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![theblacklinehq Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1678542437420085248.png) The Black Line [@theblacklinehq](/creator/twitter/theblacklinehq) on x XXX followers
Created: 2025-07-23 19:13:58 UTC

🚨 $NOW reports earnings after the bell — here’s what traders should know:

🔴 Why Caution May Be Warranted:

• Margins are tightening, while costs are accelerating
• Stock is flat YTD, despite aggressive AI marketing
• Execution risk around AI Agent Orchestration is real
• Valuation still rich at ~60x P/E — little room for error
• No breakout in AI revenue yet… will that change tonight?

📊 Seasonality Says Otherwise:

→ Very Strong Buy Signal for July
→ Avg Return: +3.2%, Win Rate: 82%, Volatility: High (37.8%)
→ Best calendar week coming up: Week of Aug XX – Sep X

🎯 Verdict:

High expectations + stretched valuation = binary setup.
Keep eyes on AI commentary, margins, and forward guide.

One misstep… and the market won’t be forgiving. 😬📉

$SPY $QQQ $VIX

![](https://pbs.twimg.com/media/GwkJ6IDXYAAHAU4.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948099284517134413/c:line.svg)

**Related Topics**
[coins ai](/topic/coins-ai)
[$now](/topic/$now)
[the black](/topic/the-black)
[servicenow](/topic/servicenow)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/theblacklinehq/status/1948099284517134413)