NOW

AI is entering the next phase. The first wave focused on building AI infrastructure. The next wave will focus on monetization — turning AI investments into real revenue and earnings growth. My AI platform portfolio: $GOOGL — AI search, Gemini ecosystem, and Google Cloud provide multiple growth engines. $MSFT — Azure, Copilot, and enterprise AI adoption make Microsoft a major AI beneficiary. $AMZN — AWS remains a key AI cloud platform with strong scale and demand. $META — AI improves advertising efficiency while leveraging massive user data. $NOW — Enterprise AI automation could drive the next productivity cycle. For retail investors, focus on execution, not hype: • Can AI create sustainable revenue growth? • Can margins expand? • Does the company have a strong ecosystem advantage? The next AI winners may not be the companies building the technology, but those successfully turning AI into business value. Long-term investors should own platforms positioned to compound AI growth over the next decade.

@WallStreetWatcher1 i’ve been looking at $NOW and i’m waiting to see if it goes back in the 90s. $CRWD looks like a good opportunity to buy too.

$NOW change my price target: 180 by eow fed is fed up with inflation. deflation time

Picked up my first shares of $RKLB and $CRWV today. Started with 400 shares of each and still keeping some cash on the side because I wouldn’t be surprised if we see more volatility before things settle down. In this market, having dry powder matters just as much as finding good companies. Both names have been on my radar for a while, and I like the long-term stories behind them. That said, I’m not trying to catch the exact bottom. If we get another pullback, I’d rather have room to add than go all in too early. Also saying goodbye to $NOW for now. Great stock and treated me well, but sometimes you have to rotate when the setup changes. Watching, staying patient, and letting the market show the next opportunity. Time to review the session. Watching after-hours movers? Rest well.