Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
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Long term investor Visionary Investor. Focused on technology and futurism. Stocks and crypto lover.
Cite asCryptoQuant has tracked the directional calls on NOW by @BagholderIQ on X since Aug 2025: not yet scored on NOW (as of Nov 12, 2026).
Other assets covered (53)
Absolute view by default: Bag Holder IQ states bull / bear plainly (99% of directional calls are outright).
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @BagholderIQ to submit corrections.
Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
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I sold $NOW at $145. Today’s sell-off makes that decision look pretty good. ServiceNow is still growing revenue over 20%, and its AI opportunity is real. But slowing backlog growth and acquisition costs have investors questioning what comes next. The market can overreact, but a great business isn’t always a great buy at any price.
View original →I sold $NOW at $145. Tonight’s after-hours move is a reminder of why valuation matters. ServiceNow is still a quality business. But quality doesn’t make a stock immune to earnings disappointments, slowing expectations or multiple compression. The market prices in the future, not just the business you see today. I’d rather sell when the risk/reward no longer makes sense and keep cash ready for better opportunities than blindly hold a great company at any price. You can love a business and still sell the stock. That’s investing, not loyalty. 👀
View original →I think the market is massively underestimating how fast AI is going to progress. We look at what AI can do today and try to predict where it will be in 5 years, but look at how much has changed in just the last 2 years. Coding, reasoning, images, video, voice, agents. What happens if that pace continues? Self driving could become normal. Robots could start replacing a lot of physical work. Businesses could run with far fewer employees. Drug discovery and manufacturing could change completely. I don’t think people appreciate how different the world could look by 2031. The biggest risk with AI might not be overestimating it. It might be assuming progress will be linear That’s one reason I like $META, $MSFT, $NOW and $UBER in my portfolio. If AI progresses faster than expected, I want to own companies that can actually benefit from it
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