# ![@placigyunv6567 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1753622761019478016.png) @placigyunv6567 Muldoon's Market Mayhem

Muldoon's Market Mayhem posts on X about $now, ai, $msft, $panw the most. They currently have [---] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::1753622761019478016/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1753622761019478016/c:line/m:interactions.svg)

- [--] Week [---------] +539%
- [--] Month [---------] +59,344%
- [--] Months [---------] +27,810%

### Mentions: [--] [#](/creator/twitter::1753622761019478016/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1753622761019478016/c:line/m:posts_active.svg)

- [--] Week [---] -5.40%
- [--] Month [---] +645%
- [--] Months [---] +402%

### Followers: [---] [#](/creator/twitter::1753622761019478016/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1753622761019478016/c:line/m:followers.svg)

- [--] Week [---] +16%
- [--] Month [---] +33%
- [--] Months [---] +189%

### CreatorRank: [-------] [#](/creator/twitter::1753622761019478016/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1753622761019478016/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2506 [technology brands](/list/technology-brands)  27.91% [finance](/list/finance)  16.28% [exchanges](/list/exchanges)  2.91% [cryptocurrencies](/list/cryptocurrencies)  2.91% [automotive brands](/list/automotive-brands)  1.74% [celebrities](/list/celebrities)  1.16% [social networks](/list/social-networks)  0.58% [fashion brands](/list/fashion-brands)  0.58%

**Social topic influence**
[$now](/topic/$now) #3, [ai](/topic/ai) 10.47%, [$msft](/topic/$msft) #125, [$panw](/topic/$panw) #21, [market](/topic/market) #340, [$crwd](/topic/$crwd) #18, [$igv](/topic/$igv) #7, [in the](/topic/in-the) 4.65%, [ceo](/topic/ceo) 4.65%, [stocks](/topic/stocks) 4.07%

**Top accounts mentioned or mentioned by**
[@billrmcdermott](/creator/undefined) [@market1surgeon](/creator/undefined) [@qualityinvest5](/creator/undefined) [@growthstockpick](/creator/undefined) [@deepvaluebagger](/creator/undefined) [@zenobleresearch](/creator/undefined) [@saxenapuru](/creator/undefined) [@markmcruden](/creator/undefined) [@mrderivatives](/creator/undefined) [@glitchtrades](/creator/undefined) [@lestonkjames](/creator/undefined) [@firstadopter](/creator/undefined) [@zipjet](/creator/undefined) [@futureman1977](/creator/undefined) [@altcap](/creator/undefined) [@mukund](/creator/undefined) [@wisemancap](/creator/undefined) [@dimitrynakhla](/creator/undefined) [@drewcohenmoney](/creator/undefined) [@anandragn](/creator/undefined)

**Top assets mentioned**
[Now Coin (NOW)](/topic/$now) [Microsoft Corp. (MSFT)](/topic/$msft) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [ServiceNow Inc (NOW)](/topic/servicenow) [Salesforce Inc (CRM)](/topic/$crm) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [Mario Coin (COIN)](/topic/$coin) [Netflix Inc (NFLX)](/topic/$nflx) [Adobe, Inc. (ADBE)](/topic/$adbe) [AppLovin Corporation (APP)](/topic/$app) [Strategy (MSTR)](/topic/$mstr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Novo-Nordisk (NVO)](/topic/$nvo) [Snowflake Inc. (SNOW)](/topic/$snow) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Advanced Micro Devices (AMD)](/topic/$amd) [Bitcoin (BTC)](/topic/$btc) [Enphase Energy Inc (ENPH)](/topic/$enph) [Tesla, Inc. (TSLA)](/topic/$tsla) [Zscaler Inc (ZS)](/topic/$zs) [Eli Lilly and Company (LLY)](/topic/$lly)
### Top Social Posts
Top posts by engagements in the last [--] hours

"F it. Decided to ask Claude straight up If I gave you $100000 to either short $NOW or long the stock. What are you going to do Knowing your capabilities and whether you are truly capable of disrupting their moat or not. Enjoy looks like Claude is loading the dips 😂 $IGV $MSFT #SAAS https://twitter.com/i/web/status/2020372019918041522 https://twitter.com/i/web/status/2020372019918041522"  
[X Link](https://x.com/anyuser/status/2020372019918041522)  2026-02-08T05:40Z [---] followers, 65.7K engagements


"You guys understand @BillRMcDermott himself committed to buy $20 million shares of $NOW with his own money ya You guys understand the market didnt care at that time due to the indiscriminate selling of SaaS and $NOW after their stellar ER print ya You guys understand that he still has not purchased said shares yet ya You guys understand that if/when he does which judging by prices can be imminently the stock will likely burst 5-10% minimum ya Shorts tread carefully. This one is a tinderbox. 🧨 @BillRMcDermott your move king. The chess board is set. Take us home. $MSFT $IGV $CRM $ADBE $INTU"  
[X Link](https://x.com/anyuser/status/2022399676121780470)  2026-02-13T19:57Z [---] followers, [---] engagements


"@QualityInvest5 Dont hear you talk much about $NFLX. Figure it would check a lot of your value metrics here. Thoughts"  
[X Link](https://x.com/placigyunv6567/status/2018005568040939990)  2026-02-01T16:56Z [---] followers, [---] engagements


"@MichaelDell @InvestAmerica24 @TrumpAccounts You should have just put Bill McDermott on for the entire commercial spot. Hed hype the shit outta anything for you. Love that guy $NOW"  
[X Link](https://x.com/placigyunv6567/status/2018011191398769068)  2026-02-01T17:18Z [---] followers, [---] engagements


"I mean. its a small sample size but $NOW looked pretty dang sturdy to me today and closed strong. Either this was capitulation or their ASB is kicking in. Volume on the day was very high. Every single time in the stock's history the daily RSI got to this level there was a significant short term bounce over the ensuing 1-2 weeks. Every single time (please correct me if I am wrong) https://twitter.com/i/web/status/2019203018043031792 https://twitter.com/i/web/status/2019203018043031792"  
[X Link](https://x.com/placigyunv6567/status/2019203018043031792)  2026-02-05T00:14Z [---] followers, [---] engagements


"@DeepValueBagger Thoughts on $NOW Disappointing PA today but seems like a solid name to build a base position off of for their return"  
[X Link](https://x.com/placigyunv6567/status/2019907178820431942)  2026-02-06T22:52Z [---] followers, [---] engagements


"@DeepValueBagger Always admired your ability to nail down leaps and see the position through 1+ years later. If its on your radar curious what SaaS names youre leaping into. I have some ITMs in $MSFT and $NOW"  
[X Link](https://x.com/placigyunv6567/status/2019909561445150905)  2026-02-06T23:02Z [---] followers, [---] engagements


"@altcap @epictrades1 Brad hasnt $NOW already demonstrated and guided around AI positively impacting its business Now Assist has over $600 million in ACV as one of the only true use cases of AI in software land"  
[X Link](https://x.com/placigyunv6567/status/2019937320187883932)  2026-02-07T00:52Z [---] followers, [---] engagements


