$Salesforce.com(CRM)$ $Microso-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Mavis Rusk
08-03

$Salesforce.com(CRM)$ $Microsoft(MSFT)$ ServiceNow ($ServiceNow(NOW)$ ) is shaping up to be one of the more interesting setups in software. Revenue keeps growing, AI adoption is accelerating, free cash flow is surging, and the company continues to land major enterprise and government contracts. Management is buying back shares and reducing the float, while Bill McDermott and other executives have largely stepped away from stock sales — which feels like a strong vote of confidence in the future.

At the same time, millions of shares remain sold short. If NOW keeps executing, beats expectations, announces new AI initiatives, or lands additional large contracts, it could put a lot of pressure on those short positions. Strong fundamentals, shareholder-friendly buybacks, leadership confidence, and a sizable short interest create a setup that could get very uncomfortable for bears and very rewarding for long-term shareholders.

I've been adding to my position.

That's really all there is to it.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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