PM | Independent research across industries (AI infra, semis, memory + microcaps) | Background in IT, economics, product
Cite asCryptoQuant has tracked the directional calls on NOW by @TheBigBerbowski on X since Jul 2025: not yet scored on NOW (as of Nov 11, 2026).
Other assets covered (33)
5 NOW calls on record, a thin history.
Relative view by default: fewer than 30 NOW calls or days on record.
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 @TheBigBerbowski to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
I strongly believe software is in no danger from AI-quite the opposite. Of course, low-quality companies will be weeded out. But high-quality software will be one of the biggest beneficiaries of AI, making it one of the best tech sectors to invest in for years to come. A few of my top picks include $APP, $U, and $NOW. What's your top software pick? Any market cap.
View original →I like $U Very much believe that SaaS will remain strong and even stronger with AI. $APP still looking exceptionally strong and $NOW will recover. Any interesting SaaS names you got? https://t.co/7XCfEmhqUW
View original →