"@QualityInvest5 $NOW is gonna give generational returns"  
[X Link](https://x.com/placigyunv6567/status/2019945294516088876)  2026-02-07T01:24Z [---] followers, [----] engagements


"@ZenobleResearch Only issue I had was finding strikes that appear liquid enough. Wide spreads. If the intent is to let expire ITM no worries but curious what dates/strikes did you build"  
[X Link](https://x.com/placigyunv6567/status/2019947841901502756)  2026-02-07T01:34Z [---] followers, [--] engagements


"@OptionsPro101 So should $NOW pre announce for next Q to get this ball rolling Im sure Billy McD wouldnt mind having another conference call"  
[X Link](https://x.com/placigyunv6567/status/2019950210936635677)  2026-02-07T01:43Z [---] followers, [---] engagements


"Good point. Prolly those under pressure. Maybe a $CRM or $ADBE. So $NOW less likely to do it first though Bill McDermott strikes me as a DJT type who loves the stock market and watching his share price. Hes assuredly pissed off now and theyre working on what measures will help spark the turnaround. https://twitter.com/i/web/status/2019951723444596926 https://twitter.com/i/web/status/2019951723444596926"  
[X Link](https://x.com/placigyunv6567/status/2019951723444596926)  2026-02-07T01:49Z [---] followers, [---] engagements


"@TheLongInvest My cost basis on $NOW is way below the [---] wma. Can you make it go up now Thx"  
[X Link](https://x.com/placigyunv6567/status/2019953085662261536)  2026-02-07T01:55Z [---] followers, [---] engagements


"Billy McD. Wake up sleepy Bill They running the market hot without us. Do your thing pappi $NOW $IGV"  
[X Link](https://x.com/placigyunv6567/status/2019953318949458276)  2026-02-07T01:56Z [---] followers, [---] engagements


"@mukund @LinkedIn Ok long $NOW. Billy McD would like a word"  
[X Link](https://x.com/placigyunv6567/status/2019956799009616380)  2026-02-07T02:10Z [---] followers, [---] engagements


"@JerrysTrades @DeepValueBagger True but $NOW is an elite company trading this way on a black swan event that isnt even real. I think the snap back will be ferocious but alas only time will answer which side of the debate is right. What makes the markets fascinating"  
[X Link](https://x.com/placigyunv6567/status/2019970929619857645)  2026-02-07T03:06Z [---] followers, [--] engagements


"@saxena_puru Favorites Puru Ive been building large positions in $NOW $AMZN today $META on the back test/gap fill"  
[X Link](https://x.com/placigyunv6567/status/2019975450039328791)  2026-02-07T03:24Z [---] followers, [---] engagements


"@saxena_puru What are some favorite infrastructure software names"  
[X Link](https://x.com/placigyunv6567/status/2019977589331579103)  2026-02-07T03:32Z [---] followers, [---] engagements


"@futureman1977 @saxena_puru Shucks what about $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020209826920558850)  2026-02-07T18:55Z [---] followers, [--] engagements


"@JSpitTrades Looking at $XLV as a whole. Massive consolidation and breakout likely coming in healthcare. My other favorite name/chart in the space is $REGN. The weekly and monthly chart is a thing of beauty"  
[X Link](https://x.com/placigyunv6567/status/2020210540744962248)  2026-02-07T18:58Z [---] followers, [---] engagements


"@Gubloinvestor Its a mega cap so harder to do this but I think theres a very good chance $NOW is 50-75% higher by year end"  
[X Link](https://x.com/placigyunv6567/status/2020233785242198413)  2026-02-07T20:30Z [---] followers, [---] engagements


"Infamous [---] billboard sign just hit. Been a good indicator for me in the past😎 Sure doesnt sound like a company afraid of AI $NOW $IGV $MSFT"  
[X Link](https://x.com/placigyunv6567/status/2020247170616901869)  2026-02-07T21:23Z [---] followers, [---] engagements


"@LeStonkJames @WisemanCap @ZenobleResearch"  
[X Link](https://x.com/placigyunv6567/status/2020247418185630068)  2026-02-07T21:24Z [---] followers, [--] engagements


"Brad curious for your thoughts on my software turnaround thesis. I view this situation more akin to a series of powderkeg events rather than proving the EPS over time. $MSFT $NOW earnings and guidance were stellar and it still did little to placate the Street. I think a number of these intertwine with your interview I see [--] catalysts that are gonna cause the rubber band snap back in $IGV [--]. Which titan bites the bullet first and starts laying off employees Wall St has spoken and doesnt like the SBC. Someone is gonna start (mostly likely someone feeling the pressure i.e. $CRM) and the rest of"  
[X Link](https://x.com/placigyunv6567/status/2020253680554111271)  2026-02-07T21:49Z [---] followers, [---] engagements


"Recall $NVO is also lowering the price of injectable semaglutide. They recognize $LLY and Mounjaros dominance as the preferred tier [--] agent for efficacy. So theyre going to restructure around being more cost effective for the masses. That together with this news event could be a massive tail wind along with oral new Rx starts breaking records and management reshuffling with a CEO who looks and sounds competent. Id be a buyer on this $NVO dump. That seems to be their kitchen sink moment getting it all outta the way. https://twitter.com/i/web/status/2020255386180415944"  
[X Link](https://x.com/placigyunv6567/status/2020255386180415944)  2026-02-07T21:56Z [---] followers, [---] engagements


"@QualityInvest5 @oguzerkan @DimitryNakhla He started stealing my $NOW hype posts too"  
[X Link](https://x.com/placigyunv6567/status/2020256352128614743)  2026-02-07T22:00Z [---] followers, [---] engagements


"@DimitryNakhla Dmitry you longing software here What are your favorite names Trying to keep it tight with $MSFT $NOW and cyber basket. Dont see much else with the rest"  
[X Link](https://x.com/placigyunv6567/status/2020257885549387980)  2026-02-07T22:06Z [---] followers, [---] engagements


"@growthstockpick I dont even know what $NOW does. Can someone help me who uses it and is it as sticky as they say"  
[X Link](https://x.com/placigyunv6567/status/2020263660938215653)  2026-02-07T22:29Z [---] followers, [--] engagements


"@growthstockpick Dont forget to check out the $NOW billboard on the 101S near the airport"  
[X Link](https://x.com/placigyunv6567/status/2020266690517598361)  2026-02-07T22:41Z [---] followers, [--] engagements


"@DrewCohenMoney What would you rather him say Be a little beta like $PYPL CEO for value investors on FinX Give me BILLY MCD all day. I want him swinging for the fences"  
[X Link](https://x.com/placigyunv6567/status/2020275872276832413)  2026-02-07T23:17Z [---] followers, [---] engagements


"@3PeaksTrading $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020279864394490053)  2026-02-07T23:33Z [---] followers, [--] engagements


"@Ashton_1nvests More cowbell err ServiceNow 😂 $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020280013816529137)  2026-02-07T23:34Z [---] followers, [--] engagements


