$ServiceNow(NOW.US)
Context: NOW has had a strong recovery this year, rising from around US$83 to above US$150. My trades are currently up about 44%.
My trade: I built the position during the weakness, buying at US$108.50 and US$89.50. I’m still holding and haven’t taken profits despite the strong recovery.
Takeaway: The next question is whether strong AI adoption can translate into sustained growth without the valuation becoming too stretched. I’m happy to hold for now but will also keep an eye on growth, margins and customer demand.
2026.01.05 ~ 2026.08.31 All orders
Cumulative P/L449.71 (USD)+44%
2026.01.052026.08.31
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