control Tower.” ServiceNow is becoming the fabric connecting every hyperscaler, every LLM, systems of record and now full security (cybercrime = $1 Trillion/month problem). True agentic enterprise is here: MoveWorks, VZA identity, Armis OT/security. Integrated major moves in just 20 days. Jensen Huang ( $NVDA CEO) approves, they’re teaming up on the agentic future. 2030 Price Target: $1,200 – $2,000+ per share as they hit $30B+ revenue and own the enterprise AI operating system. While others talk apocalypse, ServiceNow is building it. $NOW to the moon. Who’s loading up?

🚨 ServiceNow CEO Bill McDermott just dropped this on the AI hype: “Most businesses don’t want to build workflow software for everything internally. They want one responsible AI Control Tower.” ServiceNow is becoming the fabric connecting every hyperscaler, every LLM, systems of record and now full security (cybercrime = $1 Trillion/month problem). True agentic enterprise is here: MoveWorks, VZA identity, Armis OT/security. Integrated major moves in just 20 days. Jensen Huang ( $NVDA CEO) approves, they’re teaming up on the agentic future. 2030 Price Target: $1,200 – $2,000+ per share as they hit $30B+ revenue and own the enterprise AI operating system. While others talk apocalypse, ServiceNow is building it. $NOW to the moon. Who’s loading up?

1,149,599 views • 24 days ago

The math nobody runs: A 50% drawdown requires a 100% gain to break even. $TSLA from $498 to $244: -51%. To get back to $498: +104%. That’s why “buy and hold conviction” sounds great until the chart doesn’t recover for 5 years. What’s your exit plan?

The math nobody runs: A 50% drawdown requires a 100% gain to break even. $TSLA from $498 to $244: -51%. To get back to $498: +104%. That’s why “buy and hold conviction” sounds great until the chart doesn’t recover for 5 years. What’s your exit plan?

95,916 views • 1 month ago

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