"@QualityInvest5 @MarkMCruden This is the best resource I got on $NOW. Just created it on NanoBanana. Looking forward to the DeepDive though. You have my permission to use this image lol"  
[X Link](https://x.com/placigyunv6567/status/2020281190243267015)  2026-02-07T23:39Z [---] followers, [---] engagements


"@pdicarlotrader What does $NOW show on the monthly BX"  
[X Link](https://x.com/placigyunv6567/status/2020286413946908973)  2026-02-07T23:59Z [---] followers, [----] engagements


"@salmaogs Holding three of these in $AMZN $COIN and $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020294953918976146)  2026-02-08T00:33Z [---] followers, [---] engagements


"Bullish divergence forming on multiple time frames for $NOW. Shown is hourly chart notice the diverging RSI lately Reprieve is near IMO. $IGV $MSFT $ADBE $CRM $SNOW $FIG"  
[X Link](https://x.com/placigyunv6567/status/2020302126082322934)  2026-02-08T01:02Z [---] followers, [---] engagements


"@Mr_Derivatives Riding with Bill"  
[X Link](https://x.com/placigyunv6567/status/2020303326848709070)  2026-02-08T01:07Z [---] followers, [----] engagements


"@Mr_Derivatives Subway sandwich yolo for an elite company like this Cmon now fam"  
[X Link](https://x.com/placigyunv6567/status/2020303875849531564)  2026-02-08T01:09Z [---] followers, [----] engagements


"@nataninvesting Well said $REGN chart looks absolutely gorgeous on all time frames. Esp weekly and monthly. Big breakout incoming"  
[X Link](https://x.com/placigyunv6567/status/2020304148986753124)  2026-02-08T01:10Z [---] followers, [---] engagements


"Whats the context here Record earnings Beat and raise 98% customer retention $600 million ACV for their AI offering (more real world impact AI solution/service than most other in industry) $5 billion share buyback announced $2 billion ASR deployed immediately once blackout period was over CEO restructuring his pay to be tied to stock performance CEO putting in $20 million of his own money to buy stock CEO committing to stay on board til [----] Oh the part about AI killing ServiceNow. Yes thats definitely happening https://twitter.com/i/web/status/2020308692953186749"  
[X Link](https://x.com/placigyunv6567/status/2020308692953186749)  2026-02-08T01:28Z [---] followers, [--] engagements


"@Market1Surgeon Been a frustrating hold for me. Tempted to swap it out for more $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020309492362276983)  2026-02-08T01:31Z [---] followers, [---] engagements


"@Market1Surgeon Tends to move with $PEP though as a more beta volatile name. So yes big move coming likely"  
[X Link](https://x.com/placigyunv6567/status/2020309752954462349)  2026-02-08T01:32Z [---] followers, [--] engagements


"@edgaralandough @Market1Surgeon Buying $MSFT and $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020311903231418377)  2026-02-08T01:41Z [---] followers, [---] engagements


"@WillOHara131 $NOW showing bullish divergence on all major time frames here is the hourly too I think a vicious SnapBack is coming Maybe company announces layoffs 🤷♀"  
[X Link](https://x.com/placigyunv6567/status/2020312195654119823)  2026-02-08T01:42Z [---] followers, [---] engagements


"@Leo_Traydes But yes Fidelity is superior to Robinhood in nearly every way"  
[X Link](https://x.com/placigyunv6567/status/2020320796158358022)  2026-02-08T02:16Z [---] followers, [--] engagements


"@SergeyCYW So basically green in bottom right quadrant is your asymmetric risk/reward opportunity Surprise surprise $NOW and $DUOL One of those is far less a risk of AI disruption than the other"  
[X Link](https://x.com/placigyunv6567/status/2020342962769862700)  2026-02-08T03:44Z [---] followers, [---] engagements


"Looks like $NOW stands out relative to peers for asymmetric risk/reward based off interpretation of this chart. $DUOL appears to be the most asymmetric but there could be real threat to their business. Like this chat for highlighting the opportunity $NOW presents here. The cleanest way to see how the market prices SaaS risk right now Forward EV/Sales vs NTM revenue growth tells a sharper story than headlines. Add GAAP operating margin and the markets preferences become obvious fast. High growth alone no longer earns a premium. Profitability https://t.co/VUuFSPonMN The cleanest way to see how"  
[X Link](https://x.com/placigyunv6567/status/2020343481257062573)  2026-02-08T03:46Z [---] followers, [---] engagements


"Boy I love this setup here. Huge gap fill overhead 447-490 where the [---] day is can all get filled overnight with their ER print. Love the CEO and I doubt any of these short hit pieces are true. If it enters into the gap on Monday could really get a nice runup into the print. I really like $AXON a lot too"  
[X Link](https://x.com/placigyunv6567/status/2020346777124372585)  2026-02-08T03:59Z [---] followers, [--] engagements


"@anandragn So time to abandon ship on $NOW and $IGV"  
[X Link](https://x.com/placigyunv6567/status/2020354150593368113)  2026-02-08T04:29Z [---] followers, [---] engagements


"@atelicinvest Long $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020357580464484544)  2026-02-08T04:42Z [---] followers, [--] engagements


"@saxena_puru Puru long $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020358157550432580)  2026-02-08T04:44Z [---] followers, [--] engagements


"@fahdananta Ohhh I got it. Makes sense. Im gonna sell all my $NOW Monday"  
[X Link](https://x.com/placigyunv6567/status/2020364674982899941)  2026-02-08T05:10Z [---] followers, [---] engagements


"@LeStonkJames @ZenobleResearch @altcap @MarkMCruden @Mr_Derivatives @hanchkp190 @DrewCohenMoney @growthstockpick @firstadopter @SixSigmaCapital"  
[X Link](https://x.com/placigyunv6567/status/2020372545476894911)  2026-02-08T05:42Z [---] followers, [----] engagements


"@firstadopter Funny because I asked Claude straight up if it would long or short $NOW and it went long then proceeded to explain how this is all overblown and overstating its capabilities lol. I tagged you in the response"  
[X Link](https://x.com/placigyunv6567/status/2020414590547554524)  2026-02-08T08:29Z [---] followers, [----] engagements


"@Mr_Derivatives Is there a leveraged software ETF basket Im not a fan of these 2x-3x leveraged ETFs but this is one of those situations it may make sense as a trade. Ala $SOXL"  
[X Link](https://x.com/placigyunv6567/status/2020419164767498536)  2026-02-08T08:47Z [---] followers, [---] engagements


"@Mr_Derivatives I cannot find any leveraged software ETFs left Most got delisted. Best way to play the SnapBack could be $UCYB which is 2x leveraged cybersecurity basket"  
[X Link](https://x.com/placigyunv6567/status/2020422929226547461)  2026-02-08T09:02Z [---] followers, [---] engagements


"@FIREDUpWealth You capitalized NOW then forgot to mention $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020551925390086267)  2026-02-08T17:34Z [---] followers, [---] engagements


"@ZenobleResearch @GHadjia I wanna be maximally positioned for this. Cyber stocks look sooooo good with great R/R setups here. $RBRK $PANW my favorites"  
[X Link](https://x.com/placigyunv6567/status/2020552866390499428)  2026-02-08T17:38Z [---] followers, [---] engagements


