To The Moon

I continue to look positive on software stocks like NOW, and that's why I've been consistently DCA-ing into my position recently. After the strong run in AI-related hardware and infrastructure, I believe software could be the next area to attract more attention as businesses increasingly adopt AI to improve productivity, automation and enterprise workflows. Companies like NOW have strong recurring revenue models, deep customer relationships and significant potential to monetize AI across their existing platforms, which gives me confidence in the longer-term story.

The beginning of this trade hasn't been easy, and my NOW position initially suffered from the broader pullback in software stocks. However, the recent rebound has started to turn things around, and my position has now moved from a loss back into profit. I'm glad I stayed patient and continued accumulating during the weakness instead of trying to chase the market after the rebound had already started.

For now, I'm holding tight. I don't think the recent recovery is the end of the story, but rather the beginning of a potentially bigger move. If software spending, enterprise AI adoption and the broader rotation back into growth stocks continue to strengthen, I believe NOW still has plenty of room to run. I'll continue to DCA selectively and give the longer-term thesis time to play out.

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