Gm ☕️


Software leadership is playing out exactly as expected. Every new agentic AI deployment and enterprise partnership reinforces the thesis. $NOW is up ~50% since I made it my largest position just a month ago.
The biggest winners will be the software platforms that not only embrace AI, but actually execute on large scale deployment. Those companies could see meaningful revenue acceleration over the next several years. The market is slowly beginning to price that in, late as usual.
Higher.
NOW10.36%
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