"@GHadjia you have more reach than me. Feel free to spread this. Push comes to shove and Claude knows its investing in $NOW here 😂"  
[X Link](https://x.com/placigyunv6567/status/2020553064630124816)  2026-02-08T17:39Z [---] followers, [----] engagements


"A lot of similarities are being drawn with the current SaaSpocalypse to the DeepSeek moment a year ago. While I don't disagree I think a closer barometer of where we may be heading is $META circa [----]. Recall the stock was in a perpetual state of freefall after a series of events: disappointing Q1 report with user decline Apple iOS privacy changes and mostly massive spending on the "MetaVerse" with Reality Labs. What was the turning point Almost to the day in early November when they announced [-----] job cuts and shifting to "efficiency" and the stock flipped and never looked back. The same is"  
[X Link](https://x.com/placigyunv6567/status/2020559530866933846)  2026-02-08T18:05Z [---] followers, [---] engagements


"@LEAPTRADER_ I think the way to play a name like $MSFT with a liquid options chain is to buy deep ITM calls for 2027/28 and start immediately selling poor mans CCs on a monthly basis against upside moves"  
[X Link](https://x.com/placigyunv6567/status/2020563929697566882)  2026-02-08T18:22Z [---] followers, [--] engagements


"@simon_ree Why not look to whos already embracing and successfully using AI $NOW has over $600 mill in ACV for their AI offering. Partnering with Anthropic and OpenAI. Not running from them 🤷♀"  
[X Link](https://x.com/placigyunv6567/status/2020566409097445704)  2026-02-08T18:32Z [---] followers, [---] engagements


"Blake how do you plan to play this Commons seem slower moving relative to the size of the move. Unfortunately no 2x leveraged ETFs. Here is one situation Id sparingly play those. Cybersecurity does have a 2x ETF which should behave in kind: $UCYB. Otherwise can play some risk reversals though $IGV doesnt have the most liquid options chain. https://twitter.com/i/web/status/2020581877531447304 https://twitter.com/i/web/status/2020581877531447304"  
[X Link](https://x.com/placigyunv6567/status/2020581877531447304)  2026-02-08T19:33Z [---] followers, [---] engagements


"@firstadopter @WallStChaiwala"  
[X Link](https://x.com/placigyunv6567/status/2020586809651306782)  2026-02-08T19:53Z [---] followers, [--] engagements


"@firstadopter Favorite ways to play the bounce $MSFT $APP $NOW $UCYB - 2x cyber $RBRK $PANW"  
[X Link](https://x.com/placigyunv6567/status/2020586991277224182)  2026-02-08T19:54Z [---] followers, [---] engagements


"Its why I really took notice at the aggressive positioning the $NOW team took this Q. $5 billion share buyback $2 billion ASR deployed as soon as blackout period closed CEO restructuring his pay to be tied to stock performance CEO putting in $20 million of his own money to buy stock CEO committing to stay on board til [----] All of that along with the Anthropic partnership beat and raise etc seemed like a carefully constructed package to launch the stock. They aint happy with this lol. But theyre also putting all their chips in and betting on themselves. I can get on board with that 😎"  
[X Link](https://x.com/placigyunv6567/status/2020587930675454327)  2026-02-08T19:57Z [---] followers, [--] engagements


"@OnlyCFO So what about SaaS moving into AI first as early adopters $NOW seems to be all on board with this transition"  
[X Link](https://x.com/placigyunv6567/status/2020588404224962970)  2026-02-08T19:59Z [---] followers, [--] engagements


"@Upper20sStCap Favorite names And the only right answer is $NOW sir 😂"  
[X Link](https://x.com/placigyunv6567/status/2020588867473293340)  2026-02-08T20:01Z [---] followers, [--] engagements


"@spluscollective Yes what about $NOW everyones favorite falling 🔪"  
[X Link](https://x.com/placigyunv6567/status/2020594405997261203)  2026-02-08T20:23Z [---] followers, [---] engagements


"History doesnt always repeat but it sure does love to rhyme A tale of two stocks and their longterm MAs. Here is $NOW long term monthly chart hitting the [---] monthly MA (one of strongest support bands in existence). Next is $AMD early last year doing the same. Remember all the AMD FUD going out of business etc. Perfectly kissed off the [---] mma and the rest was history. Exactly [--] months from peak to trough in the drawdown for both names https://twitter.com/i/web/status/2020595644617097437 https://twitter.com/i/web/status/2020595644617097437"  
[X Link](https://x.com/placigyunv6567/status/2020595644617097437)  2026-02-08T20:28Z [---] followers, [----] engagements


"@MatthewPen28962 Oh whats the right question"  
[X Link](https://x.com/placigyunv6567/status/2020621805254525414)  2026-02-08T22:12Z [---] followers, [--] engagements


"@bipulsinha Bro thats the look on my face when my wife says I sure hope we sold all our cyber stocks during that SaaSpocalypse"  
[X Link](https://x.com/placigyunv6567/status/2020622290783006758)  2026-02-08T22:14Z [---] followers, [--] engagements


"@streamingdeluxe Sir thats why I am long $NOW. I invest in people. Esp when times are tough. Bill McDermott is on a short list of war time CEOs I want leading a stock Im invested in thats under fire. He will see this through"  
[X Link](https://x.com/placigyunv6567/status/2020649468195217778)  2026-02-09T00:02Z [---] followers, [---] engagements


"@anandragn $NOW $APP seem to have the most velocity snap back potential IMO. $MSFT seems safest/most liquid to play poor mans CC strategy. Buy deep ITM leaps for 27/28 and start immediately selling monthly CCs on the bounce. Just my two cents"  
[X Link](https://x.com/placigyunv6567/status/2020650080400036075)  2026-02-09T00:04Z [---] followers, [---] engagements


"@QualityInvest5 Just waiting patiently for $UBER rerating. Gotta come eventually eh"  
[X Link](https://x.com/placigyunv6567/status/2020653265705476360)  2026-02-09T00:17Z [---] followers, [---] engagements


"@RHouseResearch But long $NOW amirite"  
[X Link](https://x.com/placigyunv6567/status/2020656327496978939)  2026-02-09T00:29Z [---] followers, [---] engagements


"@WisemanCap $APP earnings on deck. This could be wild 👀"  
[X Link](https://x.com/placigyunv6567/status/2020659050913157263)  2026-02-09T00:40Z [---] followers, [--] engagements


"@atelicinvest Favorite names in the space"  
[X Link](https://x.com/placigyunv6567/status/2020659492179136826)  2026-02-09T00:42Z [---] followers, [---] engagements


"@foodfourt I didnt ask it anything about now. I asked about its capabilities. It can answer for itself perfectly fine. The only now I mentioned is $NOW. I like to long people and leaders in their field to get us through disruptive transformative moments. Bill is made for this moment"  
[X Link](https://x.com/placigyunv6567/status/2020671319130452459)  2026-02-09T01:29Z [---] followers, [---] engagements


