NOW#96
Thesis
SaaS is alive. NOW +23% in a week. AI not replacing SaaS names - durable moats across PLTR, MSFT, NOW, SHOP, DDOG, CRM, SNOW, APP, MDB, ZETA. SaaS companies integrating AI become stronger.
By @ParadisLabs · View post ↗
Original post text
SaaS is alive. $NOW +23% since my post last week. AI is not replacing these names: - $PLTR - $MSFT - $NOW - $SHOP - $DDOG - $CRM - $SNOW - $APP - $MDB - $ZETA - @amitisinvesting Basis Points pod w/ CEO convinced me of this. (No position) Many of these companies are so https://t.co/ESIXIQ6WMS https://t.co/dk5NVg5GFT
🐂 Bull Case
- Revenue growth of 22.1% supports fundamental upside trajectory
🐻 Bear Case
🚫 Invalidation
Earnings miss >15% with guide-down on forward revenue
Break Conditions
- Earnings miss >10% on revenue signals thesis deterioration
Price Tracking
| Label | Ticker | Price | Recorded |
|---|---|---|---|
| t+3d | NOW | $120.11 | 2026-06-03 18:34:26 |
Metadata
T0 Price: $124.37
Created: 2026-05-30 18:32:44
Scored: 2026-05-30T18:33:24.874755+00:00
Updated: 2026-06-03T18:34:26.070783+00:00