"@AverageDipBuyer $NOW offers one of the best forward risk/reward opportunities in the market. Akin to $META coming out of metaverse glut or $AMD this time last year"  
[X Link](https://x.com/placigyunv6567/status/2020671577176555763)  2026-02-09T01:30Z [---] followers, [---] engagements


"@Glitch_Trades Massive software squeeze right out the gate. Watch it unfold. 👀 $NOW gonna light up the scoreboard"  
[X Link](https://x.com/placigyunv6567/status/2020674825673654454)  2026-02-09T01:43Z [---] followers, [----] engagements


"@Glitch_Trades"  
[X Link](https://x.com/anyuser/status/2020678376596664829)  2026-02-09T01:57Z [---] followers, [---] engagements


"@Market1Surgeon Reminds me a lot of $NVO before it entered Wave [--] of a new wave cycle. This looks destined to do the same eh Unless $NKE looks like it may have already had its [--] and just closing out the [--] and about to really start the wave [--] big move"  
[X Link](https://x.com/placigyunv6567/status/2020683005006913651)  2026-02-09T02:15Z [---] followers, [---] engagements


"@DeepValueBagger @anono_mon Wondering when Elon realizes that and just makes even a normal looking SUV but a Tesla. Would fly off the racks with demand"  
[X Link](https://x.com/placigyunv6567/status/2020710690512879782)  2026-02-09T04:05Z [---] followers, [--] engagements


"@ServiceNow"  
[X Link](https://x.com/anyuser/status/2020721123789262973)  2026-02-09T04:47Z [---] followers, [---] engagements


"@brian_armstrong Bruh please stop with this and pump our bags. We need $COIN [---]. Not worried about which BSB you were lipsyncing as"  
[X Link](https://x.com/placigyunv6567/status/2020728385450955121)  2026-02-09T05:16Z [---] followers, [--] engagements


"@rubicon59 $COIN and $MSTR too sir"  
[X Link](https://x.com/placigyunv6567/status/2020729567762358529)  2026-02-09T05:20Z [---] followers, [---] engagements


"$COIN hourly Pressing up underneath its [---] MA. Clear through this with volume and its a straight shot to [---] early this week $BTC $MSTR $CONL"  
[X Link](https://x.com/anyuser/status/2020730515809263983)  2026-02-09T05:24Z [---] followers, [---] engagements


"@RihardJarc Im stacked to the gills in $AMZN $META $NOW $MSFT. At this point just gotta watch and wait 🤷♀"  
[X Link](https://x.com/placigyunv6567/status/2020997970142036018)  2026-02-09T23:07Z [---] followers, [---] engagements


"@matt_slotnick Well said. Long $NOW. Welcome to the club. Wanna sit next to me on the bus"  
[X Link](https://x.com/placigyunv6567/status/2021000174026490002)  2026-02-09T23:16Z [---] followers, [---] engagements


"@matt_slotnick Is Amit on ServiceNow too"  
[X Link](https://x.com/placigyunv6567/status/2021010914263375875)  2026-02-09T23:58Z [---] followers, [---] engagements


"@DivesTech @CNBCClosingBell @ScottWapnerCNBC @CNBC Dan time to change your profile picture. Dan got that ServiceNow drippy drip.🔥🔥🔥 $NOW"  
[X Link](https://x.com/placigyunv6567/status/2021011441512517706)  2026-02-10T00:00Z [---] followers, [---] engagements


"@ProblemSniper The problem is DataBricks is eating $SNOW lunch. Everyone in the BayArea knows that. But both companies will do well. I think $SNOW and SaaS as a whole gets a nice tailwind when DataBricks eventually goes public. Hopefully the SaaSpocalypse didnt push down their timeline"  
[X Link](https://x.com/placigyunv6567/status/2021026118791561543)  2026-02-10T00:59Z [---] followers, [---] engagements


"$NOW that it seems a lot of FinTwit is on board loading the stock sounds like perfect time for us to get dunked on 😂"  
[X Link](https://x.com/anyuser/status/2021084171238768995)  2026-02-10T04:49Z [---] followers, [---] engagements


"@Market1Surgeon Check $ENPH my surgical brother. Flagging HARD and holding its earnings gap. Simple stop out below [--]. Above [--] it can go wild"  
[X Link](https://x.com/placigyunv6567/status/2021084794743115889)  2026-02-10T04:52Z [---] followers, [---] engagements


"@TheProfInvestor Bummer no love for $NOW"  
[X Link](https://x.com/placigyunv6567/status/2021085696333861127)  2026-02-10T04:55Z [---] followers, [---] engagements


"I wanna say I feel it in my bones but we will prolly get dunked out with another [--] point down day. But for real $NOW setup looks absolutely dynamite especially with how it came out of the undercut and rose and held. We could really run one of the next few days in a permissive market. 112+ https://twitter.com/i/web/status/2021099592713216222 https://twitter.com/i/web/status/2021099592713216222"  
[X Link](https://x.com/placigyunv6567/status/2021099592713216222)  2026-02-10T05:51Z [---] followers, [--] engagements


"@Glitch_Trades Get in the back of the $NOW bus Glitch. We riding"  
[X Link](https://x.com/placigyunv6567/status/2021099673667379500)  2026-02-10T05:51Z [---] followers, [---] engagements


"Meh true and not true. Cybersecurity continually states AI as a tailwind. Still gotten thrown out with the bath water. $NOW has one of the only true use cases of AI working and thriving in SaaS land with their Now Assist. Still got thrown out with the bath water. The task should one choose to accept it is find where there is gold that has been tossed out. And yes there is plenty of gold out there in this bucket. https://twitter.com/i/web/status/2021100099364122637 https://twitter.com/i/web/status/2021100099364122637"  
[X Link](https://x.com/placigyunv6567/status/2021100099364122637)  2026-02-10T05:53Z [---] followers, [---] engagements


"@Brian_Stoffel_ @BrianFeroldi Gentlemen get in the back of the $NOW bus. You can sit next to @DanivesTech. @BillRMcDermott is gonna maneuver this better than Keanu Reeves in Speed"  
[X Link](https://x.com/placigyunv6567/status/2021116995861909738)  2026-02-10T07:00Z [---] followers, [---] engagements


"@JaredSleeper Yea $CRM or $NOW gonna kick this off with a round of massive layoffs. Circa $META in [----]. Wall St has already spoken and they dont like the SBC. Time to usher in eras of efficiency as Zuck called it then. Big catalysts to stock price when they finally bite the bullet"  
[X Link](https://x.com/placigyunv6567/status/2021218671272608008)  2026-02-10T13:44Z [---] followers, [----] engagements


"@MarceloLima Yea compare and contrast to $NOWs call. They seemed all on board with AI reiterating Now Assists $600 million ACV. Confirming AI is a tailwind not a headwind for them. I guess we shouldnt take them at their word 🤷♀"  
[X Link](https://x.com/placigyunv6567/status/2021219248350044402)  2026-02-10T13:46Z [---] followers, [---] engagements


"@Sunny_and_72 $NOW about to go nuclear on em"  
[X Link](https://x.com/placigyunv6567/status/2021219583294677274)  2026-02-10T13:47Z [---] followers, [--] engagements


"@qcapital2020 Sooo long $NOW Get in the back of the bus. We going to 150"  
[X Link](https://x.com/placigyunv6567/status/2021252836940505311)  2026-02-10T16:00Z [---] followers, [--] engagements


"@DeepSailCapital $NOW"  
[X Link](https://x.com/placigyunv6567/status/2021255963517358363)  2026-02-10T16:12Z [---] followers, [--] engagements


"@StockPrinter @Wallfacer_LuoJi This is it. Literally. This is the only major SaaS to buy. Legacy titan brand name of a $MSFT or $CRM with higher beta so when it flips its gonna runnnnn. Plus elite leadership. Need a wartime CEO during these time and our boy Billy McD is exactly that"  
[X Link](https://x.com/placigyunv6567/status/2022078489600680127)  2026-02-12T22:40Z [---] followers, [--] engagements


"Look I get the FUD and bears on SaaS (even though I dont really and am long) but how can you be bearish on cybersecurity if all this comes to pass We gonna vibe code cybersecurity (literally the most important cog of any functioning company). Zero companies gonna develop their own internal cybersecurity solutions 😂 What a golden long term opp IMO though some of these multiples warranted compression. $PANW $CRWD $RBRK $ZS https://twitter.com/i/web/status/2022085342749478974 https://twitter.com/i/web/status/2022085342749478974"  
[X Link](https://x.com/anyuser/status/2022085342749478974)  2026-02-12T23:08Z [---] followers, [--] engagements


"@TrendSpider @Market1Surgeon Lame $NOW #1"  
[X Link](https://x.com/placigyunv6567/status/2022093261423485396)  2026-02-12T23:39Z [---] followers, [--] engagements


"@DeepInference Plenty of individual names showing relative strength today. Cyber names are quite strong ( $CRWD $PANW) so is $NOW"  
[X Link](https://x.com/placigyunv6567/status/2022325205688025381)  2026-02-13T15:01Z [---] followers, [---] engagements


"@labeltrader1122 Is $TSLA fent Friday still on"  
[X Link](https://x.com/placigyunv6567/status/2022378571889807697)  2026-02-13T18:33Z [---] followers, [--] engagements


"@TLAMB91 Cyber looks particularly strong. $PANW print next week. Think we see a further rise in the sector tide"  
[X Link](https://x.com/placigyunv6567/status/2022400626182045950)  2026-02-13T20:00Z [---] followers, [---] engagements


"@BellaBaddie__ Tristan Clifford Malcolm"  
[X Link](https://x.com/placigyunv6567/status/2022444591782465613)  2026-02-13T22:55Z [---] followers, [---] engagements


"@felixprehn Weird how they have nothing to say about $NOW Way more deserving of buying/holding than trash $ORCL"  
[X Link](https://x.com/placigyunv6567/status/2023097083180515681)  2026-02-15T18:08Z [---] followers, 45.3K engagements


"@QualityInvest5 There are plenty of these and while $INTU is an elite company Id rather concentrate my bet on other elite names with more beta and less chance of disruption. $NOW $CRWD $PANW"  
[X Link](https://x.com/placigyunv6567/status/2023218326131048708)  2026-02-16T02:10Z [---] followers, [---] engagements


"@StockNotebook @saxena_puru Is $NOW infrastructure software"  
[X Link](https://x.com/placigyunv6567/status/2019975528686710915)  2026-02-07T03:24Z [---] followers, [---] engagements


"@LEAPTRADER_ Cybersecurity seems to be the least likely to be disrupted by any of this. Like those names ($CRWD $PANW $RBRK) $MSFT and $NOW"  
[X Link](https://x.com/placigyunv6567/status/2020562928970133788)  2026-02-08T18:18Z [---] followers, [---] engagements


"@Upper20sStCap"  
[X Link](https://x.com/placigyunv6567/status/2020596203730473196)  2026-02-08T20:30Z [---] followers, [--] engagements


"@Benioff stick it to these clown bears. 🐻"  
[X Link](https://x.com/placigyunv6567/status/2020649695375491332)  2026-02-09T00:03Z [---] followers, [----] engagements


"@ChairliftCap"  
[X Link](https://x.com/placigyunv6567/status/2020666618049704289)  2026-02-09T01:10Z [---] followers, [----] engagements


"@BillRMcDermott any thoughts on this king"  
[X Link](https://x.com/anyuser/status/2021009949791486441)  2026-02-09T23:54Z [---] followers, [---] engagements


"@SixSigmaCapital Could be right could be wrong but this opp in SaaS is going to be looked at as such an obvious duh moment in hindsight. Throwing out cybersecurity that matters even MORE in era of agentic AI Gimme $NOW $PANW $CRWD $RBRK and Ill just walk away for 6-12 months"  
[X Link](https://x.com/placigyunv6567/status/2022379336872132685)  2026-02-13T18:36Z [---] followers, [---] engagements


"@jtsla4 You da man fam. I want in blademap asap"  
[X Link](https://x.com/placigyunv6567/status/2022380863603052891)  2026-02-13T18:42Z [---] followers, [----] engagements


"@Glitch_Trades We riding $PANW next week [---] king node still lit ER print and cyber looks like its turning around"  
[X Link](https://x.com/placigyunv6567/status/2022401450673107343)  2026-02-13T20:04Z [---] followers, [---] engagements


"@labeltrader1122 Agree $ is gonna rotate outta $GOOGL into other Mags even with a flat to bullish market. Its broken the [--]. Its going down. Sold some credit spreads to buy put spreads"  
[X Link](https://x.com/placigyunv6567/status/2022403117925724434)  2026-02-13T20:10Z [---] followers, [--] engagements


"$GOOGL looks like an obvious short here (too obvious) regardless of market environment hence see it as a higher reward lower risk scenario. Neutral/bullish market this feels exhausted and $ likely to rotate into other Mags. Chart breaking down. Lost its [--] day MA and this is now two weeks in a row closing below the [--] EMA. Lots of downside here. Selling credit spreads and using it to fund puts. https://twitter.com/i/web/status/2022417654167040219 https://twitter.com/i/web/status/2022417654167040219"  
[X Link](https://x.com/placigyunv6567/status/2022417654167040219)  2026-02-13T21:08Z [---] followers, [---] engagements


"@invest091 My favorite vertical software company is $NOW. Better vertical than horizontal (dead) like $ADBE and $CRM 😂"  
[X Link](https://x.com/placigyunv6567/status/2022424183121347041)  2026-02-13T21:34Z [---] followers, [---] engagements


"RT @markoinny: I think we are close to megacaps announcing pause in AI capex. When it happens we will see US memory stocks drop 50% (Korea"  
[X Link](https://x.com/anyuser/status/2022442595327369363)  2026-02-13T22:47Z [---] followers, [---] engagements


"RT @JP_Biz: Ok brother do you think you could make Outlook search work when you have a minute"  
[X Link](https://x.com/anyuser/status/2022455378924179870)  2026-02-13T23:38Z [---] followers, [----] engagements


"Wow if thats the rationale you think I was going with I dont know what to say to you my friend. Its more like the optics sentiment anytime a head of a company parks his own capital into the stock during distressed times. Recent examples $UNH and $TMDX. If you dont think the market (both retail and large money) take notice of that then watch it unfold. Ill be quite disappointed if he doesnt follow through after stating he will. https://twitter.com/i/web/status/2022468842887495802 https://twitter.com/i/web/status/2022468842887495802"  
[X Link](https://x.com/placigyunv6567/status/2022468842887495802)  2026-02-14T00:32Z [---] followers, [---] engagements


"Im just a rando but maybe the best way to play $AMZN here is selling leap put spreads and buying leap call spreads for a net credit or near even Trade idea: Sell June [--] 180/160 for $7.20 Buy June [--] 240/280 for $9.30 You could play around with the ratios to get a net credit: i.e. sell [--] of the put spreads and buy [--] of the call spreads for a net credit of around $1. If market tanks and $AMZN goes even lower then Id start gradually peeling off the long put portion of the trade for profit seeing as I am long term bullish on the name and market."  
[X Link](https://x.com/placigyunv6567/status/2022511010004041837)  2026-02-14T03:19Z [---] followers, [--] engagements


"@zipjet What you thinking @zipjet"  
[X Link](https://x.com/placigyunv6567/status/2022719165539418588)  2026-02-14T17:06Z [---] followers, [---] engagements


"@zipjet Those would be grand slams. I think with the team in place if everything happens as you said buyout wouldnt be too far behind if suitor felt [--] trial is enough"  
[X Link](https://x.com/placigyunv6567/status/2022721167975723043)  2026-02-14T17:14Z [---] followers, [---] engagements


"Everyone and their mother vibecoding using Claude OpenClaw BearClaw SantaClaws. Once the cyberattacks start Hey yall the bad guys have LLMs too 😂 Just another example of the stampede rushing to the next shiny thing then getting exposed. $CRWD $PANW $RBRK $ZS"  
[X Link](https://x.com/anyuser/status/2022768744477732912)  2026-02-14T20:23Z [---] followers, [---] engagements


"@PurpleDrink_LLC Been wheeling $TSLA like a mofo and its doing well so far to pay rent Famous last words pump to $1000 incoming then Ill be 😔"  
[X Link](https://x.com/placigyunv6567/status/2022775598045933890)  2026-02-14T20:50Z [---] followers, [---] engagements


"@LogicalThesis Man you are really leaning into being bearish. Just be sure to check your emotions and know if/when youre wrong. Best of luck either way"  
[X Link](https://x.com/placigyunv6567/status/2022788770945483147)  2026-02-14T21:43Z [---] followers, [---] engagements


"@ElMonoGran42994 @sharkbiotech There is a lot of grey in this trial"  
[X Link](https://x.com/placigyunv6567/status/2022823411123388807)  2026-02-15T00:00Z [---] followers, [--] engagements


"@TheProfInvestor Or early bear 😳"  
[X Link](https://x.com/placigyunv6567/status/2022785929065480602)  2026-02-14T21:32Z [---] followers, [----] engagements


"@Adam7477882377 I usually pay attention to these smaller accounts that drop nuggets like this. Tells me you may actually know what youre talking about. Too many people on X bulled up about $OCUL. Thinking we see mixed results Tuesday. Excited to see"  
[X Link](https://x.com/placigyunv6567/status/2023064312408105047)  2026-02-15T15:58Z [---] followers, [---] engagements


"@malinvested POST OF THE WEEK RIGHT HERE I just fixed one little thing for you and its ready for prime time. $NOW $IGV"  
[X Link](https://x.com/placigyunv6567/status/2023162605419012520)  2026-02-15T22:28Z [---] followers, [----] engagements


"@TLAMB91 Just vibe code us back to [---] on $NOW and Ill buy you every remaining mini Mac terminal on the open market"  
[X Link](https://x.com/placigyunv6567/status/2023189828381413502)  2026-02-16T00:16Z [---] followers, [---] engagements


"@jonbma No need to spread it out either. Give me a bucket of SaaS leaders not going ANYWHERE and will only evolve and benefit from AI $NOW $CRWD $PANW Can sprinkle in some $RBRK or $MSFT for giggles"  
[X Link](https://x.com/placigyunv6567/status/2023218089077387681)  2026-02-16T02:09Z [---] followers, [---] engagements


"@mmonis $NOW $CRWD $PANW $ENPH Good list"  
[X Link](https://x.com/placigyunv6567/status/2023219833098437008)  2026-02-16T02:16Z [---] followers, [---] engagements


"I havent compared it to $GOOGL even once. I think many are comparing $AMZN to $GOOGL. SaaS is an incredible opportunity. I am leaning in hard on it. Certainly dont equate it to the Google situation other than to say the same fears holding Google down then are not dissimilar from what we are hearing now with SaaS. Agent of change has arrived and suddenly everyone overestimates the scale and velocity of the shift. We always overestimate the change that will occur in the next two years and underestimate the change that will occur in ten Long $NOW Long $CRWD Long $PANW Long $MSFT"  
[X Link](https://x.com/placigyunv6567/status/2023221264446615925)  2026-02-16T02:21Z [---] followers, [----] engagements


"@spluscollective No it cant replace/displace these titans. Long $NOW long $CRWD"  
[X Link](https://x.com/placigyunv6567/status/2023234843493147058)  2026-02-16T03:15Z [---] followers, [--] engagements


"@growthstockpick But doesnt the market want $NFLX to walk away Id be a buyer on any gap down activity on $NFLX"  
[X Link](https://x.com/placigyunv6567/status/2023246017592979695)  2026-02-16T04:00Z [---] followers, [---] engagements


"@TradableAstro Many SaaS names showing it. $NOW looks similar"  
[X Link](https://x.com/placigyunv6567/status/2023141125184495646)  2026-02-15T21:03Z [---] followers, [---] engagements


"@eddie_beach3697 @BillRMcDermott I totally agree with you. Im just stating he has publicly stated he will and while the share price was $20 higher Its his move to act NOW or completely loses credibility imo"  
[X Link](https://x.com/placigyunv6567/status/2023194123327672581)  2026-02-16T00:34Z [---] followers, [--] engagements


"@Sleepysolcap Id expect $NFLX to surge on this"  
[X Link](https://x.com/placigyunv6567/status/2023248116682789019)  2026-02-16T04:08Z [---] followers, [---] engagements


"@TidefallCapital 1000% Long $NOW Long $CRWD Long $PANW Long $MSFT"  
[X Link](https://x.com/placigyunv6567/status/2023284022106091774)  2026-02-16T06:31Z [---] followers, [---] engagements


"ServiceNow $NOW Shares are 40% below 200D MA marking the most oversold level against the average in its history. View: SaaS vs AI debate will continue throughout [----]. Expect at minimum shares bounce back over the next several months to $125-130 (50D MA)"  
[X Link](https://x.com/anyuser/status/2023129590416412702)  2026-02-15T20:17Z [----] followers, [---] engagements


"RT @Ross__Hendricks: The bull thesis for SAAS in a nutshell A probabilistic tool where hallucinations are an unavoidable feature will n"  
[X Link](https://x.com/anyuser/status/2023164794862260652)  2026-02-15T22:37Z [---] followers, [--] engagements


"The bull thesis for SAAS in a nutshell A probabilistic tool where hallucinations are an unavoidable feature will never replace deterministic software en masse AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX AI wiLL RePlAcE eVeRy WhItE cOllAr JoB https://t.co/rZEZKJKJUX"  
[X Link](https://x.com/anyuser/status/2023071492087431639)  2026-02-15T16:26Z 28.9K followers, 39.9K engagements


"AI wiLL RePlAcE eVeRy WhItE cOllAr JoB"  
[X Link](https://x.com/anyuser/status/2022723741332177141)  2026-02-14T17:24Z [----] followers, 3.9M engagements


"Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast Dario on Dwarkesh probably. Now you think its the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to Something Big is Happening. Then youll install ClawdBot on a Mac Mini vibe code a dashboard on top of a postgres database and say were all just a couple ralph loops away from building a Salesforce competitor. Thats gonna last until next week when you discover context graphs and then you're gonna be talking about"  
[X Link](https://x.com/anyuser/status/2023119295425761702)  2026-02-15T19:36Z [----] followers, 410.7K engagements


"Everyone and their mother vibecoding using Claude OpenClaw BearClaw SantaClaws. Once the cyberattacks start Hey yall the bad guys have LLMs too 😂 Just another example of the stampede rushing to the next shiny thing then getting exposed. $CRWD $PANW $RBRK $ZS"  
[X Link](https://x.com/anyuser/status/2022768744477732912)  2026-02-14T20:23Z [---] followers, [---] engagements


"RT @JP_Biz: Ok brother do you think you could make Outlook search work when you have a minute"  
[X Link](https://x.com/anyuser/status/2022455378924179870)  2026-02-13T23:38Z [---] followers, [----] engagements


"Ok brother do you think you could make Outlook search work when you have a minute Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months"  
[X Link](https://x.com/anyuser/status/2022227279565533555)  2026-02-13T08:32Z 33.3K followers, 1.8M engagements


"Microsoft AI CEO Mustafa Suleyman says that "most if not all professional tasks" undertaken by white collar workers will be fully automated by AI within the next [--] to [--] months"  
[X Link](https://x.com/anyuser/status/2022005370701381634)  2026-02-12T17:50Z 3.2M followers, 5.5M engagements


"RT @markoinny: I think we are close to megacaps announcing pause in AI capex. When it happens we will see US memory stocks drop 50% (Korea"  
[X Link](https://x.com/anyuser/status/2022442595327369363)  2026-02-13T22:47Z [---] followers, [---] engagements


"I think we are close to megacaps announcing pause in AI capex. When it happens we will see US memory stocks drop 50% (Korea 30%) like silver few weeks ago. This is a Trumped up market of rolling bubbles (quantum cmp rare earths tether-gold crypto nuclear AI capex .)"  
[X Link](https://x.com/anyuser/status/2022434693212442684)  2026-02-13T22:16Z 58K followers, 892.8K engagements


"You guys understand @BillRMcDermott himself committed to buy $20 million shares of $NOW with his own money ya You guys understand the market didnt care at that time due to the indiscriminate selling of SaaS and $NOW after their stellar ER print ya You guys understand that he still has not purchased said shares yet ya You guys understand that if/when he does which judging by prices can be imminently the stock will likely burst 5-10% minimum ya Shorts tread carefully. This one is a tinderbox. 🧨 @BillRMcDermott your move king. The chess board is set. Take us home. $MSFT $IGV $CRM $ADBE $INTU"  
[X Link](https://x.com/anyuser/status/2022399676121780470)  2026-02-13T19:57Z [---] followers, [---] engagements


"@zigsxx Time will tell [--] would be my extreme bear-case if another panic occurs in the market; but I would be colored surprised to see $NOW's resistance line that has held up since [----] break for no good reason"  
[X Link](https://x.com/anyuser/status/2021833498974155077)  2026-02-12T06:27Z [----] followers, [---] engagements


"@BillRMcDermott Bill your $NOW ownership excluding SBC is lower than mine. That's unacceptable. Put your money where you mouth is and do an open market BUY of your stock. Not a token buy either"  
[X Link](https://x.com/anyuser/status/2021657136426872928)  2026-02-11T18:46Z 15.9K followers, [----] engagements


"Enjoy every ounce of the journey. Its all part of the process Thank u Lord 🙏🏾. #AGTG 🤲🏾"  
[X Link](https://x.com/anyuser/status/2018436690239463610)  2026-02-02T21:29Z [----] followers, 280K engagements


"Look I get the FUD and bears on SaaS (even though I dont really and am long) but how can you be bearish on cybersecurity if all this comes to pass We gonna vibe code cybersecurity (literally the most important cog of any functioning company). Zero companies gonna develop their own internal cybersecurity solutions 😂 What a golden long term opp IMO though some of these multiples warranted compression. $PANW $CRWD $RBRK $ZS https://twitter.com/i/web/status/2022085342749478974 https://twitter.com/i/web/status/2022085342749478974"  
[X Link](https://x.com/anyuser/status/2022085342749478974)  2026-02-12T23:08Z [---] followers, [--] engagements


"$NOW that it seems a lot of FinTwit is on board loading the stock sounds like perfect time for us to get dunked on 😂"  
[X Link](https://x.com/anyuser/status/2021084171238768995)  2026-02-10T04:49Z [---] followers, [---] engagements


"F it. Decided to ask Claude straight up If I gave you $100000 to either short $NOW or long the stock. What are you going to do Knowing your capabilities and whether you are truly capable of disrupting their moat or not. Enjoy looks like Claude is loading the dips 😂 $IGV $MSFT #SAAS https://twitter.com/i/web/status/2020372019918041522 https://twitter.com/i/web/status/2020372019918041522"  
[X Link](https://x.com/anyuser/status/2020372019918041522)  2026-02-08T05:40Z [---] followers, 65.7K engagements


"@BillRMcDermott any thoughts on this king"  
[X Link](https://x.com/anyuser/status/2021009949791486441)  2026-02-09T23:54Z [---] followers, [---] engagements


"$COIN hourly Pressing up underneath its [---] MA. Clear through this with volume and its a straight shot to [---] early this week $BTC $MSTR $CONL"  
[X Link](https://x.com/anyuser/status/2020730515809263983)  2026-02-09T05:24Z [---] followers, [---] engagements


"@ServiceNow"  
[X Link](https://x.com/anyuser/status/2020721123789262973)  2026-02-09T04:47Z [---] followers, [---] engagements


"@Glitch_Trades"  
[X Link](https://x.com/anyuser/status/2020678376596664829)  2026-02-09T01:57Z [---] followers, [---] engagements

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